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- __init__.py +2 -0
- agents/__init__.py +2 -0
- agents/__pycache__/__init__.cpython-311.pyc +0 -0
- agents/__pycache__/decision_agent.cpython-311.pyc +0 -0
- agents/__pycache__/extraction_agent.cpython-311.pyc +0 -0
- agents/__pycache__/reporting_agent.cpython-311.pyc +0 -0
- agents/__pycache__/validation_agent.cpython-311.pyc +0 -0
- agents/__pycache__/vendor_verification_agent.cpython-311.pyc +0 -0
- agents/decision_agent.py +53 -0
- agents/extraction_agent.py +61 -0
- agents/reporting_agent.py +45 -0
- agents/validation_agent.py +84 -0
- agents/vendor_verification_agent.py +59 -0
- app.py +17 -0
- embeddings/__init__.py +2 -0
- embeddings/__pycache__/__init__.cpython-311.pyc +0 -0
- embeddings/__pycache__/embedding_model.cpython-311.pyc +0 -0
- embeddings/embedding_model.py +28 -0
- llm.py +14 -0
- prompts/__init__.py +2 -0
- prompts/__pycache__/__init__.cpython-311.pyc +0 -0
- prompts/__pycache__/decision_prompt.cpython-311.pyc +0 -0
- prompts/__pycache__/extraction_prompt.cpython-311.pyc +0 -0
- prompts/__pycache__/reporting_prompt.cpython-311.pyc +0 -0
- prompts/__pycache__/validation_prompt.cpython-311.pyc +0 -0
- prompts/__pycache__/vendor_prompt.cpython-311.pyc +0 -0
- prompts/decision_prompt.py +44 -0
- prompts/extraction_prompt.py +53 -0
- prompts/reporting_prompt.py +40 -0
- prompts/validation_prompt.py +57 -0
- prompts/vendor_prompt.py +39 -0
- tools/__init__.py +2 -0
- tools/__pycache__/__init__.cpython-311.pyc +0 -0
- tools/__pycache__/erp_tool.cpython-311.pyc +0 -0
- tools/__pycache__/web_search_tool.cpython-311.pyc +0 -0
- tools/erp_tool.py +27 -0
- tools/web_search_tool.py +36 -0
- ui/__init__.py +2 -0
- ui/__pycache__/__init__.cpython-311.pyc +0 -0
- ui/__pycache__/streamlit_dashboard.cpython-311.pyc +0 -0
- ui/streamlit_dashboard.py +413 -0
- utils.py +87 -0
- vectorstore/__init__.py +2 -0
- vectorstore/__pycache__/__init__.cpython-311.pyc +0 -0
- vectorstore/__pycache__/pinecone_client.cpython-311.pyc +0 -0
- vectorstore/pinecone_client.py +141 -0
- workflow/__init__.py +2 -0
- workflow/__pycache__/__init__.cpython-311.pyc +0 -0
- workflow/__pycache__/graph_builder.cpython-311.pyc +0 -0
- workflow/__pycache__/state_schema.cpython-311.pyc +0 -0
__init__.py
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"""AI Business Process Automation Agent package."""
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agents/__init__.py
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"""Agent implementations."""
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agents/__pycache__/__init__.cpython-311.pyc
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agents/__pycache__/decision_agent.cpython-311.pyc
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agents/__pycache__/extraction_agent.cpython-311.pyc
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agents/__pycache__/reporting_agent.cpython-311.pyc
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agents/__pycache__/validation_agent.cpython-311.pyc
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agents/__pycache__/vendor_verification_agent.cpython-311.pyc
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Binary file (3.45 kB). View file
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agents/decision_agent.py
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from __future__ import annotations
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import json
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import logging
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from typing import Any, Dict
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from langchain_core.messages import HumanMessage
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from ai_business_automation_agent.prompts.decision_prompt import DECISION_PROMPT
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from ai_business_automation_agent.utils import append_agent_log, parse_llm_json
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logger = logging.getLogger(__name__)
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def run_decision_agent(state: Dict[str, Any], llm) -> Dict[str, Any]:
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validation = state.get("validation_status") or {}
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vendor_ver = state.get("vendor_verification") or {}
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prompt = DECISION_PROMPT.format(
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validation_json=json.dumps(validation, ensure_ascii=False),
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vendor_verification_json=json.dumps(vendor_ver, ensure_ascii=False),
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)
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resp = llm.invoke([HumanMessage(content=prompt)])
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text = getattr(resp, "content", str(resp))
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parsed, err = parse_llm_json(text)
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updates: Dict[str, Any] = {}
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if err:
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logger.warning("Decision JSON parse error: %s", err)
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updates["decision"] = {
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"decision": "manual_review",
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"reason": f"Parsing failed: {err}",
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"routing": {"requires_human_review": True, "queue": "ap"},
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"raw_model_output": text,
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}
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updates.update(append_agent_log(state, agent="decision", event="error", payload={"error": err}))
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else:
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updates["decision"] = parsed
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updates.update(append_agent_log(state, agent="decision", event="ok", payload=parsed))
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updates.update(append_agent_log(state, agent="decision", event="prompt", payload={"prompt": prompt}))
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updates.update(append_agent_log(state, agent="decision", event="raw_response", payload={"text": text}))
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return updates
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def decision_route(state: Dict[str, Any]) -> str:
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decision = (state.get("decision") or {}).get("decision")
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if decision == "approved":
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return "approved"
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if decision == "manual_review":
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return "manual_review"
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return "rejected"
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agents/extraction_agent.py
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from __future__ import annotations
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import json
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import logging
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from typing import Any, Dict
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from langchain_core.messages import HumanMessage
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from ai_business_automation_agent.prompts.extraction_prompt import EXTRACTION_PROMPT
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from ai_business_automation_agent.utils import append_agent_log, parse_llm_json
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logger = logging.getLogger(__name__)
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def run_extraction_agent(state: Dict[str, Any], llm) -> Dict[str, Any]:
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email_content = state.get("email_content", "")
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prompt = EXTRACTION_PROMPT.format(email_content=email_content)
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msg = HumanMessage(content=prompt)
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resp = llm.invoke([msg])
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text = getattr(resp, "content", str(resp))
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parsed, err = parse_llm_json(text)
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updates: Dict[str, Any] = {}
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if err:
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logger.warning("Extraction JSON parse error: %s", err)
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updates["extracted_data"] = {
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"invoice": {},
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"vendor": {},
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"extraction_confidence": "low",
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"notes": f"Parsing failed: {err}",
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"raw_model_output": text,
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}
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updates.update(append_agent_log(state, agent="extraction", event="error", payload={"error": err}))
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else:
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updates["extracted_data"] = parsed
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updates.update(append_agent_log(state, agent="extraction", event="ok", payload=parsed))
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updates.update(append_agent_log(state, agent="extraction", event="prompt", payload={"prompt": prompt}))
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updates.update(append_agent_log(state, agent="extraction", event="raw_response", payload={"text": text}))
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return updates
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def compact_extracted_summary(extracted: Dict[str, Any]) -> str:
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try:
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invoice = extracted.get("invoice", {})
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vendor = extracted.get("vendor", {})
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return json.dumps(
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{
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"invoice_number": invoice.get("invoice_number"),
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"invoice_date": invoice.get("invoice_date"),
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"total": invoice.get("total"),
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"currency": invoice.get("currency"),
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"vendor_name": vendor.get("name"),
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"vendor_website": vendor.get("website"),
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},
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ensure_ascii=False,
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)
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except Exception:
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return "{}"
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agents/reporting_agent.py
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from __future__ import annotations
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import json
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import logging
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from typing import Any, Dict
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from langchain_core.messages import HumanMessage
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from ai_business_automation_agent.prompts.reporting_prompt import REPORTING_PROMPT
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from ai_business_automation_agent.utils import append_agent_log, parse_llm_json
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logger = logging.getLogger(__name__)
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def run_reporting_agent(state: Dict[str, Any], llm) -> Dict[str, Any]:
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prompt = REPORTING_PROMPT.format(
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email_content=state.get("email_content", ""),
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extracted_json=json.dumps(state.get("extracted_data") or {}, ensure_ascii=False),
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vendor_verification_json=json.dumps(state.get("vendor_verification") or {}, ensure_ascii=False),
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validation_json=json.dumps(state.get("validation_status") or {}, ensure_ascii=False),
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decision_json=json.dumps(state.get("decision") or {}, ensure_ascii=False),
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erp_json=json.dumps(state.get("erp_update_status") or {}, ensure_ascii=False),
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)
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resp = llm.invoke([HumanMessage(content=prompt)])
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text = getattr(resp, "content", str(resp))
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parsed, err = parse_llm_json(text)
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updates: Dict[str, Any] = {}
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if err:
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logger.warning("Reporting JSON parse error: %s", err)
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updates["report"] = (
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"REPORT GENERATION FAILED\n\n"
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f"Error: {err}\n\n"
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"Raw model output:\n"
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f"{text}"
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)
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updates.update(append_agent_log(state, agent="reporting", event="error", payload={"error": err}))
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else:
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updates["report"] = parsed.get("report", "")
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updates.update(append_agent_log(state, agent="reporting", event="ok", payload=parsed))
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updates.update(append_agent_log(state, agent="reporting", event="prompt", payload={"prompt": prompt}))
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updates.update(append_agent_log(state, agent="reporting", event="raw_response", payload={"text": text}))
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return updates
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agents/validation_agent.py
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from __future__ import annotations
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import json
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import logging
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import os
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from typing import Any, Dict, List
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from langchain_core.messages import HumanMessage
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from ai_business_automation_agent.prompts.validation_prompt import VALIDATION_PROMPT
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from ai_business_automation_agent.utils import append_agent_log, parse_llm_json
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from ai_business_automation_agent.vectorstore.pinecone_client import PineconeVectorStore
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logger = logging.getLogger(__name__)
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def _format_policy_context(chunks: List[Dict[str, Any]]) -> str:
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if not chunks:
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return "No policy context available."
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lines = []
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for c in chunks:
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score = c.get("score")
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text = (c.get("text") or "").strip()
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if text:
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lines.append(f"- (score={score}) {text}")
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return "\n".join(lines).strip() or "No policy context available."
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def run_validation_agent(state: Dict[str, Any], llm) -> Dict[str, Any]:
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extracted = state.get("extracted_data") or {}
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vendor_ver = state.get("vendor_verification") or {}
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policy_context = "No policy context available."
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try:
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vs = PineconeVectorStore(namespace="policies")
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if os.getenv("SEED_VECTORSTORE", "true").lower() in {"1", "true", "yes"}:
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vs.seed_default_policies()
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query = json.dumps(
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| 39 |
+
{
|
| 40 |
+
"invoice": extracted.get("invoice", {}),
|
| 41 |
+
"vendor": extracted.get("vendor", {}),
|
| 42 |
+
"vendor_verification": vendor_ver,
|
| 43 |
+
},
|
| 44 |
+
ensure_ascii=False,
|
| 45 |
+
)
|
| 46 |
+
chunks = vs.retrieve(query, top_k=5)
|
| 47 |
+
policy_context = _format_policy_context(chunks)
|
| 48 |
+
rag_payload = {"retrieved": chunks}
|
| 49 |
+
except Exception as e:
|
| 50 |
+
logger.warning("Pinecone retrieval unavailable: %s", e)
|
| 51 |
+
rag_payload = {"error": str(e)}
|
| 52 |
+
|
| 53 |
+
prompt = VALIDATION_PROMPT.format(
|
| 54 |
+
extracted_json=json.dumps(extracted, ensure_ascii=False),
|
| 55 |
+
vendor_verification_json=json.dumps(vendor_ver, ensure_ascii=False),
|
| 56 |
+
policy_context=policy_context,
|
| 57 |
+
)
|
| 58 |
+
resp = llm.invoke([HumanMessage(content=prompt)])
|
| 59 |
+
text = getattr(resp, "content", str(resp))
|
| 60 |
+
parsed, err = parse_llm_json(text)
|
| 61 |
+
|
| 62 |
+
updates: Dict[str, Any] = {}
|
| 63 |
+
if err:
|
| 64 |
+
logger.warning("Validation JSON parse error: %s", err)
|
| 65 |
+
updates["validation_status"] = {
|
| 66 |
+
"status": "needs_review",
|
| 67 |
+
"issues": [{"code": "PARSING_ERROR", "severity": "high", "message": err}],
|
| 68 |
+
"compliance_flags": [],
|
| 69 |
+
"validated_fields": {},
|
| 70 |
+
"recommendation": "manual_review",
|
| 71 |
+
"raw_model_output": text,
|
| 72 |
+
"rag": rag_payload,
|
| 73 |
+
}
|
| 74 |
+
updates.update(append_agent_log(state, agent="validation", event="error", payload={"error": err}))
|
| 75 |
+
else:
|
| 76 |
+
parsed["rag"] = rag_payload
|
| 77 |
+
updates["validation_status"] = parsed
|
| 78 |
+
updates.update(append_agent_log(state, agent="validation", event="ok", payload=parsed))
|
| 79 |
+
|
| 80 |
+
updates.update(append_agent_log(state, agent="validation", event="rag", payload=rag_payload))
|
| 81 |
+
updates.update(append_agent_log(state, agent="validation", event="prompt", payload={"prompt": prompt}))
|
| 82 |
+
updates.update(append_agent_log(state, agent="validation", event="raw_response", payload={"text": text}))
|
| 83 |
+
return updates
|
| 84 |
+
|
agents/vendor_verification_agent.py
ADDED
|
@@ -0,0 +1,59 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
|
| 3 |
+
import json
|
| 4 |
+
import logging
|
| 5 |
+
from typing import Any, Dict, Optional
|
| 6 |
+
|
| 7 |
+
from langchain_core.messages import HumanMessage
|
| 8 |
+
|
| 9 |
+
from ai_business_automation_agent.prompts.vendor_prompt import VENDOR_VERIFICATION_PROMPT
|
| 10 |
+
from ai_business_automation_agent.tools.web_search_tool import TavilyWebSearchTool
|
| 11 |
+
from ai_business_automation_agent.utils import append_agent_log, parse_llm_json
|
| 12 |
+
|
| 13 |
+
logger = logging.getLogger(__name__)
|
| 14 |
+
|
| 15 |
+
|
| 16 |
+
def run_vendor_verification_agent(
|
| 17 |
+
state: Dict[str, Any], llm, web_search: Optional[TavilyWebSearchTool]
|
| 18 |
+
) -> Dict[str, Any]:
|
| 19 |
+
extracted = state.get("extracted_data") or {}
|
| 20 |
+
vendor = extracted.get("vendor") or {}
|
| 21 |
+
vendor_name = vendor.get("name") or "unknown vendor"
|
| 22 |
+
|
| 23 |
+
query = f"{vendor_name} company legitimacy business registration"
|
| 24 |
+
if web_search is None:
|
| 25 |
+
web_summary = "Tavily not configured; no web verification performed."
|
| 26 |
+
else:
|
| 27 |
+
search_raw = web_search.search(query=query, max_results=5)
|
| 28 |
+
web_summary = web_search.summarize(search_raw)
|
| 29 |
+
|
| 30 |
+
prompt = VENDOR_VERIFICATION_PROMPT.format(
|
| 31 |
+
vendor_json=json.dumps(vendor, ensure_ascii=False),
|
| 32 |
+
web_summary=web_summary,
|
| 33 |
+
)
|
| 34 |
+
resp = llm.invoke([HumanMessage(content=prompt)])
|
| 35 |
+
text = getattr(resp, "content", str(resp))
|
| 36 |
+
parsed, err = parse_llm_json(text)
|
| 37 |
+
|
| 38 |
+
updates: Dict[str, Any] = {}
|
| 39 |
+
if err:
|
| 40 |
+
logger.warning("Vendor verification JSON parse error: %s", err)
|
| 41 |
+
updates["vendor_verification"] = {
|
| 42 |
+
"status": "flagged",
|
| 43 |
+
"risk_score": 5,
|
| 44 |
+
"reason": f"Parsing failed: {err}",
|
| 45 |
+
"evidence_summary": "Vendor verification could not be reliably parsed; defaulting to manual review.",
|
| 46 |
+
"recommended_action": "manual_review",
|
| 47 |
+
"raw_model_output": text,
|
| 48 |
+
"web_search": {"query": query, "summary": web_summary},
|
| 49 |
+
}
|
| 50 |
+
updates.update(append_agent_log(state, agent="vendor_verification", event="error", payload={"error": err}))
|
| 51 |
+
else:
|
| 52 |
+
parsed["web_search"] = {"query": query, "summary": web_summary}
|
| 53 |
+
updates["vendor_verification"] = parsed
|
| 54 |
+
updates.update(append_agent_log(state, agent="vendor_verification", event="ok", payload=parsed))
|
| 55 |
+
|
| 56 |
+
updates.update(append_agent_log(state, agent="vendor_verification", event="prompt", payload={"prompt": prompt}))
|
| 57 |
+
updates.update(append_agent_log(state, agent="vendor_verification", event="raw_response", payload={"text": text}))
|
| 58 |
+
return updates
|
| 59 |
+
|
app.py
ADDED
|
@@ -0,0 +1,17 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
|
| 3 |
+
import sys
|
| 4 |
+
from pathlib import Path
|
| 5 |
+
|
| 6 |
+
# When running `streamlit run ai_business_automation_agent/app.py`, Python's sys.path
|
| 7 |
+
# may not include the project root, so absolute package imports can fail.
|
| 8 |
+
PROJECT_ROOT = Path(__file__).resolve().parent.parent
|
| 9 |
+
if str(PROJECT_ROOT) not in sys.path:
|
| 10 |
+
sys.path.insert(0, str(PROJECT_ROOT))
|
| 11 |
+
|
| 12 |
+
from ai_business_automation_agent.ui.streamlit_dashboard import main
|
| 13 |
+
|
| 14 |
+
|
| 15 |
+
if __name__ == "__main__":
|
| 16 |
+
main()
|
| 17 |
+
|
embeddings/__init__.py
ADDED
|
@@ -0,0 +1,2 @@
|
|
|
|
|
|
|
|
|
|
| 1 |
+
"""Embedding model utilities."""
|
| 2 |
+
|
embeddings/__pycache__/__init__.cpython-311.pyc
ADDED
|
Binary file (200 Bytes). View file
|
|
|
embeddings/__pycache__/embedding_model.cpython-311.pyc
ADDED
|
Binary file (1.77 kB). View file
|
|
|
embeddings/embedding_model.py
ADDED
|
@@ -0,0 +1,28 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
|
| 3 |
+
import logging
|
| 4 |
+
from functools import lru_cache
|
| 5 |
+
from typing import List
|
| 6 |
+
|
| 7 |
+
from sentence_transformers import SentenceTransformer
|
| 8 |
+
|
| 9 |
+
logger = logging.getLogger(__name__)
|
| 10 |
+
|
| 11 |
+
|
| 12 |
+
@lru_cache(maxsize=1)
|
| 13 |
+
def get_embedding_model(model_name: str = "sentence-transformers/all-MiniLM-L6-v2") -> SentenceTransformer:
|
| 14 |
+
"""
|
| 15 |
+
Return a cached SentenceTransformers model instance.
|
| 16 |
+
|
| 17 |
+
Note: loading the model can be slow; caching keeps Streamlit responsive.
|
| 18 |
+
"""
|
| 19 |
+
|
| 20 |
+
logger.info("Loading embedding model: %s", model_name)
|
| 21 |
+
return SentenceTransformer(model_name)
|
| 22 |
+
|
| 23 |
+
|
| 24 |
+
def embed_texts(texts: List[str], model_name: str = "sentence-transformers/all-MiniLM-L6-v2") -> List[List[float]]:
|
| 25 |
+
model = get_embedding_model(model_name=model_name)
|
| 26 |
+
vectors = model.encode(texts, normalize_embeddings=True)
|
| 27 |
+
return [v.tolist() for v in vectors]
|
| 28 |
+
|
llm.py
ADDED
|
@@ -0,0 +1,14 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
|
| 3 |
+
import os
|
| 4 |
+
from functools import lru_cache
|
| 5 |
+
from langchain_groq import ChatGroq
|
| 6 |
+
|
| 7 |
+
|
| 8 |
+
@lru_cache(maxsize=1)
|
| 9 |
+
def get_groq_llm(model: str = "llama-3.3-70b-versatile", temperature: float = 0.0) -> ChatGroq:
|
| 10 |
+
api_key = os.getenv("GROQ_API_KEY", "")
|
| 11 |
+
if not api_key:
|
| 12 |
+
raise ValueError("Missing GROQ_API_KEY.")
|
| 13 |
+
return ChatGroq(model=model, temperature=temperature, api_key=api_key)
|
| 14 |
+
|
prompts/__init__.py
ADDED
|
@@ -0,0 +1,2 @@
|
|
|
|
|
|
|
|
|
|
| 1 |
+
"""Prompt templates for agents."""
|
| 2 |
+
|
prompts/__pycache__/__init__.cpython-311.pyc
ADDED
|
Binary file (199 Bytes). View file
|
|
|
prompts/__pycache__/decision_prompt.cpython-311.pyc
ADDED
|
Binary file (1.2 kB). View file
|
|
|
prompts/__pycache__/extraction_prompt.cpython-311.pyc
ADDED
|
Binary file (1.6 kB). View file
|
|
|
prompts/__pycache__/reporting_prompt.cpython-311.pyc
ADDED
|
Binary file (844 Bytes). View file
|
|
|
prompts/__pycache__/validation_prompt.cpython-311.pyc
ADDED
|
Binary file (1.68 kB). View file
|
|
|
prompts/__pycache__/vendor_prompt.cpython-311.pyc
ADDED
|
Binary file (1.38 kB). View file
|
|
|
prompts/decision_prompt.py
ADDED
|
@@ -0,0 +1,44 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
DECISION_PROMPT = """\
|
| 2 |
+
SYSTEM ROLE
|
| 3 |
+
You are the enterprise Financial Decision Agent.
|
| 4 |
+
|
| 5 |
+
OBJECTIVE
|
| 6 |
+
Determine whether an invoice should be approved, rejected, or sent for manual review.
|
| 7 |
+
|
| 8 |
+
CONTEXT
|
| 9 |
+
The decision should be deterministic and auditable.
|
| 10 |
+
|
| 11 |
+
INSTRUCTIONS
|
| 12 |
+
- Output MUST be strict JSON (no markdown, no extra text).
|
| 13 |
+
- Use these deterministic decision rules:
|
| 14 |
+
|
| 15 |
+
DECISION RULES
|
| 16 |
+
- APPROVED:
|
| 17 |
+
- validation_status.status == "pass"
|
| 18 |
+
- vendor_verification.status == "verified"
|
| 19 |
+
- MANUAL_REVIEW:
|
| 20 |
+
- vendor_verification.status == "flagged"
|
| 21 |
+
- OR validation_status.status == "needs_review"
|
| 22 |
+
- OR vendor evidence is insufficient/ambiguous
|
| 23 |
+
- REJECTED:
|
| 24 |
+
- vendor_verification.status == "suspicious"
|
| 25 |
+
- OR validation_status.status == "fail"
|
| 26 |
+
|
| 27 |
+
INPUT
|
| 28 |
+
validation_status:
|
| 29 |
+
{validation_json}
|
| 30 |
+
|
| 31 |
+
vendor_verification:
|
| 32 |
+
{vendor_verification_json}
|
| 33 |
+
|
| 34 |
+
OUTPUT FORMAT (STRICT JSON)
|
| 35 |
+
{{
|
| 36 |
+
"decision": "approved|manual_review|rejected",
|
| 37 |
+
"reason": "string",
|
| 38 |
+
"routing": {{
|
| 39 |
+
"requires_human_review": true,
|
| 40 |
+
"queue": "ap|compliance|vendor_management|none"
|
| 41 |
+
}}
|
| 42 |
+
}}
|
| 43 |
+
"""
|
| 44 |
+
|
prompts/extraction_prompt.py
ADDED
|
@@ -0,0 +1,53 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
EXTRACTION_PROMPT = """\
|
| 2 |
+
SYSTEM ROLE
|
| 3 |
+
You are an enterprise-grade Invoice Data Extraction Agent.
|
| 4 |
+
|
| 5 |
+
OBJECTIVE
|
| 6 |
+
Extract structured invoice fields from unstructured business email or invoice text.
|
| 7 |
+
|
| 8 |
+
CONTEXT
|
| 9 |
+
The user provides the full email body and/or invoice text. You must extract fields reliably and conservatively.
|
| 10 |
+
|
| 11 |
+
INSTRUCTIONS
|
| 12 |
+
- Output MUST be strict JSON (no markdown, no extra text).
|
| 13 |
+
- If a field is missing, set it to null.
|
| 14 |
+
- Do not hallucinate addresses, tax IDs, or totals.
|
| 15 |
+
- Normalize dates to ISO 8601 if possible (YYYY-MM-DD). Otherwise null.
|
| 16 |
+
- Currency should be a 3-letter code when known (e.g., USD, EUR, INR), otherwise null.
|
| 17 |
+
|
| 18 |
+
INPUT
|
| 19 |
+
{email_content}
|
| 20 |
+
|
| 21 |
+
OUTPUT FORMAT (STRICT JSON)
|
| 22 |
+
{{
|
| 23 |
+
"invoice": {{
|
| 24 |
+
"invoice_number": "string|null",
|
| 25 |
+
"invoice_date": "YYYY-MM-DD|null",
|
| 26 |
+
"due_date": "YYYY-MM-DD|null",
|
| 27 |
+
"currency": "string|null",
|
| 28 |
+
"subtotal": "number|null",
|
| 29 |
+
"tax": "number|null",
|
| 30 |
+
"total": "number|null",
|
| 31 |
+
"purchase_order_number": "string|null",
|
| 32 |
+
"line_items": [
|
| 33 |
+
{{
|
| 34 |
+
"description": "string|null",
|
| 35 |
+
"quantity": "number|null",
|
| 36 |
+
"unit_price": "number|null",
|
| 37 |
+
"amount": "number|null"
|
| 38 |
+
}}
|
| 39 |
+
]
|
| 40 |
+
}},
|
| 41 |
+
"vendor": {{
|
| 42 |
+
"name": "string|null",
|
| 43 |
+
"email": "string|null",
|
| 44 |
+
"phone": "string|null",
|
| 45 |
+
"address": "string|null",
|
| 46 |
+
"website": "string|null",
|
| 47 |
+
"tax_id": "string|null"
|
| 48 |
+
}},
|
| 49 |
+
"extraction_confidence": "low|medium|high",
|
| 50 |
+
"notes": "string"
|
| 51 |
+
}}
|
| 52 |
+
"""
|
| 53 |
+
|
prompts/reporting_prompt.py
ADDED
|
@@ -0,0 +1,40 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
REPORTING_PROMPT = """\
|
| 2 |
+
SYSTEM ROLE
|
| 3 |
+
You are an enterprise Reporting Agent.
|
| 4 |
+
|
| 5 |
+
OBJECTIVE
|
| 6 |
+
Generate a professional, executive-ready report of the invoice processing outcome.
|
| 7 |
+
|
| 8 |
+
CONTEXT
|
| 9 |
+
The report will be shown in a dashboard and stored for audit.
|
| 10 |
+
|
| 11 |
+
INSTRUCTIONS
|
| 12 |
+
- Output MUST be strict JSON (no markdown, no extra text).
|
| 13 |
+
- Keep it concise, clear, and business-friendly.
|
| 14 |
+
- Include a short "Next steps" section.
|
| 15 |
+
|
| 16 |
+
INPUT
|
| 17 |
+
email_content:
|
| 18 |
+
{email_content}
|
| 19 |
+
|
| 20 |
+
extracted_data:
|
| 21 |
+
{extracted_json}
|
| 22 |
+
|
| 23 |
+
vendor_verification:
|
| 24 |
+
{vendor_verification_json}
|
| 25 |
+
|
| 26 |
+
validation_status:
|
| 27 |
+
{validation_json}
|
| 28 |
+
|
| 29 |
+
decision:
|
| 30 |
+
{decision_json}
|
| 31 |
+
|
| 32 |
+
erp_update_status:
|
| 33 |
+
{erp_json}
|
| 34 |
+
|
| 35 |
+
OUTPUT FORMAT (STRICT JSON)
|
| 36 |
+
{{
|
| 37 |
+
"report": "string"
|
| 38 |
+
}}
|
| 39 |
+
"""
|
| 40 |
+
|
prompts/validation_prompt.py
ADDED
|
@@ -0,0 +1,57 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
VALIDATION_PROMPT = """\
|
| 2 |
+
SYSTEM ROLE
|
| 3 |
+
You are an enterprise Invoice Validation & Compliance Agent.
|
| 4 |
+
|
| 5 |
+
OBJECTIVE
|
| 6 |
+
Validate extracted invoice fields against business rules and compliance policies.
|
| 7 |
+
|
| 8 |
+
CONTEXT
|
| 9 |
+
You will receive:
|
| 10 |
+
- extracted invoice data
|
| 11 |
+
- vendor verification result
|
| 12 |
+
- retrieved policy/compliance context (RAG)
|
| 13 |
+
|
| 14 |
+
INSTRUCTIONS
|
| 15 |
+
- Output MUST be strict JSON (no markdown, no extra text).
|
| 16 |
+
- Apply the provided policy context. If a rule isn't mentioned, do not invent it.
|
| 17 |
+
- Validate: presence of key fields, total consistency (subtotal + tax ≈ total), and vendor risk.
|
| 18 |
+
- If totals are present, allow small rounding tolerance up to 0.02.
|
| 19 |
+
- Vendor risk interpretation:
|
| 20 |
+
- vendor_verification.status == "verified": proceed normally
|
| 21 |
+
- "flagged": bias towards needs_review unless everything else is clean
|
| 22 |
+
- "suspicious": bias towards fail unless policy context explicitly allows proceeding
|
| 23 |
+
|
| 24 |
+
INPUT
|
| 25 |
+
extracted_data:
|
| 26 |
+
{extracted_json}
|
| 27 |
+
|
| 28 |
+
vendor_verification:
|
| 29 |
+
{vendor_verification_json}
|
| 30 |
+
|
| 31 |
+
policy_context:
|
| 32 |
+
{policy_context}
|
| 33 |
+
|
| 34 |
+
OUTPUT FORMAT (STRICT JSON)
|
| 35 |
+
{{
|
| 36 |
+
"status": "pass|fail|needs_review",
|
| 37 |
+
"issues": [
|
| 38 |
+
{{
|
| 39 |
+
"code": "string",
|
| 40 |
+
"severity": "low|medium|high",
|
| 41 |
+
"message": "string"
|
| 42 |
+
}}
|
| 43 |
+
],
|
| 44 |
+
"compliance_flags": [
|
| 45 |
+
"string"
|
| 46 |
+
],
|
| 47 |
+
"validated_fields": {{
|
| 48 |
+
"invoice_number_present": true,
|
| 49 |
+
"invoice_date_present": false,
|
| 50 |
+
"vendor_name_present": true,
|
| 51 |
+
"total_present": true,
|
| 52 |
+
"total_consistency": "ok|mismatch|unknown"
|
| 53 |
+
}},
|
| 54 |
+
"recommendation": "approve|reject|manual_review"
|
| 55 |
+
}}
|
| 56 |
+
"""
|
| 57 |
+
|
prompts/vendor_prompt.py
ADDED
|
@@ -0,0 +1,39 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
VENDOR_VERIFICATION_PROMPT = """\
|
| 2 |
+
SYSTEM ROLE
|
| 3 |
+
You are an enterprise Vendor Verification Agent.
|
| 4 |
+
|
| 5 |
+
OBJECTIVE
|
| 6 |
+
Assess vendor legitimacy using third-party search evidence and the extracted vendor identity.
|
| 7 |
+
|
| 8 |
+
CONTEXT
|
| 9 |
+
You will be provided:
|
| 10 |
+
- extracted vendor fields (may be incomplete)
|
| 11 |
+
- a summarized web search result set
|
| 12 |
+
|
| 13 |
+
INSTRUCTIONS
|
| 14 |
+
- Output MUST be strict JSON (no markdown, no extra text).
|
| 15 |
+
- Base your assessment on evidence in the search summary.
|
| 16 |
+
- Company names may appear in different but equivalent formats. Treat these as matches:
|
| 17 |
+
- capitalization differences (NetCore vs netcore)
|
| 18 |
+
- abbreviations (Pvt Ltd ≈ Private Limited, Inc ≈ Incorporated, LLC)
|
| 19 |
+
- punctuation differences and minor spacing
|
| 20 |
+
- Only mark a vendor as suspicious when there is clear negative evidence (scam/fraud reports, blacklists, fake registration).
|
| 21 |
+
- If evidence is insufficient, mark status as "flagged" (manual review) and explain what is missing.
|
| 22 |
+
|
| 23 |
+
INPUT
|
| 24 |
+
vendor:
|
| 25 |
+
{vendor_json}
|
| 26 |
+
|
| 27 |
+
web_search_summary:
|
| 28 |
+
{web_summary}
|
| 29 |
+
|
| 30 |
+
OUTPUT FORMAT (STRICT JSON)
|
| 31 |
+
{{
|
| 32 |
+
"status": "verified|flagged|suspicious",
|
| 33 |
+
"risk_score": 1,
|
| 34 |
+
"reason": "short explanation",
|
| 35 |
+
"evidence_summary": "string",
|
| 36 |
+
"recommended_action": "proceed|manual_review|block"
|
| 37 |
+
}}
|
| 38 |
+
"""
|
| 39 |
+
|
tools/__init__.py
ADDED
|
@@ -0,0 +1,2 @@
|
|
|
|
|
|
|
|
|
|
| 1 |
+
"""External tools used by agents."""
|
| 2 |
+
|
tools/__pycache__/__init__.cpython-311.pyc
ADDED
|
Binary file (199 Bytes). View file
|
|
|
tools/__pycache__/erp_tool.cpython-311.pyc
ADDED
|
Binary file (1.52 kB). View file
|
|
|
tools/__pycache__/web_search_tool.cpython-311.pyc
ADDED
|
Binary file (2.81 kB). View file
|
|
|
tools/erp_tool.py
ADDED
|
@@ -0,0 +1,27 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
|
| 3 |
+
import logging
|
| 4 |
+
from typing import Any, Dict
|
| 5 |
+
|
| 6 |
+
logger = logging.getLogger(__name__)
|
| 7 |
+
|
| 8 |
+
|
| 9 |
+
def simulate_erp_update(extracted_data: Dict[str, Any]) -> Dict[str, Any]:
|
| 10 |
+
"""
|
| 11 |
+
Simulate an ERP update.
|
| 12 |
+
|
| 13 |
+
In production, replace with a real ERP connector (SAP/Oracle/Dynamics) and robust idempotency keys.
|
| 14 |
+
"""
|
| 15 |
+
|
| 16 |
+
invoice = (extracted_data or {}).get("invoice", {}) if isinstance(extracted_data, dict) else {}
|
| 17 |
+
vendor = (extracted_data or {}).get("vendor", {}) if isinstance(extracted_data, dict) else {}
|
| 18 |
+
invoice_number = invoice.get("invoice_number")
|
| 19 |
+
vendor_name = vendor.get("name")
|
| 20 |
+
|
| 21 |
+
logger.info("Simulating ERP update for invoice=%s vendor=%s", invoice_number, vendor_name)
|
| 22 |
+
return {
|
| 23 |
+
"status": "updated",
|
| 24 |
+
"erp_reference_id": f"ERP-SIM-{invoice_number or 'UNKNOWN'}",
|
| 25 |
+
"message": "ERP update simulated successfully.",
|
| 26 |
+
}
|
| 27 |
+
|
tools/web_search_tool.py
ADDED
|
@@ -0,0 +1,36 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
|
| 3 |
+
import logging
|
| 4 |
+
import os
|
| 5 |
+
from typing import Any, Dict, List, Optional
|
| 6 |
+
|
| 7 |
+
from tavily import TavilyClient
|
| 8 |
+
|
| 9 |
+
logger = logging.getLogger(__name__)
|
| 10 |
+
|
| 11 |
+
|
| 12 |
+
class TavilyWebSearchTool:
|
| 13 |
+
def __init__(self, api_key: Optional[str] = None) -> None:
|
| 14 |
+
api_key = api_key or os.getenv("TAVILY_API_KEY", "")
|
| 15 |
+
if not api_key:
|
| 16 |
+
raise ValueError("Missing TAVILY_API_KEY.")
|
| 17 |
+
self._client = TavilyClient(api_key=api_key)
|
| 18 |
+
|
| 19 |
+
def search(self, query: str, *, max_results: int = 5) -> Dict[str, Any]:
|
| 20 |
+
logger.info("Tavily search: %s", query)
|
| 21 |
+
res = self._client.search(query=query, max_results=max_results)
|
| 22 |
+
return res
|
| 23 |
+
|
| 24 |
+
@staticmethod
|
| 25 |
+
def summarize(search_result: Dict[str, Any]) -> str:
|
| 26 |
+
results: List[Dict[str, Any]] = search_result.get("results", []) or []
|
| 27 |
+
lines = []
|
| 28 |
+
for r in results[:8]:
|
| 29 |
+
title = r.get("title") or ""
|
| 30 |
+
url = r.get("url") or ""
|
| 31 |
+
content = (r.get("content") or "").strip()
|
| 32 |
+
if len(content) > 400:
|
| 33 |
+
content = content[:400] + "..."
|
| 34 |
+
lines.append(f"- {title} ({url})\n {content}")
|
| 35 |
+
return "\n".join(lines).strip() or "No results."
|
| 36 |
+
|
ui/__init__.py
ADDED
|
@@ -0,0 +1,2 @@
|
|
|
|
|
|
|
|
|
|
| 1 |
+
"""Streamlit UI."""
|
| 2 |
+
|
ui/__pycache__/__init__.cpython-311.pyc
ADDED
|
Binary file (179 Bytes). View file
|
|
|
ui/__pycache__/streamlit_dashboard.cpython-311.pyc
ADDED
|
Binary file (19.6 kB). View file
|
|
|
ui/streamlit_dashboard.py
ADDED
|
@@ -0,0 +1,413 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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|
|
|
|
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|
|
|
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|
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|
|
|
|
|
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|
|
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|
|
|
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|
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|
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|
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|
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|
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|
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|
|
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|
|
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|
|
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|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
|
| 3 |
+
import json
|
| 4 |
+
import logging
|
| 5 |
+
import os
|
| 6 |
+
from typing import Any, Dict, Optional
|
| 7 |
+
|
| 8 |
+
import streamlit as st
|
| 9 |
+
|
| 10 |
+
from ai_business_automation_agent.utils import load_environment, setup_logging
|
| 11 |
+
from ai_business_automation_agent.workflow.graph_builder import run_workflow
|
| 12 |
+
|
| 13 |
+
logger = logging.getLogger(__name__)
|
| 14 |
+
|
| 15 |
+
|
| 16 |
+
def _read_uploaded_text(upload) -> Optional[str]:
|
| 17 |
+
if upload is None:
|
| 18 |
+
return None
|
| 19 |
+
raw = upload.read()
|
| 20 |
+
if not raw:
|
| 21 |
+
return None
|
| 22 |
+
try:
|
| 23 |
+
return raw.decode("utf-8")
|
| 24 |
+
except Exception:
|
| 25 |
+
try:
|
| 26 |
+
return raw.decode("latin-1")
|
| 27 |
+
except Exception:
|
| 28 |
+
return None
|
| 29 |
+
|
| 30 |
+
|
| 31 |
+
def _status_badge(label: str, status: str) -> None:
|
| 32 |
+
color = {
|
| 33 |
+
"ok": "green",
|
| 34 |
+
"pass": "green",
|
| 35 |
+
"approved": "green",
|
| 36 |
+
"updated": "green",
|
| 37 |
+
"needs_review": "orange",
|
| 38 |
+
"unknown": "orange",
|
| 39 |
+
"flagged": "orange",
|
| 40 |
+
"manual_review": "orange",
|
| 41 |
+
"suspicious": "red",
|
| 42 |
+
"fail": "red",
|
| 43 |
+
"rejected": "red",
|
| 44 |
+
"failed": "red",
|
| 45 |
+
}.get(status, "gray")
|
| 46 |
+
st.markdown(
|
| 47 |
+
f"""
|
| 48 |
+
<div class="status-badge">
|
| 49 |
+
<span class="status-dot" style="background:{color};"></span>
|
| 50 |
+
<span class="status-label">{label}</span>
|
| 51 |
+
<span class="status-text">({status})</span>
|
| 52 |
+
</div>
|
| 53 |
+
""",
|
| 54 |
+
unsafe_allow_html=True,
|
| 55 |
+
)
|
| 56 |
+
|
| 57 |
+
|
| 58 |
+
def _render_pipeline_timeline(
|
| 59 |
+
extracted: Dict[str, Any],
|
| 60 |
+
vendor_ver: Dict[str, Any],
|
| 61 |
+
validation: Dict[str, Any],
|
| 62 |
+
decision: Dict[str, Any],
|
| 63 |
+
erp: Dict[str, Any],
|
| 64 |
+
) -> None:
|
| 65 |
+
"""Render a horizontal stepper for the LangGraph pipeline."""
|
| 66 |
+
|
| 67 |
+
def step_state(is_done: bool, is_current: bool) -> str:
|
| 68 |
+
if is_current:
|
| 69 |
+
return "current"
|
| 70 |
+
return "done" if is_done else "pending"
|
| 71 |
+
|
| 72 |
+
steps = [
|
| 73 |
+
("Extraction", bool(extracted)),
|
| 74 |
+
("Vendor", bool(vendor_ver)),
|
| 75 |
+
("Validation", bool(validation)),
|
| 76 |
+
("Decision", bool(decision)),
|
| 77 |
+
("ERP/Report", bool(erp) or bool(decision)),
|
| 78 |
+
]
|
| 79 |
+
|
| 80 |
+
# Determine current step: first not-done, otherwise last.
|
| 81 |
+
current_idx = 0
|
| 82 |
+
for i, (_, done) in enumerate(steps):
|
| 83 |
+
if not done:
|
| 84 |
+
current_idx = i
|
| 85 |
+
break
|
| 86 |
+
else:
|
| 87 |
+
current_idx = len(steps) - 1
|
| 88 |
+
|
| 89 |
+
items = []
|
| 90 |
+
for idx, (label, done) in enumerate(steps):
|
| 91 |
+
state = step_state(done, idx == current_idx)
|
| 92 |
+
items.append(f'<div class="step step-{state}"><div class="step-dot"></div><div class="step-label">{label}</div></div>')
|
| 93 |
+
if idx < len(steps) - 1:
|
| 94 |
+
items.append('<div class="step-connector"></div>')
|
| 95 |
+
|
| 96 |
+
html = '<div class="pipeline-timeline">' + "".join(items) + "</div>"
|
| 97 |
+
st.markdown(html, unsafe_allow_html=True)
|
| 98 |
+
|
| 99 |
+
|
| 100 |
+
def main() -> None:
|
| 101 |
+
load_environment()
|
| 102 |
+
setup_logging()
|
| 103 |
+
|
| 104 |
+
st.set_page_config(page_title="AI Business Process Automation Agent", layout="wide")
|
| 105 |
+
|
| 106 |
+
# Global lightweight styling
|
| 107 |
+
st.markdown(
|
| 108 |
+
"""
|
| 109 |
+
<style>
|
| 110 |
+
/* App background + typography */
|
| 111 |
+
.stApp {{
|
| 112 |
+
background: radial-gradient(circle at top, #1f2937 0, #020617 42%, #020617 100%);
|
| 113 |
+
color: #e5e7eb;
|
| 114 |
+
}}
|
| 115 |
+
|
| 116 |
+
/* Center container width */
|
| 117 |
+
.block-container {{
|
| 118 |
+
max-width: 1180px;
|
| 119 |
+
padding-top: 1.2rem;
|
| 120 |
+
}}
|
| 121 |
+
|
| 122 |
+
/* Status badges */
|
| 123 |
+
.status-badge {{
|
| 124 |
+
display: flex;
|
| 125 |
+
gap: 0.4rem;
|
| 126 |
+
align-items: center;
|
| 127 |
+
margin: 0.2rem 0 0.6rem 0;
|
| 128 |
+
font-size: 0.86rem;
|
| 129 |
+
}}
|
| 130 |
+
.status-dot {{
|
| 131 |
+
width: 10px;
|
| 132 |
+
height: 10px;
|
| 133 |
+
border-radius: 999px;
|
| 134 |
+
display: inline-block;
|
| 135 |
+
}}
|
| 136 |
+
.status-label {{
|
| 137 |
+
font-weight: 600;
|
| 138 |
+
}}
|
| 139 |
+
.status-text {{
|
| 140 |
+
color: #9ca3af;
|
| 141 |
+
}}
|
| 142 |
+
|
| 143 |
+
/* Card look */
|
| 144 |
+
.card {{
|
| 145 |
+
background: radial-gradient(circle at top left, rgba(56,189,248,0.12), rgba(15,23,42,0.98));
|
| 146 |
+
border-radius: 0.9rem;
|
| 147 |
+
border: 1px solid rgba(56,189,248,0.45);
|
| 148 |
+
padding: 1rem 1.2rem;
|
| 149 |
+
box-shadow: 0 24px 65px rgba(15,23,42,0.95);
|
| 150 |
+
}}
|
| 151 |
+
.card-soft {{
|
| 152 |
+
background: #020617;
|
| 153 |
+
border-radius: 0.9rem;
|
| 154 |
+
border: 1px solid #1f2937;
|
| 155 |
+
padding: 1rem 1.2rem;
|
| 156 |
+
}}
|
| 157 |
+
|
| 158 |
+
/* Tabs */
|
| 159 |
+
.stTabs [data-baseweb="tab-list"] {{
|
| 160 |
+
gap: 0.5rem;
|
| 161 |
+
}}
|
| 162 |
+
.stTabs [data-baseweb="tab"] {{
|
| 163 |
+
padding: 0.45rem 0.9rem;
|
| 164 |
+
border-radius: 999px;
|
| 165 |
+
background: #020617;
|
| 166 |
+
color: #e5e7eb;
|
| 167 |
+
}}
|
| 168 |
+
.stTabs [aria-selected="true"] {{
|
| 169 |
+
background: #1e293b !important;
|
| 170 |
+
border: 1px solid #38bdf8 !important;
|
| 171 |
+
}}
|
| 172 |
+
|
| 173 |
+
/* Metric tweaks */
|
| 174 |
+
div[data-testid="stMetric"] {{
|
| 175 |
+
background: #020617;
|
| 176 |
+
border-radius: 0.9rem;
|
| 177 |
+
border: 1px solid #1f2937;
|
| 178 |
+
padding: 0.6rem 0.6rem 0.2rem 0.6rem;
|
| 179 |
+
}}
|
| 180 |
+
|
| 181 |
+
/* Text areas */
|
| 182 |
+
textarea{{background: #020617 !important; color: #e5e7eb !important;}}
|
| 183 |
+
|
| 184 |
+
/* Pipeline timeline */
|
| 185 |
+
.pipeline-timeline {{
|
| 186 |
+
display: flex;
|
| 187 |
+
align-items: center;
|
| 188 |
+
gap: 0.45rem;
|
| 189 |
+
margin-top: 0.4rem;
|
| 190 |
+
padding: 0.45rem 0.6rem 0.2rem;
|
| 191 |
+
}}
|
| 192 |
+
.step {{
|
| 193 |
+
display: flex;
|
| 194 |
+
flex-direction: column;
|
| 195 |
+
align-items: center;
|
| 196 |
+
gap: 0.15rem;
|
| 197 |
+
font-size: 0.78rem;
|
| 198 |
+
}}
|
| 199 |
+
.step-dot {{
|
| 200 |
+
width: 12px;
|
| 201 |
+
height: 12px;
|
| 202 |
+
border-radius: 999px;
|
| 203 |
+
border: 2px solid #4b5563;
|
| 204 |
+
background: #020617;
|
| 205 |
+
}}
|
| 206 |
+
.step-label {{
|
| 207 |
+
color: #e5e7eb;
|
| 208 |
+
}}
|
| 209 |
+
.step-connector {{
|
| 210 |
+
flex: 1;
|
| 211 |
+
height: 2px;
|
| 212 |
+
background: linear-gradient(90deg, #1f2937, #4b5563, #1f2937);
|
| 213 |
+
opacity: 0.7;
|
| 214 |
+
}}
|
| 215 |
+
.step-done .step-dot {{
|
| 216 |
+
background: #22c55e;
|
| 217 |
+
border-color: #22c55e;
|
| 218 |
+
}}
|
| 219 |
+
.step-current .step-dot {{
|
| 220 |
+
background: #38bdf8;
|
| 221 |
+
border-color: #38bdf8;
|
| 222 |
+
box-shadow: 0 0 0 4px rgba(56,189,248,0.25);
|
| 223 |
+
}}
|
| 224 |
+
.step-current .step-label {{
|
| 225 |
+
color: #e5e7eb;
|
| 226 |
+
font-weight: 600;
|
| 227 |
+
}}
|
| 228 |
+
.step-pending .step-dot {{
|
| 229 |
+
background: #020617;
|
| 230 |
+
border-color: #4b5563;
|
| 231 |
+
}}
|
| 232 |
+
.step-pending .step-label {{
|
| 233 |
+
color: #9ca3af;
|
| 234 |
+
}}
|
| 235 |
+
|
| 236 |
+
</style>
|
| 237 |
+
""",
|
| 238 |
+
unsafe_allow_html=True,
|
| 239 |
+
)
|
| 240 |
+
|
| 241 |
+
# Hero header
|
| 242 |
+
st.markdown(
|
| 243 |
+
"""
|
| 244 |
+
<div style="display:flex;justify-content:space-between;align-items:flex-start;gap:1.5rem;margin-bottom:0.8rem;">
|
| 245 |
+
<div>
|
| 246 |
+
<div style="font-size:0.78rem;font-weight:600;color:#38bdf8;letter-spacing:0.18em;text-transform:uppercase;margin-bottom:0.45rem;">
|
| 247 |
+
AI BUSINESS PROCESS AUTOMATION
|
| 248 |
+
</div>
|
| 249 |
+
<div style="font-size:1.7rem;font-weight:650;color:#f9fafb;margin-bottom:0.35rem;">
|
| 250 |
+
Invoice & Vendor Workflow Orchestration
|
| 251 |
+
</div>
|
| 252 |
+
<div style="font-size:0.9rem;color:#9ca3af;max-width:36rem;">
|
| 253 |
+
Multi-agent pipeline powered by LangGraph, Groq, Tavily, and Pinecone to extract, validate,
|
| 254 |
+
and route business invoices like an enterprise workflow engine.
|
| 255 |
+
</div>
|
| 256 |
+
</div>
|
| 257 |
+
<div style="text-align:right;font-size:0.78rem;color:#9ca3af;">
|
| 258 |
+
<div style="font-weight:600;color:#e5e7eb;margin-bottom:0.15rem;">Stack</div>
|
| 259 |
+
<div>LangGraph · LangChain</div>
|
| 260 |
+
<div>Groq llama-3.3-70b-versatile</div>
|
| 261 |
+
<div>Tavily · Pinecone · Streamlit</div>
|
| 262 |
+
</div>
|
| 263 |
+
</div>
|
| 264 |
+
""",
|
| 265 |
+
unsafe_allow_html=True,
|
| 266 |
+
)
|
| 267 |
+
|
| 268 |
+
with st.sidebar:
|
| 269 |
+
st.markdown("### Configuration")
|
| 270 |
+
st.caption("Keys are kept in memory for this session only.")
|
| 271 |
+
|
| 272 |
+
groq_key = st.text_input("GROQ_API_KEY", type="password", help="Required to run agents.")
|
| 273 |
+
tavily_key = st.text_input("TAVILY_API_KEY", type="password", help="Optional (vendor verification).")
|
| 274 |
+
pinecone_key = st.text_input("PINECONE_API_KEY", type="password", help="Optional (policy RAG).")
|
| 275 |
+
|
| 276 |
+
if groq_key.strip():
|
| 277 |
+
os.environ["GROQ_API_KEY"] = groq_key.strip()
|
| 278 |
+
if tavily_key.strip():
|
| 279 |
+
os.environ["TAVILY_API_KEY"] = tavily_key.strip()
|
| 280 |
+
if pinecone_key.strip():
|
| 281 |
+
os.environ["PINECONE_API_KEY"] = pinecone_key.strip()
|
| 282 |
+
|
| 283 |
+
st.markdown("---")
|
| 284 |
+
st.markdown("### Input")
|
| 285 |
+
upload = st.file_uploader("Upload email/invoice text (.txt)", type=["txt"])
|
| 286 |
+
uploaded_text = _read_uploaded_text(upload)
|
| 287 |
+
|
| 288 |
+
default_example = """Subject: Invoice INV-10492 - ACME Supplies
|
| 289 |
+
|
| 290 |
+
Hello Accounts Payable,
|
| 291 |
+
|
| 292 |
+
Please find below invoice details:
|
| 293 |
+
- Vendor: ACME Supplies Ltd
|
| 294 |
+
- Invoice Number: INV-10492
|
| 295 |
+
- Invoice Date: 2026-03-10
|
| 296 |
+
- Due Date: 2026-04-09
|
| 297 |
+
- Currency: USD
|
| 298 |
+
- Subtotal: 1200.00
|
| 299 |
+
- Tax: 96.00
|
| 300 |
+
- Total: 1296.00
|
| 301 |
+
|
| 302 |
+
Line items:
|
| 303 |
+
1) Office chairs (qty 4) @ 300.00 = 1200.00
|
| 304 |
+
|
| 305 |
+
Regards,
|
| 306 |
+
ACME Billing
|
| 307 |
+
billing@acmesupplies.example
|
| 308 |
+
"""
|
| 309 |
+
|
| 310 |
+
email_content = st.text_area(
|
| 311 |
+
"Paste email / invoice content",
|
| 312 |
+
value=uploaded_text or default_example,
|
| 313 |
+
height=280,
|
| 314 |
+
)
|
| 315 |
+
run_clicked = st.button("Run automation workflow", type="primary", use_container_width=True)
|
| 316 |
+
|
| 317 |
+
if run_clicked:
|
| 318 |
+
if not email_content.strip():
|
| 319 |
+
st.error("Please provide invoice/email text.")
|
| 320 |
+
st.stop()
|
| 321 |
+
|
| 322 |
+
with st.spinner("Running multi-agent workflow..."):
|
| 323 |
+
try:
|
| 324 |
+
result = run_workflow(email_content=email_content)
|
| 325 |
+
st.session_state["last_result"] = result
|
| 326 |
+
except Exception as e:
|
| 327 |
+
logger.exception("Workflow failed")
|
| 328 |
+
st.error(f"Workflow failed: {e}")
|
| 329 |
+
st.stop()
|
| 330 |
+
|
| 331 |
+
result: Dict[str, Any] = st.session_state.get("last_result") or {}
|
| 332 |
+
|
| 333 |
+
extracted = result.get("extracted_data") or {}
|
| 334 |
+
vendor_ver = result.get("vendor_verification") or {}
|
| 335 |
+
validation = result.get("validation_status") or {}
|
| 336 |
+
decision = result.get("decision") or {}
|
| 337 |
+
erp = result.get("erp_update_status") or {}
|
| 338 |
+
|
| 339 |
+
# Top decision summary card
|
| 340 |
+
with st.container():
|
| 341 |
+
col_a, col_b, col_c = st.columns([1.2, 1, 1], gap="medium")
|
| 342 |
+
with col_a:
|
| 343 |
+
st.markdown("#### Decision overview")
|
| 344 |
+
with st.container():
|
| 345 |
+
st.metric("Final decision", decision.get("decision", "unknown"))
|
| 346 |
+
reason = decision.get("reason") or "Run the workflow to see a decision."
|
| 347 |
+
st.markdown(
|
| 348 |
+
f"<div style='font-size:0.9rem;color:#cbd5f5;margin-top:0.35rem;'>{reason}</div>",
|
| 349 |
+
unsafe_allow_html=True,
|
| 350 |
+
)
|
| 351 |
+
with col_b:
|
| 352 |
+
st.markdown("#### Validation")
|
| 353 |
+
_status_badge("Validation", validation.get("status", "unknown"))
|
| 354 |
+
st.caption(f"Recommendation: {validation.get('recommendation', 'n/a')}")
|
| 355 |
+
with col_c:
|
| 356 |
+
st.markdown("#### Vendor risk")
|
| 357 |
+
_status_badge("Vendor", vendor_ver.get("status", "unknown"))
|
| 358 |
+
st.caption(vendor_ver.get("reason", vendor_ver.get("evidence_summary", "No vendor assessment yet.")))
|
| 359 |
+
|
| 360 |
+
# Visual pipeline timeline
|
| 361 |
+
_render_pipeline_timeline(extracted, vendor_ver, validation, decision, erp)
|
| 362 |
+
|
| 363 |
+
st.markdown("") # spacer
|
| 364 |
+
|
| 365 |
+
# Main content tabs
|
| 366 |
+
tabs = st.tabs(["🧠 Agents", "📄 Report", "📊 Logs & JSON"])
|
| 367 |
+
|
| 368 |
+
with tabs[0]:
|
| 369 |
+
st.markdown("### Agent pipeline outputs")
|
| 370 |
+
|
| 371 |
+
col1, col2 = st.columns([0.6, 0.4], gap="large")
|
| 372 |
+
with col1:
|
| 373 |
+
st.markdown("##### Extraction & Vendor")
|
| 374 |
+
with st.expander("1) Extraction Agent", expanded=True):
|
| 375 |
+
_status_badge("Extraction", (extracted.get("extraction_confidence") or "unknown"))
|
| 376 |
+
st.json(extracted)
|
| 377 |
+
|
| 378 |
+
with st.expander("2) Vendor Verification Agent", expanded=True):
|
| 379 |
+
_status_badge("Vendor verification", (vendor_ver.get("status") or "unknown"))
|
| 380 |
+
st.json(vendor_ver)
|
| 381 |
+
|
| 382 |
+
with col2:
|
| 383 |
+
st.markdown("##### Validation, Decision & ERP")
|
| 384 |
+
with st.expander("3) Validation Agent", expanded=True):
|
| 385 |
+
_status_badge("Validation", (validation.get("status") or "unknown"))
|
| 386 |
+
st.json(validation)
|
| 387 |
+
|
| 388 |
+
with st.expander("4) Decision Agent", expanded=True):
|
| 389 |
+
_status_badge("Decision", (decision.get("decision") or "unknown"))
|
| 390 |
+
st.json(decision)
|
| 391 |
+
|
| 392 |
+
with st.expander("5) ERP Update Tool", expanded=True):
|
| 393 |
+
_status_badge("ERP update", (erp.get("status") or "unknown"))
|
| 394 |
+
st.json(erp)
|
| 395 |
+
|
| 396 |
+
with tabs[1]:
|
| 397 |
+
st.markdown("### Generated business report")
|
| 398 |
+
report = result.get("report") or ""
|
| 399 |
+
if report:
|
| 400 |
+
st.text_area("Report", value=report, height=420)
|
| 401 |
+
else:
|
| 402 |
+
st.info("Run the workflow to generate a report.")
|
| 403 |
+
|
| 404 |
+
with tabs[2]:
|
| 405 |
+
st.markdown("### Agent logs (audit trail)")
|
| 406 |
+
logs = result.get("agent_logs") or []
|
| 407 |
+
if logs:
|
| 408 |
+
st.dataframe(logs, use_container_width=True, hide_index=True)
|
| 409 |
+
with st.expander("Raw result JSON"):
|
| 410 |
+
st.code(json.dumps(result, indent=2, ensure_ascii=False))
|
| 411 |
+
else:
|
| 412 |
+
st.caption("Logs will appear after running the workflow.")
|
| 413 |
+
|
utils.py
ADDED
|
@@ -0,0 +1,87 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
|
| 3 |
+
import json
|
| 4 |
+
import logging
|
| 5 |
+
import os
|
| 6 |
+
from pathlib import Path
|
| 7 |
+
from datetime import datetime, timezone
|
| 8 |
+
from typing import Any, Dict, Optional, Tuple
|
| 9 |
+
|
| 10 |
+
from dotenv import load_dotenv
|
| 11 |
+
|
| 12 |
+
|
| 13 |
+
def load_environment() -> None:
|
| 14 |
+
"""Load environment variables from a local .env if present."""
|
| 15 |
+
|
| 16 |
+
# Prefer the project-local .env at ai_business_automation_agent/.env.
|
| 17 |
+
# This avoids surprises when Streamlit's working directory differs.
|
| 18 |
+
project_env = Path(__file__).resolve().parent / ".env"
|
| 19 |
+
# Use override=True to ensure .env values replace empty process env vars.
|
| 20 |
+
if project_env.exists():
|
| 21 |
+
load_dotenv(dotenv_path=project_env, override=True)
|
| 22 |
+
else:
|
| 23 |
+
load_dotenv(override=True)
|
| 24 |
+
|
| 25 |
+
|
| 26 |
+
def setup_logging() -> None:
|
| 27 |
+
level = os.getenv("LOG_LEVEL", "INFO").upper().strip()
|
| 28 |
+
logging.basicConfig(
|
| 29 |
+
level=level,
|
| 30 |
+
format="%(asctime)s | %(levelname)s | %(name)s | %(message)s",
|
| 31 |
+
)
|
| 32 |
+
|
| 33 |
+
|
| 34 |
+
def utc_now_iso() -> str:
|
| 35 |
+
return datetime.now(timezone.utc).isoformat()
|
| 36 |
+
|
| 37 |
+
|
| 38 |
+
def _extract_first_json_object(text: str) -> Optional[str]:
|
| 39 |
+
"""Best-effort extraction of first top-level JSON object from text."""
|
| 40 |
+
|
| 41 |
+
start = text.find("{")
|
| 42 |
+
if start == -1:
|
| 43 |
+
return None
|
| 44 |
+
depth = 0
|
| 45 |
+
for i in range(start, len(text)):
|
| 46 |
+
ch = text[i]
|
| 47 |
+
if ch == "{":
|
| 48 |
+
depth += 1
|
| 49 |
+
elif ch == "}":
|
| 50 |
+
depth -= 1
|
| 51 |
+
if depth == 0:
|
| 52 |
+
return text[start : i + 1]
|
| 53 |
+
return None
|
| 54 |
+
|
| 55 |
+
|
| 56 |
+
def parse_llm_json(text: str) -> Tuple[Dict[str, Any], Optional[str]]:
|
| 57 |
+
"""
|
| 58 |
+
Parse strict JSON from an LLM response.
|
| 59 |
+
|
| 60 |
+
Returns (obj, error). If parsing fails, obj will be {}, error will be a message.
|
| 61 |
+
"""
|
| 62 |
+
|
| 63 |
+
raw = text.strip()
|
| 64 |
+
try:
|
| 65 |
+
return json.loads(raw), None
|
| 66 |
+
except Exception:
|
| 67 |
+
candidate = _extract_first_json_object(raw)
|
| 68 |
+
if not candidate:
|
| 69 |
+
return {}, "No JSON object found in model output."
|
| 70 |
+
try:
|
| 71 |
+
return json.loads(candidate), None
|
| 72 |
+
except Exception as e:
|
| 73 |
+
return {}, f"Failed to parse JSON: {e}"
|
| 74 |
+
|
| 75 |
+
|
| 76 |
+
def append_agent_log(state: Dict[str, Any], *, agent: str, event: str, payload: Any) -> Dict[str, Any]:
|
| 77 |
+
logs = list(state.get("agent_logs") or [])
|
| 78 |
+
logs.append(
|
| 79 |
+
{
|
| 80 |
+
"ts": utc_now_iso(),
|
| 81 |
+
"agent": agent,
|
| 82 |
+
"event": event,
|
| 83 |
+
"payload": payload,
|
| 84 |
+
}
|
| 85 |
+
)
|
| 86 |
+
return {"agent_logs": logs}
|
| 87 |
+
|
vectorstore/__init__.py
ADDED
|
@@ -0,0 +1,2 @@
|
|
|
|
|
|
|
|
|
|
| 1 |
+
"""Vector store integrations (Pinecone)."""
|
| 2 |
+
|
vectorstore/__pycache__/__init__.cpython-311.pyc
ADDED
|
Binary file (212 Bytes). View file
|
|
|
vectorstore/__pycache__/pinecone_client.cpython-311.pyc
ADDED
|
Binary file (8.21 kB). View file
|
|
|
vectorstore/pinecone_client.py
ADDED
|
@@ -0,0 +1,141 @@
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
from __future__ import annotations
|
| 2 |
+
|
| 3 |
+
import logging
|
| 4 |
+
import os
|
| 5 |
+
from typing import Any, Dict, List, Optional
|
| 6 |
+
|
| 7 |
+
from ai_business_automation_agent.embeddings.embedding_model import embed_texts
|
| 8 |
+
|
| 9 |
+
logger = logging.getLogger(__name__)
|
| 10 |
+
|
| 11 |
+
|
| 12 |
+
class PineconeVectorStore:
|
| 13 |
+
"""
|
| 14 |
+
Minimal Pinecone wrapper for policy/compliance retrieval.
|
| 15 |
+
|
| 16 |
+
Supports both:
|
| 17 |
+
- pinecone-client (legacy) import style: import pinecone
|
| 18 |
+
- newer pinecone SDK import style: from pinecone import Pinecone
|
| 19 |
+
"""
|
| 20 |
+
|
| 21 |
+
def __init__(
|
| 22 |
+
self,
|
| 23 |
+
*,
|
| 24 |
+
api_key: Optional[str] = None,
|
| 25 |
+
index_name: Optional[str] = None,
|
| 26 |
+
cloud: Optional[str] = None,
|
| 27 |
+
region: Optional[str] = None,
|
| 28 |
+
namespace: str = "policies",
|
| 29 |
+
) -> None:
|
| 30 |
+
self.api_key = api_key or os.getenv("PINECONE_API_KEY", "")
|
| 31 |
+
self.index_name = index_name or os.getenv("PINECONE_INDEX_NAME", "ai-bpa-agent")
|
| 32 |
+
self.cloud = cloud or os.getenv("PINECONE_CLOUD", "aws")
|
| 33 |
+
self.region = region or os.getenv("PINECONE_REGION", "us-east-1")
|
| 34 |
+
self.namespace = namespace
|
| 35 |
+
|
| 36 |
+
if not self.api_key:
|
| 37 |
+
raise ValueError("Missing PINECONE_API_KEY.")
|
| 38 |
+
|
| 39 |
+
self._index = self._init_index()
|
| 40 |
+
|
| 41 |
+
def _init_index(self):
|
| 42 |
+
# Newer SDK
|
| 43 |
+
try:
|
| 44 |
+
from pinecone import Pinecone # type: ignore
|
| 45 |
+
|
| 46 |
+
pc = Pinecone(api_key=self.api_key)
|
| 47 |
+
# list_indexes shape varies by pinecone SDK version
|
| 48 |
+
raw = pc.list_indexes() # type: ignore[call-arg]
|
| 49 |
+
existing: set[str] = set()
|
| 50 |
+
if isinstance(raw, dict):
|
| 51 |
+
for i in raw.get("indexes", []) or []:
|
| 52 |
+
if isinstance(i, dict) and i.get("name"):
|
| 53 |
+
existing.add(str(i["name"]))
|
| 54 |
+
elif isinstance(raw, list):
|
| 55 |
+
for i in raw:
|
| 56 |
+
if isinstance(i, str):
|
| 57 |
+
existing.add(i)
|
| 58 |
+
else:
|
| 59 |
+
name = getattr(i, "name", None)
|
| 60 |
+
if name:
|
| 61 |
+
existing.add(str(name))
|
| 62 |
+
else:
|
| 63 |
+
# Some versions return an object with `.indexes`
|
| 64 |
+
indexes = getattr(raw, "indexes", None)
|
| 65 |
+
if isinstance(indexes, list):
|
| 66 |
+
for i in indexes:
|
| 67 |
+
if isinstance(i, dict) and i.get("name"):
|
| 68 |
+
existing.add(str(i["name"]))
|
| 69 |
+
else:
|
| 70 |
+
name = getattr(i, "name", None)
|
| 71 |
+
if name:
|
| 72 |
+
existing.add(str(name))
|
| 73 |
+
if self.index_name not in existing:
|
| 74 |
+
logger.info("Creating Pinecone index '%s' (cloud=%s region=%s)", self.index_name, self.cloud, self.region)
|
| 75 |
+
pc.create_index(
|
| 76 |
+
name=self.index_name,
|
| 77 |
+
dimension=384,
|
| 78 |
+
metric="cosine",
|
| 79 |
+
spec={"serverless": {"cloud": self.cloud, "region": self.region}},
|
| 80 |
+
)
|
| 81 |
+
return pc.Index(self.index_name)
|
| 82 |
+
except Exception:
|
| 83 |
+
pass
|
| 84 |
+
|
| 85 |
+
# Legacy pinecone-client
|
| 86 |
+
import pinecone # type: ignore
|
| 87 |
+
|
| 88 |
+
pinecone.init(api_key=self.api_key, environment=os.getenv("PINECONE_ENVIRONMENT", ""))
|
| 89 |
+
if self.index_name not in pinecone.list_indexes():
|
| 90 |
+
logger.info("Creating Pinecone index '%s' (legacy)", self.index_name)
|
| 91 |
+
pinecone.create_index(self.index_name, dimension=384, metric="cosine")
|
| 92 |
+
return pinecone.Index(self.index_name)
|
| 93 |
+
|
| 94 |
+
def seed_default_policies(self) -> None:
|
| 95 |
+
"""
|
| 96 |
+
Idempotently seed a small set of example policy/rule documents.
|
| 97 |
+
In production, replace this with your real corp policies and compliance corpus.
|
| 98 |
+
"""
|
| 99 |
+
|
| 100 |
+
docs = [
|
| 101 |
+
(
|
| 102 |
+
"policy-1",
|
| 103 |
+
"Invoices must include invoice number, invoice date, vendor name, and total amount.",
|
| 104 |
+
{"type": "policy", "topic": "required_fields"},
|
| 105 |
+
),
|
| 106 |
+
(
|
| 107 |
+
"policy-2",
|
| 108 |
+
"If vendor is flagged or unknown, route invoice to manual review or reject based on risk severity.",
|
| 109 |
+
{"type": "policy", "topic": "vendor_risk"},
|
| 110 |
+
),
|
| 111 |
+
(
|
| 112 |
+
"rule-1",
|
| 113 |
+
"Reject invoices where subtotal + tax differs from total by more than 0.02 (rounding tolerance).",
|
| 114 |
+
{"type": "rule", "topic": "totals_consistency"},
|
| 115 |
+
),
|
| 116 |
+
(
|
| 117 |
+
"rule-2",
|
| 118 |
+
"For high-severity compliance issues (e.g., missing total, missing invoice number), reject the invoice.",
|
| 119 |
+
{"type": "rule", "topic": "compliance"},
|
| 120 |
+
),
|
| 121 |
+
]
|
| 122 |
+
|
| 123 |
+
texts = [d[1] for d in docs]
|
| 124 |
+
vectors = embed_texts(texts)
|
| 125 |
+
upserts = []
|
| 126 |
+
for (doc_id, text, meta), vec in zip(docs, vectors):
|
| 127 |
+
upserts.append({"id": doc_id, "values": vec, "metadata": {"text": text, **meta}})
|
| 128 |
+
|
| 129 |
+
self._index.upsert(vectors=upserts, namespace=self.namespace)
|
| 130 |
+
|
| 131 |
+
def retrieve(self, query: str, *, top_k: int = 5) -> List[Dict[str, Any]]:
|
| 132 |
+
vec = embed_texts([query])[0]
|
| 133 |
+
res = self._index.query(vector=vec, top_k=top_k, include_metadata=True, namespace=self.namespace)
|
| 134 |
+
matches = res.get("matches", []) if isinstance(res, dict) else getattr(res, "matches", [])
|
| 135 |
+
out: List[Dict[str, Any]] = []
|
| 136 |
+
for m in matches:
|
| 137 |
+
md = m.get("metadata", {}) if isinstance(m, dict) else getattr(m, "metadata", {}) # type: ignore
|
| 138 |
+
score = m.get("score") if isinstance(m, dict) else getattr(m, "score", None) # type: ignore
|
| 139 |
+
out.append({"score": score, "text": md.get("text"), "metadata": md})
|
| 140 |
+
return out
|
| 141 |
+
|
workflow/__init__.py
ADDED
|
@@ -0,0 +1,2 @@
|
|
|
|
|
|
|
|
|
|
| 1 |
+
"""LangGraph workflow components."""
|
| 2 |
+
|
workflow/__pycache__/__init__.cpython-311.pyc
ADDED
|
Binary file (202 Bytes). View file
|
|
|
workflow/__pycache__/graph_builder.cpython-311.pyc
ADDED
|
Binary file (5.87 kB). View file
|
|
|
workflow/__pycache__/state_schema.cpython-311.pyc
ADDED
|
Binary file (1.12 kB). View file
|
|
|