Update quote template and creation tools, improve UI dashboard

src/sales_assistant/agent_tools/create_quote.py

@@ -16,7 +16,9 @@ from .quote_template import (
     Quote, QuoteItem, CustomerInfo, 
     generate_markdown_quote,
     GREETING_PROMPT, INTRO_PROMPT,
-    generate_product_description
+    generate_product_description,
+    generate_product_name,
+    generate_product_id
 )
 from .get_exchange_rates import convert_amount
 from .agent_tools_utils import get_data_for_agent
@@ -224,26 +226,37 @@ def create_quote(
             temperature=0.3
         )
         
-        # Create quote items with quantities and LLM-generated descriptions
+        # Create quote items with quantities and LLM-generated descriptions, names, and IDs
         quote_items = []
         for product_data in products_data:
             product_id = product_data['id']
             quantity = product_quantities[product_id]
             
-            # Generate concise description using LLM
+            # Prepare product info for AI generation
             product_info = {
+                'id': product_data['id'],
                 'manufacturer': product_data['manufacturer'],
                 'model_name': product_data['product_name'],
+                'model_number_short': product_data['model_number_short'],
+                'model_number_long': product_data['model_number_long'],
                 'category': product_data['category'],
                 'sub_category': product_data['sub_category'],
                 'description': product_data['original_description']
             }
+            
+            # Generate AI-enhanced product name
+            ai_product_name = generate_product_name(product_info, llm)
+            
+            # Generate AI-selected product ID
+            ai_product_id = generate_product_id(product_info, llm)
+            
+            # Generate concise description using LLM
             llm_description = generate_product_description(product_info, llm)
             
             quote_item = QuoteItem(
-                product_id=product_id,
-                product_name=product_data['product_name'],
-                model_number_short=product_data['model_number_short'],
+                product_id=product_id,  # Keep database ID for internal reference
+                product_name=ai_product_name,  # AI-generated name
+                model_number_short=ai_product_id,  # AI-selected ID for display
                 model_number_long=product_data['model_number_long'],
                 description=llm_description,
                 quantity=quantity,
@@ -275,9 +288,9 @@ def create_quote(
         detailed_product_list = []
         for item in quote_items:
             if item.quantity > 1:
-                detailed_product_list.append(f"{item.quantity}x {item.product_name}")
+                detailed_product_list.append(f"{item.quantity}x {item.product_name}")  # Using AI-generated name
             else:
-                detailed_product_list.append(item.product_name)
+                detailed_product_list.append(item.product_name)  # Using AI-generated name
         
         product_list_str = ", ".join(detailed_product_list)
             

src/sales_assistant/agent_tools/quote_template.py

@@ -74,10 +74,13 @@ Company: {company}
 
 INTRO_PROMPT = """
 Generate a professional introduction paragraph (4-6 sentences) for a sales quote.
+
+Background:
+- We are a company called: StreamNet and we provide video conferencing and networking solutions.
+
 The introduction should:
-- Reference the specific products being quoted with their names
-- Highlight key benefits or features of the product categories
-- Express confidence in meeting their needs and providing value
+- Reference the specific products being quoted
+- Highlight key benefits separately and together if multiple products
 - Mention the comprehensive nature of the solution if multiple products
 - Be professional but friendly and engaging
 - Be detailed but concise (4-6 sentences maximum)
@@ -101,10 +104,69 @@ Given the following product information:
 - Current Description: {current_description}
 
 Write a professional, concise product description in less than 30 words.
-Focus on key features, capabilities, and benefits. Make it suitable for a business quote.
+Focus on key features, capabilities, and benefits. Make it suitable for part of a business quote.
+
+The description should be:
+- Concise and to the point (max 30 words)
+- Do not need to mention product name and product id as this is already written in other parts of the quote
 
 Write only the description of the product, no additional text."""
 
+PRODUCT_NAME_GENERATION_PROMPT = """You are a product naming specialist for technology equipment quotes.
+
+Given the following product information:
+- Manufacturer: {manufacturer}
+- Model Name: {model_name}
+- Model Number Short: {model_number_short}
+- Model Number Long: {model_number_long}
+- Category: {category}
+- Sub-category: {sub_category}
+- Description: {description}
+
+Create a professional, clear product name
+The name should be:
+- Concise but informativerefering to the brand and model name
+- Include manufacturer/brand name
+- Do not include id or SKU unless it's part of the model name as another field will do that
+- Professional and suitable for business quotes
+- Easy to understand for customers
+- capitalize first letter if it is not like that
+
+Good Examples:
+- "Cisco Catalyst Switch"
+- "Dell PowerEdge Server"
+- "HP EliteBook Laptop"
+
+Bad Examples:
+- "Cisco Catalyst 9300-24T-A Switch"
+- "Dell PowerEdge R740xd Server"
+- "HP EliteBook 850 G7 Laptop"
+
+Write only the product name, no additional text."""
+
+PRODUCT_ID_GENERATION_PROMPT = """You are a product identifier specialist for technology equipment quotes.
+
+Given the following product information:
+- Manufacturer: {manufacturer}
+- Model Name: {model_name}
+- Model Number Short: {model_number_short}
+- Model Number Long: {model_number_long}
+- Category: {category}
+- Sub-category: {sub_category}
+- Description: {description}
+
+Generate the most appropriate product ID/SKU for display in a quote.
+Priority order:
+1. combine model_number_short if it looks like a proper product ID/SKU together
+2. If does not exist or is not suitable generate an empty string
+
+The product ID should be:
+- Professional and recognizable
+- Useful for customers to reference
+- Concise but informative
+
+Write only the product ID, no additional text."""
+
 
 def generate_product_description(product_info: dict, llm) -> str:
     """
@@ -140,6 +202,88 @@ def generate_product_description(product_info: dict, llm) -> str:
         return original_desc
 
 
+def generate_product_name(product_info: dict, llm) -> str:
+    """
+    Generate a professional product name using LLM.
+    
+    Args:
+        product_info: Dictionary containing product details
+        llm: Language model instance
+        
+    Returns:
+        Generated product name (max 8 words)
+    """
+    try:
+        prompt = PRODUCT_NAME_GENERATION_PROMPT.format(
+            manufacturer=product_info.get('manufacturer', 'N/A'),
+            model_name=product_info.get('model_name', 'N/A'),
+            model_number_short=product_info.get('model_number_short', 'N/A'),
+            model_number_long=product_info.get('model_number_long', 'N/A'),
+            category=product_info.get('category', 'N/A'),
+            sub_category=product_info.get('sub_category', 'N/A')
+        )
+        
+        response = llm.invoke(prompt)
+        product_name = response.content.strip()
+            
+        return product_name
+        
+    except Exception as e:
+        # Fallback to constructing name from available data
+        manufacturer = product_info.get('manufacturer', '')
+        model_name = product_info.get('model_name', '')
+        model_short = product_info.get('model_number_short', '')
+        
+        if manufacturer and model_name:
+            return f"{manufacturer} {model_name}"
+        elif manufacturer and model_short:
+            return f"{manufacturer} {model_short}"
+        elif model_name:
+            return model_name
+        else:
+            return f"Product {product_info.get('id', 'Unknown')}"
+
+
+def generate_product_id(product_info: dict, llm) -> str:
+    """
+    Generate an appropriate product ID using LLM.
+    
+    Args:
+        product_info: Dictionary containing product details
+        llm: Language model instance
+        
+    Returns:
+        Generated or selected product ID
+    """
+    try:
+        prompt = PRODUCT_ID_GENERATION_PROMPT.format(
+            manufacturer=product_info.get('manufacturer', 'N/A'),
+            model_name=product_info.get('model_name', 'N/A'),
+            model_number_short=product_info.get('model_number_short', 'N/A'),
+            model_number_long=product_info.get('model_number_long', 'N/A'),
+            category=product_info.get('category', 'N/A'),
+            sub_category=product_info.get('sub_category', 'N/A')
+        )
+        
+        response = llm.invoke(prompt)
+        product_id = response.content.strip()
+            
+        return product_id
+        
+    except Exception as e:
+        # Fallback logic: prefer model_number_short > model_number_long > database_id
+        model_short = product_info.get('model_number_short')
+        model_long = product_info.get('model_number_long')
+        database_id = product_info.get('id')
+        
+        if model_short:
+            return str(model_short)
+        elif model_long:
+            return str(model_long)
+        else:
+            return str(database_id)
+
+
 def format_currency_number(amount: float, currency: str) -> str:
     """Format currency amount as integer without symbol."""
     if amount is None or amount == 0:
@@ -188,8 +332,8 @@ def generate_markdown_quote(quote: Quote) -> str:
     
     # Create Markdown table for products with currency column
     markdown_table = """
-| Product Name | Product ID | Description | Quantity | Unit Price | Currency | Total Price |
-|--------------|------------|-------------|----------|------------|----------|-------------|
+| Product Name | Product ID | Description | Quantity | Currency | Unit Price | Total Price |
+|--------------|------------|-------------|----------|----------|------------|-------------|
 """
     
     for item in quote.items:
@@ -204,7 +348,7 @@ def generate_markdown_quote(quote: Quote) -> str:
             unit_price_str = format_currency_number(item.unit_price, quote.currency)
             total_price_str = format_currency_number(item.total_price, quote.currency)
         
-        markdown_table += f"| {item.product_name} | {item.display_product_id} | {clean_desc} | {item.quantity} | {unit_price_str} | {quote.currency} | {total_price_str} |\n"
+        markdown_table += f"| {item.product_name} | {item.display_product_id} | {clean_desc} | {item.quantity} | {quote.currency} | {unit_price_str} | {total_price_str} |\n"
     
     # Grand total - handle case where some prices might be missing
     if any(item.unit_price is None or item.unit_price == 0 for item in quote.items):

src/sales_assistant/created_quotes/quote_QT-B4849588_Kristof_Proba_20250825_114359.md

@@ -1,63 +0,0 @@
-# Professional Product Quotation
-
-## STREAMNET SOLUTIONS
-
----
-
-**Quote ID:** QT-B4849588  
-**Date:** August 25, 2025  
-**Valid Until:** September 24, 2025
-
----
-
-## Quote To:
-
-**Kristof Proba**  
-📧 kristofkristof@gmail.com
-
----
-
-Option 1: Dear Kristof Proba, thank you for your interest—please find your tailored quotation below.
-
-Option 2: Hello Kristof, we’re pleased to provide the following quote and look forward to assisting you.
-
-Kristof Proba, please find a quote for two items: the Saber U20 (WHITE) and the Saber 5X (Saber Light). We’re confident these products will meet your needs and deliver the reliable performance you expect.
-
----
-
-## Products
-
-
-| Product Name | Product ID | Description | Quantity | Unit Price | Total Price |
-|--------------|------------|-------------|----------|------------|-------------|
-| Saber U20 (WHITE) | ANG2-20FHD-01W | Angekis Saber U20 (White) — compact professional camera delivering high-quality imaging, reliable performance, versatile mounting and connectivity, and a discreet white finish for seamless commercial integration. | 2 | 312,460 Ft | 624,920 Ft |
-| Saber 5X (Saber Light) | U3-5FHD6 | angekis Saber 5X (Saber Light) PTZ camera — 5× zoom, 90° HFOV, simultaneous USB 3.0 60 fps and RS232 connectivity for high-frame-rate capture and seamless integration. | 3 | 321,300 Ft | 963,900 Ft |
-
-
----
-
-## **Grand Total: 1,588,820 Ft**
-
----
-
-## Terms and Conditions
-
-- This quotation is valid for 30 days from the date of issue
-- Prices are subject to change without notice after expiration
-- Payment terms: Net 30 days from invoice date
-- All prices exclude shipping and handling unless otherwise specified
-- Products are subject to availability
-- Technical specifications may vary, please confirm before ordering
-- Returns accepted within 14 days in original condition
-- Warranty terms as per manufacturer specifications
-
----
-
-### Contact Information
-
-📧 **Email:** sales@streamnet.com  
-📞 **Phone:** +1 (555) 123-4567
-
----
-
-*Generated on August 25, 2025*

src/sales_assistant/ui_dashboard/gradio_app.py

@@ -172,6 +172,7 @@ class SalesAssistantChat:
             # Create agent runner
             self.compiled_graph, self.checkpointer, self.callback_manager, self.thread_id = create_agent_runner(config)
             self.log_to_console("Sales Assistant initialized successfully!", "SUCCESS")
+            self.log_to_console(f"Session ready - Thread ID: {self.thread_id}")
             
         except Exception as e:
             self.log_to_console(f"Failed to initialize sales assistant: {e}", "ERROR")
@@ -260,12 +261,14 @@ class SalesAssistantChat:
     def get_intermediate_logs(self) -> str:
         """Get console logs for intermediate updates."""
         return self.get_console_logs()
+def create_chat_assistant():
+    """Create a new chat assistant instance for a session."""
+    return SalesAssistantChat()
+
+
 def create_gradio_interface():
     """Create and configure the Gradio interface."""
     
-    # Initialize the chat assistant
-    chat_assistant = SalesAssistantChat()
-    
     # Create the interface
     with gr.Blocks(
         title="Streamnet Sales Assistant with Quote Generation",
@@ -316,11 +319,39 @@ def create_gradio_interface():
             max-width: none !important;
             width: 100% !important;
         }
+        .session-info {
+            background-color: #f0f8ff;
+            border: 1px solid #b0d4f0;
+            border-radius: 6px;
+            padding: 10px;
+            margin: 10px 0;
+            font-size: 12px;
+            color: #2c5aa0;
+        }
         """
     ) as interface:
         # load Google Font (Inter)
         gr.HTML('<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;600&display=swap" rel="stylesheet">')
         
+        # Session state for chat assistant
+        chat_assistant_state = gr.State()
+        session_id_state = gr.State()
+        
+        def initialize_session():
+            """Initialize a new session with a fresh chat assistant."""
+            import uuid
+            session_id = f"gradio_session_{uuid.uuid4().hex[:8]}"
+            chat_assistant = SalesAssistantChat()
+            return chat_assistant, session_id, f"🔄 Session ID: {session_id}"
+        
+        def get_or_create_session(chat_assistant, session_id):
+            """Get existing session or create new one if None."""
+            if chat_assistant is None:
+                return initialize_session()
+            return chat_assistant, session_id, f"🔄 Session ID: {session_id}"
+        # load Google Font (Inter)
+        gr.HTML('<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;600&display=swap" rel="stylesheet">')
+        
         gr.Markdown(
             """
             # 🤖 Streamnet Sales Assistant with Quote Generation
@@ -363,7 +394,7 @@ def create_gradio_interface():
                 # Console logs section
                 with gr.Accordion("🔍 Console Logs & Processing Info", open=False):
                     console_display = gr.Textbox(
-                        value=chat_assistant.get_console_logs(),
+                        value="Console logs will appear here...",
                         label="Real-time Processing Logs",
                         lines=20,
                         max_lines=30,
@@ -407,7 +438,7 @@ def create_gradio_interface():
                         quote_files_display = gr.Dataframe(
                             headers=["File Name", "Modified", "Size"],
                             datatype=["str", "str", "str"],
-                            value=chat_assistant.get_quote_files(),
+                            value=[],
                             label="Quote Files",
                             interactive=False
                         )
@@ -416,7 +447,7 @@ def create_gradio_interface():
                         
                         # File selection
                         file_dropdown = gr.Dropdown(
-                            choices=[f[0] for f in chat_assistant.get_quote_files()],
+                            choices=[],
                             label="Select Quote to View",
                             value=None
                         )
@@ -438,6 +469,21 @@ def create_gradio_interface():
                             """
                         )
         
+        # Session Management Section
+        with gr.Accordion("🔄 Session Management", open=False):
+            gr.Markdown(
+                """
+                **Session Control:** Each browser session gets a unique conversation thread. 
+                Use the button below to start completely fresh or check your current session ID.
+                """
+            )
+            with gr.Row():
+                session_info_display = gr.Markdown(
+                    value="🔄 Session ID: Initializing...",
+                    elem_classes=["session-info"]
+                )
+                new_session_btn = gr.Button("🆕 Start New Session", variant="secondary", scale=1)
+        
         # Additional information
         with gr.Accordion("ℹ️ About This Assistant", open=False):
             gr.Markdown(
@@ -456,81 +502,121 @@ def create_gradio_interface():
                 """
             )
         
-        # Event handlers
-        def submit_message_immediate(message, history):
+        # Event handlers with session state
+        def submit_message_immediate(message, history, chat_assistant, session_id):
             """Immediately show user message and loading state."""
-            return chat_assistant.chat_function_immediate(message, history)
+            chat_assistant, session_id, session_info = get_or_create_session(chat_assistant, session_id)
+            return chat_assistant.chat_function_immediate(message, history) + (chat_assistant, session_id, session_info)
         
-        def process_message_full(message, history):
+        def process_message_full(message, history, chat_assistant, session_id):
             """Process the full message after showing immediate feedback."""
-            return chat_assistant.chat_function_process(message, history)
+            chat_assistant, session_id, session_info = get_or_create_session(chat_assistant, session_id)
+            result = chat_assistant.chat_function_process(message, history)
+            return result + (chat_assistant, session_id, session_info)
         
-        def refresh_files():
+        def refresh_files(chat_assistant, session_id):
+            """Refresh quote files."""
+            chat_assistant, session_id, session_info = get_or_create_session(chat_assistant, session_id)
             files = chat_assistant.get_quote_files()
             choices = [f[0] for f in files]
-            return files, gr.Dropdown(choices=choices, value=None)
+            return files, gr.Dropdown(choices=choices, value=None), chat_assistant, session_id, session_info
         
-        def display_quote_content(filename):
+        def display_quote_content(filename, chat_assistant, session_id):
+            """Display quote content."""
+            chat_assistant, session_id, session_info = get_or_create_session(chat_assistant, session_id)
             if filename:
                 content = chat_assistant.read_quote_file(filename)
-                return content
-            return "Select a quote file to view its content."
+                return content, chat_assistant, session_id, session_info
+            return "Select a quote file to view its content.", chat_assistant, session_id, session_info
         
-        def refresh_console_logs():
-            return chat_assistant.get_console_logs()
+        def refresh_console_logs(chat_assistant, session_id):
+            """Refresh console logs."""
+            chat_assistant, session_id, session_info = get_or_create_session(chat_assistant, session_id)
+            return chat_assistant.get_console_logs(), chat_assistant, session_id, session_info
         
-        def clear_console_logs():
+        def clear_console_logs(chat_assistant, session_id):
+            """Clear console logs."""
+            chat_assistant, session_id, session_info = get_or_create_session(chat_assistant, session_id)
             chat_assistant.console_logs = []
             chat_assistant.log_to_console("Console logs cleared")
-            return chat_assistant.get_console_logs()
+            return chat_assistant.get_console_logs(), chat_assistant, session_id, session_info
         
-        def auto_refresh_logs():
+        def auto_refresh_logs(chat_assistant, session_id):
             """Auto-refresh function for logs - returns updated logs"""
-            return chat_assistant.get_console_logs()
+            chat_assistant, session_id, session_info = get_or_create_session(chat_assistant, session_id)
+            return chat_assistant.get_console_logs(), chat_assistant, session_id, session_info
+        
+        def start_new_session():
+            """Start a completely new session."""
+            chat_assistant, session_id, session_info = initialize_session()
+            # Reset UI components
+            empty_history = []
+            console_logs = chat_assistant.get_console_logs()
+            quote_files = chat_assistant.get_quote_files()
+            file_choices = [f[0] for f in quote_files]
+            
+            return (
+                empty_history,  # Reset chat history
+                console_logs,   # Fresh console logs
+                quote_files,    # Refresh quote files
+                gr.Dropdown(choices=file_choices, value=None),  # Reset file dropdown
+                "Select a quote file to view its content.",  # Reset quote content
+                chat_assistant,  # New chat assistant
+                session_id,      # New session ID
+                session_info     # New session info display
+            )
         
         # Set up auto-refresh timer
         timer = gr.Timer(2)  # Refresh every 2 seconds
         
-        # Wire up the events with better UX
+        # Wire up the events with session state
         msg_input.submit(
             submit_message_immediate,
-            inputs=[msg_input, chatbot],
-            outputs=[msg_input, chatbot, console_display]
+            inputs=[msg_input, chatbot, chat_assistant_state, session_id_state],
+            outputs=[msg_input, chatbot, console_display, chat_assistant_state, session_id_state, session_info_display]
         ).then(
             process_message_full,
-            inputs=[msg_input, chatbot],
-            outputs=[msg_input, chatbot, quote_files_display, console_display]
+            inputs=[msg_input, chatbot, chat_assistant_state, session_id_state],
+            outputs=[msg_input, chatbot, quote_files_display, console_display, chat_assistant_state, session_id_state, session_info_display]
         )
         
         send_btn.click(
             submit_message_immediate,
-            inputs=[msg_input, chatbot],
-            outputs=[msg_input, chatbot, console_display]
+            inputs=[msg_input, chatbot, chat_assistant_state, session_id_state],
+            outputs=[msg_input, chatbot, console_display, chat_assistant_state, session_id_state, session_info_display]
         ).then(
             process_message_full,
-            inputs=[msg_input, chatbot],
-            outputs=[msg_input, chatbot, quote_files_display, console_display]
+            inputs=[msg_input, chatbot, chat_assistant_state, session_id_state],
+            outputs=[msg_input, chatbot, quote_files_display, console_display, chat_assistant_state, session_id_state, session_info_display]
+        )
+        
+        new_session_btn.click(
+            start_new_session,
+            outputs=[chatbot, console_display, quote_files_display, file_dropdown, quote_content, chat_assistant_state, session_id_state, session_info_display]
         )
         
         refresh_btn.click(
             refresh_files,
-            outputs=[quote_files_display, file_dropdown]
+            inputs=[chat_assistant_state, session_id_state],
+            outputs=[quote_files_display, file_dropdown, chat_assistant_state, session_id_state, session_info_display]
         )
         
         file_dropdown.change(
             display_quote_content,
-            inputs=[file_dropdown],
-            outputs=[quote_content]
+            inputs=[file_dropdown, chat_assistant_state, session_id_state],
+            outputs=[quote_content, chat_assistant_state, session_id_state, session_info_display]
         )
         
         refresh_logs_btn.click(
             refresh_console_logs,
-            outputs=[console_display]
+            inputs=[chat_assistant_state, session_id_state],
+            outputs=[console_display, chat_assistant_state, session_id_state, session_info_display]
         )
         
         clear_logs_btn.click(
             clear_console_logs,
-            outputs=[console_display]
+            inputs=[chat_assistant_state, session_id_state],
+            outputs=[console_display, chat_assistant_state, session_id_state, session_info_display]
         )
         
         # Auto-refresh functionality
@@ -542,7 +628,14 @@ def create_gradio_interface():
         
         timer.tick(
             auto_refresh_logs,
-            outputs=[console_display]
+            inputs=[chat_assistant_state, session_id_state],
+            outputs=[console_display, chat_assistant_state, session_id_state, session_info_display]
+        )
+        
+        # Initialize session on load
+        interface.load(
+            initialize_session,
+            outputs=[chat_assistant_state, session_id_state, session_info_display]
         )
     
     return interface