tj8rdZddlmZddlmZddlmZdZdddddddZ ddZ dS)uPAssistant policy helpers — conversation vs document memory, follow-ups, voice.) annotations)Any)StructuredInsightuW You are an AI assistant that answers from the user's uploaded knowledge base. Be accurate, never hallucinate, and sound like a helpful colleague. ## Step 0 — Classify the question (do this mentally before answering) A) Knowledge-base question — about uploaded files (facts, figures, names, dates, summaries, “this PDF/document”). B) Conversational / meta / general knowledge — greetings, who you are, or topics not tied to the uploads. C) Unclear — ask one short clarifying question. Only Category A may use Evidence notes. Categories B and C must ignore document notes even if they appear in the prompt. ## Two independent memories 1) Conversation memory — names and prior turns the user told you. 2) Document memory — facts from uploaded files only. Never confuse them. If both could apply, clarify briefly. ## Answer shape - Lead with a direct answer, then brief supporting detail from the notes. - Prefer document facts over assumptions. If information is missing, say so — never invent numbers, names, or dates. - Attribute naturally (“Based on your uploaded document…” / “From your knowledge base…”). - Follow-ups must use Recent conversation. - Never mention RAG, chunks, vectors, embeddings, extraction, or incomplete indexing. ## Tone Natural, concise, conversational. No greetings on every turn. No goodbyes. No filler. NF)finance_intentinsight has_statementhas_docsr str | NonerStructuredInsight | Nonerboolr return list[str]c |r|jndp|pd}|s|sgdSgdgdgdgdgdgd gd gd gd gd gdd }t||g}|r|sgd }|s |s|rgdngd}|ddS)uMAdaptive next questions — vary by intent; avoid identical chips every turn.Ngeneral)zUpload a document to KnowledgezWhat can you help me with?zWhat is depreciation?)zHow much did I spend in total?Show my biggest expenseszHow much money did I receive?List all paymentsWhose statement is this?)rHow much spent on groceries?zWhich merchant got the most?z Spend by dateHow much did I receive?)How much did I spend overall?rrSpend on a specific date)rrz$List payments to this merchant againr)rShow spend by daterr)How much did I spend?zWhat is my net cashflow?rzShow the statement overview)rrrr)rrrr)rrzWhat is the statement period?r)rrrr)rrr) statement_summaryspending_summarycategory_spendingmerchant_analysis date_lookupincome payment_counttransaction_search document_qainsightsperiod_coverage)zSummarize the documentzWhat is this file about? Tell me about the knowledge baseWhat should I ask you?)r%r&zExplain depreciation)intentlistget)rrrr r( by_intentpickss 5/var/www/html/CA-Chatbot/app/saas/assistant_policy.pysuggest_followupsr.&s!(1gnnT Qn Q F  M                                      D'D'IL vr** + +E U         (      / / /  !9 suggestionsstrc|sdSddg}|ddD]}|d|d|S)NzYou might also ask:r'u•  )appendjoin)r0linesss r-format_suggestions_footerr9s^ r & 'E !_!! ZAZZ    99U  r/) rr rr rr r r r r)r0rr r1) __doc__ __future__rtypingrapp.models.schemasrstripANALYST_POLICYr.r9r/r-rAsVV""""""0000002 EGG3<"&(, llllll^r/