tjdZddlmZddlZddlZddlZddlmZddlmZddl m Z ddl m Z m Z mZddlmZdd lmZmZdd lmZmZdd lmZdd lmZmZdd lmZddl m!Z!m"Z"m#Z#m$Z$ddl%m&Z&m'Z'm(Z(m)Z)m*Z*ddl+m,Z,ddl-m.Z.m/Z/m0Z0m1Z1m2Z2m3Z3m4Z4m5Z5m6Z6m7Z7m8Z8m9Z9m:Z:m;Z;ddlZ>m?Z?ddl@mAZAmBZBddlCmDZDmEZEmFZFmGZGmHZHddlImJZJmKZKmLZLmMZMddlNmOZOmPZPddlQmRZRmSZSddlTmUZUmVZVmWZWmXZXddlmYZZddl[m\Z\dZ]d_d"Z^d#dd$d`d(Z_dadbd.Z`d/d0dcd6Zaddd;Zbddd<ded@ZcdddddAdfdGZddgdHZedhdKZfdddLd/dMdidPZgdjdQZhdddd/dd/ddRdkd^ZidS)luUTenant-aware SaaS agent — answers only from each chatbot's uploaded knowledge base.) annotationsN)Callable)datetime) get_settings) ChatResponseCitationStructuredInsight) calculate) _clean_answerget_rag_service)KB_TECH_CONCEPT_PROMPT USER_PROMPT)db)ANALYST_POLICYsuggest_followups)is_kb_tech_concept_question)build_concept_promptbuild_meta_promptis_capability_questionis_identity_question)is_ask_first_questionis_ask_my_name is_self_intro route_chat route_summary)classify_analyst_intent)get_analysis_contextget_first_user_questionget_session_display_name get_turnsis_analytical_finance_intentmark_session_introducedprior_was_analysisrecently_shown_metricremember_analysis_contextremember_shown_metrics remember_turn resolve_turnsession_was_introducedset_session_display_name)insight_evidence_payloadscrub_internal_user_textsynthesize_from_evidence)FINANCE_INTENT_LABELSclassify_finance_intent)apply_paragraph_stylechat_text_from_insightpolish_insight_with_llmwants_paragraph_formatwants_prose_answer)analysis_evidence_dictbuild_financial_analysisinsight_to_markdowntry_structured_kb_answer)agent_document_countretrieve_agent_scored)list_agent_statement_jobsstatement_context_notes)EMPTY_KB_MESSAGENO_RELEVANT_MESSAGEassess_agent_knowledgeunique_ready_docs) rag_debug) AuthContextu|You are {agent_name}, an AI assistant for {org_name} that answers from the uploaded knowledge base. {persona} {policy} Intent for this question: {finance_intent_label} Conversational mode: {conv_mode} This turn needs knowledge-base evidence. Evidence notes below are the only document facts you may use — never paste them raw. - Retrieve → reason → answer. Synthesize a natural reply from the notes. - Lead with one direct sentence, then brief supporting detail. - When notes contain a concrete fact (number, date, name, total), state it early. - Answer narrowly — do not dump entire documents unless the user asked for a full list or summary. - If this is a follow-up, resolve references using Recent conversation. - Never invent figures, names, dates, or balances that are not supported by the notes. - If notes are insufficient, say what is missing — do not guess. - Attribute naturally: “Based on your uploaded document…” or “From your knowledge base…”. - Never mention: extraction, incomplete indexing, chunks, OCR, vectors, embeddings, RAG, or internal IDs. {history} Evidence notes (most relevant only): {context} metadictcontentstrfinance_intentreturnc |pd}d|vsd|vrdS|dkrtjd|rdS|dkrd S|d krd |vs d |dd vrdSd|vsd|vrdS|d}|d|SdS)Nztotal money paidz payments madezStatement header totals date_lookupz=\b\d{1,2}\s+(jan|feb|mar|apr|may|jun|jul|aug|sep|oct|nov|dec)zDated payment activitycategory_spendingzCategory / merchant narrationsincomereceived+PzCredit / inflow linesz money sentzpaid tozPayment history detailpagezSupporting detail from page zKnowledge base excerpt)lowerresearchget)rCrErGlowrQs */var/www/html/CA-Chatbot/app/saas/agent.py_citation_reasonrXms =b   ! !CS  Os$:$:((&&295uwz+{+{&'',,,//!!zS'8'8C73B3<>  LH#t T T T  s%2 & & 2 2 u G*++Utxx /F/FU+&kk'',,R0 xx88J''P488K+@+@PL3LL#)McAgF .C.CsQw  r3r3uR%,,2D-D'E'E#F#FGGHHD!$@@1311K11   ($(( (F///! --G--... h--!$((?K"H"HII";//     a TVYZ^V_V_```   f % %y 00rYauthrBagentoverride str | Nonec0|p|dp|jpd}|dvrd}t|j|ddk}t j|j|ddk}|dkr|s|rdndS|dkr|s|sdS|S)uResolve retrieval mode for SaaS agent chat. The shared platform finance dataset is NEVER used here — answers come only from the selected agent's uploaded knowledge base. kb_modetenant>rcombinedplatformidrrr)rUrrRr9org_idsaas_dbcount_ready_kb_chunks)rrrmode has_vectors has_readys rWresolve_kb_moders  H ),, H H O O Q QD 555&t{E$K@@1DK-dk5;GG!KI z)EYEzzXE z+ix KrYF)brief agent_nameragent_idrboolct||}|r |jrdSdS|jr|tdtj||D}t |}|dkr&|ddpd}d|d |d S|dkr d|d |d Sd|d S|dpd} | rd| vr| Sd|dS)zAWarm greeting that adapts to whether Knowledge already has files.uFHi — happy to help. What would you like to know about your document?zHi! How can I help you today?cDg|]}|ddk|SstatusreadyrU.0ds rW z#_greeting_reply..s7   55??g-----rYr`rfilenamez your documentzHi! I'm z. I've indexed **z** in your knowledge base. Ask me to summarize it, look up facts, or explain anything in the file. What would you like to know?z . I've got z documents ready in your knowledge base. I can summarize them, find specifics, or compare details across files. What would you like to know?uf. Your knowledge base is ready — ask me to summarize, find details, or explain what's in your files.welcome_messagerJzupload a knowledge base firstz Hello! I'm uw — I answer from your uploaded knowledge base. Upload a PDF, TXT, MD, or CSV in Knowledge, or ask a general question.) r? has_knowledger@rlist_kb_documentsr|rUryrR) rrrrrkbrnnamecustoms rW_greeting_replyrs  1 1B /  \[[..      268DD      II 667;;z**=oD/://"&///  q55/://///  Rz R R R ii)**0b 7 7 9 9F 1GG  Qj Q Q QrYtexton_tokenCallable[[str], None] | NoneNonec\|r|sdStjd|D]}|r ||dS)zDStream precomputed text word-by-word for template / insight replies.Nz(\s+))rSr})rrpieces rW _emit_tokensrsQ 4(D))   HUOOOrY num_predictrpromptr int | Nonec|rQg}|||D]"}||||#d|S|||S)N)rrJ) stream_ollamarr_invoke_ollama)servicerrrpartschunks rW _ollama_textrs}**6{*KK  E LL    HUOOOOwwu~~  ! !&k ! 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What would you like to look at on your statement?uQHey — all good. I've got your statement ready — totals, merchants, or a date?uMHey — all good! Upload a statement in Knowledge, or ask a finance question.zOI'm doing well, thanks! Happy to dig into your statement whenever you're ready.zpI'm doing well, thanks! Upload a statement in Knowledge when you're ready, or ask a general accounting question.emptytemplate_greeting)rrrrrtemplate_thanksu)You're welcome — happy to help anytime. template_byeuGoodbye — talk soon.template_offtopiczunrelated third-partyuI don't have information about that person's spending. I only analyze statements you upload — ask about your own payments, merchants, or dates on this statement.zrI focus on your documents and finances. Upload a statement in Knowledge, or ask about totals, merchants, or dates.template_clarifyzE(?i)^(ok|okay|sure|cool|nice|great|alright|fine|got\s+it|k|kk)[?.!]*$u*(?i)^(what|huh|eh|and|so|[?!.…]+)[?.!]*$z,Got it. What would you like to look at next?upHappy to help — ask me to summarize your document, look up a fact, or explain anything in your knowledge base.uLHappy to help — upload a document in Knowledge, or ask a general question.ukSure — what should we look at? I can summarize your knowledge base, find specifics, or explain a section.zZI'm not sure what you mean yet. Upload a document in Knowledge, or ask a general question.)rrGrshow_upload_ctatemplate_todayz %A, %d %B %YzToday's date is uT. If you meant the statement period instead, ask “what is the statement period?”template_personaluYour first question was: “”z2I don't have an earlier question in this chat yet.zNice to meet you, zH! I'll remember that for this conversation. What would you like to know?)_account_holderz2If you mean your name from our conversation, it's zA. If you mean the account holder on the uploaded statement, it's .zYou told me your name is z3From the uploaded statement, the account holder is u^. If that’s you, great — or say “my name is …” and I’ll remember it for this chat.uI don't know your personal name yet — you can say “my name is …”. I can also tell you the account holder from an uploaded statement.u.Happy to help — what would you like to know? template_helpzK(?i)\b(tell\s+me\s+about\s+(?:the\s+bot|this\s+bot|the\s+assistant|alex))\b)rr user_namer has_statementhistory already_spoker)r skip_streamrGrresponse_sourcezWhat can you help me with?z ollama_concept)r)rrrrprimary_intent calculation kb_metadata)build_kb_inventoryr7pdf document_qa)rrGinsightrrzLEmpty knowledge for agent=%s vectors=%s ready_docs=%s chunks=%s jobs=%s q=%rfdihybrid>rrag) run_fdi_turn)rrrdocument)rrGrrzFDI planner failed: %srrevidence invoke_ollamaranalysisr statement)original_question conv_intentprior_question prior_answerrrrforce_analysisF) ensure_ascii)rrrGrrr>verify explain_calc follow_upuI re-checked the full statement but still need a clearer ask to compute that precisely. Try: statement period · how much did I spend · spend on 16 July · groceries · money received.  searchingz3(?i)\b(analy[sz]e|summar(?:y|ize)|overview|about)\b)rsummarytotalsstatement_period)rr)hybrid_retrieve)k chunk_kindscg|]\}}|Sr)rr_s rWrzagent_chat..s***41aQ***rYcg|]\}}|Srr)rrss rWrzagent_chat..s'''1!'''rYz9No retrieval context for query=%r mode=%s kb=%s reason=%s no_relevantr[zEEmpty context after formatting; refusing to call LLM with blank notes>rrz=== SAMPLE TRANSACTIONSz=== TRANSACTION SAMPLESz=== BANK STATEMENT SUMMARYz=== STATEMENT TOTALSz,(prefer these totals for cashflow questions)rsz:=== STRUCTURED FACTS (verified; prefer these numbers) === u Note to assistant: retrieval coverage may be incomplete for this question; say if the answer may be incomplete. Do not claim you reviewed records that are not in the notes. 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