diff --git a/.DS_Store b/.DS_Store new file mode 100644 index 00000000..e9799dce Binary files /dev/null and b/.DS_Store differ diff --git a/.env.template b/.env.template index a8fb5735..edd57e22 100644 --- a/.env.template +++ b/.env.template @@ -1,5 +1,6 @@ # orchestrator's endpoint: use http://localhost:7071/api/orc when running everything locally. ORCHESTRATOR_ENDPOINT="http://localhost:7071/api/orc" + AZURE_KEY_VAULT_NAME="key_vault_name" # Speech sythesis and recognition @@ -9,4 +10,10 @@ SPEECH_SYNTHESIS_LANGUAGE="UPDATE_WITH_TTS_LANGUAGE._Example:_es-MX" SPEECH_SYNTHESIS_VOICE_NAME="UPDATE_WITH_TTS_NEURAL_LANGUAGE._Example:_es-MX-BeatrizNeural" # document storage (to show sources in browser) -STORAGE_ACCOUNT="UPDATE_WITH_STORAGE_ACCOUNT_NAME" \ No newline at end of file +STORAGE_ACCOUNT="UPDATE_WITH_STORAGE_ACCOUNT_NAME" + +############## EMAIL CONFIGURATION ############## +EMAIL_SMTP_SERVER="smtp.gmail.com" +EMAIL_SMTP_PORT=587 +EMAIL_USER_NAME="your-email@gmail.com" +EMAIL_USER_PASSWORD="your-app-specific-password" # Gmail App Password, not your regular Gmail password diff --git a/.github/copilot-instructions.md b/.github/copilot-instructions.md new file mode 100644 index 00000000..ecd75f29 --- /dev/null +++ b/.github/copilot-instructions.md @@ -0,0 +1,15 @@ +## Backend preferences (Python) +- Use Quart (or Flask) as the backend web framework. +- For Quart, prefer `async` route handlers and use `await` for I/O operations. +- Follow PEP8 style conventions in Python code. + +## Frontend preferences +- The React frontend uses TypeScript. +- Built with Vite. +- Always write functional components. +- Use React Hooks. +- Code formatting should follow Prettier conventions: (e.g., 2 spaces for indentation, single quotes). + +## General project notes / API Design +- Our REST API follows RESTful naming conventions (/api/v1/...). +- When giving examples, assume our app is served from /. \ No newline at end of file diff --git a/.github/pull_request_template.md b/.github/pull_request_template.md new file mode 100644 index 00000000..f3b7e429 --- /dev/null +++ b/.github/pull_request_template.md @@ -0,0 +1,10 @@ +## JIRA Ticket +[PROJ-XXX](link-to-ticket) + +## Description +[Describe your changes here] + +## Checklist +- [ ] Code review requested +- [ ] Tests completed +- [ ] Documentation updated diff --git a/.github/workflows/azure-dev.yml b/.github/workflows/azure-dev.yml new file mode 100644 index 00000000..96149776 --- /dev/null +++ b/.github/workflows/azure-dev.yml @@ -0,0 +1,88 @@ +# .github/workflows/deploy.yml +name: Build and Deploy to Azure + +on: + push: + branches: + - develop + +jobs: + build-and-deploy: + runs-on: ubuntu-latest + + steps: + # 1. Checkout Code + - name: Checkout Code + uses: actions/checkout@v3 + + # 2. Install System Dependencies + - name: Install System Dependencies + run: | + sudo apt-get update && sudo apt-get install -y \ + zip \ + libpango-1.0-0 \ + libharfbuzz0b \ + libpangoft2-1.0-0 \ + libharfbuzz-subset0 \ + libffi-dev \ + libjpeg-dev \ + libopenjp2-7-dev \ + libglib2.0-0 \ + libglib2.0-dev \ + libcairo2 \ + libcairo2-dev \ + libpangocairo-1.0-0 \ + pkg-config \ + python3-dev \ + python3-cffi \ + libgobject-2.0-0 + + # 3. Azure Login + - name: Azure Login + uses: azure/login@v2 + with: + creds: ${{ secrets.AZURE_CREDENTIALS }} + + # 4. Set up Node.js + - name: Set up Node.js + uses: actions/setup-node@v3 + with: + node-version: "18" + + # 5. Build Frontend + - name: Build Frontend + working-directory: frontend + run: | + npm install + npm run build + + # 6. Package Backend + - name: Package Backend + working-directory: backend + run: | + rm -rf backend_env + zip -r ../deploy.zip * + - name: Debug Secrets + run: | + echo "Subscription ID: ${{ secrets.AZURE_PROD_SUBSCRIPTION_ID }}" + echo "Resource Group: ${{ secrets.AZURE_PROD_RESOURCE_GROUP }}" + echo "Web App Name: ${{ secrets.AZURE_PROD_WEBAPP_NAME }}" + + # 7. Deploy to Azure + - name: Deploy to Azure + uses: azure/cli@v2 + with: + azcliversion: latest + inlineScript: | + set -e + if [ ! -f deploy.zip ]; then + echo "deploy.zip not found" + exit 1 + fi + az webapp deploy \ + --subscription ${{ secrets.AZURE_SUBSCRIPTION_ID }} \ + --resource-group ${{ secrets.AZURE_RESOURCE_GROUP }} \ + --name ${{ secrets.AZURE_WEBAPP_NAME }} \ + --src-path deploy.zip \ + --type zip \ + --async true diff --git a/.github/workflows/azure-prod.yml b/.github/workflows/azure-prod.yml new file mode 100644 index 00000000..1b14eab5 --- /dev/null +++ b/.github/workflows/azure-prod.yml @@ -0,0 +1,64 @@ +# .github/workflows/deploy.yml +name: Build and Deploy to Azure + +on: + push: + branches: + - main + +jobs: + build-and-deploy: + runs-on: ubuntu-latest + + steps: + - name: Checkout Code + uses: actions/checkout@v3 + + - name: Install zip + run: sudo apt-get update && sudo apt-get install -y zip + + - name: Azure Login + uses: azure/login@v2 + with: + creds: ${{ secrets.AZURE_PROD_CREDENTIALS }} + + - name: Set up Node.js + uses: actions/setup-node@v3 + with: + node-version: "18" + + - name: Build Frontend + working-directory: frontend + run: | + npm install + npm run build + + - name: Package Backend + working-directory: backend + run: | + rm -rf backend_env + zip -r ../deploy.zip * + + - name: Debug Secrets + run: | + echo "Subscription ID: ${{ vars.AZURE_PROD_SUBSCRIPTION_ID }}" + echo "Resource Group: ${{ vars.AZURE_PROD_RESOURCE_GROUP }}" + echo "Web App Name: ${{ vars.AZURE_PROD_WEBAPP_NAME }}" + + - name: Deploy to Azure + uses: azure/cli@v2 + with: + azcliversion: latest + inlineScript: | + set -e + if [ ! -f deploy.zip ]; then + echo "deploy.zip not found" + exit 1 + fi + az webapp deploy \ + --subscription ${{ vars.AZURE_PROD_SUBSCRIPTION_ID }} \ + --resource-group ${{ vars.AZURE_PROD_RESOURCE_GROUP }} \ + --name ${{ vars.AZURE_PROD_WEBAPP_NAME }} \ + --src-path deploy.zip \ + --type zip \ + --async true \ No newline at end of file diff --git a/.github/workflows/cypress-test.yml b/.github/workflows/cypress-test.yml new file mode 100644 index 00000000..3d37240c --- /dev/null +++ b/.github/workflows/cypress-test.yml @@ -0,0 +1,56 @@ +# .github/workflows/cypress-test.yml +name: Cypress Tests + +on: + pull_request: + branches: + - develop + - main + +jobs: + cypress-test: + runs-on: ubuntu-latest + + steps: + # 1. Checkout Code + - name: Checkout Code + uses: actions/checkout@v3 + + # 2. Set up Node.js + - name: Set up Node.js + uses: actions/setup-node@v3 + with: + node-version: "18" + + # 3. Install Dependencies + - name: Install Dependencies + working-directory: frontend + run: | + npm install + + # 4. Install wait-on Globally + - name: Install wait-on Globally + run: | + npm install -g wait-on + + # 5. Start Frontend Server + - name: Start Frontend Server + working-directory: frontend + run: | + npm run dev & + env: + HOST: "localhost" + PORT: 5173 + + # Debug Server State + - name: Debug Server State + run: | + curl -I http://localhost:5173 + + # 7. Run Cypress Tests + - name: Run Cypress Tests + working-directory: frontend + env: + WEB_APP_URL: "http://localhost:5173" + run: | + npx cypress run diff --git a/.gitignore b/.gitignore index 5187a348..2bbf7206 100644 --- a/.gitignore +++ b/.gitignore @@ -1,3 +1,6 @@ +.DS_Store +CLAUDE.md +AGENTS.md # Azure az webapp deployment details .azure *_env @@ -5,7 +8,7 @@ local/ notes.txt deploy.zip .vscode/ - +.DS_Store # Byte-compiled / optimized / DLL files __pycache__/ @@ -150,4 +153,14 @@ cython_debug/ # NPM npm-debug.log* node_modules -static/ \ No newline at end of file +static/ + +settings.json + +flask_session/ + +# locking some dependencies +pyproject.toml +poetry.lock + +cypress.env.json \ No newline at end of file diff --git a/CONTRIBUTING.md b/CONTRIBUTING.md new file mode 100644 index 00000000..a3058364 --- /dev/null +++ b/CONTRIBUTING.md @@ -0,0 +1,41 @@ +## Documentation & Team Onboarding +GitHub Copilot automatically reviews pull requests using custom instructions tailored to our project's tools, coding styles, and workflows, ensuring consistent and relevant feedback across backend and frontend codebases. To help you get the most out of our GitHub Copilot PR review automation, please follow the steps below. + +## How to Edit `.github/copilot-instructions.md` +The file at `.github/copilot-instructions.md` defines how GitHub Copilot reviews pull requests in this repository. + +- Use natural language to describe backend and frontend coding preferences. +- When adding new conventions, be specific (e.g., “use async route handlers in Quart”). +- After editing, commit directly to the default branch. + +> Tip: After you push updates, open a test PR to confirm the new rules take effect. + +## How to Verify Copilot is Using the Custom Instructions +- To verify Copilot is using these rules: + 1. Open a test PR with code changes. + 2. Wait for Copilot to comment. + 3. Check that the comment references this `.github/copilot-instructions.md` file. + +If no comment appears, or the suggestions seem off-topic: +- Confirm the PR includes backend/frontend changes. +- Make sure `.github/copilot-instructions.md` exists and is correctly formatted. +- Check that Copilot PR Reviews are enabled (see below). + +## How to Enable or Disable the Copilot PR Review Feature Locally +You don’t need a specific editor to use Copilot’s pull request review feature — it runs automatically on GitHub once the repository settings are enabled. + +However, if you also want your editor’s Copilot suggestions to follow the same rules as `.github/copilot-instructions.md`, here’s how to enable that locally: + +In VS Code: +1. Go to `Settings`. +2. Navigate to `GitHub › Copilot › Chat › Code Generation: Use Instruction Files` +3. Enable: `Use Instruction Files`. + +In Visual Studio: +1. Open `Tools > Options`. +2. Go to `GitHub Copilot > PR Reviews`. +3. Check: "Enable custom instructions". + +These settings affect local code completions, not the GitHub-hosted PR reviews. + +You can disable Copilot PR reviews at any time by unchecking this option. \ No newline at end of file diff --git a/README.md b/README.md index 0c6bb923..f6957793 100644 --- a/README.md +++ b/README.md @@ -8,9 +8,9 @@ Part of [GPT-RAG](https://github.com/Azure/gpt-rag) - Zip command - [Azure CLI](https://learn.microsoft.com/en-us/cli/azure/install-azure-cli) -- Node.js 16+ [windows/mac](https://nodejs.dev/en/download/) [linux/wsl](https://nodejs.dev/en/download/package-manager/) +- Node.js 16+ [windows/mac](https://nodejs.dev/en/download/) [linux/wsl](https://nodejs.dev/en/download/package-manager/) - Install ZIP in WSL/Linux: sudo apt-get install zip - + **1) Clone the Repository** ``` @@ -31,12 +31,12 @@ npm install npm run build ``` -**3) Deploy to Azure** +**3) Deploy to Azure** Execute the following commands in the terminal to deploy your function: 2.1. Enter backend folder - + ``` cd .. cd backend @@ -45,17 +45,19 @@ cd backend 2.2. Remove backend_env if you have tested it locally ``` -rm -rf backend_env +rm -rf backend_env ``` 2.3. Zip source code Linux or Mac: + ``` zip -r ../deploy.zip * ``` Windows: + ``` tar -a -c -f ../deploy.zip * ``` @@ -64,16 +66,16 @@ tar -a -c -f ../deploy.zip * ``` cd .. -az webapp deploy --subscription [SUBSCRIPTION_ID] --resource-group [RESOURCE_GROUP_NAME] --name [WEB_APP_NAME] --src-path deploy.zip --type zip --async true +az webapp deploy --subscription e261fb0a-3d87-49c1-8d3c-32b2bc93b6ff --resource-group rg-develop-clew --name webgpt0-vm2b2htvuuclm --src-path deploy.zip --type zip --async true ``` -## **(Optional) Test locally** +## **(Optional) Test locally** -1) rename ```.env.template``` to ```.env``` updating the variables accordingly. +1. rename `.env.template` to `.env` updating the variables accordingly. -2) run ```azd auth login``` or ```az login``` +2. run `azd auth login` or `az login` -3) run ```./start.sh``` or ```./startwin.sh``` for windows +3. run `./start.sh` or `./startwin.sh` for windows ## Frontend customizations @@ -83,13 +85,13 @@ Optionally you can customize some items in the frontend. Update page's title -file: ```frontend/src/pages/layout/Layout.tsx``` +file: `frontend/src/pages/layout/Layout.tsx` ```

Chat On Your Data/h4> ``` -file: ```frontend/src/pages/layout/index.html``` +file: `frontend/src/pages/layout/index.html` ``` Chat Chat On Your Data | Demo @@ -99,9 +101,10 @@ file: ```frontend/src/pages/layout/index.html``` Update frontend logo -file: ```frontend/src/pages/layout/Layout.tsx``` +file: `frontend/src/pages/layout/Layout.tsx` Example: + ``` @@ -113,7 +116,7 @@ Example: You can remove citations from the answers if you do not want them. Just set showSources to {false} -file: ```frontend/src/pages/chat/Chat.tsx``` +file: `frontend/src/pages/chat/Chat.tsx` ``` onToggleTab(AnalysisPanelTabs.SupportingContentTab, index)} onFollowupQuestionClicked={q => makeApiRequestGpt(q)} showFollowupQuestions={false} - showSources={false} + showSources={false} /> ``` @@ -133,7 +136,7 @@ file: ```frontend/src/pages/chat/Chat.tsx``` To enable speech synthesis change speechSynthesisEnabled variable to true. -file: ```frontend/src/pages/chat/Chat.tsx``` +file: `frontend/src/pages/chat/Chat.tsx` ``` const speechSynthesisEnabled = true; @@ -141,7 +144,7 @@ const speechSynthesisEnabled = true; ## Contributing -This project welcomes contributions and suggestions. Most contributions require you to agree to a +This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit https://cla.opensource.microsoft.com. diff --git a/backend/.DS_Store b/backend/.DS_Store new file mode 100644 index 00000000..dbea4c56 Binary files /dev/null and b/backend/.DS_Store differ diff --git a/backend/.bandit b/backend/.bandit new file mode 100644 index 00000000..5b9be9a0 --- /dev/null +++ b/backend/.bandit @@ -0,0 +1,3 @@ +[bandit] +exclude_dirs: backend_env, .venv, venv, tests, node_modules, __pycache__, .git, **/migrations/* +skips: B101 diff --git a/backend/Agent_Graph_Images/Curation_Report_Agent.png b/backend/Agent_Graph_Images/Curation_Report_Agent.png new file mode 100644 index 00000000..6843d7de Binary files /dev/null and b/backend/Agent_Graph_Images/Curation_Report_Agent.png differ diff --git a/backend/USER_DOCUMENTS_API.md b/backend/USER_DOCUMENTS_API.md new file mode 100644 index 00000000..843fd306 --- /dev/null +++ b/backend/USER_DOCUMENTS_API.md @@ -0,0 +1,93 @@ +# User Documents API Endpoints + +## Overview +Manage per-user, per-conversation documents in the `user-documents` container, organized as `organization_id/user_id/conversation_id/`. Original filenames are preserved in blob metadata; saved filenames append a millisecond timestamp to the base name. + +## Authentication +All endpoints require `X-MS-CLIENT-PRINCIPAL-ID` (user ID). Provide `X-MS-CLIENT-PRINCIPAL-ORGANIZATION` to scope organization; if a client also supplies `organization_id` in form/query/body, it must match the header or the request is rejected (403). `X-MS-CLIENT-PRINCIPAL-NAME` is optional. + +## Endpoints + +### 1) Upload User Document +POST `/api/upload-user-document` + +- Content-Type: `multipart/form-data` +- Form fields: + - `file`: PDF file (max 10MB) + - `conversation_id`: Conversation UUID + +Response: +```json +{ + "data": { + "blob_url": "https://.../user-documents/{org}/{user}/{conv}/MyReport_1759018841485.pdf", + "blob_name": "{org}/{user}/{conv}/MyReport_1759018841485.pdf", + "saved_filename": "MyReport_1759018841485.pdf", + "original_filename": "MyReport.pdf" + }, + "status": 200 +} +``` + +Notes: Only `.pdf` is allowed; filenames are saved as `{base}_{timestampMs}{ext}`. Blob metadata includes `original_filename`. If `X-MS-CLIENT-PRINCIPAL-ORGANIZATION` is present, it is used and any provided `organization_id` must match. + +### 2) List User Documents +GET `/api/list-user-documents` + +- Query params: `conversation_id` + +Response: +```json +{ + "data": { + "files": [ + { + "blob_name": "{org}/{user}/{conv}/MyReport_1759018841485.pdf", + "saved_filename": "MyReport_1759018841485.pdf", + "original_filename": "MyReport.pdf", + "size": 1048576, + "uploaded_at": "2024-01-01T12:00:00Z" + } + ] + }, + "status": 200 +} +``` + +### 3) Delete User Document +DELETE `/api/delete-user-document` + +- Content-Type: `application/json` +- Body (recommend using `blob_name`): +```json +{ + "blob_name": "{org}/{user}/{conv}/MyReport_1759018841485.pdf", + "conversation_id": "{conv}" +} +``` + +Response: +```json +{ "data": { "message": "File 'MyReport_1759018841485.pdf' deleted successfully" }, "status": 200 } +``` + +Notes: Alternatively, provide `filename` (the saved filename only, not the original) instead of `blob_name`. Organization is taken from header when available and must match the body value if provided. + +## Error Responses +All errors follow: +```json +{ "error": { "message": "Error description", "status": 400 } } +``` + +Common status codes: 400 (validation), 401 (auth), 413 (size), 500 (server). + +## Security & Validation +- Path components sanitized; conversation IDs must be valid UUIDs. +- Only PDF files up to 10MB. +- Temporary local file cleaned up after upload. + +## Storage Layout +``` +user-documents/ +└── {organization_id}/{user_id}/{conversation_uuid}/SavedName_1759018841485.pdf +``` diff --git a/backend/_secrets.py b/backend/_secrets.py new file mode 100644 index 00000000..3893e004 --- /dev/null +++ b/backend/_secrets.py @@ -0,0 +1,32 @@ +# _secrets.py +import os, time +from typing import Optional +from shared import clients # your existing helper + +_DEFAULT_TTL = 15 * 60 # 15 minutes; adjust per secret type +_cache: dict[str, tuple[str, int]] = {} + + +def _now() -> int: + return int(time.time()) + + +def get_secret( + name: str, env_name: Optional[str] = None, ttl: int = _DEFAULT_TTL +) -> str: + # 1) App Settings / .env (or Key Vault References) win + if env_name and (v := os.getenv(env_name)): + return v + if v := os.getenv(name): + return v + + # 2) Short TTL cache + hit = _cache.get(name) + if hit and hit[1] > _now(): + return hit[0] + + # 3) Fallback to Key Vault via your existing client (ideally MI/AAD under the hood) + v = clients.get_azure_key_vault_secret(name) + if ttl > 0: + _cache[name] = (v, _now() + ttl) + return v diff --git a/backend/app.py b/backend/app.py index 89dbe758..a593e0a3 100644 --- a/backend/app.py +++ b/backend/app.py @@ -1,134 +1,4029 @@ +from flask import ( + current_app, + Flask, + request, + jsonify, + Response, + send_from_directory, + redirect, + url_for, + session, + render_template, + stream_with_context +) +from functools import wraps import os -import mimetypes -import time -import logging +from dotenv import load_dotenv + + + + import requests import json -from flask import Flask, request, jsonify, Response +import stripe from flask_cors import CORS -from dotenv import load_dotenv -from azure.keyvault.secrets import SecretClient +from flask_compress import Compress +from flask_limiter import Limiter +from flask_limiter.util import get_remote_address from azure.identity import DefaultAzureCredential -from azure.storage.blob import BlobServiceClient -from urllib.parse import unquote +from urllib.parse import unquote, urlparse, urlencode, urljoin +import uuid +from urllib.parse import urlparse +from identity.flask import Auth +from datetime import timedelta, datetime, timezone +import time + +from typing import Dict, Any, Tuple, Optional +from tenacity import retry, wait_fixed, stop_after_attempt +from http import HTTPStatus # Best Practice: Use standard HTTP status codes +from azure.cosmos.exceptions import CosmosHttpResponseError, CosmosResourceNotFoundError +from werkzeug.exceptions import BadRequest, Unauthorized, NotFound + +from gallery.blob_utils import get_gallery_items_by_org + +# Load .env BEFORE importing modules that might read env at import time +load_dotenv(override=True) +import app_config + +from shared.error_handling import ( + IncompleteConfigurationError, + MissingRequiredFieldError, + InvalidParameterError, + MissingParameterError, +) + +from utils import ( + create_error_response, + create_success_response, + delete_url_by_id, + get_client_principal, + get_set_user, + get_setting, + modify_url, + require_client_principal, + get_conversations, + get_conversation, + delete_conversation, + get_organization_urls, + add_or_update_organization_url, + search_urls, + set_settings, + validate_url, +) + +import stripe.error +from bs4 import BeautifulSoup +from urllib.parse import urlencode +from shared.cosmo_db import ( + get_cosmos_container, + get_invitation_role, + get_user_organizations, + patch_organization_data, + get_audit_logs, + get_organization_subscription, +) +from shared import clients +from shared import decorators +from data_summary.config import get_azure_openai_config +from data_summary.llm import PandasAIClient + +from routes.report_jobs import bp as jobs_bp +from routes.organizations import bp as organizations +from routes.file_management import bp as file_management +from routes.user_documents import bp as user_documents +from routes.voice_customer import bp as voice_customer +from routes.categories import bp as categories +from routes.invitations import bp as invitations +from routes.users import bp as users -load_dotenv() +from _secrets import get_secret -SPEECH_REGION = os.getenv('SPEECH_REGION') -ORCHESTRATOR_ENDPOINT = os.getenv('ORCHESTRATOR_ENDPOINT') -ORCHESTRATOR_URI = os.getenv('ORCHESTRATOR_URI') -STORAGE_ACCOUNT = os.getenv('STORAGE_ACCOUNT') -LOGLEVEL = os.environ.get('LOGLEVEL', 'INFO').upper() +from azure.storage.blob import ( + BlobServiceClient, + generate_blob_sas, + BlobSasPermissions, +) +from datetime import datetime, timedelta +from io import BytesIO +import pandas as pd +import logging + +for _n in ( + "azure", + "azure.identity", + "azure.keyvault", + "azure.core", + "azure.core.pipeline.policies.http_logging_policy", + "urllib3", +): + logging.getLogger(_n).setLevel(logging.WARNING) + +# Suppress Azure SDK logs (including Key Vault calls) +logging.getLogger("azure").setLevel(logging.WARNING) +logging.getLogger("azure.identity").setLevel(logging.WARNING) +logging.getLogger("azure.keyvault").setLevel(logging.WARNING) +logging.getLogger("azure.core").setLevel(logging.WARNING) +logging.getLogger("azure.core.pipeline.policies.http_logging_policy").setLevel(logging.WARNING) +logging.getLogger("urllib3").setLevel(logging.WARNING) +logging.getLogger("werkzeug").setLevel(logging.WARNING) + +SPEECH_REGION = os.getenv("SPEECH_REGION") +ORCHESTRATOR_ENDPOINT = os.getenv("ORCHESTRATOR_ENDPOINT") +ORCHESTRATOR_URI = os.getenv("ORCHESTRATOR_URI", default="") + +SETTINGS_ENDPOINT = ORCHESTRATOR_URI + "/api/settings" + +HISTORY_ENDPOINT = ORCHESTRATOR_URI + "/api/conversations" +SUBSCRIPTION_ENDPOINT = ORCHESTRATOR_URI + "/api/subscriptions" +INVITATIONS_ENDPOINT = ORCHESTRATOR_URI + "/api/invitations" +STORAGE_ACCOUNT = os.getenv("STORAGE_ACCOUNT") +FINANCIAL_ASSISTANT_ENDPOINT = ORCHESTRATOR_URI + "/api/financial-orc" +PRODUCT_ID_DEFAULT = os.getenv("STRIPE_PRODUCT_ID") + +DESCRIPTION_VALID_FILE_EXTENSIONS = [".csv", ".xlsx", ".xls"] +# ==== BLOB STORAGE ==== +BLOB_CONTAINER_NAME = "documents" +ORG_FILES_PREFIX = "organization_files" + +# email +EMAIL_HOST = os.getenv("EMAIL_HOST") +EMAIL_PASS = os.getenv("EMAIL_PASS") +EMAIL_USER = os.getenv("EMAIL_USER") +EMAIL_PORT = os.getenv("EMAIL_PORT") + +# stripe +stripe.api_key = os.getenv("STRIPE_API_KEY") +FINANCIAL_ASSISTANT_PRICE_ID = os.getenv("STRIPE_FA_PRICE_ID") + +INVITATION_LINK = os.getenv("INVITATION_LINK") + +LOGLEVEL = os.environ.get("LOGLEVEL", "INFO").upper() logging.basicConfig(level=LOGLEVEL) -def get_secret(secretName): - keyVaultName = os.environ["AZURE_KEY_VAULT_NAME"] - KVUri = f"https://{keyVaultName}.vault.azure.net" - credential = DefaultAzureCredential() - client = SecretClient(vault_url=KVUri, credential=credential) - logging.info(f"[webbackend] retrieving {secretName} secret from {keyVaultName}.") - retrieved_secret = client.get_secret(secretName) - return retrieved_secret.value -SPEECH_KEY = get_secret('speechKey') +SPEECH_RECOGNITION_LANGUAGE = os.getenv("SPEECH_RECOGNITION_LANGUAGE") +SPEECH_SYNTHESIS_LANGUAGE = os.getenv("SPEECH_SYNTHESIS_LANGUAGE") +SPEECH_SYNTHESIS_VOICE_NAME = os.getenv("SPEECH_SYNTHESIS_VOICE_NAME") +AZURE_CSV_STORAGE_NAME = os.getenv("AZURE_CSV_STORAGE_CONTAINER", "files") +ORCH_MASTER_KEY = "orchestrator-host--functionKey" + -SPEECH_RECOGNITION_LANGUAGE = os.getenv('SPEECH_RECOGNITION_LANGUAGE') -SPEECH_SYNTHESIS_LANGUAGE = os.getenv('SPEECH_SYNTHESIS_LANGUAGE') -SPEECH_SYNTHESIS_VOICE_NAME = os.getenv('SPEECH_SYNTHESIS_VOICE_NAME') +logger = logging.getLogger(__name__) app = Flask(__name__) +app.config.from_object(app_config) CORS(app) -@app.route("/", defaults={"path": "index.html"}) +# Enable compression for all responses +Compress(app) + +# Initialize Flask-Limiter with basic configuration +limiter = Limiter( + app=app, + key_func=get_remote_address, + default_limits=["1000 per hour", "100 per minute"], + storage_uri="memory://", + strategy="fixed-window", +) + + +def setup_llm() -> PandasAIClient: + cfg = get_azure_openai_config(deployment_name="gpt-4.1") + llm = PandasAIClient( + cfg.endpoint, cfg.api_key, cfg.api_version, cfg.deployment_name + ) + return llm + + +auth = Auth( + app, + client_id=os.getenv("AAD_CLIENT_ID"), + client_credential=os.getenv("AAD_CLIENT_SECRET"), + redirect_uri=os.getenv("AAD_REDIRECT_URI"), + b2c_tenant_name=os.getenv("AAD_TENANT_NAME"), + b2c_signup_signin_user_flow=os.getenv("AAD_POLICY_NAME"), + b2c_edit_profile_user_flow=os.getenv("EDITPROFILE_USER_FLOW"), +) + + +@app.before_first_request +def setup_clients(): + print(f"[before_first_request] ", flush=True) + clients.warm_up() # idempotent + current_app.config["llm"] = setup_llm() # todo move to a client for panda AI + current_app.config["blob_storage_manager"] = ( + BlobStorageManager() + ) # TODO implement the new BlobStorageManager in the upload_sources.py (this is the only way that there is no pytest import issue) The issue was that when running all tests together, there was a complex import resolution problem where the utils module was not being found properly due to module caching issues and conflicts between test fixtures. + current_app.config["auth"] = auth + + +@app.before_first_request +def _load_secrets_once(): + # Prefer env / Key Vault References; fallback to KV + current_app.config["SPEECH_KEY"] = get_secret( + "speechKey", env_name="SPEECH_KEY", ttl=60 * 60 + ) + # If you must keep function keys, give them a short TTL so rotations are picked up + current_app.config["ORCH_FUNCTION_KEY"] = get_secret( + "orchestrator-host--functionKey", env_name="ORCH_FUNCTION_KEY", ttl=15 * 60 + ) + # Storage: try to avoid connection strings; see section 3. If you must, still cache: + current_app.config["AZURE_STORAGE_CONNECTION_STRING"] = get_secret( + "storageConnectionString", + env_name="AZURE_STORAGE_CONNECTION_STRING", + ttl=60 * 60, + ) + + +app.register_blueprint(jobs_bp) +app.register_blueprint(organizations) +app.register_blueprint(file_management) +app.register_blueprint(user_documents) +app.register_blueprint(voice_customer) +app.register_blueprint(categories) +app.register_blueprint(invitations) +app.register_blueprint(users) + + +def handle_auth_error(func): + """Decorator to handle authentication errors consistently""" + + @wraps(func) + def wrapper(*args, **kwargs): + try: + return func(*args, **kwargs) + except Exception as e: + logger.exception("[auth] Error in user authentication") + return ( + jsonify( + { + "error": "Authentication error", + "message": str(e), + "status": "error", + } + ), + 500, + ) + + return wrapper + + +class UserService: + """Service class to handle user-related operations""" + + @staticmethod + def validate_user_context( + user_context: Dict[str, Any], + ) -> Tuple[bool, Optional[str]]: + """ + Validate the user context from B2C + + Args: + user_context: The user context from B2C + + Returns: + Tuple of (is_valid: bool, error_message: Optional[str]) + """ + required_fields = { + "sub": "User ID", + "name": "User Name", + "emails": "Email Address", + } + + for field, display_name in required_fields.items(): + if field not in user_context: + return False, f"Missing {display_name}" + if field == "emails" and not user_context[field]: + return False, "Email address list is empty" + + return True, None + + @staticmethod + @retry(wait=wait_fixed(2), stop=stop_after_attempt(3)) + def check_user_authorization( + client_principal_id: str, + client_principal_name: str, + email: str, + timeout: int = 10, + ) -> Dict[str, Any]: + """ + Check user authorization using local database logic. + + Args: + client_principal_id: The user's principal ID from Azure B2C + client_principal_name: The user's principal name from Azure B2C + email: The user's email address + timeout: Timeout for potential long-running operations (default: 10 seconds) + + Returns: + Dict containing the user's profile data, including role and organizationId + + Raises: + ValueError: If the user is not found or data is invalid + Exception: For unexpected errors + """ + try: + logger.info( + f"[auth] Validating user {client_principal_id} " + f"with email {email} and name {client_principal_name}" + ) + + # Create user payload for `get_set_user` function + client_principal = { + "id": client_principal_id, + "name": client_principal_name, + "email": email, # Default role, if necessary + } + + # Call get_set_user to retrieve or create the user in the database + user_response = get_set_user(client_principal) + + # Validate response + if not user_response or "user_data" not in user_response: + logger.error( + f"[auth] User data could not be retrieved for {client_principal_id}" + ) + raise ValueError("Failed to retrieve user data") + + # Extract user data + user_data = user_response["user_data"] + + # Ensure required fields are present + required_fields = ["role", "organizationId"] + for field in required_fields: + if field not in user_data: + logger.error(f"[auth] Missing required field: {field}") + raise ValueError(f"User profile is missing required field: {field}") + + logger.info( + f"[auth] Successfully validated user {client_principal_id} " + f"with role {user_data['role']} and organizationId {user_data['organizationId']}" + ) + + # Return the user's profile data + return user_data + + except ValueError as e: + logger.error( + f"[auth] Validation error for user {client_principal_id}: {str(e)}" + ) + raise + + except Exception as e: + logger.error( + f"[auth] Unexpected error validating user {client_principal_id}: {str(e)}" + ) + raise + + +def store_request_params_in_session(keys=None): + """ + Decorator to store specified request parameters into the Flask session. + + Args: + keys (list, optional): A list of parameter keys to store. + """ + + def decorator(f): + @wraps(f) + def decorated_function(*args, **kwargs): + if keys is not None: + stored_params = [] + for key in keys: + if key in request.args: + session[key] = request.args[key] + stored_params.append(key) + elif key in request.form: + session[key] = request.form[key] + stored_params.append(key) + # Only log the parameter names, not the session content + if stored_params: + logger.info( + f"Stored request parameters in session: {stored_params}" + ) + return f(*args, **kwargs) + + return decorated_function + + return decorator + + +def append_script(file, query_params): + try: + with open(file, "r") as f: + html_content = f.read() + + soup = BeautifulSoup(html_content, "html.parser") + encoded_params = urlencode(query_params) + full_url = f"?{encoded_params}" + + script_tag = soup.new_tag("script", type="text/javascript") + script_content = f""" + console.log('Modifying location without reload: {full_url}'); + if (window.history && window.history.pushState) + window.history.pushState(null, '', '{full_url}'); + """ + script_tag.string = script_content + + soup.body.append(script_tag) + + modified_html = str(soup) + return Response(modified_html, mimetype="text/html") + + except FileNotFoundError: + return "HTML file not found", 404 + + +def activate_invitation(invitation_id: str) -> bool: + container = get_cosmos_container("invitations") + + try: + item = container.read_item(item=invitation_id, partition_key=invitation_id) + if item.get("active") is False: + item["active"] = True + container.upsert_item(item) + return True + return False + except CosmosResourceNotFoundError: + return False + + +@app.route("/api/invitations//redeemed", methods=["GET"]) +def mark_invitation_as_redeemed(inviteId): + """ + Validates and redeems an invitation by ID and token. + """ + print(f"Marking invitation {inviteId} as redeemed") + + token = request.args.get("token") + if not token: + return ( + render_template( + "token_error.html", + title="Token required", + message="You must provide a valid token.", + ), + 400, + ) + + try: + container = get_cosmos_container("invitations") + item = container.read_item(item=inviteId, partition_key=inviteId) + + # Security validations + if item.get("token") != token: + return ( + render_template( + "token_error.html", + title="Invalid token", + message="The token does not match the invitation.", + ), + 403, + ) + + if item.get("token_used", False): + return ( + render_template( + "token_error.html", + title="Invitation already used", + message="This invitation has already been used.", + ), + 409, + ) + + current_timestamp = int(datetime.now(timezone.utc).timestamp()) + if current_timestamp > item.get("token_expiry", 0): + return ( + render_template( + "token_error.html", + title="Expired Invitation", + message="Please contact your organization admin to request a new invitation.", + ), + 410, + ) + + # Mark as redeemed + item["active"] = True + item["token_used"] = True + item["redeemed_at"] = int(datetime.now(timezone.utc).timestamp()) + + container.upsert_item(item) + return render_template( + "token_status.html", + title="Invitation Activated!", + message="Your invitation has been successfully activated. You can now register on the platform or login if you already have an account on the platform.", + button_link=url_for("index"), + button_text="Go to Login", + ) + + except CosmosResourceNotFoundError: + print(f"Invitation {inviteId} not found") + return ( + render_template( + "token_error.html", + title="Your invitation was not found.", + message="Please ask your organization admin to send you a new one.", + ), + 404, + ) + + except Exception as e: + print(f"An error occurred: {str(e)}") + return ( + render_template( + "token_error.html", + title="Unexpected error", + message="An unexpected error occurred.", + ), + 500, + ) + + +@app.route("/") +@store_request_params_in_session(["agent", "document"]) +@store_request_params_in_session(["invitation_id"]) +@auth.login_required +def index(*, context): + """ + Endpoint to get the current user's data from Microsoft Graph API + """ + logger.debug(f"User context: {context}") + + # get session data if available + agent = session.get("agent") + document = session.get("document") + invitation_id = session.get("invitation_id") + + session.pop("agent", None) + session.pop("document", None) + + if invitation_id: + logger.info(f"Activando invitación con ID {invitation_id}") + activate_invitation(invitation_id) + + if not agent or not document: + return send_from_directory("static", "index.html") + + query_params = {"agent": agent, "document": document} + return append_script("static/index.html", query_params) + + +# route for other static files + + @app.route("/") -def static_file(path): - return app.send_static_file(path) +def static_files(path): + # Don't require authentication for static assets + return send_from_directory("static", path) + + +@app.route("/auth-response") +def auth_response(): + try: + return auth.complete_log_in(request.args) + except Exception as e: + logger.error(f"Authentication error: {str(e)}") + return redirect(url_for("index")) + + +@app.route("/api/auth/config") +def get_auth_config(): + """Return Azure AD B2C configuration for frontend""" + return jsonify( + { + "clientId": os.getenv("AAD_CLIENT_ID"), + "authority": f"https://{os.getenv('AAD_TENANT_NAME')}.b2clogin.com/{os.getenv('AAD_TENANT_NAME')}.onmicrosoft.com/{os.getenv('AAD_POLICY_NAME')}", + "redirectUri": "http://localhost:8000", + "scopes": ["openid", "profile"], + } + ) + + +# Constants and Configuration + + +@app.route("/api/auth/session/status") +@auth.login_required +def check_session_status(*, context: Dict[str, Any]) -> Tuple[Dict[str, Any], int]: + """ + Check if the current session is valid. + + This endpoint is used by the frontend to validate session state + without fetching full user data. + + Args: + context: The authentication context from B2C + + Returns: + Tuple[Dict[str, Any], int]: Session validity status and HTTP status code + """ + return jsonify({"valid": True, "user_id": context.get("user", {}).get("oid")}), 200 + + +@app.route("/api/auth/user") +@auth.login_required +@handle_auth_error +def get_user(*, context: Dict[str, Any]) -> Tuple[Dict[str, Any], int]: + """ + Get authenticated user information and profile from authorization service. + + Args: + context: The authentication context from B2C containing user claims + + Returns: + Tuple[Dict[str, Any], int]: User profile data and HTTP status code + + Raises: + ValueError: If required secrets or user data is missing + RequestException: If authorization service call fails + """ + try: + # Validate user context + is_valid, error_message = UserService.validate_user_context(context["user"]) + if not is_valid: + logger.error(f"[auth] Invalid user context: {error_message}") + return ( + jsonify( + { + "error": "Invalid user context", + "message": error_message, + "status": "error", + } + ), + 400, + ) + + # Get user ID early to include in logs + client_principal_id = context["user"].get("sub") + logger.info(f"[auth] Processing request for user {client_principal_id}") + + # Get function key from Key Vault + key_secret_name = "orchestrator-host--checkuser" + function_key = clients.get_azure_key_vault_secret(key_secret_name) + if not function_key: + raise ValueError(f"Secret {key_secret_name} not found in Key Vault") + + client_principal_name = context["user"]["name"] + email = context["user"]["emails"][0] + # Check user authorization + user_profile = UserService.check_user_authorization( + client_principal_id, + client_principal_name, + email, + timeout=10, + ) + + # Validate user profile response + if not user_profile: + logger.error(f"[auth] Invalid user profile response: {user_profile}") + return ( + jsonify( + { + "error": "Invalid user profile", + "message": "User profile data is missing or invalid", + "status": "error", + } + ), + 500, + ) + + # Validate required fields in user profile + required_profile_fields = ["role", "organizationId"] + for field in required_profile_fields: + if field not in user_profile: + logger.error(f"[auth] Missing required field in user profile: {field}") + return ( + jsonify( + { + "error": "Invalid user profile", + "message": f"Missing required field: {field}", + "status": "error", + } + ), + 500, + ) + + # Log successful profile retrieval + logger.info( + f"[auth] Successfully retrieved profile for user {client_principal_id} " + f"with role {user_profile['role']}" + ) + + # Construct and return response + return ( + jsonify( + { + "status": "success", + "authenticated": True, + "user": { + "id": context["user"]["sub"], + "name": context["user"]["name"], + "email": context["user"]["emails"][0], + "role": user_profile["role"], + "organizationId": user_profile["organizationId"], + }, + } + ), + 200, + ) + + except ValueError as e: + logger.error(f"[auth] Key Vault error for user {client_principal_id}: {str(e)}") + return ( + jsonify( + { + "error": "Configuration error", + "message": "Failed to retrieve necessary configuration", + "status": "error", + } + ), + 500, + ) + + except requests.RequestException as e: + logger.error( + f"[auth] User authorization check failed for user {client_principal_id}: {str(e)}" + ) + return ( + jsonify( + { + "error": "Authorization check failed", + "message": "Failed to verify user authorization", + "status": "error", + } + ), + 500, + ) + + except KeyError as e: + logger.error( + f"[auth] Missing required data in response for user {client_principal_id}: {str(e)}" + ) + return ( + jsonify( + { + "error": "Data error", + "message": "Missing required user data", + "status": "error", + } + ), + 500, + ) + + except Exception as e: + logger.exception( + f"[auth] Unexpected error in get_user for user {client_principal_id}" + ) + return ( + jsonify( + { + "error": "Internal server error", + "message": "An unexpected error occurred", + "status": "error", + } + ), + 500, + ) + + +@app.route("/stream_chatgpt", methods=["POST"]) +@auth.login_required +@decorators.require_conversation_limits +@decorators.check_session_limits +def proxy_orc(*, context, **kwargs): + data = request.get_json() + conversation_id = data.get("conversation_id") + question = data.get("question") + agent = data.get("agent") + user_timezone = data.get("user_timezone") + user_document_blob_names = data.get("user_document_blob_names") + is_data_analyst_mode = data.get("is_data_analyst_mode", False) + + if not question: + return jsonify({"error": "Missing required parameters"}), 400 + + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + client_principal_name = request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME") + client_principal_organization = request.headers.get( + "X-MS-CLIENT-PRINCIPAL-ORGANIZATION" + ) + + # Get org_id and limits check from decorators + org_id = kwargs.get("_org_id") or client_principal_organization + limits_check = kwargs.get("_limits_check") + session_check = kwargs.get("_session_check") + + try: + # keySecretName is the name of the secret in Azure Key Vault which holds the key for the orchestrator function + # It is set during the infrastructure deployment. + keySecretName = ( + "orchestrator-host--financial" + if agent == "financial" + else "orchestrator-host--functionKey" + ) + functionKey = clients.get_azure_key_vault_secret(keySecretName) + if not functionKey: + raise ValueError(f"Function key {keySecretName} is empty") + except Exception as e: + logging.exception( + "[webbackend] exception in /api/orchestrator-host--functionKey" + ) + return ( + jsonify( + { + "error": f"Check orchestrator's function key was generated in Azure Portal and try again. ({keySecretName} not found in key vault)" + } + ), + 500, + ) + orchestrator_url = ( + FINANCIAL_ASSISTANT_ENDPOINT if agent == "financial" else ORCHESTRATOR_ENDPOINT + ) + + payload_dict = { + "conversation_id": conversation_id, + "question": question, + "client_principal_id": client_principal_id, + "client_principal_name": client_principal_name, + "client_principal_organization": client_principal_organization, + "user_timezone": user_timezone, + "is_data_analyst_mode": is_data_analyst_mode, + } + if isinstance(user_document_blob_names, list) and len(user_document_blob_names) > 0: + payload_dict["blob_names"] = user_document_blob_names + payload = json.dumps(payload_dict) + + headers = {"Content-Type": "text/event-stream", "x-functions-key": functionKey} + + def generate(): + try: + with requests.post( + orchestrator_url, stream=True, headers=headers, data=payload + ) as r: + # Check for error status codes + if r.status_code != 200: + raise Exception( + f"Orchestrator returned status code {r.status_code}" + ) + for chunk in r.iter_content(chunk_size=8192): + if chunk: + yield chunk.decode() + + # After streaming completes, update usage tracking + if conversation_id and client_principal_id and org_id: + try: + from utils import update_conversation_timestamps + from shared.cosmo_db import update_organization_usage, get_conversation_duration_seconds + + # Update conversation timestamps + update_conversation_timestamps(conversation_id, client_principal_id, is_active=True) + + # Get total duration and update org usage + # Note: We don't increment here per message, but the duration is already tracked + # Organization usage will be checked on next request + logging.info(f"Completed streaming for conversation {conversation_id}") + except Exception as tracking_error: + logging.error(f"Error tracking usage after stream: {tracking_error}") + + except Exception as e: + logging.exception(f"[webbackend] exception in /stream_chatgpt: {str(e)}") + error_message = f"Error contacting orchestrator {str(e)}" + logging.error(error_message) + yield error_message + + return Response(stream_with_context(generate()), content_type="text/event-stream") + @app.route("/chatgpt", methods=["POST"]) -def chatgpt(): +@auth.login_required +def chatgpt(*, context): conversation_id = request.json["conversation_id"] question = request.json["query"] - client_principal_id = request.headers.get('X-MS-CLIENT-PRINCIPAL-ID') - client_principal_name = request.headers.get('X-MS-CLIENT-PRINCIPAL-NAME') - logging.info("[webbackend] conversation_id: " + conversation_id) + agent = request.json["agent"] + + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + client_principal_name = request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME") + client_principal_organization = request.headers.get( + "X-MS-CLIENT-PRINCIPAL-ORGANIZATION" + ) + logging.info("[webbackend] conversation_id: " + conversation_id) logging.info("[webbackend] question: " + question) logging.info(f"[webbackend] User principal: {client_principal_id}") logging.info(f"[webbackend] User name: {client_principal_name}") + logging.info(f"[webbackend] User organization: {client_principal_organization}") + logging.info(f"[webappend] Agent: {agent}") try: # keySecretName is the name of the secret in Azure Key Vault which holds the key for the orchestrator function # It is set during the infrastructure deployment. - keySecretName = 'orchestrator-host--functionKey' - functionKey = get_secret(keySecretName) + if agent == "financial": + keySecretName = "orchestrator-host--financial" + else: + keySecretName = "orchestrator-host--functionKey" + + functionKey = clients.get_azure_key_vault_secret(keySecretName) except Exception as e: - logging.exception("[webbackend] exception in /api/orchestrator-host--functionKey") - return jsonify({"error": f"Check orchestrator's function key was generated in Azure Portal and try again. ({keySecretName} not found in key vault)"}), 500 - + logging.exception( + "[webbackend] exception in /api/orchestrator-host--functionKey" + ) + return ( + jsonify( + { + "error": f"Check orchestrator's function key was generated in Azure Portal and try again. ({keySecretName} not found in key vault)" + } + ), + 500, + ) + try: - url = ORCHESTRATOR_ENDPOINT - payload = json.dumps({ - "conversation_id": conversation_id, - "question": question, - "client_principal_id": client_principal_id, - "client_principal_name": client_principal_name - }) - headers = { - 'Content-Type': 'application/json', - 'x-functions-key': functionKey - } - response = requests.request("GET", url, headers=headers, data=payload) - logging.info(f"[webbackend] response: {response.text[:500]}...") - return(response.text) + if agent == "financial": + orchestrator_url = FINANCIAL_ASSISTANT_ENDPOINT + else: + orchestrator_url = ORCHESTRATOR_ENDPOINT + + payload = json.dumps( + { + "conversation_id": conversation_id, + "question": question, + "client_principal_id": client_principal_id, + "client_principal_name": client_principal_name, + "client_principal_organization": client_principal_organization, + } + ) + headers = {"Content-Type": "application/json", "x-functions-key": functionKey} + response = requests.request( + "GET", orchestrator_url, headers=headers, data=payload + ) + logging.info(f"[webbackend] response: {response.text[:500]}...") + + if response.status_code != 200: + logging.error(f"[webbackend] Error from orchestrator: {response.text}") + return jsonify({"error": "Error contacting orchestrator"}), 500 + + return response.text except Exception as e: logging.exception("[webbackend] exception in /chatgpt") return jsonify({"error": str(e)}), 500 - -# methods to provide access to speech services and blob storage account blobs + +@app.route("/api/chat-history", methods=["GET"]) +@auth.login_required +def getChatHistory(*, context): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not client_principal_id: + return jsonify({"error": "Missing client principal ID"}), 400 + + try: + conversations = get_conversations(client_principal_id) + return jsonify(conversations), 200 + except ValueError as ve: + logging.warning(f"ValueError fetching chat history: {str(ve)}") + return jsonify({"error": "Invalid input or client data"}), 400 + except Exception as e: + logging.exception(f"Unexpected error fetching chat history: {str(e)}") + return jsonify({"error": "An unexpected error occurred."}), 500 + + +@app.route("/api/chat-conversation/", methods=["GET"]) +@auth.login_required +def getChatConversation(*, context, chat_id): + + if chat_id is None: + return jsonify({"error": "Missing conversation_id parameter"}), 400 + + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + + try: + conversation = get_conversation(chat_id, client_principal_id) + return jsonify(conversation), 200 + except ValueError as ve: + logging.warning(f"ValueError fetching conversation_id: {str(ve)}") + return jsonify({"error": "Invalid input or client data"}), 400 + except Exception as e: + logging.exception(f"Unexpected error fetching conversation: {str(e)}") + return jsonify({"error": "An unexpected error occurred."}), 500 + + +@app.route("/api/chat-conversations/", methods=["DELETE"]) +@auth.login_required +def deleteChatConversation(*, context, chat_id): + + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + + try: + if chat_id: + delete_conversation(chat_id, client_principal_id) + return jsonify({"message": "Conversation deleted successfully"}), 200 + else: + return jsonify({"error": "Missing conversation ID"}), 400 + except Exception as e: + logging.exception("[webbackend] exception in /delete-chat-conversation") + return jsonify({"error": str(e)}), 500 + + +@app.route("/api/conversations/export", methods=["POST"]) +@auth.login_required +def exportConversation(*, context): + """ + Export a conversation by calling the orchestrator endpoint with proper authentication. + + Expected JSON payload: + { + "id": "conversation_id", + "user_id": "user_id", + "format": "html" #default is html + } + """ + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + + if not client_principal_id: + return jsonify({"error": "Missing client principal ID"}), 400 + + try: + data = request.get_json() + if not data: + return jsonify({"error": "Missing request data"}), 400 + + conversation_id = data.get("id") + user_id = data.get("user_id") + format = data.get("format", "html") + + if not conversation_id or not user_id: + return jsonify({"error": "Missing conversation ID or user ID"}), 400 + + # Get the function key from Azure Key Vault + try: + keySecretName = "orchestrator-host--functionKey" + functionKey = clients.get_azure_key_vault_secret(keySecretName) + if not functionKey: + raise ValueError(f"Function key {keySecretName} is empty") + except Exception as e: + logging.exception( + "[webbackend] exception getting orchestrator function key" + ) + return ( + jsonify( + { + "error": f"Check orchestrator's function key was generated in Azure Portal and try again. ({keySecretName} not found in key vault)" + } + ), + 500, + ) + + # Prepare the payload for the orchestrator + payload = json.dumps( + {"id": conversation_id, "user_id": user_id, "format": format} + ) + + # Set up headers with the function key + headers = {"Content-Type": "application/json", "x-functions-key": functionKey} + + # Call the orchestrator export endpoint + orchestrator_export_url = ORCHESTRATOR_URI + "/api/conversations" + response = requests.post(orchestrator_export_url, headers=headers, data=payload) + + logging.info(f"[webbackend] Export response status: {response.status_code}") + + if response.status_code != 200: + logging.error(f"[webbackend] Error from orchestrator: {response.text}") + return ( + jsonify({"error": "Error contacting orchestrator for export"}), + response.status_code, + ) + + # Return the response from the orchestrator + return response.json(), 200 + + except Exception as e: + logging.exception("[webbackend] exception in /api/conversations/export") + return jsonify({"error": str(e)}), 500 + + +@app.route("/api/organization/", methods=["PATCH"]) +@auth.login_required +def patch_organization_info(*, context, org_id): + """ + Endpoint to update 'brandInformation', 'industryInformation' and 'segmentSynonyms' and 'additionalInstructions' in an organization document. + """ + try: + patch_data = request.get_json() + + if patch_data is None or not isinstance(patch_data, dict): + return jsonify({"error": "Invalid or missing JSON payload"}), 400 + + allowed_fields = { + "brandInformation", + "industryInformation", + "segmentSynonyms", + "additionalInstructions", + } + if not any(field in patch_data for field in allowed_fields): + return jsonify({"error": "No valid fields to update"}), 400 + + updated_org = patch_organization_data(org_id, patch_data) + return ( + jsonify( + { + "message": "Organization data updated successfully", + "data": updated_org, + } + ), + 200, + ) + + except NotFound: + return jsonify({"error": f"Organization with ID {org_id} not found."}), 404 + + except ValueError as ve: + return jsonify({"error": str(ve)}), 400 + + except Exception as e: + logging.exception(f"Error updating organization data for ID {org_id}") + return jsonify({"error": "An unexpected error occurred."}), 500 + @app.route("/api/get-speech-token", methods=["GET"]) -def getGptSpeechToken(): +@auth.login_required +def getGptSpeechToken(*, context): try: - fetch_token_url = f"https://{SPEECH_REGION}.api.cognitive.microsoft.com/sts/v1.0/issueToken" + SPEECH_KEY = current_app.config["SPEECH_KEY"] + fetch_token_url = ( + f"https://{SPEECH_REGION}.api.cognitive.microsoft.com/sts/v1.0/issueToken" + ) headers = { - 'Ocp-Apim-Subscription-Key': SPEECH_KEY, - 'Content-Type': 'application/x-www-form-urlencoded' + "Ocp-Apim-Subscription-Key": SPEECH_KEY, + "Content-Type": "application/x-www-form-urlencoded", } response = requests.post(fetch_token_url, headers=headers) access_token = str(response.text) - return json.dumps({'token': access_token, 'region': SPEECH_REGION, 'speechRecognitionLanguage': SPEECH_RECOGNITION_LANGUAGE, 'speechSynthesisLanguage': SPEECH_SYNTHESIS_LANGUAGE, 'speechSynthesisVoiceName': SPEECH_SYNTHESIS_VOICE_NAME}) + return json.dumps( + { + "token": access_token, + "region": SPEECH_REGION, + "speechRecognitionLanguage": SPEECH_RECOGNITION_LANGUAGE, + "speechSynthesisLanguage": SPEECH_SYNTHESIS_LANGUAGE, + "speechSynthesisVoiceName": SPEECH_SYNTHESIS_VOICE_NAME, + } + ) except Exception as e: logging.exception("[webbackend] exception in /api/get-speech-token") return jsonify({"error": str(e)}), 500 + @app.route("/api/get-storage-account", methods=["GET"]) -def getStorageAccount(): - if STORAGE_ACCOUNT is None or STORAGE_ACCOUNT == '': +@auth.login_required +def getStorageAccount(*, context): + if STORAGE_ACCOUNT is None or STORAGE_ACCOUNT == "": return jsonify({"error": "Add STORAGE_ACCOUNT to frontend app settings"}), 500 try: - return json.dumps({'storageaccount': STORAGE_ACCOUNT}) + return json.dumps({"storageaccount": STORAGE_ACCOUNT}) except Exception as e: logging.exception("[webbackend] exception in /api/get-storage-account") return jsonify({"error": str(e)}), 500 -@app.route("/api/get-blob", methods=["POST"]) -def getBlob(): - logging.exception ("------------------ENTRA ------------") - blob_name = unquote(request.json["blob_name"]) + +@app.route("/api/get-feedback-url", methods=["GET"]) +@auth.login_required +def getFeedbackUrl(*, context): try: - client_credential = DefaultAzureCredential() - blob_service_client = BlobServiceClient( - f"https://{STORAGE_ACCOUNT}.blob.core.windows.net", - client_credential - ) - blob_client = blob_service_client.get_blob_client(container='documents', blob=blob_name) - blob_data = blob_client.download_blob() - blob_text = blob_data.readall() - return Response(blob_text, content_type='application/octet-stream') + feedback_url = os.environ.get("USER_FEEDBACK_URL") + return jsonify({"feedback_url": feedback_url}) except Exception as e: - logging.exception("[webbackend] exception in /api/get-blob") - logging.exception(blob_name) + logging.exception("[webbackend] exception in /api/get-feedback-url") return jsonify({"error": str(e)}), 500 - + + +@app.route("/create-checkout-session", methods=["POST"]) +@auth.login_required +def create_checkout_session(*, context): + price = request.json["priceId"] + userId = request.json["userId"] + success_url = request.json["successUrl"] + cancel_url = request.json["cancelUrl"] + organizationId = request.json["organizationId"] + userName = request.json["userName"] + organizationName = request.json["organizationName"] + try: + checkout_session = stripe.checkout.Session.create( + line_items=[{"price": price, "quantity": 1}], + mode="subscription", + client_reference_id=userId, + metadata={ + "userId": userId, + "organizationId": organizationId, + "userName": userName, + "organizationName": organizationName, + }, + success_url=success_url, + cancel_url=cancel_url, + automatic_tax={"enabled": True}, + custom_fields=[ + ( + { + "key": "organization_name", + "label": {"type": "custom", "custom": "Organization Name"}, + "type": "text", + "text": {"minimum_length": 5, "maximum_length": 100}, + } + if organizationId == "" + else {} + ) + ], + ) + except Exception as e: + return str(e) + + return jsonify({"url": checkout_session.url}) + + +@app.route("/get-customer", methods=["POST"]) +@auth.login_required +def get_customer(*, context): + + subscription_id = request.json["subscription_id"] + + if not subscription_id: + logging.warning({"Error": "No subscription_id was provided for this request."}) + return ( + jsonify({"error": "No subscription_id was provided for this request."}), + 404, + ) + + try: + subscription = stripe.Subscription.retrieve(subscription_id) + customer_id = subscription.get("customer") + + if not customer_id: + logging.warning( + {"error": "No customer_id found for the provided subscription."} + ) + return ( + jsonify( + {"error": "No customer_id found for the provided subscription."} + ), + 404, + ) + + return jsonify({"customer_id": customer_id}), 200 + + except stripe.error.StripeError as e: + logging.warning({"error": {str(e)}}) + return jsonify({"error": str(e)}), 500 + except Exception as e: + logging.warning({"error": "Unexpected error: " + {str(e)}}) + return jsonify({"error": "Unexpected error: " + str(e)}), 500 + + +@app.route("/create-customer-portal-session", methods=["POST"]) +@auth.login_required +def create_customer_portal_session(*, context): + customer = request.json.get("customer") + return_url = request.json.get("return_url") + subscription_id = request.json.get("subscription_id") + + if not customer or not return_url: + logging.warning({"error": "Missing 'customer' or 'return_url'"}) + return jsonify({"error": "Missing 'customer' or 'return_url'"}), 400 + + if not subscription_id: + logging.warning({"error": "Missing 'subscription_id'."}) + return jsonify({"error": "Missing 'subscription_id'."}), 400 + + try: + # Clear the metadata of the specific subscription + stripe.Subscription.modify( + subscription_id, + metadata={ + "modified_by": request.headers.get("X-MS-CLIENT-PRINCIPAL-ID"), + "modified_by_name": request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME"), + "modification_type": "", + }, + ) + + portal_session = stripe.billing_portal.Session.create( + customer=customer, return_url=return_url + ) + + except Exception as e: + logging.error({"error": f"Unexpected error: {str(e)}"}) + return jsonify({"error": f"Unexpected error: {str(e)}"}), 500 + + return jsonify({"url": portal_session.url}) + + +@app.route("/api/stripe", methods=["GET"]) +@auth.login_required +def getStripe(*, context): + try: + keySecretName = "stripeKey" + functionKey = clients.get_azure_key_vault_secret(keySecretName) + return functionKey + except Exception as e: + logging.exception("[webbackend] exception in /api/stripe") + return jsonify({"error": str(e)}), 500 + + +@app.route("/webhook", methods=["POST"]) +def webhook(): + stripe.api_key = os.getenv("STRIPE_API_KEY") + endpoint_secret = os.getenv("STRIPE_SIGNING_SECRET") + + event = None + payload = request.data + + try: + event = json.loads(payload) + except json.decoder.JSONDecodeError as e: + print("⚠️ Webhook error while parsing basic request." + str(e)) + return jsonify(success=False) + if endpoint_secret: + # Only verify the event if there is an endpoint secret defined + # Otherwise use the basic event deserialized with json + sig_header = request.headers["STRIPE_SIGNATURE"] + try: + event = stripe.Webhook.construct_event(payload, sig_header, endpoint_secret) + except stripe.error.SignatureVerificationError as e: + print("⚠️ Webhook signature verification failed. " + str(e)) + return jsonify(success=False) + + # Handle the event + if event["type"] == "checkout.session.completed": + print("🔔 Webhook received!", event["type"]) + userId = event["data"]["object"]["client_reference_id"] + organizationId = event["data"]["object"]["metadata"]["organizationId"] + sessionId = event["data"]["object"]["id"] + subscriptionId = event["data"]["object"]["subscription"] + paymentStatus = event["data"]["object"]["payment_status"] + organizationName = event["data"]["object"]["custom_fields"][0]["text"]["value"] + expirationDate = event["data"]["object"]["expires_at"] + + # Sync subscription tier from Stripe metadata + try: + if subscriptionId: + subscription = stripe.Subscription.retrieve(subscriptionId) + tier_name = subscription.get("metadata", {}).get("tier", "free") + + # Initialize organization usage with new tier + from shared.cosmo_db import initialize_organization_usage + initialize_organization_usage(organizationId, tier_name) + logging.info(f"Initialized tier {tier_name} for organization {organizationId}") + except Exception as tier_error: + logging.error(f"Error setting tier for organization {organizationId}: {tier_error}") + try: + # keySecretName is the name of the secret in Azure Key Vault which holds the key for the orchestrator function + # It is set during the infrastructure deployment. + keySecretName = "orchestrator-host--subscriptions" + functionKey = clients.get_azure_key_vault_secret(keySecretName) + except Exception as e: + logging.exception( + "[webbackend] exception in /api/orchestrator-host--subscriptions" + ) + return ( + jsonify( + { + "error": f"Check orchestrator's function key was generated in Azure Portal and try again. ({keySecretName} not found in key vault)" + } + ), + 500, + ) + try: + url = SUBSCRIPTION_ENDPOINT + payload = json.dumps( + { + "id": userId, + "organizationId": organizationId, + "sessionId": sessionId, + "subscriptionId": subscriptionId, + "paymentStatus": paymentStatus, + "organizationName": organizationName, + "expirationDate": expirationDate, + } + ) + headers = { + "Content-Type": "application/json", + "x-functions-key": functionKey, + } + response = requests.request("POST", url, headers=headers, data=payload) + logging.info(f"[webbackend] RESPONSE: {response.text[:500]}...") + except Exception as e: + logging.exception("[webbackend] exception in /api/checkUser") + return jsonify({"error": str(e)}), 500 + + elif event["type"] == "customer.subscription.updated": + print("🔔 Webhook received!", event["type"]) + subscription = event["data"]["object"] + subscriptionId = subscription["id"] + metadata = subscription.get("metadata", {}) + organizationId = metadata.get("organizationId") + + if organizationId: + try: + tier_name = metadata.get("tier", "free") + from shared.cosmo_db import initialize_organization_usage + initialize_organization_usage(organizationId, tier_name) + logging.info(f"Updated tier to {tier_name} for organization {organizationId}") + except Exception as tier_error: + logging.error(f"Error updating tier for organization {organizationId}: {tier_error}") + + elif event["type"] == "customer.subscription.deleted": + print("🔔 Webhook received!", event["type"]) + subscription = event["data"]["object"] + metadata = subscription.get("metadata", {}) + organizationId = metadata.get("organizationId") + + if organizationId: + try: + # Downgrade to free tier when subscription is cancelled + from shared.cosmo_db import initialize_organization_usage + initialize_organization_usage(organizationId, "free") + logging.info(f"Downgraded to free tier for organization {organizationId}") + except Exception as tier_error: + logging.error(f"Error downgrading tier for organization {organizationId}: {tier_error}") + + elif event["type"] == "invoice.paid": + print("🔔 Webhook received!", event["type"]) + invoice = event["data"]["object"] + subscriptionId = invoice.get("subscription") + + if subscriptionId: + try: + subscription = stripe.Subscription.retrieve(subscriptionId) + metadata = subscription.get("metadata", {}) + organizationId = metadata.get("organizationId") + + if organizationId: + # Ensure tier is up to date when invoice is paid + tier_name = metadata.get("tier", "free") + from shared.cosmo_db import get_organization_subscription + from shared.cosmo_db import initialize_organization_usage + + org = get_organization_subscription(organizationId) + current_tier = org.get("subscriptionTier", "free") + + # Only update if tier has changed + if current_tier != tier_name: + initialize_organization_usage(organizationId, tier_name) + logging.info(f"Confirmed tier {tier_name} for organization {organizationId} after payment") + except Exception as tier_error: + logging.error(f"Error confirming tier after invoice payment: {tier_error}") + + elif event["type"] == "invoice.payment_failed": + print("🔔 Webhook received!", event["type"]) + invoice = event["data"]["object"] + subscriptionId = invoice.get("subscription") + + if subscriptionId: + try: + subscription = stripe.Subscription.retrieve(subscriptionId) + metadata = subscription.get("metadata", {}) + organizationId = metadata.get("organizationId") + + if organizationId: + # Could implement grace period or immediate downgrade + # For now, just log it - the subscription will be cancelled by Stripe after retries + logging.warning(f"Payment failed for organization {organizationId}") + except Exception as error: + logging.error(f"Error handling payment failure: {error}") + + else: + # Unexpected event type + print(f"Unhandled event type: {event['type']}") + + return jsonify(success=True) + + +@app.route("/api/upload-blob", methods=["POST"]) +@auth.login_required +def uploadBlob(*, context): + if "file" not in request.files: + print("No file sent") + return jsonify({"error": "No file sent"}), 400 + + valid_file_extensions = [".csv", ".xlsx", ".xls"] + + file = request.files["file"] + + extension = os.path.splitext(file.filename)[1] + + if extension not in valid_file_extensions: + return jsonify({"error": "Invalid file type"}), 400 + + filename = str(uuid.uuid4()) + extension + + try: + blob_service_client = BlobServiceClient.from_connection_string( + current_app.config["AZURE_STORAGE_CONNECTION_STRING"] + ) + blob_client = blob_service_client.get_blob_client( + container=AZURE_CSV_STORAGE_NAME, blob=filename + ) + blob_client.upload_blob(data=file, blob_type="BlockBlob") + + return jsonify({"blob_url": blob_client.url}), 200 + except Exception as e: + logging.exception("[webbackend] exception in /api/upload-blob") + return jsonify({"error": str(e)}), 500 + + +@app.route("/api/get-blob", methods=["POST"]) +@auth.login_required +def getBlob(*, context): + blob_name = unquote(request.json["blob_name"]) + container = request.json["container"] + # White list of containers + white_list_containers = ["documents", "fa-documents"] + if container not in white_list_containers: + return jsonify({"error": "Invalid container"}), 400 + + try: + conn_str = current_app.config.get("AZURE_STORAGE_CONNECTION_STRING") + if conn_str: + blob_service_client = BlobServiceClient.from_connection_string(conn_str) + else: + client_credential = DefaultAzureCredential() + blob_service_client = BlobServiceClient( + f"https://{STORAGE_ACCOUNT}.blob.core.windows.net", + credential=client_credential, + ) + blob_client = blob_service_client.get_blob_client( + container=container, blob=blob_name + ) + blob_data = blob_client.download_blob() + blob_text = blob_data.readall() + return Response(blob_text, content_type="application/octet-stream") + except Exception as e: + logging.exception("[webbackend] exception in /api/get-blob") + logging.exception(blob_name) + return jsonify({"error": str(e)}), 500 + + +@app.route("/api/settings", methods=["GET"]) +@auth.login_required +def getSettings(*, context): + client_principal, error_response, status_code = get_client_principal() + if error_response: + return error_response, status_code + + try: + settings = get_setting(client_principal) + + return settings + except Exception as e: + logging.exception("[webbackend] exception in /api/settings") + return jsonify({"error": str(e)}), 500 + + +@app.route("/api/download", methods=["GET"]) +@auth.login_required +def download_document(*, context): + + organization_id = request.args.get("organizationId") + blob_name = request.args.get("blobName") + + if not organization_id or not blob_name: + return jsonify({"error": "Missing required parameters"}), 400 + + expected_prefix = f"organization_files/{organization_id}/" + if not blob_name.startswith(expected_prefix): + return jsonify({"error": "Access to this file is not allowed"}), 403 + + try: + blob_service_client = BlobServiceClient.from_connection_string( + current_app.config["AZURE_STORAGE_CONNECTION_STRING"] + ) + account_name = blob_service_client.account_name + container_name = "documents" + + sas_token = generate_blob_sas( + account_name=account_name, + container_name=container_name, + blob_name=blob_name, + account_key=blob_service_client.credential.account_key, + permission=BlobSasPermissions(read=True), + expiry=datetime.now(timezone.utc) + timedelta(minutes=10), + ) + + blob_url = f"https://{account_name}.blob.core.windows.net/{container_name}/{blob_name}?{sas_token}" + return redirect(blob_url, code=302) + + except Exception as e: + logging.exception("[webbackend] Exception in /api/download") + return jsonify({"error": str(e)}), 500 + + +@app.route("/api/download-excel-citation", methods=["POST"]) +@auth.login_required() +def download_excel_citation(*, context): + """ + Generate a 2-day SAS token for downloading Excel files from citations. + This endpoint specifically handles Excel files (.xlsx, .xls, .csv) for citation downloads. + """ + try: + data = request.json + file_path = data.get("file_path") + + if not file_path: + return jsonify({"error": "Missing file_path parameter"}), 400 + + # Log the received file_path for debugging + logging.info(f"Processing file_path: {file_path}") + + # Handle different citation formats + if file_path.startswith("@https://") and file_path.endswith("/"): + # Handle citation format like: @https://construction%20adhesives%20pos%202024%202025%20ytd.xlsx/ + # Extract the filename from between @https:// and the trailing / + encoded_filename = file_path[ + 9:-1 + ] # Remove '@https://' prefix and '/' suffix + blob_name = unquote(encoded_filename) # URL decode the filename + logging.info(f"Detected citation format, extracted filename: {blob_name}") + + elif file_path.startswith("https://") and ( + file_path.endswith(".xlsx") + or file_path.endswith(".xls") + or file_path.endswith(".csv") + ): + # Handle citation format like: https://Construction%20Adhesives%20POS%202024%202025%20YTD.xlsx + # This is just a URL-encoded filename, not a real URL - remove the https:// prefix + encoded_filename = file_path[8:] # Remove 'https://' prefix + blob_name = unquote(encoded_filename) + logging.info(f"Detected encoded filename format, extracted: {blob_name}") + + elif file_path.startswith("https://") and "blob.core.windows.net" in file_path: + # Handle full blob URL - extract the blob name after documents/ + parsed_url = urlparse(file_path) + path_parts = [part for part in parsed_url.path.split("/") if part] + + if "documents" in path_parts: + docs_index = path_parts.index("documents") + blob_name = ( + "/".join(path_parts[docs_index + 1 :]) + if docs_index + 1 < len(path_parts) + else "" + ) + else: + # If no 'documents' in path, try to extract filename from the path + blob_name = "/".join(path_parts) if path_parts else "" + logging.warning(f"URL doesn't contain 'documents' in path: {file_path}") + else: + # Handle simple filename or relative path + blob_name = unquote(file_path) + if blob_name.startswith("documents/"): + blob_name = blob_name[10:] # Remove 'documents/' prefix + + logging.info(f"Extracted blob_name: {blob_name}") + + # Additional validation + if not blob_name or blob_name.strip() == "": + return jsonify({"error": "Unable to extract valid filename from path"}), 400 + + # Validate file extension for Excel files + allowed_extensions = [".xlsx", ".xls", ".csv"] + if not any(blob_name.lower().endswith(ext) for ext in allowed_extensions): + return ( + jsonify( + {"error": "Only Excel files (.xlsx, .xls, .csv) are supported"} + ), + 400, + ) + + # Build a streaming preview URL + q = urlencode({"file_path": file_path}) + preview_url = urljoin(request.url_root, f"preview/spreadsheet?{q}") + + # Derive filename for download button; normalize CSV to .xlsx + try: + if file_path.startswith("@https://") and file_path.endswith("/"): + encoded_filename = file_path[9:-1] + name = unquote(encoded_filename) + elif ( + file_path.startswith("https://") + and "blob.core.windows.net" in file_path + ): + parsed_url = urlparse(file_path) + parts = [p for p in parsed_url.path.split("/") if p] + name = parts[-1] if parts else "file" + else: + name = unquote(file_path.split("/")[-1]) + except Exception: + name = "file" + # Keep original filename extension for downloads (CSV remains .csv) + # Try to generate a SAS URL to the original blob for dev fallback (Excel files) + sas_url = None + try: + blob_service_client = BlobServiceClient.from_connection_string( + current_app.config["AZURE_STORAGE_CONNECTION_STRING"] + ) + container_name = "documents" + _blob_name = blob_name + blob_client = blob_service_client.get_blob_client( + container=container_name, blob=_blob_name + ) + try: + blob_client.get_blob_properties() + except Exception: + filename_only = _blob_name.split("/")[-1] + container_client = blob_service_client.get_container_client( + container_name + ) + found_blob = None + for b in container_client.list_blobs(): + if b.name.endswith(filename_only): + found_blob = b.name + break + if found_blob: + _blob_name = found_blob + else: + _blob_name = None + if _blob_name: + sas_token = generate_blob_sas( + account_name=blob_service_client.account_name, + container_name=container_name, + blob_name=_blob_name, + account_key=blob_service_client.credential.account_key, + permission=BlobSasPermissions(read=True), + expiry=datetime.now(timezone.utc) + timedelta(days=2), + ) + sas_url = f"https://{blob_service_client.account_name}.blob.core.windows.net/{container_name}/{_blob_name}?{sas_token}" + except Exception as e: + logging.warning( + f"[download-excel-citation] SAS fallback generation failed: {e}" + ) + + return jsonify( + { + "success": True, + "download_url": sas_url + or preview_url, # Download should return the ORIGINAL file (CSV remains CSV) + "preview_url": preview_url, # Preview uses streaming endpoint (converted XLSX for CSV) + "sas_url": sas_url, + "filename": name, + "expires_in_days": 2, + } + ) + + except Exception as e: + logging.exception("[webbackend] Exception in /api/download-excel-citation") + return jsonify({"error": f"Internal server error: {str(e)}"}), 500 + + +@app.route("/preview/spreadsheet", methods=["GET"]) +def preview_spreadsheet(): + try: + file_path = request.args.get("file_path") + if not file_path: + return jsonify({"error": "Missing file_path parameter"}), 400 + + # Resolve blob name from various citation formats + if file_path.startswith("@https://") and file_path.endswith("/"): + encoded_filename = file_path[9:-1] + blob_name = unquote(encoded_filename) + elif file_path.startswith("https://") and file_path.endswith( + (".xlsx", ".xls", ".csv") + ): + blob_name = unquote(file_path[8:]) + elif file_path.startswith("https://") and "blob.core.windows.net" in file_path: + parsed_url = urlparse(file_path) + parts = [p for p in parsed_url.path.split("/") if p] + if "documents" in parts: + idx = parts.index("documents") + blob_name = "/".join(parts[idx + 1 :]) if idx + 1 < len(parts) else "" + else: + blob_name = "/".join(parts) if parts else "" + else: + blob_name = unquote(file_path) + if blob_name.startswith("documents/"): + blob_name = blob_name[10:] + + if not blob_name: + return jsonify({"error": "Unable to extract valid filename from path"}), 400 + + # Connect to blob store + blob_service_client = BlobServiceClient.from_connection_string( + current_app.config["AZURE_STORAGE_CONNECTION_STRING"] + ) + container_name = "documents" + blob_client = blob_service_client.get_blob_client( + container=container_name, blob=blob_name + ) + + # Verify existence; if not, try to locate by filename + try: + blob_client.get_blob_properties() + except Exception: + filename_only = blob_name.split("/")[-1] + container_client = blob_service_client.get_container_client(container_name) + found_blob = None + for blob in container_client.list_blobs(): + if blob.name.endswith(filename_only): + found_blob = blob.name + break + if not found_blob: + return jsonify({"error": "File not found"}), 404 + blob_client = blob_service_client.get_blob_client( + container=container_name, blob=found_blob + ) + blob_name = found_blob + + lower = blob_name.lower() + if lower.endswith(".csv"): + csv_bytes = blob_client.download_blob().readall() + try: + df = pd.read_csv(BytesIO(csv_bytes)) + except UnicodeDecodeError: + df = pd.read_csv(BytesIO(csv_bytes), encoding="latin1") + output = BytesIO() + with pd.ExcelWriter(output, engine="openpyxl") as writer: + df.to_excel(writer, index=False, sheet_name="Sheet1") + output.seek(0) + resp = Response( + output.getvalue(), + mimetype="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", + ) + base = blob_name.split("/")[-1].rsplit(".", 1)[0] + resp.headers["Content-Disposition"] = f'inline; filename="{base}.xlsx"' + resp.headers["Cache-Control"] = "no-store" + return resp + elif lower.endswith(".xlsx"): + data = blob_client.download_blob().readall() + resp = Response( + data, + mimetype="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", + ) + base = blob_name.split("/")[-1] + resp.headers["Content-Disposition"] = f'inline; filename="{base}"' + resp.headers["Cache-Control"] = "no-store" + return resp + elif lower.endswith(".xls"): + data = blob_client.download_blob().readall() + resp = Response(data, mimetype="application/vnd.ms-excel") + base = blob_name.split("/")[-1] + resp.headers["Content-Disposition"] = f'inline; filename="{base}"' + resp.headers["Cache-Control"] = "no-store" + return resp + else: + return jsonify({"error": "Unsupported file type for preview"}), 400 + except Exception as e: + logging.exception("[webbackend] Exception in /preview/spreadsheet") + return jsonify({"error": f"Internal server error: {str(e)}"}), 500 + + +@app.route("/api/settings", methods=["POST"]) +@auth.login_required +def setSettings(*, context): + + client_principal, error_response, status_code = get_client_principal() + if error_response: + return error_response, status_code + + try: + request_body = request.json + if not request_body: + return jsonify({"error": "Invalid request body"}), 400 + + temperature = request_body.get("temperature", 0.0) + model = request_body.get( + "model", "gpt-4.1" + ) # address later since we're adding more models + font_family = request_body.get("font_family") + font_size = request_body.get("font_size") + detail_level = request_body.get("detail_level") + + ALLOWED_DETAIL_LEVELS = {"brief", "balanced", "detailed"} + + if detail_level is not None: + detail_level_norm = str(detail_level).strip().lower() + if detail_level_norm not in ALLOWED_DETAIL_LEVELS: + logging.warning( + "[/api/settings] Invalid detail_level '%s' — falling back to 'balanced'.", + detail_level + ) + detail_level = "balanced" + else: + detail_level = detail_level_norm + + set_settings( + client_principal=client_principal, + temperature=temperature, + model=model, + font_family=font_family, + font_size=font_size, + detail_level=detail_level, + ) + + # Return all saved settings, including the model + return ( + jsonify( + { + "client_principal_id": client_principal["id"], + "client_principal_name": client_principal["name"], + "temperature": temperature, + "model": model, + "font_family": font_family, + "font_size": font_size, + "detail_level": detail_level, + } + ), + 200, + ) + except Exception as e: + logging.exception("[webbackend] exception in /api/settings POST") + return jsonify({"error": str(e)}), 500 + +@app.route("/logout") +def logout(): + # Clear the user's session + session.clear() + # Build the Azure AD B2C logout URL + logout_url = ( + f"https://{os.getenv('AAD_TENANT_NAME')}.b2clogin.com/{os.getenv('AAD_TENANT_NAME')}.onmicrosoft.com/" + f"{os.getenv('AAD_POLICY_NAME')}/oauth2/v2.0/logout" + f"?p={os.getenv('AAD_POLICY_NAME')}" + f"&post_logout_redirect_uri={os.getenv('AAD_REDIRECT_URI')}" + ) + return redirect(logout_url) + + +@app.route("/api/get-organization-subscription", methods=["GET"]) +@auth.login_required +def getOrganization(*, context): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + organizationId = request.args.get("organizationId") + if not client_principal_id: + create_error_response( + "Missing required parameter: client_principal_id", HTTPStatus.BAD_REQUEST + ) + if not organizationId: + create_error_response( + "Missing required parameter: organizationId", HTTPStatus.BAD_REQUEST + ) + try: + if not organizationId: + raise MissingParameterError("organizationId") + response = get_organization_subscription(organizationId) + return jsonify(response) + except NotFound as e: + return jsonify({}), 204 + except MissingParameterError as e: + return create_error_response( + "Missing required parameter: " + str(e), HTTPStatus.BAD_REQUEST + ) + except Exception as e: + logging.exception("[webbackend] exception in /get-organization") + return jsonify({"error": str(e)}), 500 + + +@app.route("/api/get-user-organizations", methods=["GET"]) +@auth.login_required +def getUserOrganizations(*, context): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not client_principal_id: + return create_error_response( + "Missing required parameter: client_principal_id", HTTPStatus.BAD_REQUEST + ) + try: + response = get_user_organizations(client_principal_id) + return jsonify(response) + except Exception as e: + logging.exception("[webbackend] exception in /get-user-organizations") + return create_error_response(str(e), HTTPStatus.INTERNAL_SERVER_ERROR) + + +@app.route("/api/get-users-organizations-role", methods=["GET"]) +@auth.login_required +def getUserOrganizationsRole(*, context): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + organization_id = request.args.get("organization_id") + + if not client_principal_id or not organization_id: + return create_error_response( + "Missing required parameter: client_principal_id, organization_id", + HTTPStatus.BAD_REQUEST, + ) + + try: + role = get_invitation_role(client_principal_id, organization_id) + return jsonify({"role": role}), 200 + except ValueError as e: + # If the invitation is missing or inactive + return jsonify({"error": str(e)}), 404 + except Exception as e: + return jsonify({"error": f"An error occurred: {str(e)}"}), 500 + + +@app.route("/api/organizations//usage", methods=["GET"]) +@auth.login_required +def get_organization_usage(org_id, *, context): + """ + Get detailed usage statistics for an organization. + + Returns: + - Tier information + - Current period dates + - Usage stats (used, limit, remaining, percentage) + - Status flags (allowed, show_warning, unlimited) + """ + from shared.cosmo_db import get_organization_usage_stats + + try: + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + + if not client_principal_id: + return jsonify({"error": "Unauthorized"}), 401 + + # Verify user has access to this organization + user_orgs = get_user_organizations(client_principal_id) + user_org_ids = [org.get("id") for org in user_orgs] + + if org_id not in user_org_ids: + return jsonify({"error": "Access denied to this organization"}), 403 + + # Get usage stats + usage_stats = get_organization_usage_stats(org_id) + + return jsonify(usage_stats), 200 + + except NotFound: + return jsonify({"error": "Organization not found"}), 404 + except Exception as e: + logging.error(f"Error getting usage for organization {org_id}: {e}") + return jsonify({"error": "Internal server error"}), 500 + + +@app.route("/api/organizations//limits", methods=["GET"]) +@auth.login_required +def get_organization_limits(org_id, *, context): + """ + Get limit information and check status for an organization. + + Returns: + - allowed: bool - whether organization can make more requests + - tier: str - subscription tier name + - used_seconds: int + - limit_seconds: int + - remaining_seconds: int + - percentage_used: float + - unlimited: bool + """ + from shared.cosmo_db import check_organization_limits + + try: + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + + if not client_principal_id: + return jsonify({"error": "Unauthorized"}), 401 + + # Verify user has access to this organization + user_orgs = get_user_organizations(client_principal_id) + user_org_ids = [org.get("id") for org in user_orgs] + + if org_id not in user_org_ids: + return jsonify({"error": "Access denied to this organization"}), 403 + + # Check limits + limits_check = check_organization_limits(org_id) + + # Add formatted time strings + from subscription_tiers import format_time_remaining + limits_check["used_formatted"] = format_time_remaining(limits_check["used_seconds"]) + limits_check["limit_formatted"] = format_time_remaining(limits_check["limit_seconds"]) if limits_check["limit_seconds"] != -1 else "Unlimited" + limits_check["remaining_formatted"] = format_time_remaining(limits_check["remaining_seconds"]) if limits_check["remaining_seconds"] != -1 else "Unlimited" + + return jsonify(limits_check), 200 + + except NotFound: + return jsonify({"error": "Organization not found"}), 404 + except Exception as e: + logging.error(f"Error checking limits for organization {org_id}: {e}") + return jsonify({"error": "Internal server error"}), 500 + + +@app.route("/api/subscription-tiers", methods=["GET"]) +def get_subscription_tiers(): + """ + Get all subscription tier information for display/comparison. + + No authentication required - this is public pricing information. + """ + from subscription_tiers import get_all_tiers_comparison + + try: + tiers = get_all_tiers_comparison() + return jsonify({"tiers": tiers}), 200 + except Exception as e: + logging.error(f"Error getting subscription tiers: {e}") + return jsonify({"error": "Internal server error"}), 500 + + +def get_product_prices(product_id): + + if not product_id: + raise ValueError("Product ID is required to fetch prices") + + try: + # Fetch all prices associated with a product + prices = stripe.Price.list( + product=product_id, active=True # Optionally filter only active prices + ) + return prices.data + except Exception as e: + logging.error(f"Error fetching prices: {e}") + raise + + +@app.route("/api/prices", methods=["GET"]) +@auth.login_required +def get_product_prices_endpoint(*, context): + product_id = request.args.get("product_id", PRODUCT_ID_DEFAULT) + + if not product_id: + return jsonify({"error": "Missing product_id parameter"}), 400 + + try: + prices = get_product_prices(product_id) + return jsonify({"prices": prices}), 200 + except ValueError as e: + return jsonify({"error": str(e)}), 400 + except Exception as e: + logging.error(f"Failed to retrieve prices: {e}") + return jsonify({"error": str(e)}), 500 + + +# ADD FINANCIAL ASSITANT A SUBSCRIPTION +@app.route("/api/subscription//financialAssistant", methods=["PUT"]) +@require_client_principal # Security: Enforce authentication +def financial_assistant(subscriptionId): + """ + Add Financial Assistant to an existing subscription. + + Args: + subscription_id (str): Unique Stripe Subscription ID + Returns: + JsonResponse: Response containing a new updated subscription with the new new Item + Success format: { + "data": { + "message": "Financial Assistant added to subscription successfully.", + "subscription": { + "application": null, ... + }, + status: 200 + } + } + + Raises: + BadRequest: If the request is invalid. HttpCode: 400 + NotFound: If the subscription is not found. HttpCode: 404 + Unauthorized: If client principal ID is missing. HttpCode: 401 + """ + if not subscriptionId or not isinstance(subscriptionId, str): + raise BadRequest("Invalid subscription ID") + + # Logging: Info level for normal operations + logging.info(f"Modifying subscription {subscriptionId} to add Financial Assistant") + if not FINANCIAL_ASSISTANT_PRICE_ID: + raise IncompleteConfigurationError( + "Financial Assistant price ID not configured" + ) + + try: + updated_subscription = stripe.Subscription.modify( + subscriptionId, + items=[{"price": FINANCIAL_ASSISTANT_PRICE_ID}], + metadata={ + "modified_by": request.headers.get("X-MS-CLIENT-PRINCIPAL-ID"), + "modified_by_name": request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME"), + "modification_type": "add_financial_assistant", + }, + ) + # Logging: Success confirmation + logging.info(f"Successfully modified subscription {subscriptionId}") + + # Response Formatting: Clean, structured success response + return create_success_response( + { + "message": "Financial Assistant added to subscription successfully.", + "subscription": { + "id": updated_subscription.id, + "status": updated_subscription.status, + "current_period_end": updated_subscription.current_period_end, + }, + } + ) + + # Error Handling: Specific error types with proper status codes + except IncompleteConfigurationError as e: + # Logging: Error level for operation failures + logging.error(f"Stripe invalid request error: {str(e)}") + return create_error_response( + f"An error occurred while processing your request", HTTPStatus.NOT_FOUND + ) + except stripe.error.InvalidRequestError as e: + logging.error(f"Stripe API error: {str(e)}") + return create_error_response("Invalid Subscription ID", HTTPStatus.NOT_FOUND) + except stripe.error.StripeError as e: + # Logging: Error level for API failures + logging.error(f"Stripe API error: {str(e)}") + return create_error_response( + "An error occurred while processing your request", HTTPStatus.BAD_REQUEST + ) + + except BadRequest as e: + # Logging: Warning level for invalid requests + logging.warning(f"Bad request: {str(e)}") + return create_error_response(str(e), HTTPStatus.BAD_REQUEST) + + except Exception as e: + # Logging: Exception level for unexpected errors + logging.exception(f"Unexpected error: {str(e)}") + return create_error_response( + "An unexpected error occurred", HTTPStatus.INTERNAL_SERVER_ERROR + ) + + +# DELETE FINANCIAL ASSITANT A SUBSCRIPTION +@app.route("/api/subscription//financialAssistant", methods=["DELETE"]) +@require_client_principal # Security: Enforce authentication +def remove_financial_assistant(subscriptionId): + """ + Remove Financial Assistant from an existing subscription. + + Args: + subscription_id (str): Unique Stripe Subscription ID + Returns: + JsonResponse: Response confirming the removal of the Financial Assistant + Success format: { + "data": { + "message": "Financial Assistant removed from subscription successfully.", + "subscription": { + "id": "", + "status": "", + "current_period_end": "" + }, + status: 200 + } + } + + Raises: + BadRequest: If the request is invalid. HttpCode: 400 + NotFound: If the subscription is not found. HttpCode: 404 + Unauthorized: If client principal ID is missing. HttpCode: 401 + """ + if not subscriptionId or not isinstance(subscriptionId, str): + raise BadRequest("Invalid subscription ID") + + logging.info( + f"Modifying subscription {subscriptionId} to remove Financial Assistant" + ) + + try: + # Get the subscription to find the Financial Assistant item + subscription = stripe.Subscription.retrieve(subscriptionId) + + # Find the Financial Assistant item + assistant_item_id = None + for item in subscription["items"]["data"]: + if item["price"]["id"] == FINANCIAL_ASSISTANT_PRICE_ID: + assistant_item_id = item["id"] + break + + if not assistant_item_id: + raise NotFound("Financial Assistant item not found in subscription") + + # Modify the subscription to remove the Financial Assistant item + updated_subscription = stripe.Subscription.modify( + subscriptionId, + items=[{"id": assistant_item_id, "deleted": True}], + metadata={ + "modified_by": request.headers.get("X-MS-CLIENT-PRINCIPAL-ID"), + "modified_by_name": request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME"), + "modification_type": "remove_financial_assistant", + }, + ) + + logging.info( + f"Successfully removed Financial Assistant from subscription {subscriptionId}" + ) + + return create_success_response( + { + "message": "Financial Assistant removed from subscription successfully.", + "subscription": { + "id": updated_subscription.id, + "status": updated_subscription.status, + "current_period_end": updated_subscription.current_period_end, + }, + } + ) + + except stripe.error.InvalidRequestError as e: + logging.error(f"Stripe API error: {str(e)}") + return create_error_response("Invalid Subscription ID", HTTPStatus.NOT_FOUND) + except stripe.error.StripeError as e: + logging.error(f"Stripe API error: {str(e)}") + return create_error_response( + "An error occurred while processing your request", HTTPStatus.BAD_REQUEST + ) + except NotFound as e: + logging.warning(f"Not found: {str(e)}") + return create_error_response(str(e), HTTPStatus.NOT_FOUND) + except Exception as e: + logging.exception(f"Unexpected error: {str(e)}") + return create_error_response( + "An unexpected error occurred", HTTPStatus.INTERNAL_SERVER_ERROR + ) + + +# CHECK STATUS SUBSCRIPTION FA (FINANCIAL ASSITANT) +@app.route("/api/subscription//financialAssistant", methods=["GET"]) +@require_client_principal # Security: Enforce authentication +def get_financial_assistant_status(subscriptionId): + """ + Check if Financial Assistant is added to a subscription. + + Args: + subscriptionId (str): Unique Stripe Subscription ID + + Returns: + JsonResponse: Response indicating if Financial Assistant is active in the subscription. + Success format: + { + "data": { + "financial_assistant_active": true, + "subscription": { + "id": "", + "status": "active" + } + } + } + + Raises: + NotFound: If the subscription is not found. HttpCode: 404 + Unauthorized: If client principal ID is missing. HttpCode: 401 + """ + try: + subscription = stripe.Subscription.retrieve(subscriptionId) + + financial_assistant_active = any( + item.price.id == FINANCIAL_ASSISTANT_PRICE_ID + for item in subscription["items"]["data"] + ) + + financial_assistant_item = next( + ( + item + for item in subscription["items"]["data"] + if item.price.id == FINANCIAL_ASSISTANT_PRICE_ID + ), + None, + ) + + if financial_assistant_item is False: + logging.info( + f"Financial Assistant not actived in subscription: {subscriptionId}" + ) + return ( + jsonify( + { + "data": { + "financial_assistant_active": False, + "message": "Financial Assistant is not active in this subscription.", + } + } + ), + HTTPStatus.OK, + ) + + if financial_assistant_item is None: + logging.info( + f"Financial Assistant not found in subscription: {subscriptionId}" + ) + return ( + jsonify( + { + "data": { + "financial_assistant_active": False, + "message": "Financial Assistant not founded in this subscription.", + } + } + ), + HTTPStatus.OK, + ) + + return ( + jsonify( + { + "data": { + "financial_assistant_active": financial_assistant_active, + "subscription": { + "id": subscription.id, + "status": subscription.status, + "price_id": financial_assistant_item.price.id, + }, + } + } + ), + HTTPStatus.OK, + ) + + except stripe.error.InvalidRequestError: + logging.error(f"Invalid Subscription ID: {subscriptionId}") + return ( + jsonify({"error": {"message": "Invalid Subscription ID", "status": 404}}), + HTTPStatus.NOT_FOUND, + ) + + except stripe.error.StripeError as e: + logging.error(f"Stripe API error: {str(e)}") + return ( + jsonify( + { + "error": { + "message": "An error occurred while processing your request.", + "status": 400, + } + } + ), + HTTPStatus.BAD_REQUEST, + ) + + except Exception as e: + logging.exception(f"Unexpected error: {str(e)}") + return ( + jsonify( + {"error": {"message": "An unexpected error occurred", "status": 500}} + ), + HTTPStatus.INTERNAL_SERVER_ERROR, + ) + + +@app.route("/api/subscriptions//tiers", methods=["GET"]) +@require_client_principal # Security: Enforce authentication +def get_subscription_details(subscription_id): + try: + # Retrieve the subscription from Stripe + subscription = stripe.Subscription.retrieve( + subscription_id, expand=["items.data.price.product"] + ) + + # Log subscription details + logging.info(f"[webbackend] Retrieved subscription: {subscription.id}") + + # Determine the subscription tiers + subscription_tiers = determine_subscription_tiers(subscription) + + # Prepare the response + result = { + "subscriptionId": subscription.id, + "subscriptionTiers": subscription_tiers, + "subscriptionData": { + "status": subscription.status, + "current_period_end": subscription.current_period_end, + "items": [ + { + "product_id": item.price.product.id, + "product_name": item.price.product.name, + "price_id": item.price.id, + "price_nickname": item.price.nickname, + "unit_amount": item.price.unit_amount, + "currency": item.price.currency, + "quantity": item.quantity, + } + for item in subscription["items"]["data"] + ], + }, + } + + return jsonify(result), 200 + except stripe.error.InvalidRequestError as e: + logging.exception("Invalid subscription ID provided") + return jsonify({"error": "Invalid subscription ID provided."}), 400 + except stripe.error.AuthenticationError: + logging.exception("Authentication with Stripe's API failed") + return jsonify({"error": "Authentication with Stripe failed."}), 401 + except stripe.error.APIConnectionError: + logging.exception("Network communication with Stripe failed") + return jsonify({"error": "Network communication with Stripe failed."}), 502 + except Exception as e: + logging.exception("Exception in /api/subscription//tiers") + return jsonify({"error": str(e)}), 500 + + +def determine_subscription_tiers(subscription): + """ + Determines the subscription tiers based on the products and prices in the Stripe subscription. + Updated to include 'Premium' tiers. + """ + tiers = [] + + # Flags to identify which products and prices are included + has_ai_assistant_basic = False + has_ai_assistant_custom = False + has_ai_assistant_premium = False + has_financial_assistant = False + + # Iterate through subscription items + for item in subscription["items"]["data"]: + product = item["price"]["product"] + product_name = product.get("name", "").lower() + nickname = ( + item["price"]["nickname"] + if item.get("price") + and isinstance(item["price"], dict) + and "nickname" in item["price"] + else None + ) + price_nickname = nickname.lower() if nickname else "" + if "ai assistant" in product_name: + if "basic" in price_nickname: + has_ai_assistant_basic = True + elif "custom" in price_nickname: + has_ai_assistant_custom = True + elif "premium" in price_nickname: + has_ai_assistant_premium = True + elif "financial assistant" in product_name: + has_financial_assistant = True + + # Determine tiers based on flags + if has_ai_assistant_basic: + tiers.append("Basic") + if has_ai_assistant_custom: + tiers.append("Custom") + if has_ai_assistant_premium: + tiers.append("Premium") + if has_financial_assistant: + tiers.append("Financial Assistant") + + # Combine tiers into possible combinations + if has_financial_assistant: + if has_ai_assistant_basic: + tiers.append("Basic + Financial Assistant") + if has_ai_assistant_custom: + tiers.append("Custom + Financial Assistant") + if has_ai_assistant_premium: + tiers.append("Premium + Financial Assistant") + + return tiers + + +@app.route("/api/subscriptions//change", methods=["PUT"]) +@auth.login_required +def change_subscription(*, context, subscription_id): + try: + + data = request.json + new_plan_id = data.get("new_plan_id") + if not new_plan_id: + return jsonify({"error": "new_plan_id is required"}), 400 + + # Retrieve subscription from Stripe + stripe_subscription = stripe.Subscription.retrieve(subscription_id) + if not stripe_subscription or stripe_subscription["status"] == "canceled": + return ( + jsonify({"error": "Subscription not found or is already canceled"}), + 404, + ) + + # Update the plan, which is reflected and charged when changing it + updated_subscription = stripe.Subscription.modify( + subscription_id, + items=[ + { + "id": stripe_subscription["items"]["data"][0]["id"], + "price": new_plan_id, + } + ], + metadata={ + "modified_by": request.headers.get("X-MS-CLIENT-PRINCIPAL-ID"), + "modified_by_name": request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME"), + "modification_type": "subscription_tier_change", + }, + proration_behavior="none", # No proration + billing_cycle_anchor="now", # Change the billing cycle so that it is charged at that moment + cancel_at_period_end=False, # Do not cancel the subscription + ) + + result = { + "message": "Subscription change successfully", + "subscription": updated_subscription, + } + + return jsonify(result), 200 + + except stripe.error.InvalidRequestError as e: + return jsonify({"error": f"Invalid request: {str(e)}"}), 400 + except stripe.error.AuthenticationError: + return jsonify({"error": "Authentication with Stripe API failed"}), 403 + except stripe.error.PermissionError: + return jsonify({"error": "Permission error when accessing the Stripe API"}), 403 + except stripe.error.RateLimitError: + return ( + jsonify( + {"error": "Too many requests to Stripe API, please try again later"} + ), + 429, + ) + except stripe.error.StripeError as e: + return jsonify({"error": f"Stripe API error: {str(e)}"}), 500 + + except Exception as e: + return jsonify({"error": "Internal server error", "details": str(e)}), 500 + + +@app.route("/api/subscriptions//cancel", methods=["DELETE"]) +@auth.login_required +def cancel_subscription(*, context, subscription_id): + try: + + subscription = stripe.Subscription.retrieve(subscription_id) + + if not subscription: + return jsonify({"message": "Subscription not found"}), 404 + + canceled_subscription = stripe.Subscription.delete(subscription_id) + + return jsonify({"message": "Subscription canceled successfully"}), 200 + + except stripe.error.InvalidRequestError as e: + return jsonify({"message": "Invalid subscription ID"}), 404 + except stripe.error.AuthenticationError as e: + return jsonify({"message": "Unauthorized access"}), 403 + except Exception as e: + return jsonify({"error": "Internal server error", "details": str(e)}), 500 + + +################################################ +# Financial Doc Ingestion +################################################ + + +from pathlib import Path +from curation_report_generator import graph +from financial_doc_processor import ( + BlobUploadError, + markdown_to_html, + BlobStorageManager, +) +from financial_agent_utils.curation_report_utils import ( + REPORT_TOPIC_PROMPT_DICT, + InvalidReportTypeError, + ReportGenerationError, + StorageError, +) +from financial_agent_utils.curation_report_config import ( + WEEKLY_CURATION_REPORT, + ALLOWED_CURATION_REPORTS, + NUM_OF_QUERIES, +) + + +@app.route("/api/reports/generate/curation", methods=["POST"]) +@auth.login_required +def generate_report(*, context): + try: + data = request.get_json() + report_topic_rqst = data["report_topic"] # Will raise KeyError if missing + + # Validate report type + if report_topic_rqst not in ALLOWED_CURATION_REPORTS: + raise InvalidReportTypeError( + f"Invalid report type. Please choose from: {ALLOWED_CURATION_REPORTS}" + ) + if report_topic_rqst == "Company_Analysis" and not data.get("company_name"): + raise ValueError("company_name is required for Company Analysis report") + + if report_topic_rqst == "Company_Analysis": + # modify the prompt to include the company name + report_topic_prompt = REPORT_TOPIC_PROMPT_DICT[report_topic_rqst].replace( + "company_name", data["company_name"] + ) + else: + report_topic_prompt = REPORT_TOPIC_PROMPT_DICT[report_topic_rqst] + + search_days = 10 if report_topic_rqst in WEEKLY_CURATION_REPORT else 30 + + # Generate report + logger.info(f"Generating report for {report_topic_rqst}") + report = graph.invoke( + { + "topic": report_topic_prompt, # this is the prompt to to trigger the agent + "report_type": report_topic_rqst, # this is user request + "number_of_queries": NUM_OF_QUERIES, + "search_mode": "news", + "search_days": search_days, + } + ) + + # Generate file path + current_date = datetime.now(timezone.utc) + week_of_month = (current_date.day - 1) // 7 + 1 + company_name = str(data.get("company_name", "")).replace(" ", "_") + if report_topic_rqst in WEEKLY_CURATION_REPORT: + file_path = Path( + f"Reports/Curation_Reports/{report_topic_rqst}/{current_date.strftime('%B_%Y')}/{report_topic_rqst}_Week_{week_of_month}.html" + ) + elif report_topic_rqst == "Company_Analysis": + # add company name to the file path + logger.info(f"Company name after replacement: {company_name}") + file_path = Path( + f"Reports/Curation_Reports/{report_topic_rqst}/{company_name}/{company_name}_{report_topic_rqst}_{datetime.now().strftime('%b %d %y')}.html" + ) + else: + file_path = Path( + f"Reports/Curation_Reports/{report_topic_rqst}/{report_topic_rqst}_{datetime.now().strftime('%b %d %y')}.html" + ) + + file_path.parent.mkdir(parents=True, exist_ok=True) + + # Convert and save report + logger.info("Converting markdown to html") + markdown_to_html(report["final_report"], str(file_path)) + + # Read the generated HTML file + with open(str(file_path), "r", encoding="utf-8") as f: + html_content = f.read() + + # Add logo to the top of the HTML content + logo_url = "https://raw.githubusercontent.com/Salesfactory/gpt-rag-frontend/develop/backend/images/Sales%20Factory%20Logo%20BW.jpg" + style_and_logo = f""" +
+ + Sales Factory Logo + +
""" + html_content = html_content.replace("", f"{style_and_logo}") + + # Write the modified HTML back to the file + with open(str(file_path), "w", encoding="utf-8") as f: + f.write(html_content) + + logger.info("Uploading to blob storage") + blob_storage_manager = BlobStorageManager() + if report_topic_rqst in WEEKLY_CURATION_REPORT: + blob_folder = f"Reports/Curation_Reports/{report_topic_rqst}/{current_date.strftime('%B_%Y')}" + elif report_topic_rqst == "Company_Analysis": + blob_folder = f"Reports/Curation_Reports/{report_topic_rqst}/{company_name}" + else: + blob_folder = f"Reports/Curation_Reports/{report_topic_rqst}" + + metadata = { + "document_id": str(uuid.uuid4()), + "report_type": report_topic_rqst, + "date": current_date.isoformat(), + "company_name": ( + company_name if report_topic_rqst == "Company_Analysis" else "" + ), + } + + upload_result = blob_storage_manager.upload_to_blob( + file_path=str(file_path), blob_folder=blob_folder, metadata=metadata + ) + + # Cleanup files + logger.info("Cleaning up local files") + try: + # Use shutil.rmtree to recursively remove directory and all contents + import shutil + + if file_path.exists(): + shutil.rmtree(file_path.parent, ignore_errors=True) + logger.info(f"Successfully removed directory: {file_path.parent}") + except Exception as e: + logger.warning( + f"Error while cleaning up directory {file_path.parent}: {str(e)}" + ) + # Continue execution even if cleanup fails + pass + if report_topic_rqst == "Company_Analysis": + return jsonify( + { + "status": "success", + "message": f"Company Analysis report generated for {data['company_name']}", + "report_url": upload_result["blob_url"], + } + ) + else: + return jsonify( + { + "status": "success", + "message": f"Report generated for {report_topic_rqst}", + "report_url": upload_result["blob_url"], + } + ) + + except KeyError as e: + logger.error(f"Missing key in request: {str(e)}") + return jsonify({"error": f"Missing key in request: {str(e)}"}), 400 + + except InvalidReportTypeError as e: + logger.error(f"Invalid report topic: {str(e)}") + return jsonify({"error": str(e)}), 400 + + except Exception as e: + logger.error( + f"Unexpected error during report generation: {str(e)}", exc_info=True + ) + return ( + jsonify( + {"error": "An unexpected error occurred while generating the report"} + ), + 500, + ) + + +from utils import EmailServiceError, EmailService + + +@app.route("/api/reports/email", methods=["POST"]) +@auth.login_required +def send_email_endpoint(*, context): + """Send an email with optional attachments. + Note: currently attachment path has to be in the same directory as the app.py file. + + Expected JSON payload: + { + "subject": "Email subject", + "html_content": "HTML formatted content", + "recipients": ["email1@domain.com", "email2@domain.com"], + "attachment_path": "path/to/attachment.pdf" # Optional, use forward slashes. + "save_email": "yes" # Optional, default is "no" + } + + Returns: + JSON response indicating success/failure + """ + try: + # Get and validate request data + data = request.get_json() + if not data: + return jsonify({"status": "error", "message": "No JSON data provided"}), 400 + + # Validate required fields + required_fields = {"subject", "html_content", "recipients"} + missing_fields = required_fields - set(data.keys()) + if missing_fields: + return ( + jsonify( + { + "status": "error", + "message": f'Missing required fields: {", ".join(missing_fields)}', + } + ), + 400, + ) + + # Validate recipients format + if not isinstance(data["recipients"], list): + return ( + jsonify( + { + "status": "error", + "message": "Recipients must be provided as a list", + } + ), + 400, + ) + + if not data["recipients"]: + return ( + jsonify( + {"status": "error", "message": "At least one recipient is required"} + ), + 400, + ) + + # Validate attachment path if provided + attachment_path = data.get("attachment_path") + if attachment_path: + # Convert Windows path to proper format + attachment_path = Path(attachment_path.replace("\\", "/")).resolve() + if not attachment_path.exists(): + return ( + jsonify( + { + "status": "error", + "message": f"Attachment file not found: {attachment_path}", + } + ), + 400, + ) + + # Update the attachment_path in data + data["attachment_path"] = str(attachment_path) + + # Validate email configuration + email_config = { + "smtp_server": os.getenv("EMAIL_HOST"), + "smtp_port": os.getenv("EMAIL_PORT"), + "username": os.getenv("EMAIL_USER"), + "password": os.getenv("EMAIL_PASS"), + } + + if not all(email_config.values()): + logger.error("Missing email configuration environment variables") + return ( + jsonify( + {"status": "error", "message": "Email service configuration error"} + ), + 500, + ) + + # Initialize and send email + email_service = EmailService(**email_config) + + email_params = { + "subject": data["subject"], + "html_content": data["html_content"], + "recipients": data["recipients"], + "attachment_path": data.get("attachment_path"), + } + + # send the email + email_service.send_email(**email_params) + + # save the email to blob storage + if data.get("save_email", "no").lower() == "yes": + blob_name = email_service._save_email_to_blob(**email_params) + logger.info(f"Email has been saved to blob storage: {blob_name}") + else: + logger.info( + "Email has not been saved to blob storage because save_email is set to no" + ) + blob_name = None + + return ( + jsonify( + { + "status": "success", + "message": "Email sent successfully", + "blob_name": blob_name, + } + ), + 200, + ) + + except EmailServiceError as e: + logger.error(f"Email service error: {str(e)}") + return ( + jsonify({"status": "error", "message": f"Failed to send email: {str(e)}"}), + 500, + ) + + except BlobUploadError as e: + logger.error(f"Blob upload error: {str(e)}") + return ( + jsonify( + { + "status": "error", + "message": f"Email has been sent, but failed to upload to blob storage: {str(e)}", + } + ), + 500, + ) + + except Exception as e: + logger.exception("Unexpected error in send_email_endpoint") + return ( + jsonify( + { + "status": "error", + "message": f"An unexpected error occurred: {str(e)}", + } + ), + 500, + ) + + +from rp2email import process_and_send_email, ReportProcessor + + +@app.route("/api/reports/digest", methods=["POST"]) +@auth.login_required +def digest_report(*, context): + """ + Process report and send email . + + Expected payload: + { + "blob_link": "https://...", + "recipients": ["email1@domain.com"], + "attachment_path": "path/to/attachment.pdf" # Optional, use forward slashes. + By default, it will automatically attach the document from the blob link (PDF converted). Select "no" to disable this feature. + "email_subject": "Custom email subject" # Optional + "save_email": "yes" # Optional, default is "yes" + } + """ + try: + # Validate request data + data = request.get_json() + if not data: + return jsonify({"status": "error", "message": "No JSON data provided"}), 400 + + # Validate required fields + if "blob_link" not in data or "recipients" not in data: + return ( + jsonify( + { + "status": "error", + "message": "Missing required fields: blob_link and/or recipients", + } + ), + 400, + ) + + # Process report and send email + success = process_and_send_email( + blob_link=data["blob_link"], + recipients=data["recipients"], + attachment_path=data.get("attachment_path", None), + email_subject=data.get("email_subject", None), + save_email=data.get("save_email", "yes"), + summary=data.get("summary", None), + is_summarization=data.get("is_summarization", False), + ) + + if success: + return ( + jsonify( + { + "status": "success", + "message": "Report processed and email sent successfully", + } + ), + 200, + ) + else: + return ( + jsonify( + { + "status": "error", + "message": "Failed to process report and send email", + } + ), + 500, + ) + + except Exception as e: + logger.exception("Error processing report and sending email") + return jsonify({"status": "error", "message": str(e)}), 500 + + +@app.route("/api/reports/storage/files", methods=["GET"]) +@auth.login_required +def list_blobs(*, context): + """ + List blobs in the container with optional filtering and pagination + + Query params: + - prefix(str): filter blobs by prefix + - include_metadata(str): include metadata in results + - page_size(int): number of results per page (default: 10, max: 100) + - page(int): page number (1-based, default: 1) + - continuation_token(str): token for continuing pagination from a specific point + - container_name(str): name of the container to list blobs from + + Returns: + JSON response with list of blobs and pagination metadata + + Example Payload: + { + "prefix": "Reports/Curation_Reports/Monthly_Economics/", + "include_metadata": "yes", + "page_size": 20, + "page": 1, + "continuation_token": null, + "container_name": "documents" + } + """ + + try: + # get query params + data = request.get_json() + + container_name = data.get("container_name") + prefix = data.get("prefix", None) + include_metadata = data.get("include_metadata", "no").lower() + + # Pagination parameters + page_size = min(data.get("page_size", 10), 100) # Cap at 100 for performance + page = max(data.get("page", 1), 1) # Ensure page is at least 1 + continuation_token = data.get("continuation_token") + + if not container_name: + return ( + jsonify( + {"status": "error", "message": "Blob container name is required"} + ), + 400, + ) + + if page_size <= 0: + return ( + jsonify( + {"status": "error", "message": "page_size must be greater than 0"} + ), + 400, + ) + + blob_storage_manager = BlobStorageManager() + result = blob_storage_manager.list_blobs_in_container_paginated( + container_name=container_name, + prefix=prefix, + include_metadata=include_metadata, + page_size=page_size, + page=page, + continuation_token=continuation_token, + ) + + return ( + jsonify( + { + "status": "success", + "data": result["blobs"], + "pagination": { + "current_page": result["current_page"], + "page_size": result["page_size"], + "total_count": result["total_count"], + "has_more": result["has_more"], + "next_continuation_token": result.get( + "next_continuation_token" + ), + "total_pages": result.get("total_pages"), + }, + } + ), + 200, + ) + + except ValueError as e: + return jsonify({"status": "error", "message": str(e)}), 400 + + except Exception as e: + logger.exception("Unexpected error in list_blobs") + return jsonify({"status": "error", "message": str(e)}), 500 + + +@app.route("/api/logs/", methods=["POST"]) +@auth.login_required +def get_logs(*, context): + try: + data = request.get_json() + if data == None: + return create_error_response("Request data is required", 400) + organization_id = data.get("organization_id") + if not organization_id: + return create_error_response("Organization ID is required", 400) + except Exception as e: + return create_error_response(str(e), 400) + try: + items = get_audit_logs(organization_id) + if not items: + return create_success_response([], 204) + return create_success_response(items) + except InvalidParameterError as e: + return create_error_response(str(e), 400) + except Exception as e: + logger.exception("Unexpected error in get_logs") + return create_error_response("Internal Server Error", 500) + + +@app.route("/api/get-source-documents", methods=["GET"]) +@auth.login_required +def get_source_documents(*, context): + organization_id = request.args.get("organization_id", "").strip() + folder_path = request.args.get("folder_path", "").strip() + category = request.args.get("category", "all").strip() + order = request.args.get("order", "newest").strip() # 'newest' or 'oldest' + + logger.info(f"Getting source documents for organization {organization_id}, folder: {folder_path}, category: {category}, order: {order}") + + if not organization_id: + return create_error_response("Organization ID is required", 400) + + # Define file extension mappings for categories + CATEGORY_EXTENSIONS = { + "documents": [".pdf", ".doc", ".docx", ".txt", ".rtf", ".odt"], + "spreadsheets": [".csv", ".xlsx", ".xls", ".ods"], + "presentations": [".ppt", ".pptx", ".odp", ".key"] + } + + def should_include_file(file_name, category): + """Check if a file should be included based on the category filter""" + if category == "all": + return True + + if category not in CATEGORY_EXTENSIONS: + return True + + # Get file extension + file_ext = os.path.splitext(file_name.lower())[1] + return file_ext in CATEGORY_EXTENSIONS[category] + + try: + blob_storage_manager = BlobStorageManager() + + # Build the base prefix for the organization + base_prefix = f"organization_files/{organization_id}/" + + # Add the folder path if provided + if folder_path: + # Ensure folder_path doesn't start with / and ends with / + folder_path = folder_path.strip("/") + current_prefix = f"{base_prefix}{folder_path}/" + else: + current_prefix = base_prefix + + # Get all blobs with the current prefix + blobs = blob_storage_manager.list_blobs_in_container_for_upload_files( + container_name="documents", prefix=current_prefix, include_metadata="yes" + ) + + # Exclude generated_images folder + generated_images_prefix = f"{base_prefix}generated_images/" + + files = [] + folder_set = set() + + for blob in blobs: + blob_name = blob.get("name", "") + + # Skip generated images + if blob_name.startswith(generated_images_prefix): + continue + + # Get the relative path from current prefix + relative_path = blob_name[len(current_prefix):] + + # Skip empty paths + if not relative_path: + continue + + # Check if this is a file in the current directory or a nested item + parts = relative_path.split("/") + + if len(parts) == 1: + # This is a file directly in the current folder + # Apply category filter + if should_include_file(blob_name, category): + files.append(blob) + elif len(parts) > 1: + # This is a nested item, add the folder name + folder_name = parts[0] + folder_set.add(folder_name) + + # Create folder objects + folders = [] + for folder_name in sorted(folder_set): + folder_full_path = f"{folder_path}/{folder_name}" if folder_path else folder_name + folders.append({ + "name": folder_name, + "full_path": folder_full_path, + "type": "folder", + "size": 0, + "created_on": "", + "last_modified": "", + "content_type": "folder", + "url": "", + }) + + # Sort files by creation date based on order parameter + if files: + # reverse=True means newest first, reverse=False means oldest first + sort_reverse = (order == "newest") + files.sort( + key=lambda x: datetime.fromisoformat(x["created_on"]), reverse=sort_reverse + ) + + # Combine folders and files (folders first) + result = { + "folders": folders, + "files": files, + "current_path": folder_path + } + + logger.info( + f"Found {len(folders)} folders and {len(files)} files for organization {organization_id} in path '{folder_path}'" + ) + return create_success_response(result, 200) + + except Exception as e: + logger.exception(f"Unexpected error in get_source_documents: {e}") + return create_error_response("Internal Server Error", 500) + +@app.route("/api/get-password-reset-url", methods=["GET"]) +@auth.login_required +def get_password_reset_url(*, context): + tenant = os.getenv("AAD_TENANT_NAME") + policy = os.getenv("ADD_CHANGE_PASSWORD") + client_id = os.getenv("AAD_CLIENT_ID") + redirect_uri = os.getenv("AAD_REDIRECT_URI") + nonce = "defaultNonce" + scope = "openid" + response_type = "code" + + url = f"https://{tenant}.b2clogin.com/{tenant}.onmicrosoft.com/{policy}/oauth2/v2.0/authorize" + url += f"?client_id={client_id}&redirect_uri={redirect_uri}&response_type={response_type}&scope={scope}&nonce={nonce}" + + return jsonify({"resetUrl": url}) + +@app.route("/api/rename-folder", methods=["POST"]) +@auth.login_required +def rename_folder_endpoint(*, context): + """ + Renames a virtual folder (prefix) by copying all blobs under the source prefix to a new prefix + and then deleting the originals. + Expected JSON: + { + "organization_id": "org-123", + "folder_full_path": "organization_files/org-123/foo/bar" # con o sin barra final + "new_folder_name": "bar_renamed" + } + """ + try: + data = request.get_json() + if not data: + return create_error_response("No JSON data provided", 400) + + organization_id = (data.get("organization_id") or "").strip() + folder_full_path = (data.get("folder_full_path") or "").strip() + new_folder_name = (data.get("new_folder_name") or "").strip() + + if not organization_id: + return create_error_response("Organization ID is required", 400) + if not folder_full_path: + return create_error_response("Folder full path is required", 400) + if not new_folder_name: + return create_error_response("New folder name is required", 400) + + expected_org_prefix = f"organization_files/{organization_id}/" + src_prefix = folder_full_path.strip().rstrip("/") + "/" + + if not src_prefix.startswith(expected_org_prefix): + logger.warning(f"[rename-folder] Org {organization_id} tried to rename foreign folder {src_prefix}") + return create_error_response("Unauthorized: Folder does not belong to your organization", 403) + + if src_prefix == expected_org_prefix: + return create_error_response("Cannot rename organization root folder", 400) + + invalid_chars = '<>:"/\\|?*#^' + if any(ch in new_folder_name for ch in invalid_chars): + return create_error_response(f"Invalid folder name: contains one of ({invalid_chars})", 422) + if "/" in new_folder_name or "\\" in new_folder_name: + return create_error_response("New folder name must not contain path separators", 422) + if len(new_folder_name) > 255: + return create_error_response("Folder name is too long (max 255 characters)", 422) + + rel = src_prefix[len(expected_org_prefix):].strip("/") + segments = rel.split("/") if rel else [] + if not segments: + return create_error_response("Invalid source folder path", 400) + + parent_segments = segments[:-1] + old_name = segments[-1] + if new_folder_name == old_name: + return create_error_response("New name is the same as current name", 400) + + parent_rel = "/".join(parent_segments) + dst_prefix = ( + expected_org_prefix + + (parent_rel + "/" if parent_rel else "") + + new_folder_name + + "/" + ) + + blob_storage_manager = BlobStorageManager() + container_client = blob_storage_manager.blob_service_client.get_container_client("documents") + + has_source = False + for _ in container_client.list_blobs(name_starts_with=src_prefix, results_per_page=1): + has_source = True + break + if not has_source: + return create_error_response("Folder not found or empty", 404) + + exists_in_dest = False + for _ in container_client.list_blobs(name_starts_with=dst_prefix, results_per_page=1): + exists_in_dest = True + break + if exists_in_dest: + return create_error_response("A folder with this name already exists at this level", 409) + + copied = 0 + failed = 0 + copy_errors = [] + to_delete = [] + + for blob in container_client.list_blobs(name_starts_with=src_prefix): + src_blob_name = blob.name + rel_path = src_blob_name[len(src_prefix):] + dst_blob_name = dst_prefix + rel_path + + src = container_client.get_blob_client(src_blob_name) + dst = container_client.get_blob_client(dst_blob_name) + + try: + copy = dst.start_copy_from_url(src.url) + max_wait_time = 120 + wait_time = 0.0 + interval = 0.5 + while wait_time < max_wait_time: + props = dst.get_blob_properties() + status = props.copy.status + if status == "success": + break + if status == "failed": + raise RuntimeError("copy failed") + time.sleep(interval) + wait_time += interval + if wait_time >= max_wait_time: + raise TimeoutError("copy timed out") + + try: + src_props = src.get_blob_properties() + dst.set_blob_metadata(metadata=(src_props.metadata or {})) + except Exception as meta_err: + logger.warning(f"[rename-folder] metadata set failed on {dst_blob_name}: {meta_err}") + + copied += 1 + to_delete.append(src_blob_name) + except Exception as err: + failed += 1 + copy_errors.append({"blob": src_blob_name, "error": str(err)}) + logger.error(f"[rename-folder] copy failed {src_blob_name} -> {dst_blob_name}: {err}") + + if failed > 0 and copied == 0: + return create_error_response("Failed to rename folder (no blobs copied)", 500) + + deleted = 0 + delete_errors = [] + for src_blob_name in to_delete: + try: + container_client.get_blob_client(src_blob_name).delete_blob() + deleted += 1 + except Exception as del_err: + delete_errors.append({"blob": src_blob_name, "error": str(del_err)}) + logger.error(f"[rename-folder] could not delete {src_blob_name}: {del_err}") + + summary = { + "message": "Folder renamed", + "source_prefix": src_prefix, + "destination_prefix": dst_prefix, + "copied": copied, + "copy_failed": failed, + "deleted_source": deleted, + "delete_failed": len(delete_errors) + } + + if failed > 0 or delete_errors: + summary["warning"] = "Completed with partial errors" + summary["copy_errors"] = copy_errors + summary["delete_errors"] = delete_errors + status_code = 207 + else: + status_code = 200 + + logger.info(f"[rename-folder] {src_prefix} -> {dst_prefix} (org={organization_id}) | copied={copied}, deleted={deleted}, failed={failed}") + return create_success_response(summary, status_code) + + except Exception as e: + logger.exception(f"Unexpected error in rename_folder: {e}") + return create_error_response("Internal Server Error", 500) + +@app.route("/api/webscraping/scrape-url", methods=["POST"]) +@auth.login_required +def scrape_url(*, context): + """ + Endpoint to scrape a single URL using the external web scraping service. + Expects a JSON payload with a 'url' string and optionally 'organization_id'. + """ + try: + # Get JSON data from request + data = request.get_json() + if not data: + return create_error_response("No JSON data provided", 400) + + # Validate required fields + url = data.get("url") + organization_id = data.get( + "organization_id" + ) # Optional for backwards compatibility + + if not url: + return create_error_response("URL field is required", 400) + + # Extract user information from request headers + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + client_principal_name = request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME") + + # Get the external scraping service endpoint + WEB_SCRAPING_ENDPOINT = os.getenv("ORCHESTRATOR_URI") + "/api/scrape-page" + if not WEB_SCRAPING_ENDPOINT: + return create_error_response("Scraping service endpoint is not set", 500) + + # Initialize result + blob_storage_results = [] + + # Prepare payload for external scraping service + payload = {"url": url, "client_principal_id": client_principal_id} + orch_function_key = current_app.config["ORCH_FUNCTION_KEY"] + if not orch_function_key: + return create_error_response( + "Scraping service function key is not set", 500 + ) + + # Make request to external scraping service + try: + response = requests.post( + WEB_SCRAPING_ENDPOINT, + json=payload, + headers={ + "Content-Type": "application/json", + "x-functions-key": orch_function_key, + }, + timeout=120, + ) + + # Check if request was successful + if not response.ok: + logger.error( + f"Scraping service returned error for {url}: {response.status_code} - {response.text}" + ) + return create_error_response( + f"Scraping service error: {response.status_code}", + response.status_code, + ) + + # Parse response from scraping service + try: + scraping_result = response.json() + except ValueError: + logger.error(f"Invalid JSON response from scraping service for {url}") + return create_error_response( + "Invalid response from scraping service", 500 + ) + + # Simple success check - external service returns "completed" for success + scraping_success = scraping_result.get("status") == "completed" + + # Extract data from the results array (single URL, so take first result) + first_result = ( + scraping_result.get("results", [{}])[0] if scraping_success else {} + ) + + # Create a simple formatted result for database and frontend + formatted_result = { + "url": url, + "status": "success" if scraping_success else "error", + "title": first_result.get("title"), + "content_length": first_result.get("content_length"), + "blob_path": scraping_result.get("blob_storage_result", {}).get( + "blob_path" + ), + "error": None if scraping_success else "Scraping failed", + } + + # If organization_id is provided, save the URL to the database + if organization_id and organization_id.strip(): + try: + # Extract blob storage info from scraping result + if scraping_result.get("blob_url") and scraping_result.get( + "blob_name" + ): + blob_storage_results.append( + { + "blob_url": scraping_result["blob_url"], + "blob_name": scraping_result["blob_name"], + "container_name": scraping_result.get( + "container_name", "knowledge-sources" + ), + } + ) + + # Save URL to database using the correctly formatted result + result = add_or_update_organization_url( + organization_id=organization_id, + url=url, + scraping_result=formatted_result, # Use formatted result with correct status + added_by_id=client_principal_id, + added_by_name=client_principal_name, + ) + action = result.get("action", "processed") + logger.info( + f"{action.capitalize()} URL {url} for organization {organization_id} by {client_principal_name or 'Unknown'}" + ) + + except Exception as e: + logger.error(f"Error saving URL to Cosmos DB: {str(e)}") + # Don't fail the entire request if database save fails + + # Return response with correct status and summary + return ( + jsonify( + { + "status": "success", + "data": { + "result": { + "results": [formatted_result], + "summary": { + "total_urls": 1, + "successful_scrapes": 1 if scraping_success else 0, + "failed_scrapes": 0 if scraping_success else 1, + }, + }, + "blob_storage_results": blob_storage_results, + }, + } + ), + 200, + ) + + except requests.Timeout: + logger.error(f"Timeout while scraping {url}") + return create_error_response("Scraping service timeout", 504) + except requests.RequestException as e: + logger.error(f"Request error while scraping {url}: {str(e)}") + return create_error_response("Failed to connect to scraping service", 502) + + except Exception as e: + logger.error(f"Unexpected error in scrape_url: {str(e)}") + return create_error_response("Internal server error", 500) + + +@app.route("/api/webscraping/multipage-scrape", methods=["POST"]) +@auth.login_required +def multipage_scrape(*, context): + """ + Endpoint to scrape URLs using the external multipage scraping service. + This is a proxy endpoint that forwards requests to the orchestrator's multipage-scrape endpoint. + """ + try: + # Get JSON data from request + data = request.get_json() + if not data: + return create_error_response("No JSON data provided", 400) + + # Validate required fields + url = data.get("url") + if not url: + return create_error_response("URL field is required", 400) + + # Extract user information from request headers + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + + # Get the external multipage scraping service endpoint + MULTIPAGE_SCRAPING_ENDPOINT = ( + os.getenv("ORCHESTRATOR_URI") + "/api/multipage-scrape" + ) + if not MULTIPAGE_SCRAPING_ENDPOINT: + return create_error_response( + "Multipage scraping service endpoint is not set", 500 + ) + + payload = {"url": url, "client_principal_id": client_principal_id} + + # Include organization_id + organization_id = data.get("organization_id") + if organization_id: + payload["organization_id"] = organization_id + + # Forward the request to the orchestrator's multipage-scrape endpoint + try: + orch_function_key = current_app.config["ORCH_FUNCTION_KEY"] + + logger.info( + f"Forwarding multipage scrape request for {url} to orchestrator" + ) + response = requests.post( + MULTIPAGE_SCRAPING_ENDPOINT, + json=payload, + headers={ + "Content-Type": "application/json", + "x-functions-key": orch_function_key, + }, + timeout=120, # 2 minute timeout for multipage scraping + ) + + # Check if request was successful + if not response.ok: + logger.error( + f"Multipage scraping service returned error: {response.status_code} - {response.text}" + ) + return create_error_response( + f"Multipage scraping service error: {response.status_code}", + response.status_code, + ) + + # Parse and return the response from the orchestrator + try: + scraping_result = response.json() + logger.info(f"Successfully received multipage scraping response") + + # If organization_id is provided, save the successfully scraped URLs to the database + if organization_id and organization_id.strip(): + client_principal_name = request.headers.get( + "X-MS-CLIENT-PRINCIPAL-NAME" + ) + + # Check overall status first - accept both 'success' and 'completed' + if scraping_result.get("status") in ["success", "completed"]: + results = scraping_result.get("results", []) + root_blob_result = scraping_result.get( + "blob_storage_result", {} + ) + + for result in results: + try: + # For multipage results, check if we have raw_content (indicates successful scraping) + if result.get("raw_content"): + blob_path = None + result_status = "error" # Default to error + + # Look for this URL in successful_uploads + successful_uploads = root_blob_result.get( + "successful_uploads", [] + ) + logger.info( + f"Checking URL {result.get('url')} against {len(successful_uploads)} successful uploads" + ) + for upload in successful_uploads: + if upload.get("url") == result.get("url"): + blob_path = upload.get("blob_path") + result_status = "success" + logger.info( + f"Found matching URL {result.get('url')} with blob_path {blob_path}" + ) + break + + if result_status == "error": + logger.warning( + f"URL {result.get('url')} not found in successful_uploads" + ) + + # Format the result for database storage + formatted_result = { + "url": result.get("url"), + "status": result_status, + "title": result.get("title"), + "content_length": len( + result.get("raw_content", "") + ), + "blob_path": blob_path, + "error": ( + None + if result_status == "success" + else "Blob storage failed" + ), + } + + # Save URL to database + db_result = add_or_update_organization_url( + organization_id=organization_id, + url=result.get("url"), + scraping_result=formatted_result, + added_by_id=client_principal_id, + added_by_name=client_principal_name, + ) + action = db_result.get("action", "processed") + logger.info( + f"{action.capitalize()} URL {result.get('url')} for organization {organization_id} by {client_principal_name or 'Unknown'} with status {result_status}" + ) + + except Exception as e: + logger.error( + f"Error saving URL {result.get('url', 'unknown')} to Cosmos DB: {str(e)}" + ) + continue + if "blob_storage_result" not in scraping_result: + results = scraping_result.get("results", []) + total_results = len(results) + + scraping_result["blob_storage_result"] = { + "status": "error" if total_results > 0 else "success", + "message": "No blob storage information provided by orchestrator", + "successful_count": 0, + "total_count": total_results, + } + + return jsonify(scraping_result), 200 + + except ValueError: + logger.error("Invalid JSON response from multipage scraping service") + return create_error_response( + "Invalid response from multipage scraping service", 500 + ) + + except requests.Timeout: + logger.error("Timeout while calling multipage scraping service") + return create_error_response("Multipage scraping service timeout", 504) + except requests.RequestException as e: + logger.error( + f"Request error while calling multipage scraping service: {str(e)}" + ) + return create_error_response( + "Failed to connect to multipage scraping service", 502 + ) + + except Exception as e: + logger.error(f"Unexpected error in multipage_scrape: {str(e)}") + return create_error_response("Internal server error", 500) + + +@app.route("/api/webscraping/get-urls", methods=["GET"]) +@auth.login_required +def get_organization_urls_endpoint(*, context): + try: + organization_id = request.args.get("organization_id") + if not organization_id: + return create_error_response("Organization ID is required", 400) + urls = get_organization_urls(organization_id) + return create_success_response(urls, 200) + except Exception as e: + logger.exception(f"Unexpected error in get_organization_urls: {e}") + return create_error_response("Internal Server Error", 500) + + +@app.route("/api/webscraping/delete-url", methods=["DELETE"]) +@auth.login_required +def delete_url_endpoint(*, context): + try: + url_id = request.args.get("url_id") + organization_id = request.args.get("organization_id") + if not url_id: + return create_error_response("URL ID is required", 400) + if not organization_id: + return create_error_response("Organization ID is required", 400) + delete_url_by_id(url_id, organization_id) + return create_success_response({"message": "URL deleted successfully"}, 200) + except Exception as e: + logger.exception(f"Unexpected error in delete_url: {e}") + return create_error_response("Internal Server Error", 500) + + +@app.route("/api/webscraping/search-urls", methods=["GET"]) +@auth.login_required +def filter_urls(*, context): + try: + search_term = request.args.get("search_term") + organization_id = request.args.get("organization_id") + if not search_term: + return create_error_response("Search term is required", 400) + if not organization_id: + return create_error_response("Organization ID is required", 400) + urls = search_urls(search_term, organization_id) + return create_success_response(urls, 200) + except Exception as e: + logger.exception(f"Unexpected error in search_urls: {e}") + return create_error_response("Internal Server Error", 500) + + +@app.route("/api/webscraping/modify-url", methods=["PUT"]) +@auth.login_required +def update_url(*, context): + """ + Update a URL for web scraping in an organization. + + Request Body: + { + "url_id": "string", + "organization_id": "string", + "new_url": "string" + } + + Example Usage: + PUT /api/webscraping/modify-url + Content-Type: application/json + Authorization: Bearer + + { + "url_id": "123e4567-e89b-12d3-a456-426614174000", + "organization_id": "org-456", + "new_url": "https://newexample.com" + } + + Returns: + JSON response with success message or error details + """ + try: + # Parse and validate request body + data = request.get_json() + if not data: + return create_error_response("Invalid or missing JSON payload", 400) + + # Validate required fields + required_fields = ["url_id", "organization_id", "new_url"] + missing_fields = [field for field in required_fields if not data.get(field)] + if missing_fields: + return create_error_response( + f"Missing required fields: {', '.join(missing_fields)}", 400 + ) + + url_id = data["url_id"] + organization_id = data["organization_id"] + new_url = data["new_url"] + + # Validate data types and content + if not isinstance(new_url, str) or not new_url.strip(): + return create_error_response("new_url must be a non-empty string", 400) + + # Validate URL format + is_valid, error_msg = validate_url(new_url) + if not is_valid: + return create_error_response(f"Invalid URL: {error_msg}", 400) + + modify_url(url_id, organization_id, new_url) + return create_success_response({"message": "URL modified successfully"}, 200) + + except NotFound: + return create_error_response("URL not found", 404) + except CosmosHttpResponseError as e: + logger.exception(f"Database error in modify_url: {e}") + return create_error_response("Database error", 500) + except Exception as e: + logger.exception(f"Unexpected error in modify_url: {e}") + return create_error_response("Internal Server Error", 500) + + +@app.get("/healthz") +def healthz(): + _ = clients.get_cosmos_container(clients.USERS_CONT) + return jsonify(status="ok") + + +@app.route("/api/organization//gallery", methods=["GET"]) +@auth.login_required +def get_gallery(*, context, organization_id): + """ + Retrieve gallery items for a specific organization. + + Query Parameters: + sort (str, optional): Sort order - 'newest' or 'oldest'. Defaults to 'newest'. + page (int, optional): Page number (1-based). Defaults to 1. + limit (int, optional): Items per page. Defaults to 20, max 100. + + Args: + organization_id (str): The unique identifier of the organization. + + Returns: + Response: JSON response containing paginated gallery items (HTTP 200), + or an error response with an appropriate message and status code. + + Error Codes: + 400: If organization_id is missing or invalid. + 404: If no gallery items are found for the organization. + 500: If an unexpected error occurs during retrieval. + """ + if ( + not organization_id + or not isinstance(organization_id, str) + or not organization_id.strip() + ): + return create_error_response( + "Organization ID is required and must be a non-empty string.", 400 + ) + try: + uploader_id = request.args.get("uploader_id") + order = (request.args.get("order") or "newest").lower() + search_query = request.args.get("query") or request.args.get("q") + + # Pagination parameters + page = max(1, int(request.args.get("page", 1))) + limit = min(100, max(1, int(request.args.get("limit", 20)))) + + result = get_gallery_items_by_org( + organization_id, + uploader_id=uploader_id, + order=order, + query=search_query, + page=page, + limit=limit, + ) + + return create_success_response(result, 200) + + except ValueError as ve: + logger.error( + f"Value error retrieving gallery items for org {organization_id}: {ve}" + ) + return create_error_response(str(ve), 400) + except CosmosHttpResponseError as ce: + logger.error( + f"Cosmos DB error retrieving gallery items for org {organization_id}: {ce}" + ) + return create_error_response("Database error retrieving gallery items.", 500) + except Exception as e: + logger.exception( + f"Unexpected error retrieving gallery items for org {organization_id}: {e}" + ) + return create_error_response("Internal Server Error", 500) + + if __name__ == "__main__": - app.run(host='0.0.0.0', port=8000) + app.run(host="0.0.0.0", port=8000, debug=True) diff --git a/backend/app_config.py b/backend/app_config.py new file mode 100644 index 00000000..b66371ec --- /dev/null +++ b/backend/app_config.py @@ -0,0 +1,36 @@ +# app_config.py +import os + +# Flask configuration +SECRET_KEY = os.getenv("FLASK_SECRET_KEY", "default-secret-key-change-in-production") +SESSION_TYPE = "filesystem" +PERMANENT_SESSION_LIFETIME = 3600 # 1 hour session timeout + +# Azure AD B2C details +B2C_TENANT_NAME = os.getenv("AAD_TENANT_NAME") # e.g. "contoso" +SIGNUPSIGNIN_USER_FLOW = os.getenv("AAD_POLICY_NAME") # e.g. "B2C_1_signupsignin1" +EDITPROFILE_USER_FLOW = os.getenv( + "EDITPROFILE_USER_FLOW" +) # e.g. "B2C_1_profileediting1" +ADD_CHANGE_PASSWORD = os.getenv("ADD_CHANGE_PASSWORD") # e.g. "B2C_1_passwordreset1" + +# Application (client) registration details +CLIENT_ID = os.getenv("AAD_CLIENT_ID") +CLIENT_SECRET = os.getenv("AAD_CLIENT_SECRET") + +# Endpoint configuration +AUTHORITY = f"https://{B2C_TENANT_NAME}.b2clogin.com/{B2C_TENANT_NAME}.onmicrosoft.com" +REDIRECT_PATH = "/" # The absolute URL must match your app's redirect_uri + +# B2C policy configuration +B2C_POLICY = SIGNUPSIGNIN_USER_FLOW # Default policy + +# financial ingestion config.py +ALLOWED_FILING_TYPES = ["10-Q", "10-K", "8-K", "DEF 14A"] +FILING_TYPES = ["10-Q", "10-K", "8-K", "DEF 14A"] +BLOB_CONTAINER_NAME = "documents" +BASE_FOLDER = "financial" + +# Paths in financial summarization +IMAGE_PATH = "images" +PDF_PATH = "./pdf" diff --git a/backend/auth.py b/backend/auth.py new file mode 100644 index 00000000..5c24fac0 --- /dev/null +++ b/backend/auth.py @@ -0,0 +1,129 @@ +from flask import request, jsonify +from functools import wraps +import jwt +import json +import requests +from datetime import datetime +from jwt import PyJWTError +import os +from cachetools import TTLCache +from cryptography.x509 import load_pem_x509_certificate +from cryptography.hazmat.backends import default_backend +import base64 + +# Cache for storing JWKS (JSON Web Key Set) +jwks_cache = TTLCache(maxsize=1, ttl=86400) + + +class AuthConfig: + def __init__(self): + self.tenant_name = os.getenv("AAD_TENANT_NAME") + self.client_id = os.getenv("AAD_CLIENT_ID") + self.policy_name = os.getenv("AAD_POLICY_NAME", "B2C_1_signupsignin") + + # Build the authority and JWKS URLs + self.authority = f"https://{self.tenant_name}.b2clogin.com/{self.tenant_name}.onmicrosoft.com/{self.policy_name}" + self.jwks_url = f"{self.authority}/discovery/v2.0/keys" + self.issuer = f"https://{self.tenant_name}.b2clogin.com/{os.getenv('AAD_TENANT_ID')}/v2.0/" + + +auth_config = AuthConfig() + + +class AuthError(Exception): + """Custom exception for authentication errors""" + + pass + + +def get_jwks(): + """Fetch and cache the JSON Web Key Set from Azure AD B2C""" + if "keys" not in jwks_cache: + try: + response = requests.get(auth_config.jwks_url) + response.raise_for_status() + jwks_cache["keys"] = response.json()["keys"] + except requests.exceptions.RequestException as e: + print(f"Error fetching JWKS: {e}") + raise + return jwks_cache["keys"] + + +def get_key_by_kid(kid): + """Get the public key matching the key ID from the JWKS""" + keys = get_jwks() + for key_data in keys: + if key_data["kid"] == kid: + return key_data + return None + + +def verify_token(token): + """Verify the JWT token from Azure AD B2C""" + try: + # Get the header without verification + header = jwt.get_unverified_header(token) + + # Get the key matching the kid from the token header + key_data = get_key_by_kid(header["kid"]) + if not key_data: + raise AuthError("Invalid token: Key ID not found") + + # Construct the public key from the JWKS data + if key_data["kty"] == "RSA": + # Convert the modulus and exponent to a public key + from cryptography.hazmat.primitives.asymmetric import rsa, padding + from cryptography.hazmat.primitives import serialization + + # Create public key in PEM format + public_numbers = rsa.RSAPublicNumbers( + n=int.from_bytes( + base64.urlsafe_b64decode(key_data["n"] + "=="), byteorder="big" + ), + e=int.from_bytes( + base64.urlsafe_b64decode(key_data["e"] + "=="), byteorder="big" + ), + ) + public_key = public_numbers.public_key(default_backend()) + + # Verify and decode the token + decoded = jwt.decode( + token, + key=public_key, + algorithms=["RS256"], + audience=auth_config.client_id, + issuer=auth_config.issuer, + options={"verify_exp": True, "verify_aud": True, "verify_iss": True}, + ) + + return decoded + + else: + raise AuthError("Unsupported key type") + + except PyJWTError as e: + raise AuthError(f"Token verification failed: {str(e)}") + + +def require_auth(f): + """Decorator to require authentication on endpoints""" + + @wraps(f) + def decorated(*args, **kwargs): + auth_header = request.headers.get("Authorization", None) + if not auth_header: + return jsonify({"error": "No authorization header"}), 401 + + try: + # Extract token from "Bearer " + token = auth_header.split()[1] + claims = verify_token(token) + # Add verified claims to request context + request.auth_claims = claims + return f(*args, **kwargs) + except AuthError as e: + return jsonify({"error": str(e)}), 401 + except Exception as e: + return jsonify({"error": "Invalid authorization header"}), 401 + + return decorated diff --git a/backend/curation_report_generator.py b/backend/curation_report_generator.py new file mode 100644 index 00000000..4ad2ce1d --- /dev/null +++ b/backend/curation_report_generator.py @@ -0,0 +1,600 @@ +# library +import os +from dotenv import load_dotenv +import requests +import markdown2 +import json +import operator +from datetime import datetime +from typing import Annotated, List, Optional, Literal +from typing_extensions import TypedDict +from pydantic import BaseModel, Field +from pathlib import Path + +from langgraph.constants import Send +from langgraph.graph import START, END, StateGraph +from langchain_core.messages import HumanMessage, SystemMessage +from datetime import datetime +from financial_doc_processor import BlobStorageManager +from importlib import import_module +from llm_config import LLMManager, LLMConfig +from financial_agent_utils.curation_report_config import WEEKLY_CURATION_REPORT + +from prompts.curation_reports.general import ( + report_planner_query_writer_instructions, + report_planner_instructions, +) + +from financial_agent_utils.curation_report_tools.web_search import CustomSearchClient + +load_dotenv() + +import logging + + +logging.basicConfig( + level=logging.INFO, format="%(asctime)s - %(name)s - %(levelname)s - %(message)s" +) +logger = logging.getLogger(__name__) + +#################################### +# LLM and Tools +#################################### + +llm_manager = LLMManager() +llm_writing = llm_manager.get_client(client_type="gpt4o", use_langchain=True) + +web_search_tool = CustomSearchClient() +# query (str): Search query +# max_results (int): Maximum number of results to return +# search_mode (str): Search topic (e.g., "news") +# search_days (int): Number of days to search for news +# **kwargs: Additional parameters to pass to the search endpoint (e.g., include_domains) + +MAX_RESULTS = 3 # for web search query results +REPORT_TYPES = Literal[ + "Ecommerce", + "Monthly_Economics", + "Weekly_Economics", + "Company_Analysis", + "Home_Improvement", +] + +# get the right system prompt for the report + + +class ReportPrompts: + def __init__(self, report_type: str): + try: + # Dynamically import the prompt module based on report type + module_name = report_type.lower() + prompt_module = import_module(f"prompts.curation_reports.{module_name}") + + # Get all prompts from the module + self.report_structure = getattr(prompt_module, "report_structure") + self.final_section_writer_instructions = getattr( + prompt_module, "final_section_writer_instructions" + ) + self.query_writer_instructions = getattr( + prompt_module, "query_writer_instructions" + ) + self.section_writer_instructions = getattr( + prompt_module, "section_writer_instructions" + ) + except (ImportError, AttributeError) as e: + logger.error( + f"Failed to load prompts for report type {report_type}: {str(e)}" + ) + raise ValueError(f"Invalid report type or missing prompts: {report_type}") + + +#################################### +# State Definitions +#################################### + + +class Section(BaseModel): + name: str = Field( + description="Name for this section of the report.", + ) + description: str = Field( + description="Brief overview of the main topics and concepts to be covered in this section.", + ) + research: bool = Field( + description="Whether to perform web research for this section of the report." + ) + content: str = Field(description="The content of the section.") + + +class Sections(BaseModel): + sections: List[Section] = Field( + description="Sections of the report.", + ) + + +class SearchQuery(BaseModel): + search_query: str = Field(None, description="Query for web search.") + + +class Queries(BaseModel): + queries: List[SearchQuery] = Field( + description="List of search queries.", + ) + + +class ReportState(TypedDict): + topic: str # Report topic + search_mode: Literal["general", "news"] # Search topic type + report_type: REPORT_TYPES # Report type + number_of_queries: int # Number web search queries to perform per section + sections: list[Section] # List of report sections + completed_sections: Annotated[list, operator.add] # Send() API key + search_days: Optional[int] # Only applicable for news topic + report_sections_from_research: ( + str # String of any completed sections from research to write final sections + ) + final_report: str # Final report + + +class ReportStateOutput(TypedDict): + final_report: str # Final report + + +class SectionState(TypedDict): + search_mode: Literal["general", "news"] # Search topic type + report_type: REPORT_TYPES # Report type + search_days: Optional[int] # Only applicable for news topic + number_of_queries: int # Number web search queries to perform per section + section: Section # Report section + search_queries: list[SearchQuery] # List of search queries + source_str: str # String of formatted source content from web search + report_sections_from_research: ( + str # String of any completed sections from research to write final sections + ) + completed_sections: list[ + Section + ] # Final key we duplicate in outer state for Send() API + + +class SectionOutputState(TypedDict): + completed_sections: list[ + Section + ] # Final key we duplicate in outer state for Send() API + + +#################################### +# Research Planning +#################################### + + +def generate_report_plan(state: ReportState): + logger.info(f"Starting report plan generation for topic: {state['topic']}") + + # Inputs + topic = state["topic"] + report_type = state["report_type"] + number_of_queries = state["number_of_queries"] + search_mode = state["search_mode"] + search_days = state["search_days"] + + # get the right system prompt for the report + report_prompts = ReportPrompts(report_type) + report_structure = report_prompts.report_structure + + # Generate search query + structured_llm = llm_writing.with_structured_output(Queries) + + # Format system instructions + system_instructions_query = report_planner_query_writer_instructions.format( + topic=topic, + report_organization=report_structure, + number_of_queries=number_of_queries, + today_date=datetime.now().strftime("%B %Y"), + ) + + # Generate queries + results = structured_llm.invoke( + [SystemMessage(content=system_instructions_query)] + + [ + HumanMessage( + content="Generate search queries that will help with planning the sections of the report." + ) + ] + ) + logger.info( + f"Generated {len(results.queries)} search queries to conduct web search" + ) + + # Web search + query_list = [query.search_query for query in results.queries] + + ################################################## + # At this point, we have successfully generated a + # list of search queries ready for web search execution. + ################################################## + + search_tasks = [] + logger.info(f"Conducting web search to design sections") + for query in query_list: + try: + result = web_search_tool.search( + query=query, + search_mode=search_mode, + max_results=MAX_RESULTS, + search_days=search_days, + ) + search_tasks.append(result) + except Exception as e: + logger.warning(f"Search failed for query '{query}': {str(e)}") + # Add empty/default search result + search_tasks.append({"query": query, "results": []}) + + # Only proceed with formatting if we have any results + if search_tasks: + search_tasks_str = web_search_tool.format_results_for_llm(results=search_tasks) + else: + search_tasks_str = "No search results found. Proceeding with report generation based on general knowledge." + + ################################################## + # At this point, we have successfully conducted X web searches (max_results) on X queries (number of queries). + ################################################## + + # Format system instructions + system_instructions_sections = report_planner_instructions.format( + topic=topic, report_organization=report_structure, context=search_tasks_str + ) + + # Generate sections + structured_llm = llm_writing.with_structured_output(Sections) + + logger.info(f"Generating section plan for the report") + report_sections = structured_llm.invoke( + [SystemMessage(content=system_instructions_sections)] + + [ + HumanMessage( + content="Generate the sections of the report. Your response must include a 'sections' field containing a list of sections. Each section must have: name, description, plan, research, and content fields." + ) + ] + ) + + ################################################## + # Now, we have parsed web search results and topic subject matter to sections (intro, subject 1-2 in body, conclusion). + ################################################## + + logger.info( + f"Generated a report plan with {len(report_sections.sections)} sections" + ) + return {"sections": report_sections.sections} + + +#################################### +# Section writing +#################################### + + +def generate_queries(state: SectionState): + """Generate search queries for a section""" + + # Get state + number_of_queries = state["number_of_queries"] + section = state["section"] + report_type = state["report_type"] + + # Generate queries + structured_llm = llm_writing.with_structured_output(Queries) + + # Format system instructions + report_prompts = ReportPrompts(report_type) + system_instructions = report_prompts.query_writer_instructions.format( + section_topic=section.description, number_of_queries=number_of_queries + ) + + # Generate queries + logger.info( + f"Generating {number_of_queries} search queries for section {section.name}" + ) + queries = structured_llm.invoke( + [SystemMessage(content=system_instructions)] + + [HumanMessage(content="Generate search queries on the provided topic.")] + ) + + ################################################## + # At this point, we have successfully generated queries ready for web search execution. + ################################################## + + logger.info(f"Search queries generated for section: {state['section'].name}") + return {"search_queries": queries.queries} + + +def search_web(state: SectionState): + logger.info(f"Starting web search for section: {state['section'].name}") + + """ Search the web for each query, then return a list of raw sources and a formatted string of sources.""" + + # Get state + search_queries = state["search_queries"] + search_mode = state["search_mode"] + search_days = state["search_days"] + + # Web search + query_list = [query.search_query for query in search_queries] + + search_tasks = [] + + ################################################## + # Here, for each search query, we conduct X web searches (max_results) and return X sources. + ################################################## + + for query in query_list: + search_tasks.append( + web_search_tool.search( + query=query, + search_mode=search_mode, + max_results=MAX_RESULTS, + search_days=search_days, + ) + ) + logger.info(f"Returning {MAX_RESULTS} sources for query: {query}") + + # convert search_tasks to a string + search_tasks_str = web_search_tool.format_results_for_llm(results=search_tasks) + + ################################################## + # total searches conducted = number of search queries * max_results + # all converted to a string before saved to state + ################################################## + + logger.info(f"Completed web search for section {state['section'].name}") + return {"source_str": search_tasks_str} + + +def write_section(state: SectionState): + logger.info(f"Writing content for section: {state['section'].name}") + + """ Write a section of the report """ + + # Get state + section = state["section"] + source_str = state["source_str"] + report_type = state["report_type"] + + # Format system instructions + report_prompts = ReportPrompts(report_type) + system_instructions = report_prompts.section_writer_instructions.format( + section_title=section.name, + section_topic=section.description, + context=source_str, + ) + + # Generate section + logger.info(f"Generating section content for section {state['section'].name}") + section_content = llm_manager.get_o1_response( + system_prompt=system_instructions, + user_prompt="Generate a report section based on the provided sources.", + ) + + ################################################## + # Here, we have successfully generated a section of the report. + ################################################## + + ################################################## + # IMPORTANT: here, it is saving section content directly to state['section'] object + ################################################## + logger.info(f"Saving section content to: {section.name} section object") + section.content = section_content.content + + ################################################## + # content was empty when report plan was generated, now it is added + # research-required sections have content generated and added to completed_sections state + ################################################## + + # Write the updated section to completed sections + logger.info(f"Completed writing content for section: {state['section'].name}") + return {"completed_sections": [section]} + + +# Add nodes and edges +section_builder = StateGraph(SectionState, output=SectionOutputState) +section_builder.add_node("generate_queries", generate_queries) +section_builder.add_node("search_web", search_web) +section_builder.add_node("write_section", write_section) + +section_builder.add_edge(START, "generate_queries") +section_builder.add_edge("generate_queries", "search_web") +section_builder.add_edge("search_web", "write_section") +section_builder.add_edge("write_section", END) + +# Compile +logger.info(f"Compiling section builder graph") +section_builder_graph = section_builder.compile() + +# View +# display(Image(section_builder_graph.get_graph(xray=1).draw_mermaid_png())) + +#################################### +# End to end report generation +#################################### + + +def initiate_section_writing(state: ReportState): + """This is the "map" step when we kick off web research for some sections of the report""" + + # Kick off section writing in parallel via Send() API for any sections that require research + logger.info( + f"Kicking off section writing for {len(state['sections'])} research-required sections" + ) + return [ + Send( + "build_section_with_web_research", + { + "section": s, + "number_of_queries": state["number_of_queries"], + "search_mode": state["search_mode"], + "search_days": state["search_days"], + "report_type": state["report_type"], + }, + ) + for s in state["sections"] + if s.research + ] + + +def write_final_sections(state: SectionState): + """Write final sections of the report, which do not require web search and use the completed sections as context""" + + logger.info(f"Writing final/non-research section: {state['section'].name}") + + # Get state + section = state["section"] + completed_report_sections = state["report_sections_from_research"] + report_type = state["report_type"] + + # Format system instructions + report_prompts = ReportPrompts(report_type) + + current_date = datetime.now() + week_of_month = (current_date.day - 1) // 7 + 1 + year = current_date.year + current_week_and_month_and_year = f"Current week: {week_of_month}, Current month: {current_date.strftime('%B')}, Current year: {year}" + report_month_year = current_date.strftime("%B %Y") + + if report_type in WEEKLY_CURATION_REPORT: + system_instructions = report_prompts.final_section_writer_instructions.format( + section_title=section.name, + section_topic=section.description, + context=completed_report_sections, + current_week_and_month=current_week_and_month_and_year, + ) + ################################################## + # Here we need to include include week so that it can write proper report title + ################################################## + else: + system_instructions = report_prompts.final_section_writer_instructions.format( + section_title=section.name, + section_topic=section.description, + context=completed_report_sections, + report_month_year=report_month_year, + ) + + # Generate section + logger.info(f"Generating final section content for section {state['section'].name}") + section_content = llm_manager.get_o1_response( + system_prompt=system_instructions, + user_prompt="Generate a report section based on the provided sources.", + ) + + # Write content to section + logger.info(f"Saving final section content to: {section.name} section object") + section.content = section_content.content + + ################################################## + # here, we have generated content for non-research sections + # content is added to completed_sections state to generate final report + ################################################## + + logger.info(f"Completed writing final section: {state['section'].name}") + return {"completed_sections": [section]} + + +def format_sections(sections: list[Section]) -> str: + """Format a list of sections into a string""" + formatted_str = "" + for idx, section in enumerate(sections, 1): + formatted_str += f""" + {'='*60} + Section {idx}: {section.name} + {'='*60} + Description: + {section.description} + Requires Research: + {section.research} + + Content: + {section.content if section.content else '[Not yet written]'} + + """ + return formatted_str + + +def gather_completed_sections(state: ReportState): + """Gather completed sections from research""" + + # List of completed sections + completed_sections = state["completed_sections"] + + # Format completed section to str to use as context for final sections + logger.info(f"Combining completed sections to one single string") + completed_report_sections = format_sections(completed_sections) + + return {"report_sections_from_research": completed_report_sections} + + +def initiate_final_section_writing(state: ReportState): + """This is the "map" step when we kick off research on any sections that require it using the Send API""" + + # Kick off section writing in parallel via Send() API for any sections that do not require research (intro and conclusion) + logger.info(f"Kicking off final section writing for non-research sections") + return [ + Send( + "write_final_sections", + { + "section": s, + "report_sections_from_research": state["report_sections_from_research"], + "report_type": state["report_type"], + }, + ) + for s in state["sections"] + if not s.research + ] + + +def compile_final_report(state: ReportState): + logger.info("Starting final report compilation") + + """ Compile the final report """ + + # Get sections + sections = state["sections"] + completed_sections = {s.name: s.content for s in state["completed_sections"]} + + # Update sections with completed content while maintaining original order + # actually, this is not necessary, since we have already added content to section in previous steps + for section in sections: + section.content = completed_sections[section.name] + + # Compile final report + logger.info(f"Compiling final report with {len(sections)} sections") + all_sections = "\n\n".join([s.content for s in sections]) + + logger.info("Completed final report compilation") + return {"final_report": all_sections} + + +# Add nodes +builder = StateGraph(ReportState, output=ReportStateOutput) +builder.add_node("generate_report_plan", generate_report_plan) +builder.add_node("build_section_with_web_research", section_builder.compile()) +builder.add_node("gather_completed_sections", gather_completed_sections) +builder.add_node("write_final_sections", write_final_sections) +builder.add_node("compile_final_report", compile_final_report) + +# Add edges +builder.add_edge(START, "generate_report_plan") +builder.add_conditional_edges( + "generate_report_plan", + initiate_section_writing, + ["build_section_with_web_research"], +) +builder.add_edge("build_section_with_web_research", "gather_completed_sections") +builder.add_conditional_edges( + "gather_completed_sections", + initiate_final_section_writing, + ["write_final_sections"], +) +builder.add_edge("write_final_sections", "compile_final_report") +builder.add_edge("compile_final_report", END) + +# Compile +logger.info(f"Compiling report builder graph") +graph = builder.compile() +# display(Image(graph.get_graph(xray=1).draw_mermaid_png())) diff --git a/backend/data_summary/__init__.py b/backend/data_summary/__init__.py new file mode 100644 index 00000000..e69de29b diff --git a/backend/data_summary/blob_utils.py b/backend/data_summary/blob_utils.py new file mode 100644 index 00000000..a4a68f26 --- /dev/null +++ b/backend/data_summary/blob_utils.py @@ -0,0 +1,60 @@ +from __future__ import annotations +import io +from typing import Dict, Tuple +from azure.core.exceptions import ResourceNotFoundError +from shared import clients +from data_summary.file_utils import bytesio_to_tempfile, detect_extension + + +def download_blob_to_temp(blob_name: str, container_name: str) -> Tuple[str, Dict]: + """ + Download a blob into a temp file. + Returns: + (temp_path, metadata) + Raises: + ResourceNotFoundError: if the blob does not exist. + RuntimeError: if Blob service is not configured. + """ + container_client = clients.get_blob_container_client(container_name) + blob_client = container_client.get_blob_client(blob_name) + try: + props = blob_client.get_blob_properties() + except ResourceNotFoundError: + # re-raise to keep behavior explicit for callers + raise ResourceNotFoundError(message="Blob not found", response=None) + blob_metadata = props.metadata or {} + raw_file = blob_client.download_blob(max_concurrency=2).readall() + buffer = io.BytesIO(raw_file) + temp_path = bytesio_to_tempfile(buffer, detect_extension(blob_name)) + return temp_path, blob_metadata + + +def update_blob_metadata(blob_name: str, metadata: Dict, container_name: str) -> Dict: + """ + Merge and update blob metadata with the provided key/values. + Notes: + - Azure requires all metadata values to be strings. + Returns: + merged metadata dict. + Raises: + ResourceNotFoundError: if the blob does not exist. + RuntimeError: if Blob service is not configured. + """ + container_client = clients.get_blob_container_client(container_name) + blob_client = container_client.get_blob_client(blob_name) + try: + props = blob_client.get_blob_properties() + except ResourceNotFoundError: + raise ResourceNotFoundError(message="Blob not found", response=None) + existing = props.metadata or {} + merged = {**existing, **(metadata or {})} + merged = {str(k): ("" if v is None else str(v)) for k, v in merged.items()} + blob_client.set_blob_metadata(metadata=merged) + return merged + + +def build_blob_name(organization_id: str, file_name: str, prefix: str) -> str: + """Normalize file path to match blob storage structure.""" + if file_name.startswith(f"{prefix}/"): + return file_name + return f"{prefix}/{organization_id}/{file_name}" diff --git a/backend/data_summary/config.py b/backend/data_summary/config.py new file mode 100644 index 00000000..89368fc4 --- /dev/null +++ b/backend/data_summary/config.py @@ -0,0 +1,36 @@ +import os +from dataclasses import dataclass + +@dataclass(frozen=True) +class AzureOpenAIConfig: + endpoint: str + api_key: str + api_version: str + deployment_name: str + +def get_azure_openai_config(deployment_name: str = "gpt-4.1") -> AzureOpenAIConfig: + """Fetch required Azure OpenAI config from environment variables. + + Raises: + RuntimeError: If one or more required environment variables are missing or empty. + + Returns: + AzureOpenAIConfig: Fully initialized configuration object. + """ + required_env_vars = ["O1_ENDPOINT", "O1_KEY"] + + env_values = {var: os.getenv(var, "").strip() for var in required_env_vars} + + missing = [var for var, value in env_values.items() if not value] + if missing: + raise RuntimeError( + f"Missing required environment variables: {', '.join(missing)}. " + "Please set them before running this program." + ) + + return AzureOpenAIConfig( + endpoint=env_values["O1_ENDPOINT"], + api_key=env_values["O1_KEY"], + api_version="2025-04-01-preview", # TODO Update the version in the infra + deployment_name=deployment_name + ) diff --git a/backend/data_summary/custom_prompts.py b/backend/data_summary/custom_prompts.py new file mode 100644 index 00000000..2c436c53 --- /dev/null +++ b/backend/data_summary/custom_prompts.py @@ -0,0 +1,8 @@ + +BUSINESS_DESCRIPTION = """ +Provide high-level business descriptions for datasets in an Excel file, utilizing pandasAI to assist in analysis. +- Analyze the provided Excel file using pandasAI. +- Generate a concise, overview-style explanation. +- Summarize what dataset contains and its general purpose within the organization. +- After analyzing dataset, validate that the description is business-focused, clear, and accessible to non-technical stakeholders; revise if necessary before finalizing. +""" \ No newline at end of file diff --git a/backend/data_summary/file_utils.py b/backend/data_summary/file_utils.py new file mode 100644 index 00000000..a3437143 --- /dev/null +++ b/backend/data_summary/file_utils.py @@ -0,0 +1,84 @@ +import csv, os, logging +from typing import Optional, Tuple +from pandasai import DataFrame as PAIDF +import pandas as pd +import io +import tempfile +import shutil + +logger = logging.getLogger("datasummary.file_utils") + +def detect_extension(path: str) -> str: + return os.path.splitext(path)[1].lower() + +def try_read_csv_preview(path: str, nrows: int = 5) -> Optional[pd.DataFrame]: + encodings = ["utf-8", "latin-1", "cp1252", "iso-8859-1"] + delimiters = [",", ";", "\t", "|"] + for enc in encodings: + for sep in delimiters: + try: + df = pd.read_csv(path, encoding=enc, sep=sep, nrows=nrows) + if df is not None and df.shape[1] > 1: + return df + except Exception: + continue + try: + with open(path, "r", encoding="utf-8", errors="ignore") as f: + sample = f.read(4096) + try: + sep = csv.Sniffer().sniff(sample).delimiter + except Exception: + sep = "," + return pd.read_csv(path, sep=sep, nrows=nrows, encoding="utf-8", engine="python") + except Exception as e: + logger.warning("CSV preview failed: %s", e) + return None + +def try_read_excel_preview(path: str, nrows: int = 5) -> Optional[pd.DataFrame]: + try: + pd.ExcelFile(path) # validate file + for header in [0, 1, 2, None]: + try: + df = pd.read_excel(path, sheet_name=0, header=header, nrows=nrows) + cols = [str(c) for c in df.columns] + if not df.empty and not all(c.startswith("Unnamed:") for c in cols): + return df + except Exception: + continue + except Exception as e: + logger.warning("Excel preview failed: %s", e) + return None + +def read_full_dataframe(path: str) -> pd.DataFrame: + if detect_extension(path) == ".csv": + try: + return pd.read_csv(path) + except Exception: + return pd.read_csv(path, engine="python") + return pd.read_excel(path) + +def read_preview(path: str) -> Tuple[Optional[pd.DataFrame], bool]: + ext = detect_extension(path) + if ext == ".csv": + return try_read_csv_preview(path), True + return try_read_excel_preview(path), False + +def to_pandasai_dataframe(df: pd.DataFrame): + df = df.copy() + df.columns = df.columns.astype(str) + df.columns = [c.strip().replace("\n", " ").replace("\r", " ") for c in df.columns] + + return PAIDF(df) + +def reduce_dataframe_for_fallback(df: pd.DataFrame, max_rows: int = 1000) -> PAIDF: + if df.shape[0] > max_rows: + df = df[:max_rows] + logger.info("DataFrame truncated to %d rows for LLM processing", max_rows) + return to_pandasai_dataframe(df) + +def bytesio_to_tempfile(byte_data: io.BytesIO, suffix: str) -> str: + temp = tempfile.NamedTemporaryFile(delete=False, suffix=suffix) + byte_data.seek(0) # rewind + shutil.copyfileobj(byte_data, temp) + temp.close() + return str(temp.name) # full path to the temp file \ No newline at end of file diff --git a/backend/data_summary/llm.py b/backend/data_summary/llm.py new file mode 100644 index 00000000..9c214203 --- /dev/null +++ b/backend/data_summary/llm.py @@ -0,0 +1,27 @@ +from abc import ABC, abstractmethod +from pandasai_openai import AzureOpenAI as PandasAIAzureOpenAI +import pandasai as pai + +class LLMClient(ABC): + @abstractmethod + def summarize_dataframe(self, df, prompt: str) -> str: ... + +class PandasAIClient(LLMClient): + def __init__(self, azure_endpoint: str, api_key: str, api_version: str, deployment_name: str): + self._llm = PandasAIAzureOpenAI( + azure_endpoint=azure_endpoint, + api_token=api_key, + deployment_name=deployment_name, + api_version=api_version, + ) + pai.config.set({ + "llm": self._llm, + "save_logs": False, + "save_charts": False, + "return_code": False, + "enable_charts": False, + "verbose": False, + }) + + def summarize_dataframe(self, df, prompt: str) -> str: + return df.chat(prompt) \ No newline at end of file diff --git a/backend/data_summary/summarize.py b/backend/data_summary/summarize.py new file mode 100644 index 00000000..6e6a3589 --- /dev/null +++ b/backend/data_summary/summarize.py @@ -0,0 +1,131 @@ +import logging +from typing import Optional +import pandas as pd +import re +from .llm import LLMClient +from .file_utils import read_preview, read_full_dataframe, to_pandasai_dataframe, reduce_dataframe_for_fallback +import unicodedata + +logger = logging.getLogger("datasummary.summarize") + +DEFAULT_PROMPT = """You are a data analyst providing file descriptions for automated file selection. +Task: Examine the Excel file and provide a brief description (2-3 sentences) covering: +Content Type: What kind of data this file contains (e.g., sales records, customer list, inventory data, financial statements) +Key Dimensions: Main data categories/columns (do not include details of individual rows or columns, just summarize the categories) and rough size (number of rows/records) +Time Scope: Date range covered, if applicable +Output: Plain text description only. +Purpose: Help a coding agent understand what each file contains without opening it, enabling efficient file selection for analysis tasks.""" + +FALLBACK_PROMPT = """ +Analyze the data and provide a brief explanation of the file in 2 sentences, focusing on optimized computations. +""" + +STALL_MSG = "Unfortunately, I was not able to get your answer. Please try again." + + +def _manual_description(df: pd.DataFrame) -> str: + df = df.dropna(how="all").dropna(axis=1, how="all") + n_rows, n_cols = df.shape + cols = [str(c).strip().replace("\n", " ").replace("\r", " ") for c in df.columns] + patterns = [] + for col in cols[:5]: + s = df[col].dropna() + if s.empty: + continue + dt = str(s.dtype) + if "int" in dt or "float" in dt: + patterns.append(f"{col} ranges {s.min()}–{s.max()}") + elif "datetime" in dt: + patterns.append(f"{col} spans {s.min()}–{s.max()}") + else: + vc = s.value_counts() + if not vc.empty: + patterns.append(f"{col} often '{vc.index[0]}'") + if len(patterns) >= 2: + break + cols_text = f" Columns: {', '.join(cols)}." if n_cols <= 12 else "" + pat_text = f" Notable: {', '.join(patterns)}." if patterns else "" + return f"This file is a tabular dataset likely used for exploratory analysis or reporting with {n_rows} rows × {n_cols} columns.{cols_text}{pat_text}" + + +def sanitize_metadata_value(value: str) -> str: + """ + Sanitize string for Azure Blob metadata values. + - Removes non-ASCII control characters. + - Converts spaces (including non-breaking spaces) to underscores. + - Collapses multiple underscores. + - Trims leading/trailing underscores. + - Truncates to Azure's 8KB max value length. + """ + if not isinstance(value, str): + value = str(value) + + value = unicodedata.normalize("NFKC", value) + + value = re.sub(r"[\x00-\x1F\x7F]", "", value) + + value = value.replace("\u00a0", " ") + + value = re.sub(r"[^\x20-\x7E]", "", value) + + value = re.sub(r"_+", "_", value) + + value = value.strip("_") + + return value[:8192] + + +def create_description( + path: str, llm: LLMClient, prompt: str = DEFAULT_PROMPT, max_retries: int = 3 +) -> dict: + try: + preview, _ = read_preview(path) + if preview is not None: + logger.info("Preview columns: %s", list(preview.columns)) + logger.info("Preview shape: %s", preview.shape) + + full_df = read_full_dataframe(path) + pai_df = to_pandasai_dataframe(full_df) + + last_err: Optional[Exception] = None + for attempt in range(1, max_retries + 1): + try: + if attempt == 1: + resp = llm.summarize_dataframe(pai_df, prompt) + description_source = "primary_llm" + if attempt == 2: + pai_df = reduce_dataframe_for_fallback(pai_df) + resp = llm.summarize_dataframe(pai_df, prompt) + description_source = "primary_llm_fallback" + else: + resp = llm.summarize_dataframe(pai_df, FALLBACK_PROMPT) + description_source = "secondary_llm_fallback" + + + # Handle PandasAI StringResponse + if hasattr(resp, "value"): + resp = resp.value + elif hasattr(resp, "__str__"): + resp = str(resp) + + text = (resp or "").strip() + if not text or text == STALL_MSG: + logger.warning("LLM stall/empty on attempt %d", attempt) + continue + + # Optional: sanitize for Azure metadata if needed + safe_text = sanitize_metadata_value(text) + logger.info("Sanitized metadata: %s", safe_text) + + return {"file_description": safe_text, "source": description_source} + except Exception as e: + logger.exception("LLM error attempt %d: %s", attempt, e) + last_err = e + + logger.warning("Falling back to manual description.") + manual_description = _manual_description(full_df) + return {"file_description": sanitize_metadata_value(manual_description), "source": "manual_summary" } + + except Exception as e: + logger.exception("Critical error in create_description: %s", e) + return f"Error processing file: {e}" diff --git a/backend/financial_agent_utils/curation_report_config.py b/backend/financial_agent_utils/curation_report_config.py new file mode 100644 index 00000000..6b968759 --- /dev/null +++ b/backend/financial_agent_utils/curation_report_config.py @@ -0,0 +1,10 @@ +#################################### +# Curation report config +#################################### + +ALLOWED_CURATION_REPORTS = ["Ecommerce", "Monthly_Economics", "Weekly_Economics", "Company_Analysis", "Home_Improvement"] + +WEEKLY_CURATION_REPORT = ['Weekly_Economics'] +MONTHLY_CURATION_REPORT = ['Monthly_Economics', 'Ecommerce', 'Company_Analysis', 'Home_Improvement'] + +NUM_OF_QUERIES = 3 \ No newline at end of file diff --git a/backend/financial_agent_utils/curation_report_tools/__init__.py b/backend/financial_agent_utils/curation_report_tools/__init__.py new file mode 100644 index 00000000..e69de29b diff --git a/backend/financial_agent_utils/curation_report_tools/web_search.py b/backend/financial_agent_utils/curation_report_tools/web_search.py new file mode 100644 index 00000000..99d51cf3 --- /dev/null +++ b/backend/financial_agent_utils/curation_report_tools/web_search.py @@ -0,0 +1,150 @@ +from typing import Literal, Optional, List +import requests +from pydantic import BaseModel, HttpUrl +import logging +from pathlib import Path +from pydantic_settings import BaseSettings +import os +# Configure logging +logging.basicConfig( + level=logging.INFO, + format='%(asctime)s - %(name)s - %(levelname)s - %(message)s' +) +logger = logging.getLogger(__name__) + +# search default setting +class SearchSettings(BaseSettings): + SEARCH_API_ENDPOINT: HttpUrl = os.getenv("INVITATION_LINK") + "/api/web-search" + class Config: + env_prefix = "SEARCH_" # Allow override with env vars like SEARCH_MAX_RESULTS + +search_settings = SearchSettings() + +class SearchResult(BaseModel): + title: str + date: Optional[str] # date is optional because it is not always available + url: str + content: str + +class SearchResponse(BaseModel): + query: str + results: List[SearchResult] + +class CustomSearchClient: + """Client for performing web searches using a custom search endpoint. + + Attributes: + endpoint (str): The search API endpoint + """ + + def __init__(self, endpoint: str = search_settings.SEARCH_API_ENDPOINT): + self.endpoint = endpoint + + def search(self, + query: str, + max_results: int = 2, + search_days: int = 15, + search_mode: Literal["news", "web"] = "news", + include_domains: Optional[List[str]] = None, + **kwargs) -> SearchResponse: + """ + Perform a web search using the custom endpoint. + + Args: + query (str): Search query + max_results (int): Maximum number of results to return + search_days (int): Number of days to search back + search_mode (Literal["news", "web"]): The type of search to perform + include_domains (Optional[List[str]]): List of domains to include in the search + **kwargs: Additional parameters to pass to the search endpoint + + Returns: + SearchResponse: Search results in a format similar to Tavily's response + """ + if not query.strip(): + raise ValueError("The search query must be non-empty.") + if search_days < 0: + search_days = 15 + + payload = { + "query": query, + "mode": search_mode, + "max_results": max_results, + "search_days": search_days, + "include_domains": include_domains, + } + + try: + response = requests.post(self.endpoint, json=payload) + response.raise_for_status() + return SearchResponse(**response.json()) + except requests.exceptions.HTTPError as e: + logger.error(f"HTTP error occurred: {e}") + raise + except requests.exceptions.ConnectionError as e: + logger.error(f"Connection error occurred: {e}") + raise + except requests.exceptions.Timeout as e: + logger.error(f"Timeout error occurred: {e}") + raise + except requests.exceptions.RequestException as e: + logger.error(f"An error occurred: {e}") + raise + except ValueError as e: + logger.error(f"Error parsing search response: {e}") + raise + + def format_results_for_llm(self, results: List[SearchResponse]) -> str: + """Format search results for LLM consumption. + + Args: + results: List of search responses to format + + Returns: + Formatted string containing all search results + """ + formatted = [] + + for query_result in results: + formatted.extend([ + f"\nSearch Query: {query_result.query}\n", + "-" * 80, + self._format_individual_results(query_result.results) + ]) + + return "\n".join(formatted) + + def _format_individual_results(self, results: List[SearchResult]) -> str: + """Helper method to format individual search results. + + Args: + results: List of individual search results to format + + Returns: + Formatted string containing the results + """ + formatted = [] + + for idx, result in enumerate(results, 1): + formatted.extend([ + f"Result {idx}:", + f"Title: {result.title}", + f"Date: {result.date}", + f"URL: {result.url}", + "\nContent:", + f"{result.content}\n", + "-" * 40 + ]) + + return "\n".join(formatted) + +if __name__ == "__main__": + # Test the client + try: + client = CustomSearchClient() + query = "Who won the 2024 presidential election?" + + results = client.search(query = query, max_results=4, search_mode="news", search_days=-1) + print(client.format_results_for_llm([results])) + except Exception as e: + logger.error(f"Test failed: {str(e)}") \ No newline at end of file diff --git a/backend/financial_agent_utils/curation_report_utils.py b/backend/financial_agent_utils/curation_report_utils.py new file mode 100644 index 00000000..3b89e5aa --- /dev/null +++ b/backend/financial_agent_utils/curation_report_utils.py @@ -0,0 +1,29 @@ +######################### +# Curation Report Generator +######################### +# get the current month and year to format Month_Year.html +from datetime import datetime +current_month = datetime.now().strftime("%B") +current_year = datetime.now().strftime("%Y") + + +REPORT_TOPIC_PROMPT_DICT = { + "Ecommerce": f"Please provide an ecommerce report for {current_month} {current_year}", + "Monthly_Economics": f"Please provide an economics report for {current_month} {current_year}", + "Weekly_Economics": f"Please provide an economics report for this week", + "Home_Improvement": f"Please provide a home improvement report for {current_month} {current_year}", + "Company_Analysis": f"Please provide a company analysis report in {current_month} {current_year} for company_name" +} + + +class ReportGenerationError(Exception): + """Base exception for report generation errors""" + pass + +class InvalidReportTypeError(ReportGenerationError): + """Raised when report type is invalid""" + pass + +class StorageError(ReportGenerationError): + """Raised when storage operations fail""" + pass \ No newline at end of file diff --git a/backend/financial_doc_processor.py b/backend/financial_doc_processor.py new file mode 100644 index 00000000..ef39d5ee --- /dev/null +++ b/backend/financial_doc_processor.py @@ -0,0 +1,1575 @@ +# document_processor.py + +import os +import logging +import base64 +import uuid +import shutil +from pathlib import Path +from collections import defaultdict +import markdown2 +from typing import Dict, List, Any +from datetime import datetime, timezone, timedelta + +import pandas as pd +import fitz +from dotenv import load_dotenv +from azure.storage.blob import BlobServiceClient, ContentSettings +from reportlab.lib.pagesizes import letter +from reportlab.platypus import SimpleDocTemplate, Paragraph +from reportlab.lib.styles import getSampleStyleSheet +from urllib.parse import urlparse, unquote + +from utils import convert_html_to_pdf +from app_config import BLOB_CONTAINER_NAME, PDF_PATH +from shared import clients +from _secrets import get_secret + +# Load environment variables +load_dotenv() + + +# Retrieve the connection string for Azure Blob Storage from secrets +try: + BLOB_CONNECTION_STRING = get_secret("storageConnectionString") + + if not BLOB_CONNECTION_STRING: + raise ValueError( + "The connection string for Azure Blob Storage (BLOB_CONNECTION_STRING): '{BLOB_CONNECTION_STRING}' is not set. Please ensure it is correctly configured." + ) + + logging.info("Successfully retrieved Blob connection string.") + # Validate that the connection string is available + +except Exception as e: + logging.error("Error retrieving the connection string for Azure Blob Storage.") + logging.debug(f"Detailed error: {e}") # Log detailed errors at the debug level + raise + +# Retrieve the Blob container name from environment variables +BLOB_CONTAINER_NAME = os.getenv("BLOB_CONTAINER_NAME") +if not BLOB_CONTAINER_NAME: + raise ValueError( + "The Blob container name (BLOB_CONTAINER_NAME) is not set. Please ensure it is correctly configured." + ) + +# Retrieve the Financial Agent Container name from environment variables +FINANCIAL_AGENT_CONTAINER = os.getenv("FINANCIAL_AGENT_CONTAINER") +if not FINANCIAL_AGENT_CONTAINER: + raise ValueError( + "The Financial Agent Container name (FINANCIAL_AGENT_CONTAINER) is not set. Please ensure it is correctly configured." + ) + + +# configure logging +logging.basicConfig( + level=logging.INFO, format="%(asctime)s - %(name)s - %(levelname)s - %(message)s" +) +logger = logging.getLogger(__name__) + + +def get_downloaded_files(equity_id: str, filing_type: str): + filings_dir = os.path.join(os.getcwd(), "sec-edgar-filings", equity_id, filing_type) + # reformat the directory path to be a valid path + + if not os.path.exists(filings_dir): + logger.warning(f"The directory {filings_dir} does not exist") + return None + # Walk through all subdirectories + for root, dirs, files in os.walk(filings_dir): + # Find the primary-document.html file + for file in files: + # Look specifically for primary-document.html + if file == "primary-document.html": + return os.path.join(root, file) + logger.warning(f"No primary-document.html file found for {equity_id} {filing_type}") + return None + + +def collect_filing_documents( + EQUITY_IDS: List[str], FILING_TYPES: List[str], get_downloaded_files: callable +) -> Dict[str, Dict[str, str]]: + """ + Collect filing documents for multiple equities and filing types and convert to PDF. + """ + if not EQUITY_IDS: + raise ValueError("EQUITY_IDS list cannot be empty") + if not FILING_TYPES: + raise ValueError("FILING_TYPES list cannot be empty") + + document_paths: Dict[str, Dict[str, str]] = defaultdict(dict) + + try: + for equity in EQUITY_IDS: + logger.info(f"Processing equity: {equity}") + + for filing_type in FILING_TYPES: + try: + logger.debug(f"Fetching {filing_type} for {equity}") + html_path = get_downloaded_files(equity, filing_type) + + if html_path: + # Convert HTML path to PDF path + pdf_path = Path(html_path).with_suffix(".pdf") + + # Convert HTML to PDF + success = convert_html_to_pdf( + input_path=html_path, output_path=pdf_path + ) + + if success: + document_paths[equity][filing_type] = str(pdf_path) + logger.debug( + f"Converted and stored PDF for {equity} {filing_type}: {pdf_path}" + ) + else: + logger.warning( + f"Failed to convert {filing_type} for {equity}" + ) + else: + logger.warning(f"No {filing_type} document found for {equity}") + + except Exception as e: + logger.error( + f"Error processing {filing_type} for {equity}: {str(e)}" + ) + continue + + if not document_paths[equity]: + logger.warning(f"No documents found for equity: {equity}") + + except Exception as e: + logger.error(f"Unexpected error during document collection: {str(e)}") + raise + + return dict(document_paths) + + +def validate_document_paths(document_paths: Dict[str, Dict[str, str]]) -> bool: + """ + Validate the collected document paths. + + Args: + document_paths (Dict[str, Dict[str, str]]): Collected document paths + + Returns: + bool: True if validation passes, False otherwise + """ + + try: + # Check if any documents were collected + if not document_paths: + logger.error("No documents were collected") + return False + + # Validate each path exists OR path does not end with .pdf + for equity, filings in document_paths.items(): + if not filings: + logger.warning(f"No filings found for equity {equity}") + continue + + for filing_type, path in filings.items(): + logger.info(f"Checking PDF requirements for {equity} {filing_type} ") + if not str(path).lower().endswith(".pdf"): + logger.error( + f"file for {equity} {filing_type} is not a PDF: {path}" + ) + logger.info(f"PDF found for {equity}") + + if not Path(path).exists(): + logger.error(f"File not found for {equity} {filing_type}: {path}") + return False + return True + + except Exception as e: + logger.error(f"Error during validation: {str(e)}") + return False + + +# Create directory if it does not exist +def ensure_directory_exists(directory_path): + path = Path(directory_path) + if not path.exists(): + path.mkdir(parents=True, exist_ok=True) + print(f"Directory created: {directory_path}") + else: + print(f"Directory already exists: {directory_path}") + + +# Convert pages from PDF to images +def extract_pdf_pages_to_images(pdf_path, image_dir): + # Validate image_out directory exists + doc_id = str(uuid.uuid4()) + image_out_dir = os.path.join(image_dir, doc_id) + ensure_directory_exists(image_out_dir) + + # Open the PDF file and iterate pages + print("Extracting images from PDF...") + try: + pdf_document = fitz.open(pdf_path) + except Exception as e: + logger.error(f"Error opening PDF: {str(e)}") + return None + + # get the file name without extension + file_name = os.path.splitext(os.path.basename(pdf_path))[0] + + for page_number in range(len(pdf_document)): + page = pdf_document.load_page(page_number) + image = page.get_pixmap() + image_out_file = os.path.join( + image_out_dir, f"{file_name}_{page_number + 1}.png" + ) + image.save(image_out_file) + + pdf_document.close() + return doc_id + + +# save the summary to pdf to upload to blob later +def save_str_to_pdf(text: str, output_path: str) -> None: + """ + Save a given text string to a PDF file with full Unicode support using ReportLab. + + Args: + text (str): The text content to be saved in the PDF. + output_path (str): The file path where the PDF will be saved. + + Raises: + Exception: If there is an error during the PDF creation or saving process. + """ + try: + # Create the PDF document + doc = SimpleDocTemplate( + output_path, + pagesize=letter, + rightMargin=72, + leftMargin=72, + topMargin=72, + bottomMargin=72, + ) + + # Create the story (content) + styles = getSampleStyleSheet() + story = [] + + # Add the text as a paragraph + para = Paragraph(text, styles["Normal"]) + story.append(para) + + # Build the PDF + doc.build(story) + + logger.info(f"PDF saved successfully to {output_path}") + + except Exception as e: + logger.error(f"Error saving PDF: {str(e)}") + raise + + +def remove_directory(directory_path): + try: + if os.path.exists(directory_path): + shutil.rmtree(directory_path) + print(f"Directory '{directory_path}' has been removed successfully.") + else: + print(f"Directory '{directory_path}' does not exist.") + except Exception as e: + print(f"An error occurred while removing the directory: {e}") + + +def reset_local_dirs(): + if os.path.exists("json"): + remove_directory("json") + if os.path.exists("images"): + remove_directory("images") + if os.path.exists("pdf"): + remove_directory("pdf") + + +def create_document_paths( + output_path: str, equity_name: str, financial_type: str +) -> dict: + """ + Create a document paths dictionary structure compatible with upload_to_blob function. + + Args: + output_path (str): Path to the document (e.g., 'pdf/10-K_AAPL_summary.pdf') + equity_name (str): Name of the equity (e.g., 'AAPL') + financial_type (str): Type of financial document (e.g., '10-K') + + Returns: + dict: Nested dictionary structure for upload_to_blob function + + Example: + >>> path = 'pdf/10-K_AAPL_summary.pdf' + >>> create_document_paths(path, 'AAPL', '10-K') + { + 'AAPL': { + '10-K': 'pdf/10-K_AAPL_summary.pdf' + } + } + """ + return {equity_name: {financial_type: output_path}} + + +def markdown_to_html(markdown_text: str, output_file: str): + """Convert markdown to HTML using markdown2""" + # Define CSS styles + css_styles = """ + + """ + + html_content = markdown2.markdown(markdown_text, extras=["tables"]) + + # Combine CSS with HTML content + final_html = f""" + + + + + {css_styles} + + + {html_content} + + + """ + + # Create output directory if it doesn't exist + Path(output_file).parent.mkdir(parents=True, exist_ok=True) + with open(output_file, "w", encoding="utf-8") as f: + f.write(final_html) + + +class BlobStorageError(Exception): + """Base exception for blob storage operations""" + + pass + + +class BlobConnectionError(BlobStorageError): + """Failed to connect to blob storage""" + + pass + + +class ContainerNotFoundError(BlobStorageError): + """Container not found in blob storage""" + + pass + + +class BlobAuthenticationError(BlobStorageError): + """Authentication failed for blob storage""" + + pass + + +class BlobNotFoundError(BlobStorageError): + """Blob not found in storage""" + + pass + + +class BlobUploadError(BlobStorageError): + """Failed to upload blob""" + + pass + + +class BlobDownloadError(BlobStorageError): + """Failed to download blob""" + + pass + + +# class to catch metadata error +class BlobMetadataError(BlobStorageError): + """Failed to retrieve metadata""" + + pass + + +class ReportGenerationError(Exception): + """Base exception for report generation errors""" + + pass + + +class InvalidReportTypeError(ReportGenerationError): + """Raised when report type is invalid""" + + pass + + +class StorageError(ReportGenerationError): + """Raised when storage operations fail""" + + pass + + +class BlobStorageManager: + def __init__(self, blob_base_folder: str = "financial"): + try: + self.blob_service_client = BlobServiceClient.from_connection_string( + BLOB_CONNECTION_STRING + ) + self.container_client = self.blob_service_client.get_container_client( + BLOB_CONTAINER_NAME + ) + + self.container_client_financial = ( + self.blob_service_client.get_container_client(FINANCIAL_AGENT_CONTAINER) + ) + self.container_client_user_documents = ( + self.blob_service_client.get_container_client("user-documents") + ) + self.blob_base_folder = "financial" + except ValueError as e: + raise BlobConnectionError(f"Invalid connection string: {str(e)}") + except Exception as e: + raise BlobConnectionError(f"Failed to initialize blob storage: {str(e)}") + + def get_rpcontent_from_blob_path(self, blob_path: str) -> str: + """ + Get report content from blob path. + + Args: + blob_path (str): Path to the blob, e.g. 'Reports/Curation_Reports/Ecommerce/December_2024.html' + """ + try: + # Remove any leading/trailing slashes + clean_path = blob_path.strip("/") + + logger.info(f"Attempting to access blob at path: {clean_path}") + + blob_client = self.container_client_financial.get_blob_client(clean_path) + + if not blob_client.exists(): + logger.error(f"Blob not found: {clean_path}") + raise BlobDownloadError(f"Blob not found at path: {clean_path}") + + downloaded_blob = blob_client.download_blob() + return downloaded_blob.content_as_text() + + except Exception as e: + logger.exception(f"Error accessing blob at {blob_path}") + raise BlobDownloadError(f"Failed to download blob: {str(e)}") + + # todo: double check this function + def _get_blob_path_parts_from_url(self, url: str) -> List[str]: + """ + Get the blob path parts from a given URL. + """ + parsed_url = urlparse(url) + return parsed_url.path.lstrip("/").split("/") + + def _fix_space_issue_in_blob_path(self, blob_path: str) -> str: + """ + Fix the space encoding issues in the blob path by: + 1. Converting %20 back to spaces + 2. Converting other URL-encoded characters back to their original form + + Args: + blob_path (str): The encoded blob path + + Returns: + str: The decoded blob path with proper spaces + """ + + # Use urllib.parse.unquote to decode URL-encoded characters + decoded_path = unquote(blob_path) + return decoded_path + + def download_blob_from_a_link(self, url: str, filename: str = None): + """ + Download a document from a given blob URL and save it to the downloads directory. + + Args: + url (str): The full Azure blob storage URL + filename (str, optional): Name for the downloaded file. If not provided, + will be extracted from the URL + + Returns: + None + """ + + try: + url = self._fix_space_issue_in_blob_path(url) + parsed_url = urlparse(url) + + # Split the path into parts + path_parts = parsed_url.path.lstrip("/").split("/") + + # Get blob path + blob_path = "/".join(path_parts[1:]) + + # If filename not provided, use the last part of the blob path + if not filename: + filename = os.path.basename(blob_path) + + # Create downloads directory in project root + downloads_dir = os.path.join(os.getcwd(), "blob_downloads") + os.makedirs(downloads_dir, exist_ok=True) + + # Construct the full local path + local_data_path = os.path.join(downloads_dir, filename) + + # Get the blob client + blob_client = self.container_client_financial.get_blob_client(blob_path) + metadata = blob_client.get_blob_properties().metadata + # Download the blob + with open(local_data_path, "wb") as file: + download_stream = blob_client.download_blob() + file.write(download_stream.readall()) + + logger.info(f"Successfully downloaded blob to {local_data_path}") + return True, metadata + + except Exception as e: + logger.error(f"Failed to download blob: {str(e)}") + return False, None + + def download_documents( + self, + equity_name: str, + financial_type: str, + exclude_summary: bool = True, + local_data_path: str = PDF_PATH, + ) -> List[str]: + """ + Download documents from blob storage. + + Args: + equity_name (str): Name of the equity + financial_type (str): Type of financial document + exclude_summary (bool): Whether to exclude summary documents + local_data_path (str): Local path to save documents + + Returns: + List[str]: List of downloaded file paths + + Raises: + BlobAuthenticationError: If authentication fails + BlobNotFoundError: If no documents are found + BlobDownloadError: If download fails + OSError: If local file operations fail + """ + downloaded_files = [] + try: + # Create local directory + try: + os.makedirs(local_data_path, exist_ok=True) + except OSError as e: + raise OSError(f"Failed to create local directory: {str(e)}") + + base_path = f"{self.blob_base_folder}/{financial_type}" + + try: + # List all blobs + all_blobs = list( + self.container_client.list_blobs(name_starts_with=base_path) + ) + except Exception as e: + raise BlobNotFoundError(f"Failed to list blobs: {str(e)}") + + # Filter for exact equity name matches + import re + + equity_pattern = re.compile( + f"{re.escape(base_path)}/{re.escape(equity_name)}(_summary)?\.pdf$" + ) + + filtered_blobs = [ + blob + for blob in all_blobs + if equity_pattern.match(blob.name) + and (not exclude_summary or "_summary" not in blob.name) + ] + + if not filtered_blobs: + raise BlobNotFoundError( + f"No matching documents found for {equity_name}" + ) + + logger.info( + f"Found {len(filtered_blobs)} matching documents for {equity_name}" + ) + + for blob in filtered_blobs: + try: + logger.info(f"Downloading {blob.name}") + blob_client = self.container_client.get_blob_client(blob.name) + file_name = f"{financial_type}_{os.path.basename(blob.name)}" + local_file_path = os.path.join(local_data_path, file_name) + + with open(local_file_path, "wb") as file: + data = blob_client.download_blob() + file.write(data.readall()) + + downloaded_files.append(local_file_path) + logger.info(f"Successfully downloaded: {file_name}") + except OSError as e: + logger.error(f"Error downloading {blob.name}: {str(e)}") + raise OSError(f"Failed to write file {local_file_path}: {str(e)}") + except Exception as e: + logger.error(f"Error downloading {blob.name}: {str(e)}") + raise BlobDownloadError(f"Failed to download {blob.name}: {str(e)}") + + except Exception as e: + logger.error(f"Error in blob storage operations: {str(e)}") + raise + + return downloaded_files + + def get_document_metadata(self, remote_file_path: str) -> dict: + """Retrieve metadata for a specific blob from defined container in env + + Args: + remote_file_path (str): Path to the blob in blob storage + + Returns: + dict: Metadata of the blob + + Raises: + BlobMetadataError: If there is an error retrieving metadata + Example: + metadata = doc_processor.get_document_metadata('financial/10-K/AAPL.pdf') + print(metadata) + """ + + try: + blob_client = self.container_client_financial.get_blob_client( + remote_file_path + ) + blob_properties = blob_client.get_blob_properties() + return blob_properties.metadata + except Exception as e: + raise BlobMetadataError( + f"Error retrieving metadata for {remote_file_path}: {str(e)}" + ) + + # make sure the document_paths is a dict with the structure of create_document_paths + def upload_to_blob( + self, + document_paths: dict = None, + metadata: dict = None, + file_path: str = None, + blob_folder: str = None, + container: str = None, # temp fix for the container name + ) -> Dict: + """ + Upload files to Azure Blob Storage. Can handle either a document_paths dictionary + or a single file path. + + Args: + document_paths (dict, optional): Nested dictionary with equity IDs and their filing types + file_path (str, optional): Direct path to a file to upload + blob_folder (str, optional): Custom folder path in blob storage (defaults to self.blob_base_folder) + + Returns: + dict: Dictionary of upload results + """ + if not document_paths and not file_path: + raise ValueError("Either document_paths or file_path must be provided") + + if document_paths and file_path: + raise ValueError("Cannot provide both document_paths and file_path") + try: + blob_sas_token = get_secret("blobSasToken") + if not blob_sas_token: + raise ValueError( + "The SAS token for Azure Blob Storage (blob_sas_token) is not set. Please ensure it is correctly configured." + ) + + logging.info("Successfully retrieved Blob SAS token.") + # Validate that the SAS token is available + + except Exception as e: + logging.error("Error retrieving the SAS token for Azure Blob Storage.") + logging.debug( + f"Detailed error: {e}" + ) # Log detailed errors at the debug level + raise + # Handle single file upload + if file_path: + if not os.path.exists(file_path): + raise FileNotFoundError(f"File not found: {file_path}") + + try: + # Use provided blob folder or default to base folder + base_folder = blob_folder if blob_folder else self.blob_base_folder + blob_path = f"{base_folder}/{os.path.basename(file_path)}" + # set the content type based on the file extension + if blob_path.endswith(".pdf"): + content_type = "application/pdf" + elif blob_path.endswith(".html"): + content_type = "text/html" + elif blob_path.endswith(".txt"): + content_type = "text/plain" + else: + content_type = "application/octet-stream" + with open(file_path, "rb") as data: + try: + if container == os.getenv("BLOB_CONTAINER_NAME"): + container_client = self.container_client + elif container == "user-documents": + container_client = self.container_client_user_documents + else: + container_client = self.container_client_financial + + container_client.upload_blob( + name=blob_path, + data=data, + overwrite=True, + content_settings=ContentSettings( + content_type=content_type + ), + metadata=metadata, + ) + except Exception as e: + raise BlobUploadError(f"Failed to upload {blob_path}: {str(e)}") + + # get the blob url for the uploaded file + blob_url = f"{self.blob_service_client.url}{container}/{blob_path}?{blob_sas_token}" + + result = { + "status": "success", + "blob_path": blob_path, + "blob_url": blob_url, + "metadata": metadata, + } + logger.info(f"Document has been uploaded to {blob_path}") + return result + + except Exception as e: + result = {"status": "failed", "error": str(e)} + logger.error(f"Failed to upload file {file_path}: {str(e)}") + return result + + # Handle document_paths dictionary upload (original functionality) + if not isinstance(document_paths, dict): + raise ValueError("document_paths must be a dictionary") + try: + blob_sas_token = get_secret("blobSasToken") + if not blob_sas_token: + raise ValueError( + "The SAS token for Azure Blob Storage (blob_sas_token) is not set. Please ensure it is correctly configured." + ) + + logging.info("Successfully retrieved Blob SAS token.") + # Validate that the SAS token is available + + except Exception as e: + logging.error("Error retrieving the SAS token for Azure Blob Storage.") + logging.debug( + f"Detailed error: {e}" + ) # Log detailed errors at the debug level + raise + upload_results = {} + for equity, filings in document_paths.items(): + upload_results[equity] = {} + for filing_type, document_path in filings.items(): + try: + if not os.path.exists(document_path): + raise FileNotFoundError(f"File not found: {document_path}") + + blob_path = ( + f"{self.blob_base_folder}/{filing_type}/{equity}_summary.pdf" + if "summary" in document_path + else f"{self.blob_base_folder}/{filing_type}/{equity}.pdf" + ) + + # set the content type based on the file extension + if blob_path.endswith(".pdf"): + content_type = "application/pdf" + elif blob_path.endswith(".html"): + content_type = "text/html" + elif blob_path.endswith(".txt"): + content_type = "text/plain" + else: + content_type = "application/octet-stream" + + with open(document_path, "rb") as data: + try: + self.container_client_financial.upload_blob( + name=blob_path, + data=data, + overwrite=True, + content_settings=ContentSettings( + content_type=content_type + ), + metadata=metadata, + ) + except Exception as e: + raise BlobUploadError( + f"Failed to upload {blob_path}: {str(e)}" + ) + + # get the blob url for the uploaded file + blob_url = f"{self.blob_service_client.url}{os.getenv('FINANCIAL_AGENT_CONTAINER')}/{blob_path}?{blob_sas_token}" + upload_results[equity][filing_type] = { + "status": "success", + "blob_path": blob_path, + "blob_url": blob_url, + "metadata": metadata, + } + logger.info(f"Document has been uploaded to {blob_path}") + except Exception as e: + upload_results[equity][filing_type] = { + "status": "failed", + "error": str(e), + } + logger.error(f"Failed to upload {equity} {filing_type}: {str(e)}") + return upload_results + + def list_blobs_in_container( + self, + container_name: str, + prefix: str = None, + include_metadata: str = "no", + max_results: int = None, + ) -> List[Dict[str, Any]]: + """ + List blobs in a container with filtering and metadat + + Args: + container_name(str): Name of the container to list blobs from + prefix(str, optional): Filter results to blob with this prefix + include_metadata(str, optional): Include metadata in results + max_results (int, optional): Maximum number of results to return + + Returns: + List[Dict[str, Any]]: List of blobs information dictionaries containing + - name: Blob name + - size: size in bytes + - created_on: Creation timestamp + - last_modified: Last modified timestamp + - content_type: MIME type of the blob + - metadata: Blob metadata if include_metadata is True + - url: Blob URL + + Raises: + ValueError: If container_name is empty or max_results is invalid + ContainerNotFoundError: if container doesn't exist + BlobAuthenticationError: if authentication fails + """ + if not container_name or not container_name.strip(): + raise ValueError("Container name is required and cannot be empty") + + if max_results is not None and max_results <= 0: + raise ValueError("max_results must be greater than 0") + + try: + container_client = self.blob_service_client.get_container_client( + container_name + ) + + # Verify container exists + if not container_client.exists(): + raise ContainerNotFoundError(f"Container not found: {container_name}") + + # build list params + list_params = { + "name_starts_with": prefix if prefix else None, + "results_per_page": max_results, + } + + # list blobs with params + blob_list = [] + blobs = container_client.list_blobs( + **{k: v for k, v in list_params.items() if v is not None} + ) + + for blob in blobs: + blob_info = { + "name": blob.name, + "size": blob.size, + "created_on": blob.creation_time.isoformat(), + "last_modified": blob.last_modified.isoformat(), + "content_type": blob.content_settings.content_type, + "url": f"{self.blob_service_client.url}{container_name}/{blob.name}", + } + if include_metadata == "yes": + try: + blob_client = container_client.get_blob_client(blob.name) + properties = blob_client.get_blob_properties() + blob_info["metadata"] = properties.metadata + except Exception as e: + logger.warning( + f"Failed to retrieve metadata for {blob.name}: {str(e)}" + ) + blob_info["metadata"] = None + + blob_list.append(blob_info) + + if max_results and len(blob_list) >= max_results: + break + + return blob_list + + except Exception as e: + if "AuthenticationFailed" in str(e): + raise BlobAuthenticationError( + f"Error authenticating with blob storage: {str(e)}" + ) + logger.error(f"Error listing blobs in container: {str(e)}") + raise + + def list_blobs_in_container_for_upload_files( + self, + container_name: str, + prefix: str = None, + include_metadata: str = "no", + max_results: int = None, + ) -> List[Dict[str, Any]]: + """ + List blobs in a container with optional filtering by prefix and metadata inclusion. + + Args: + container_name (str): Name of the container to list blobs from. + prefix (str, optional): Only include blobs whose names start with this prefix. Defaults to None. + include_metadata (str, optional): If 'yes', include blob metadata in the results. Defaults to 'no'. + max_results (int, optional): Maximum number of results to return. If None, returns all results. + + Returns: + List[Dict[str, Any]]: List of dictionaries with blob information. Each dictionary contains: + - name (str): Blob name + - size (int): Size in bytes + - created_on (str): Creation timestamp (ISO format) + - last_modified (str): Last modified timestamp (ISO format) + - content_type (str): MIME type of the blob + - url (str): Blob URL + - metadata (dict, optional): Blob metadata if include_metadata is 'yes' + + Raises: + ValueError: If container_name is empty or max_results is invalid. + ContainerNotFoundError: If the container does not exist. + BlobAuthenticationError: If authentication fails. + """ + if not container_name or not container_name.strip(): + raise ValueError("Container name is required and cannot be empty") + + if max_results is not None and max_results <= 0: + raise ValueError("max_results must be greater than 0") + + try: + container_client = self.blob_service_client.get_container_client( + container_name + ) + + # Verify container exists + if not container_client.exists(): + raise ContainerNotFoundError(f"Container not found: {container_name}") + + # Build list params + list_params = { + "name_starts_with": prefix if prefix else None, + "results_per_page": max_results, + } + + # List blobs with params + blob_list = [] + blobs = container_client.list_blobs( + **{k: v for k, v in list_params.items() if v is not None} + ) + + # If a prefix is passed (e.g. organization_files//), explicitly filter out blobs that start exactly with that prefix. + effective_prefix = prefix if prefix else "" + + for blob in blobs: + if effective_prefix and not blob.name.startswith(effective_prefix): + continue + blob_info = { + "name": blob.name, + "size": blob.size, + "created_on": blob.creation_time.isoformat(), + "last_modified": blob.last_modified.isoformat(), + "content_type": blob.content_settings.content_type, + "url": f"{self.blob_service_client.url}{container_name}/{blob.name}", + } + if include_metadata == "yes": + try: + blob_client = container_client.get_blob_client(blob.name) + properties = blob_client.get_blob_properties() + blob_info["metadata"] = properties.metadata + except Exception as e: + logger.warning( + f"Failed to retrieve metadata for {blob.name}: {str(e)}" + ) + blob_info["metadata"] = None + + blob_list.append(blob_info) + + if max_results is not None and len(blob_list) >= max_results: + break + + return blob_list + + except Exception as e: + if "AuthenticationFailed" in str(e): + raise BlobAuthenticationError( + f"Error authenticating with blob storage: {str(e)}" + ) + logger.error(f"Error listing blobs in container: {str(e)}") + raise + + def list_blobs_in_container_paginated( + self, + container_name: str, + prefix: str = None, + include_metadata: str = "no", + page_size: int = 10, + page: int = 1, + continuation_token: str = None, + ) -> Dict[str, Any]: + """ + List blobs in a container with proper pagination support using continuation tokens. + + Args: + container_name (str): Name of the container to list blobs from + prefix (str, optional): Filter results to blob with this prefix + include_metadata (str, optional): Include metadata in results ("yes" or "no") + page_size (int): Number of results per page (default: 10, max: 100) + page (int): Page number (1-based, default: 1) + continuation_token (str, optional): Token for continuing pagination from a specific point + + Returns: + Dict[str, Any]: Dictionary containing: + - blobs: List of blob information dictionaries + - current_page: Current page number + - page_size: Number of results per page + - total_count: Total number of blobs (estimated) + - has_more: Whether there are more results available + - next_continuation_token: Token for the next page (if available) + - total_pages: Estimated total pages (if total_count is available) + + Raises: + ValueError: If container_name is empty or page_size is invalid + ContainerNotFoundError: If container doesn't exist + BlobAuthenticationError: If authentication fails + """ + if not container_name or not container_name.strip(): + raise ValueError("Container name is required and cannot be empty") + + if page_size <= 0 or page_size > 100: + raise ValueError("page_size must be between 1 and 100") + + if page < 1: + raise ValueError("page must be greater than 0") + + try: + container_client = self.blob_service_client.get_container_client(container_name) + + # Verify container exists + if not container_client.exists(): + raise ContainerNotFoundError(f"Container not found: {container_name}") + + # Build list params + list_params = { + "name_starts_with": prefix if prefix else None, + "results_per_page": page_size, + } + + # List blobs with params + blobs = container_client.list_blobs( + **{k: v for k, v in list_params.items() if v is not None} + ) + + # Get pages iterator + pages = blobs.by_page(continuation_token=continuation_token) + + # For page-based navigation (when no continuation_token is provided) + if not continuation_token and page > 1: + # Skip to the desired page + for _ in range(page - 1): + try: + next(pages) + except StopIteration: + # No more pages available + return { + "blobs": [], + "current_page": page, + "page_size": page_size, + "total_count": 0, + "has_more": False, + "next_continuation_token": None, + "total_pages": 0 + } + + # Get the current page + try: + current_page_data = next(pages) + blob_list = [] + + for blob in current_page_data: + blob_info = { + "name": blob.name, + "size": blob.size, + "created_on": blob.creation_time.isoformat(), + "last_modified": blob.last_modified.isoformat(), + "content_type": blob.content_settings.content_type, + "url": f"{self.blob_service_client.url}{container_name}/{blob.name}", + } + + if include_metadata == "yes": + try: + blob_client = container_client.get_blob_client(blob.name) + properties = blob_client.get_blob_properties() + blob_info["metadata"] = properties.metadata + except Exception as e: + logger.warning( + f"Failed to retrieve metadata for {blob.name}: {str(e)}" + ) + blob_info["metadata"] = None + + blob_list.append(blob_info) + + # Check if there are more pages + next_continuation_token = None + has_more = False + try: + next_page = next(pages) + has_more = True + next_continuation_token = next_page.continuation_token if hasattr(next_page, 'continuation_token') else None + except StopIteration: + has_more = False + + # Estimate total count (this is approximate since Azure Blob Storage doesn't provide exact counts efficiently) + # We can only provide an estimate based on what we know + estimated_total = len(blob_list) + if has_more: + estimated_total = page * page_size + 1 # At least one more page exists + elif page > 1: + estimated_total = (page - 1) * page_size + len(blob_list) + + estimated_total_pages = max(1, (estimated_total + page_size - 1) // page_size) if estimated_total > 0 else 0 + + return { + "blobs": blob_list, + "current_page": page, + "page_size": page_size, + "total_count": estimated_total, + "has_more": has_more, + "next_continuation_token": next_continuation_token, + "total_pages": estimated_total_pages + } + + except StopIteration: + # No data for this page + return { + "blobs": [], + "current_page": page, + "page_size": page_size, + "total_count": 0, + "has_more": False, + "next_continuation_token": None, + "total_pages": 0 + } + + except Exception as e: + if "AuthenticationFailed" in str(e): + raise BlobAuthenticationError( + f"Error authenticating with blob storage: {str(e)}" + ) + logger.error(f"Error listing blobs in container with pagination: {str(e)}") + raise + + def list_blobs_in_container_for_upload_files_paginated( + self, + container_name: str, + prefix: str = None, + include_metadata: str = "no", + page_size: int = 10, + page: int = 1, + continuation_token: str = None, + ) -> Dict[str, Any]: + """ + List blobs in a container for upload files with proper pagination support using continuation tokens. + This method includes additional filtering logic for upload files. + + Args: + container_name (str): Name of the container to list blobs from + prefix (str, optional): Filter results to blob with this prefix + include_metadata (str, optional): Include metadata in results ("yes" or "no") + page_size (int): Number of results per page (default: 10, max: 100) + page (int): Page number (1-based, default: 1) + continuation_token (str, optional): Token for continuing pagination from a specific point + + Returns: + Dict[str, Any]: Dictionary containing: + - blobs: List of blob information dictionaries + - current_page: Current page number + - page_size: Number of results per page + - total_count: Total number of blobs (estimated) + - has_more: Whether there are more results available + - next_continuation_token: Token for the next page (if available) + - total_pages: Estimated total pages (if total_count is available) + + Raises: + ValueError: If container_name is empty or page_size is invalid + ContainerNotFoundError: If container doesn't exist + BlobAuthenticationError: If authentication fails + """ + if not container_name or not container_name.strip(): + raise ValueError("Container name is required and cannot be empty") + + if page_size <= 0 or page_size > 100: + raise ValueError("page_size must be between 1 and 100") + + if page < 1: + raise ValueError("page must be greater than 0") + + try: + container_client = self.blob_service_client.get_container_client(container_name) + + # Verify container exists + if not container_client.exists(): + raise ContainerNotFoundError(f"Container not found: {container_name}") + + # Build list params + list_params = { + "name_starts_with": prefix if prefix else None, + "results_per_page": page_size, + } + + # List blobs with params + blobs = container_client.list_blobs( + **{k: v for k, v in list_params.items() if v is not None} + ) + + # Get pages iterator + pages = blobs.by_page(continuation_token=continuation_token) + + # Effective prefix for additional filtering (from original method) + effective_prefix = prefix if prefix else "" + + # For page-based navigation (when no continuation_token is provided) + if not continuation_token and page > 1: + # Skip to the desired page + for _ in range(page - 1): + try: + next(pages) + except StopIteration: + # No more pages available + return { + "blobs": [], + "current_page": page, + "page_size": page_size, + "total_count": 0, + "has_more": False, + "next_continuation_token": None, + "total_pages": 0 + } + + # Get the current page + try: + current_page_data = next(pages) + blob_list = [] + + for blob in current_page_data: + # Apply the same prefix filtering as the original method + if effective_prefix and not blob.name.startswith(effective_prefix): + continue + + blob_info = { + "name": blob.name, + "size": blob.size, + "created_on": blob.creation_time.isoformat(), + "last_modified": blob.last_modified.isoformat(), + "content_type": blob.content_settings.content_type, + "url": f"{self.blob_service_client.url}{container_name}/{blob.name}", + } + + if include_metadata == "yes": + try: + blob_client = container_client.get_blob_client(blob.name) + properties = blob_client.get_blob_properties() + blob_info["metadata"] = properties.metadata + except Exception as e: + logger.warning( + f"Failed to retrieve metadata for {blob.name}: {str(e)}" + ) + blob_info["metadata"] = None + + blob_list.append(blob_info) + + # Check if there are more pages + next_continuation_token = None + has_more = False + try: + next_page = next(pages) + has_more = True + next_continuation_token = next_page.continuation_token if hasattr(next_page, 'continuation_token') else None + except StopIteration: + has_more = False + + # Estimate total count (this is approximate since Azure Blob Storage doesn't provide exact counts efficiently) + estimated_total = len(blob_list) + if has_more: + estimated_total = page * page_size + 1 # At least one more page exists + elif page > 1: + estimated_total = (page - 1) * page_size + len(blob_list) + + estimated_total_pages = max(1, (estimated_total + page_size - 1) // page_size) if estimated_total > 0 else 0 + + return { + "blobs": blob_list, + "current_page": page, + "page_size": page_size, + "total_count": estimated_total, + "has_more": has_more, + "next_continuation_token": next_continuation_token, + "total_pages": estimated_total_pages + } + + except StopIteration: + # No data for this page + return { + "blobs": [], + "current_page": page, + "page_size": page_size, + "total_count": 0, + "has_more": False, + "next_continuation_token": None, + "total_pages": 0 + } + + except Exception as e: + if "AuthenticationFailed" in str(e): + raise BlobAuthenticationError( + f"Error authenticating with blob storage: {str(e)}" + ) + logger.error(f"Error listing blobs in container for upload files with pagination: {str(e)}") + raise + + def delete_blob(self, blob_name: str, container_name: str) -> Dict[str, Any]: + """ + Delete a blob from Azure storage. + + Args: + blob_name (str): Name/path of the blob to delete + container_name (str): Name of the container + + Returns: + Dict[str, Any]: Status dictionary with success/error information + """ + try: + container_client = self.blob_service_client.get_container_client(container_name) + + # Check if container exists + if not container_client.exists(): + raise ContainerNotFoundError(f"Container not found: {container_name}") + + # Delete the blob + container_client.delete_blob(blob_name) + + logger.info(f"Successfully deleted blob '{blob_name}' from container '{container_name}'") + return { + "status": "success", + "message": f"Blob {blob_name} deleted successfully" + } + + except Exception as e: + if "BlobNotFound" in str(e): + logger.warning(f"Blob '{blob_name}' not found in container '{container_name}'") + return { + "status": "error", + "error": f"Blob not found: {blob_name}" + } + elif "AuthenticationFailed" in str(e): + raise BlobAuthenticationError( + f"Error authenticating with blob storage: {str(e)}" + ) + else: + logger.error(f"Error deleting blob '{blob_name}': {str(e)}") + return { + "status": "error", + "error": str(e) + } + + +from sec_edgar_downloader import Downloader +from utils import cleanup_resources + + +class FinancialDocumentProcessor: + def __init__(self): + self.dl = Downloader( + os.getenv("USER_AGENT_NAME", "SalesFactory"), + os.getenv("USER_AGENT_EMAIL", "nam.tran@salesfactory.com"), + ) + self.blob_manager = BlobStorageManager() + + def download_filing( + self, equity_id: str, filing_type: str, after_date: str = None + ) -> dict: + """ + Download a single SEC filing. + + Args: + equity_id (str): The equity identifier (e.g., 'AAPL') + filing_type (str): The type of filing (e.g., '10-K') + after_date (str): Date string in 'YYYY-MM-DD' format + + Returns: + dict: Status of the download operation + """ + try: + if after_date: + # Validate date format + try: + # Parse the input date + parsed_date = datetime.strptime(after_date, "%Y-%m-%d") + + # Ensure date is in UTC timezone + utc_date = parsed_date.replace(tzinfo=timezone.utc) + + # Convert to string format expected by SEC EDGAR + formatted_date = utc_date.strftime("%Y-%m-%d") + + # today + today = datetime.now(timezone.utc) + + # Add one day + tomorrow = today + timedelta(days=1) + + tomorrow_str = tomorrow.strftime("%Y-%m-%d") + + logger.info( + f"Downloading {filing_type} for {equity_id} after {formatted_date}" + ) + num_downloaded_file = self.dl.get( + filing_type, + equity_id, + limit=1, + download_details=True, + after=formatted_date, + before=tomorrow_str, # avoid afterdate is greater than before date error + ) + + if num_downloaded_file == 0: + return { + "status": "not_found", + "message": f"No {filing_type} found after {formatted_date} for {equity_id}", + "code": 404, + } + except ValueError as e: + return { + "status": "error", + "message": f"Error: {str(e)}", + "code": 400, + } + else: + logger.info(f"Downloading most recent {filing_type} for {equity_id}") + self.dl.get(filing_type, equity_id, limit=1, download_details=True) + + return { + "status": "success", + "message": f"Successfully downloaded {filing_type} for {equity_id}", + "code": 200, + } + except Exception as e: + logger.error(f"Download failed: {str(e)}") + return { + "status": "error", + "message": f"Failed to download {filing_type} for {equity_id}: {str(e)}", + "code": 500, + } + + def process_and_upload(self, equity_id: str, filing_type: str) -> dict: + """Process and upload a single document.""" + try: + document_paths = collect_filing_documents( + EQUITY_IDS=[equity_id], + FILING_TYPES=[filing_type], + get_downloaded_files=get_downloaded_files, + ) + + if not validate_document_paths(document_paths): + return { + "status": "error", + "message": "Document collection validation failed", + "code": 400, + } + + # add metadata to uploaded document + from datetime import datetime + + metadata = { + "equity_id": equity_id, + "filing_type": filing_type, + "uploaded_date": datetime.now().strftime("%Y-%m-%d"), + "source": "SEC EDGAR", + "document_id": str(uuid.uuid4()), + } + + results = self.blob_manager.upload_to_blob( + document_paths, metadata=metadata + ) + + equity_result = results.get(equity_id, {}) + filing_result = equity_result.get(filing_type, {}) + upload_successful = filing_result.get("status") == "success" + + if upload_successful: + if cleanup_resources(): + logger.info("Successfully cleaned up files") + else: + logger.warning("Failed to clean up files") + else: + logger.warning("Skipping cleanup as upload failed") + + return { + "status": "success" if upload_successful else "error", + "message": ( + "Document processed successfully" + if upload_successful + else "Upload failed" + ), + "results": results, + "code": 200 if upload_successful else 500, + } + except Exception as e: + logger.error(f"Processing failed: {str(e)}") + return { + "status": "error", + "message": f"Processing failed: {str(e)}", + "code": 500, + } diff --git a/backend/gallery/__init__.py b/backend/gallery/__init__.py new file mode 100644 index 00000000..e69de29b diff --git a/backend/gallery/blob_utils.py b/backend/gallery/blob_utils.py new file mode 100644 index 00000000..c2ba7a26 --- /dev/null +++ b/backend/gallery/blob_utils.py @@ -0,0 +1,368 @@ +from datetime import datetime, timezone, timedelta +from typing import Optional, List, Dict, Any +from email.utils import parsedate_to_datetime +from financial_doc_processor import BlobStorageManager +from logging import getLogger +from azure.storage.blob import BlobServiceClient, generate_blob_sas, BlobSasPermissions +from flask import current_app +import math + +logger = getLogger(__name__) + +class GalleryRetrievalError(Exception): + """Custom exception for gallery retrieval errors.""" + +_MIN = datetime.min.replace(tzinfo=timezone.utc) + +def _coerce_dt(value: Any) -> datetime: + """ + Coerce different date/time representations into a timezone-aware datetime (UTC). + Accepted inputs: + - datetime (aware or naive) + - int/float epoch (seconds or milliseconds) + - str in ISO-8601 (with or without 'Z'), RFC 1123, or numeric epoch + On failure, returns _MIN (datetime.min in UTC). + """ + if value is None: + return _MIN + + # Already a datetime + if isinstance(value, datetime): + return value if value.tzinfo else value.replace(tzinfo=timezone.utc) + + # Epoch number (seconds or milliseconds) + if isinstance(value, (int, float)): + try: + timestamp = value / 1000.0 if value > 1e12 else float(value) + return datetime.fromtimestamp(timestamp, tz=timezone.utc) + except Exception: + return _MIN + + # String inputs + if isinstance(value, str): + text = value.strip() + if not text: + return _MIN + + # Try ISO-8601 (handle trailing 'Z') + try: + normalized = text[:-1] + "+00:00" if text.endswith("Z") else text + parsed_iso = datetime.fromisoformat(normalized) + return parsed_iso if parsed_iso.tzinfo else parsed_iso.replace(tzinfo=timezone.utc) + except Exception: + pass + + # Try RFC 1123 (e.g., "Wed, 04 Sep 2024 13:22:10 GMT") + try: + parsed_rfc = parsedate_to_datetime(text) + return parsed_rfc if parsed_rfc.tzinfo else parsed_rfc.replace(tzinfo=timezone.utc) + except Exception: + pass + + # Try numeric epoch in string (seconds or milliseconds) + try: + # allow one decimal point + if text.replace(".", "", 1).isdigit(): + epoch_value = float(text) + if epoch_value > 1e12: # likely milliseconds + epoch_value = epoch_value / 1000.0 + return datetime.fromtimestamp(epoch_value, tz=timezone.utc) + except Exception: + pass + + return _MIN + +def _generate_sas_url(blob_name: str, container_name: str = "documents", expiry_hours: int = 24) -> Optional[str]: + """ + Generate a SAS URL for a blob with read permissions. + + Args: + blob_name: Name of the blob + container_name: Name of the container (default: "documents") + expiry_hours: Hours until the SAS URL expires (default: 24) + + Returns: + SAS URL string or None if generation fails + """ + try: + blob_service_client = BlobServiceClient.from_connection_string( + current_app.config["AZURE_STORAGE_CONNECTION_STRING"] + ) + account_name = blob_service_client.account_name + + sas_token = generate_blob_sas( + account_name=account_name, + container_name=container_name, + blob_name=blob_name, + account_key=blob_service_client.credential.account_key, + permission=BlobSasPermissions(read=True), + expiry=datetime.now(timezone.utc) + timedelta(hours=expiry_hours), + ) + + return f"https://{account_name}.blob.core.windows.net/{container_name}/{blob_name}?{sas_token}" + + except Exception as e: + logger.warning(f"Failed to generate SAS URL for blob {blob_name}: {e}") + return None + +def get_blobs_with_custom_filtering_paginated( + container_name: str, + prefix: str = None, + include_metadata: str = "no", + requested_page: int = 1, + requested_limit: int = 10, + filter_criteria: Optional[Dict[str, Any]] = None, + query: Optional[str] = None, + internal_page_size: int = 30 +) -> Dict[str, Any]: + """ + Get blobs with custom filtering and pagination. + + This function fetches blobs in pages of internal_page_size, applies filtering, + and builds custom pages that match the requested page size and number. + + Args: + container_name: Name of the container to list blobs from + prefix: Filter results to blob names starting with this prefix + include_metadata: Whether to include metadata ("yes" or "no") + requested_page: The page number the user wants (1-based) + requested_limit: Number of items per page the user wants + filter_criteria: Dict of metadata filters (e.g., {"user_id": "some_value"}) + query: Search string to match across name, content_type, and metadata + internal_page_size: Internal page size for fetching from blob storage (default: 30) + + Returns: + Dict containing paginated results with filtering applied + """ + try: + blob_storage_manager = BlobStorageManager() + all_filtered_items: List[Dict[str, Any]] = [] + continuation_token = None + current_page = 1 + max_pages_to_fetch = 100 # Safety limit to prevent infinite loops + + # Fetch pages until we have enough items for the requested page or hit max pages + while len(all_filtered_items) < (requested_page * requested_limit) and current_page <= max_pages_to_fetch: + try: + paginated_result = blob_storage_manager.list_blobs_in_container_for_upload_files_paginated( + container_name=container_name, + prefix=prefix, + include_metadata=include_metadata, + page_size=internal_page_size, + page=current_page, + continuation_token=continuation_token + ) + + raw_items = paginated_result.get("blobs", []) + + # Apply metadata filtering + if filter_criteria: + filtered_items = [] + for item in raw_items: + metadata = item.get("metadata", {}) + matches = True + for key, value in filter_criteria.items(): + if key not in metadata or str(metadata[key]).casefold() != str(value).casefold(): + matches = False + break + if matches: + filtered_items.append(item) + raw_items = filtered_items + + # Apply query filtering (search across name, content_type, metadata) + if query: + query_lower = query.lower() + filtered_items = [] + for item in raw_items: + # Check name + name_match = query_lower in item.get("name", "").lower() + # Check content_type + content_type_match = query_lower in item.get("content_type", "").lower() + # Check metadata + metadata_match = False + metadata = item.get("metadata", {}) + if metadata: + metadata_string = " ".join(f"{k}:{v}" for k, v in metadata.items()).lower() + metadata_match = query_lower in metadata_string + + if name_match or content_type_match or metadata_match: + filtered_items.append(item) + + raw_items = filtered_items + + all_filtered_items.extend(raw_items) + + # Check if we have more pages + if not paginated_result.get("has_more", False): + break + + continuation_token = paginated_result.get("next_continuation_token") + current_page += 1 + + except StopIteration: + # No more pages available + break + + # Calculate pagination for the filtered results + total_filtered_items = len(all_filtered_items) + total_pages = math.ceil(total_filtered_items / requested_limit) if total_filtered_items > 0 else 0 + + # Extract the specific page requested + start_index = (requested_page - 1) * requested_limit + end_index = start_index + requested_limit + page_items = all_filtered_items[start_index:end_index] + + # Generate SAS URLs for the items + for item in page_items: + blob_name = item.get("name") + if blob_name: + sas_url = _generate_sas_url(blob_name, container_name=container_name) + if sas_url: + item["url"] = sas_url + + return { + "blobs": page_items, + "current_page": requested_page, + "page_size": requested_limit, + "total_count": total_filtered_items, + "has_more": requested_page < total_pages, + "next_continuation_token": None, # Custom pagination doesn't use continuation tokens + "total_pages": total_pages + } + + except Exception as e: + logger.exception(f"Error in custom paginated blob retrieval: {e}") + raise GalleryRetrievalError(f"Failed to retrieve blobs with custom filtering: {str(e)}") + + +def get_gallery_items_by_org( + organization_id: str, + uploader_id: Optional[str] = None, + order: str = "newest", + query: Optional[str] = None, + page: int = 1, + limit: int = 10, + continuation_token: Optional[str] = None +) -> Dict[str, Any]: + """ + List the organization's blobs and apply server-side filtering/sorting with pagination. + - Filter by metadata.user_id == uploader_id (case-insensitive). + - Search by query across name, content_type, and serialized metadata. + - Sort by created_on (fallback: last_modified). order: 'newest' | 'oldest'. + - Apply pagination with page and limit parameters. + Returns a dictionary with items, total count, and pagination info. + """ + try: + items: List[Dict[str, Any]] = [] + prefix = f"organization_files/{organization_id}/generated_images" + + # Use custom filtering pagination if uploader_id or query is provided + if uploader_id or query: + filter_criteria = {"user_id": uploader_id} if uploader_id else None + + paginated_result = get_blobs_with_custom_filtering_paginated( + container_name="documents", + prefix=prefix, + include_metadata="yes", + requested_page=page, + requested_limit=limit, + filter_criteria=filter_criteria, + query=query + ) + else: + # Use the original paginated method when no filtering is needed + blob_storage_manager = BlobStorageManager() + paginated_result = blob_storage_manager.list_blobs_in_container_for_upload_files_paginated( + container_name="documents", + prefix=prefix, + include_metadata="yes", + page_size=limit, + page=page, + continuation_token=continuation_token + ) + + raw_items = paginated_result.get("blobs", []) + + for item in raw_items: + metadata = item.get("metadata") or {} + blob_name = item.get("name") + + # Generate SAS URL instead of using direct URL + sas_url = _generate_sas_url(blob_name, container_name="documents") if blob_name else None + + items.append({ + "name": blob_name, + "size": item.get("size"), + "content_type": item.get("content_type"), + "created_on": item.get("last_modified"), + "last_modified": item.get("last_modified"), + "metadata": metadata, + "url": sas_url or item.get("url") # Fallback to original URL if SAS generation fails + }) + + # Backend search is already handled in the custom function when query is provided, + # but we still need to apply it if we're using the original method + if query and not uploader_id: + query_list = ("" if query is None else str(query)).casefold() + filtered: List[Dict[str, Any]] = [] + for item in items: + name_ok = query_list in item.get("name", "").casefold() + content_type_ok = query_list in item.get("content_type", "").casefold() + metadata_string = " ".join(f"{k}:{v}" for k, v in item.get("metadata", {}).items()).casefold() + if name_ok or content_type_ok or (query_list in metadata_string): + filtered.append(item) + items = filtered + + # Stable sort by created_on, fallback last_modified; tie-breaker by name + def sort_key(it: Dict[str, Any]) -> datetime: + created = _coerce_dt(it.get("created_on")) + return created if created != _MIN else _coerce_dt(it.get("last_modified")) + + reverse = (order or "newest").lower() == "newest" + items.sort(key=lambda i: (sort_key(i), i.get("name", "")), reverse=reverse) + + # Apply pagination - for the original method, we may need to slice the results + total_items_after_filtering = len(items) + + if uploader_id or query: + # Custom pagination already handled the pagination + paginated_items = items + blob_pagination = { + "current_page": paginated_result.get("current_page", page), + "page_size": paginated_result.get("page_size", limit), + "total_count": paginated_result.get("total_count", total_items_after_filtering), + "has_more": paginated_result.get("has_more", False), + "next_continuation_token": paginated_result.get("next_continuation_token"), + "total_pages": paginated_result.get("total_pages", 1) + } + else: + # Original method - need to slice the results for pagination + start_index = (page - 1) * limit + end_index = start_index + limit + paginated_items = items + + blob_pagination = { + "current_page": paginated_result.get("current_page", page), + "page_size": paginated_result.get("page_size", limit), + "total_count": paginated_result.get("total_count", total_items_after_filtering), + "has_more": paginated_result.get("has_more", False), + "next_continuation_token": paginated_result.get("next_continuation_token"), + "total_pages": paginated_result.get("total_pages", 1) + } + + return { + "items": paginated_items, + "total": total_items_after_filtering, + "page": blob_pagination["current_page"], + "limit": blob_pagination["page_size"], + "total_pages": blob_pagination["total_pages"], + "has_next": blob_pagination["has_more"], + "has_prev": page > 1, + "next_continuation_token": blob_pagination["next_continuation_token"] + } + + except Exception as e: + logger.exception(f"Error retrieving gallery items for org {organization_id}: {e}") + raise GalleryRetrievalError( + f"Failed to retrieve gallery items for organization {organization_id}" + ) from e diff --git a/backend/images/Sales Factory Logo BW.jpg b/backend/images/Sales Factory Logo BW.jpg new file mode 100644 index 00000000..f6a6f725 Binary files /dev/null and b/backend/images/Sales Factory Logo BW.jpg differ diff --git a/backend/langchainadapters.py b/backend/langchainadapters.py index 74c1a81e..d40cb6c1 100644 --- a/backend/langchainadapters.py +++ b/backend/langchainadapters.py @@ -1,6 +1,7 @@ from typing import Any, Dict, List, Optional -from langchain.callbacks.base import BaseCallbackHandler -from langchain.schema import AgentAction, AgentFinish, LLMResult +from langchain_core.callbacks import BaseCallbackHandler +from langchain_core.outputs import LLMResult +from langchain_core.agents import AgentAction, AgentFinish def ch(text: str) -> str: s = text if isinstance(text, str) else str(text) diff --git a/backend/llm_config.py b/backend/llm_config.py new file mode 100644 index 00000000..74a78810 --- /dev/null +++ b/backend/llm_config.py @@ -0,0 +1,232 @@ +# llm_config.py +from azure.ai.inference import ChatCompletionsClient +from azure.ai.inference.models import SystemMessage, UserMessage +from pydantic import BaseModel, Field +from typing import Dict, Optional +import json +from openai import AzureOpenAI +from langchain_openai import AzureChatOpenAI +import os +from dotenv import load_dotenv +from prompts.summarization_reports.layout_template import report_structure +from azure.core.credentials import AzureKeyCredential +import re +load_dotenv() + + +class LLMConfig(BaseModel): + api_base: str = Field(default=os.getenv("AZURE_OPENAI_ENDPOINT")) + api_key: str = Field(default=os.getenv("AZURE_OPENAI_API_KEY")) + api_version: str = Field(default=os.getenv("AZURE_OPENAI_API_VERSION")) + model_name: str = Field(default=os.getenv("OPENAI_GPT_MODEL")) + + def __init__(self, **data): + super().__init__(**data) + if not self.api_base: + raise ValueError( + "Environment variable 'AZURE_OPENAI_ENDPOINT' is required." + ) + if not self.api_key: + raise ValueError("Environment variable 'AZURE_OPENAI_API_KEY' is required.") + if not self.api_version: + raise ValueError( + "Environment variable 'AZURE_OPENAI_API_VERSION' is required." + ) + if not self.model_name: + raise ValueError("Environment variable 'OPENAI_GPT_MODEL' is required.") + + class Config: + frozen = True # Makes the config immutable + + +class PromptTemplate(BaseModel): + image_analysis: str = Field( + default=""" + You are a professional document analyst tasked with creating clear, concise summaries. + + Guidelines: + - Focus on key information, main points, and essential details + - Use clear, professional language + - Maintain factual accuracy and objectivity + - Present information directly without meta-commentary + - Write in complete, well-structured sentences + - Exclude phrases like "this image shows" or "I can see" + - Make sure you capture all important financial figures + - Limit to 4-6 impactful sentences + + Format your response as a straightforward summary without any introductory or concluding remarks. + """ + ) + + final_summary: str = Field( + default=f""" + You are a professional financial analyst tasked with synthesizing multiple document sections into one cohesive summary. + + Guidelines: + - Create a flowing narrative that connects key points logically + - Maintain chronological or logical order where appropriate + - Ensure consistency in terminology and tone + - Write in a clear, professional style + - Emphasize key financial changes and figures using bold formatting. + + **IMPORTANT:** + - Please write the final summary in a well-structured markdown format + - Do not include any Markdown code fences (for example, ```markdown) before or after your final response. + + + Here is the report structure for 10Q/10K reports. Please follow this stucture whenever possible: + + <------- 10Q/10K REPORT STRUCTURE --------> + {report_structure} + <------- END OF 10Q/10K REPORT STRUCTURE --------> + """ + ) + + email_template: str = Field( + default=""" + Summarize the following report in to 3 main key points. + + I want to maintain the title of the report. + + You should include an intro text with just one sentence capture the main theme of the report, and tell them here are 3 key points of the reports. + + I also want to add a part 'Why it matters' at the end. + + Be concise and to the point. No more than 2 sentences per point. + + No need to include any citations or references. + + If there is any HTML tags, please remove them. + + Here is the report: + + {report_content} + """ + ) + + class Config: + frozen = True + + +class LLMManager: + def __init__(self): + self.prompts = PromptTemplate() + self._clients: Dict[str, AzureOpenAI | AzureChatOpenAI] = {} + self.config: Dict[str, LLMConfig] = { + "gpt4o": LLMConfig( + api_base=os.getenv("AZURE_OPENAI_ENDPOINT"), + api_key=os.getenv("AZURE_OPENAI_API_KEY"), + api_version=os.getenv("AZURE_OPENAI_API_VERSION"), + model_name=os.getenv("OPENAI_GPT_MODEL"), + ), + "embedding": LLMConfig( + api_base=os.getenv("AZURE_OPENAI_ENDPOINT"), + api_key=os.getenv("AZURE_OPENAI_API_KEY"), + api_version=os.getenv("AZURE_OPENAI_API_VERSION"), + model_name=os.getenv("AZURE_OPENAI_EMBEDDING_MODEL"), + ), + "o1": LLMConfig( + api_base=os.getenv("O1_ENDPOINT"), + api_key=os.getenv("O1_KEY"), + api_version="2024-12-01-preview", + model_name="o1", + ), + } + + def get_client( + self, client_type: str = "gpt4o", use_langchain: bool = False + ) -> AzureOpenAI | AzureChatOpenAI: + """Get or create an Azure OpenAI client + + Args: + client_type: Type of client to create ("gpt4o" or "embedding") + use_langchain: If True, returns a LangChain AzureChatOpenAI client instead of regular AzureOpenAI + """ + client_key = f"{client_type}_langchain" if use_langchain else client_type + + if client_key not in self._clients: + config = self.config[client_type] + if use_langchain: + self._clients[client_key] = AzureChatOpenAI( + openai_api_key=config.api_key, + openai_api_version=config.api_version, + azure_endpoint=config.api_base, + deployment_name=config.model_name, + ) + elif client_type == "o1": + self._clients[client_key] = AzureOpenAI( + azure_endpoint=config.api_base, + api_key=config.api_key, + api_version=config.api_version, + ) + else: + self._clients[client_key] = AzureOpenAI( + api_key=config.api_key, + api_version=config.api_version, + base_url=f"{config.api_base}/openai/deployments/{config.model_name}", + ) + return self._clients[client_key] + + def _get_deepseek_client(self, + endpoint: str = os.getenv("AZURE_INFERENCE_ENDPOINT") , + key: str = os.getenv("AZURE_INFERENCE_KEY")): + return ChatCompletionsClient( + endpoint=endpoint, + credential=AzureKeyCredential(key), + ) + + def get_deepseek_response(self, + system_prompt: str, + user_prompt: str, + model: str, + ): + client = self._get_deepseek_client() + response = client.complete( + messages=[ + SystemMessage(content=system_prompt), + UserMessage(content=user_prompt) + ], + max_tokens=2048, + model=model + ) + return self._remove_think_section(response.choices[0].message) + + def get_o1_response(self, + system_prompt: str, + user_prompt: str, + ): + client = self.get_client(client_type='o1', use_langchain=False) + response = client.chat.completions.create( + model="o1", + messages=[ + {"role": "system", "content": system_prompt}, + {"role": "user", "content": user_prompt} + ], + max_completion_tokens=10000, + stop=None, + stream=False + ) + return response.choices[0].message + + def _remove_think_section(self, response: str) -> str: + """Remove the think section from R1 model responses. + + Args: + response: The response string from the model + + Returns: + The response with think sections removed + """ + cleaned_content = re.sub(r".*?\n?", "", response, flags=re.DOTALL) + return cleaned_content + + def get_prompt(self, prompt_type: str) -> str: + """Get a prompt template by type""" + return getattr(self.prompts, prompt_type) + +if __name__ == "__main__": + llm_manager = LLMManager() + print(llm_manager.get_o1_response( + system_prompt="You are a helpful assistant.", + user_prompt="Imagine you're a devil and you want to prevent someone from being successful. What would you do?", + )) \ No newline at end of file diff --git a/backend/locustfile.py b/backend/locustfile.py new file mode 100644 index 00000000..4bb98120 --- /dev/null +++ b/backend/locustfile.py @@ -0,0 +1,206 @@ +import random +from locust import HttpUser, task, between + +class WebAppUser(HttpUser): + """ + Simulates a user's journey: creating resources and then deleting them. + """ + wait_time = between(1, 3) + + # --- Test Data --- + # IMPORTANT: Replace these with actual IDs and file names from your test environment. + test_user_id = "user-uuid-to-test" + test_organization_id = "org-uuid-to-test" + # This file MUST exist in your blob storage for the business-describe task to succeed. + test_file_name = "your_test_file.csv" + + auth_headers = { + "X-MS-CLIENT-PRINCIPAL-ID": "your-test-principal-id", + "X-MS-CLIENT-PRINCIPAL-NAME": "testuser@example.com" + } + + def on_start(self): + """Initializes lists to store created item IDs for each user.""" + self.created_report_ids = [] + self.created_invitation_ids = [] + # --- NEW --- + self.created_report_job_ids = [] + + + # ================================================================= + # == User Management Tasks + # ================================================================= + @task(10) + def check_user(self): + """Task to check/create the current authenticated user.""" + email_data = {"email": self.auth_headers["X-MS-CLIENT-PRINCIPAL-NAME"]} + self.client.post( + "/api/checkuser", + json=email_data, + headers=self.auth_headers, + name="/api/checkuser" + ) + + @task(5) + def update_user_put(self): + """Task to fully update a user's data using PUT.""" + user_data = { + "name": f"Updated Name {random.randint(1, 1000)}", + "role": random.choice(["admin", "user", "guest"]), + } + self.client.put( + f"/api/user/{self.test_user_id}", + json=user_data, + headers=self.auth_headers, + name="/api/user/[user_id]" + ) + + # ================================================================= + # == Report Management Tasks (Create -> Delete) + # ================================================================= + @task(5) + def create_report_and_save_id(self): + """Task to create a new report and save its ID for deletion.""" + report_type = random.choice(["curation", "companySummarization"]) + payload = { + "name": f"Locust Test Report - {random.randint(1, 9999)}", + "type": report_type, + "status": "active" + } + if report_type == "curation": + payload["category"] = "Ecommerce" + else: # companySummarization + payload["reportTemplate"] = "10-K" + payload["companyTickers"] = ["TSLA"] + + with self.client.post("/api/reports/", json=payload, headers=self.auth_headers, name="/api/reports/", catch_response=True) as response: + if response.ok: + try: + new_report = response.json() + if new_report and "id" in new_report: + self.created_report_ids.append(new_report["id"]) + except ValueError: + response.failure("Failed to parse JSON from create report response") + + @task(5) + def delete_created_report(self): + """Task to delete a report that was previously created by this user.""" + if self.created_report_ids: + report_to_delete = self.created_report_ids.pop() + self.client.delete( + f"/api/reports/{report_to_delete}", + headers=self.auth_headers, + name="/api/reports/[report_id]" + ) + + @task(10) + def get_all_reports(self): + """Task to get all reports.""" + self.client.get("/api/reports", headers=self.auth_headers, name="/api/reports") + + # ================================================================= + # == Invitation Management Tasks (Create -> Delete) + # ================================================================= + @task(4) + def create_invitation_and_save_id(self): + """Task to create an invitation and save its ID for deletion.""" + payload = { + "invitedUserEmail": f"locust.user.{random.randint(1, 99999)}@example.com", + "organizationId": self.test_organization_id, + "role": "user", + "nickname": f"Locust User {random.randint(1,100)}" + } + with self.client.post("/api/createInvitation", json=payload, headers=self.auth_headers, name="/api/createInvitation", catch_response=True) as response: + if response.ok: + try: + new_invitation = response.json() + if new_invitation and "id" in new_invitation: + self.created_invitation_ids.append(new_invitation["id"]) + except ValueError: + response.failure("Failed to parse JSON from create invitation response") + + @task(4) + def delete_created_invitation(self): + """Task to delete an invitation previously created by this user.""" + if self.created_invitation_ids: + invitation_to_delete = self.created_invitation_ids.pop() + self.client.delete( + "/api/deleteInvitation", + params={"invitationId": invitation_to_delete}, + headers=self.auth_headers, + name="/api/deleteInvitation" + ) + + @task(6) + def get_invitations(self): + """Task to get invitations for an organization.""" + self.client.get( + "/api/getInvitations", + params={"organizationId": self.test_organization_id}, + headers=self.auth_headers, + name="/api/getInvitations" + ) + + # ================================================================= + # == Report Job Management Tasks (NEW SECTION) + # ================================================================= + @task(4) + def create_report_job_and_save_id(self): + """Task to create a new report job and save its ID for later actions.""" + payload = { + "organization_id": self.test_organization_id, + "report_name": f"Locust Brand Analysis {random.randint(1, 9999)}", + "report_key": f"brand-analysis-{random.randint(1, 9999)}", + "params": {"source": "locust", "trigger_time": random.random()} + } + with self.client.post("/api/report-jobs", json=payload, headers=self.auth_headers, name="/api/report-jobs", catch_response=True) as response: + if response.ok: + try: + new_job = response.json() + if new_job and "id" in new_job: + self.created_report_job_ids.append(new_job["id"]) + except ValueError: + response.failure("Failed to parse JSON from create report job response") + + @task(8) + def list_report_jobs(self): + """Task to list report jobs for an organization, with optional filters.""" + params = { + "organization_id": self.test_organization_id, + "limit": random.randint(10, 100) + } + # ~33% of requests will include a status filter + if random.random() < 0.33: + allowed_statuses = ["SUCCEEDED", "RUNNING", "QUEUED", "FAILED"] + params["status"] = random.choice(allowed_statuses) + + self.client.get( + "/api/report-jobs", + params=params, + headers=self.auth_headers, + name="/api/report-jobs" # Name is kept generic for aggregation + ) + + @task(2) + def get_created_report_job(self): + """Task to fetch a single report job that was previously created.""" + if self.created_report_job_ids: + job_to_get = random.choice(self.created_report_job_ids) + self.client.get( + f"/api/report-jobs/{job_to_get}", + params={"organization_id": self.test_organization_id}, + headers=self.auth_headers, + name="/api/report-jobs/[job_id]" + ) + + @task(4) + def delete_created_report_job(self): + """Task to delete a report job previously created by this user.""" + if self.created_report_job_ids: + job_to_delete = self.created_report_job_ids.pop() + self.client.delete( + f"/api/report-jobs/{job_to_delete}", + params={"organization_id": self.test_organization_id}, + headers=self.auth_headers, + name="/api/report-jobs/[job_id]" + ) diff --git a/backend/models.py b/backend/models.py new file mode 100644 index 00000000..f9bef2bb --- /dev/null +++ b/backend/models.py @@ -0,0 +1,31 @@ +from flask_sqlalchemy import SQLAlchemy +from datetime import datetime + +db = SQLAlchemy() + + +class Organization(db.Model): + id = db.Column(db.Integer, primary_key=True) + name = db.Column(db.String(100), nullable=False) + subscription_plan = db.Column(db.String(50)) + created_at = db.Column(db.DateTime, default=datetime.utcnow) + users = db.relationship("User", backref="organization", lazy=True) + + +class User(db.Model): + id = db.Column(db.Integer, primary_key=True) + email = db.Column(db.String(120), unique=True, nullable=False) + azure_id = db.Column(db.String(200), unique=True, nullable=False) + is_owner = db.Column(db.Boolean, default=False) + organization_id = db.Column(db.Integer, db.ForeignKey("organization.id")) + onboarding_completed = db.Column(db.Boolean, default=False) + created_at = db.Column(db.DateTime, default=datetime.utcnow) + + +class Invitation(db.Model): + id = db.Column(db.Integer, primary_key=True) + email = db.Column(db.String(120), nullable=False) + organization_id = db.Column(db.Integer, db.ForeignKey("organization.id")) + token = db.Column(db.String(200), unique=True, nullable=False) + created_at = db.Column(db.DateTime, default=datetime.utcnow) + expired = db.Column(db.Boolean, default=False) diff --git a/backend/prompts/curation_reports/__init__.py b/backend/prompts/curation_reports/__init__.py new file mode 100644 index 00000000..e69de29b diff --git a/backend/prompts/curation_reports/company_analysis.py b/backend/prompts/curation_reports/company_analysis.py new file mode 100644 index 00000000..71140215 --- /dev/null +++ b/backend/prompts/curation_reports/company_analysis.py @@ -0,0 +1,209 @@ +report_structure = """ +This data driven report type is focused on analyzing a company's performance, strategic developments, and market position over the past month. + +The report should adhere to the following structure: + +1. **Introduction** (no research needed) + - Provide a brief overview of the company's industry and market position + - Offer context for understanding the key developments and performance metrics analyzed in the report + - Summarize key developments and performance metrics for the month +2. **Main Body**: + - Organize sections based on the following categories: + * **Financial Performance**: + - Overview of key financial metrics (e.g., revenue, profitability, cash flow). + - Analysis of any significant changes compared to previous months or quarters. + * **Challenges and Risk Analysis**: + - Identify major challenges faced by the company, such as operational, financial, or market-related risks. + - Include insights into how these challenges impact the company’s performance and potential strategies for mitigation. + * **Market and Competitor Analysis**: + - Evaluate market trends that influenced the company’s performance, such as shifts in customer demand or regulatory changes. + - Analyze the company’s position relative to key competitors, highlighting strengths, weaknesses, and recent developments. + * **Strategic Opportunities**: + - Highlight opportunities for growth, partnerships, or market expansion. + - Discuss strategic initiatives that could capitalize on these opportunities. + +3. **Conclusion**: + - Identification of potential opportunities and challenges moving forward + - Recommendations or implications for business leaders, CEOs. +""" + + +query_writer_instructions = """ + +Your goal is to generate targeted web search queries that will gather comprehensive information for writing a technical report section. + +Topic for this section: + +``` +{section_topic} +``` + +When generating {number_of_queries} search queries, ensure they: +1. Cover key aspects of the company analysis topic, such as: + - Recent financial performance (e.g., revenue, profitability, cash flow) + - Strategic developments (e.g., mergers, acquisitions, partnerships, product launches) + - Operational updates (e.g., major projects, process improvements, challenges) + - Industry trends and the company’s performance relative to competitors + - Market and customer dynamics, including sentiment or share shifts + +2. Include company-specific and industry-specific terms, relevant metrics, and time markers to refine the search (e.g., "Q4 2024," "December 2024"). + +3. Seek insights on: + - Comparisons of the company’s metrics to industry benchmarks or competitors + - The implications of strategic decisions, market trends, or operational changes + - Emerging opportunities and challenges facing the company in its industry + +4. Focus on credible sources, such as: + - The company’s official press releases, investor relations updates, and financial statements + - Reports and analysis from industry research firms or market analysts + - Reputable business news outlets and expert commentary + - Customer reviews or sentiment analysis if relevant to the section topic + +Your queries should be: +- Specific enough to avoid generic results +- Targeted to the company and its industry +- Diverse enough to cover all aspects of the section plan +""" + + +# Section writer instructions +section_writer_instructions = """ +You are an expert data-driven technical writer responsible for crafting one section of a Monthly Company Analysis Report. + +### Title of the section: + + +``` +{section_title} +``` + +### Topic for this section: + +``` +{section_topic} +``` + +### Guidelines for Writing: + +1. **Technical Accuracy:** + - Include specific metrics, dates, and key performance indicators (e.g., revenue, profitability, cash flow, market share). + - Reference concrete events (e.g., product launches, acquisitions, strategic partnerships, competitive moves). + - Cite official sources such as company press releases, financial reports, or credible industry analyses. + - Use precise business and industry terminology to maintain clarity and credibility. + +2. **Length and Style:** + - Limit the section to **80-120 words**. + - Maintain an analytical and professional tone; avoid opinionated or speculative language. + - Write in clear, concise language suitable for executives, analysts, and investors. + - Start with your **most important insight in bold**. + - Use short paragraphs (2-3 sentences) for better readability. + +3. **Structure:** + - Use `##` for the section title (Markdown format). + - Include only ONE of the following structural elements if relevant: + * A **focused Markdown table** summarizing key performance metrics or comparisons: + - Example: | Metric | Current Value | Change (%) | + * A **short Markdown list** (3-5 items): + - Use `*` or `-` for unordered lists. + - Use `1.` for ordered lists. + - Properly format and indent all structural elements. + +4. **Writing Approach:** + - Include at least one **specific example or case study** related to the company topic. + - Focus on actionable insights (e.g., implications of a strategic decision or performance trend). + - Avoid generalizations or excessive detail; prioritize clarity and conciseness. + - Begin directly with the content; avoid introductions or background that restates the title or topic. + - Emphasize the single most critical insight in your analysis. + - Do not include sources in the main content; list them in the sources section. + +5. **Sources:** + - Add a "Source" section before the sources list. + - Use the provided source material to support your analysis: + ``` + {context} + ``` + - List sources at the end in this format. YOU MUST STRICTLY FOLLOW THIS FORMAT + ``` + - : [Source](url) + ``` + + Here is a good example example: + ``` + Yoolax Smart Blinds Launches Exclusive Christmas Discounts: Up to 15% Off Now Through December 31, 2024 - Markets Insider: [Source](https://markets.businessinsider.com/news/stocks/yoolax-smart-blinds-launches-exclusive-christmas-discounts-up-to-15-off-now-through-december-31-2024-1034147545) + ``` + + This is a bad example: + ``` + Lantern AI Quiz Builder Reveals Key Insights to Boost Shopify Store Revenue : [Markets Insider](https://markets.businessinsider.com/news/stocks/lantern-ai-quiz-builder-reveals-key-insights-to-boost-shopify-store-revenue-1034142499) + ``` + +6. **Quality Checks:** +- Use only one structural element (table or list) where necessary. +- Start with **bold insight** to capture attention. +- Ensure your writing is concise, specific, and actionable. + +""" + +final_section_writer_instructions="""You are an expert data-driven technical writer crafting a section that synthesizes information from the rest of the report. + +Title of the section: +``` +{section_title} +``` + +Section description: +``` +{section_topic} +``` + +Available report content: +``` +{context} +``` + +1. Section-Specific Approach: + +For Introduction: +- Use # for report title (Markdown format). You must include a title for the report. +- The title should mention the month and year of the report along with the main theme of the company's performance. Example: + + +``` +{report_month_year}: Strategic Insights from XYZ Corporation's Monthly Performance +``` + +- 50-80 word limit +- Write in simple and clear language +- Focus on the purpose and scope of the report in 1-2 paragraphs +- Use a concise narrative arc to introduce the report +- Include NO structural elements (no lists or tables) +- No sources section needed + +For Conclusion/Summary: +- Use ## for section title (Markdown format) +- 80 - 120 word limit +- Leverage the insights from this report by identifying actionable strategies for business leaders, and CEOs to address risks and capitalize on trends. +- Highlight (bold) key takeaways and actionable insights. +- For comparative reports: + * Must include a focused comparison table using Markdown table syntax. + * Table should distill insights from the report. + * Keep table entries clear and concise. +- For non-comparative reports: + * Use ONLY ONE structural element IF it helps clarify points made in the report: + * Either a focused table summarizing key metrics or findings (using Markdown table syntax). + * Or a short list using proper Markdown list syntax: + - Use `*` or `-` for unordered lists. + - Use `1.` for ordered lists. + - Ensure proper indentation and spacing. +- End with actionable implications or recommendations. +- No sources section needed. + +3. Writing Approach: +- Prioritize concrete details over generalizations. +- Ensure every word contributes to clarity and precision. +- Focus on the single most critical insight for each section. + +4. Quality Checks: +- Use Markdown format. +- Do not include word count or any preamble in your response. +""" \ No newline at end of file diff --git a/backend/prompts/curation_reports/ecommerce.py b/backend/prompts/curation_reports/ecommerce.py new file mode 100644 index 00000000..fb591860 --- /dev/null +++ b/backend/prompts/curation_reports/ecommerce.py @@ -0,0 +1,203 @@ +# Structure +report_structure = """ +This data driven report type is focused on ecommerce trends and the industry news this month. + +The report shouild adhere to the following structure: + +1. **Introduction** (no research needed) + - Provide a brief overview of the ecommerce landscape + - Offer context for analyzing recent business trends + +2. **Main Body**: + - One dedicated section for each major ecommerce platform/company in this list: + * Overall industry trends, Amazon, Shopify, Walmart, Target, Home Depot, Lowe's + - Each section should examine the news and highlight any of the following: + * Tracking significant business events (funding, acquisitions, partnerships) + * Analyzing product launches and feature updates + * Shifts in market strategy and positioning + * Identifying emerging patterns across the industry + * Considering competitive responses and market dynamics + +3. No Main Body Sections other than the ones dedicated to each platform/company in the provided list + +4. Conclusion +- A timeline of key events across companies +- Analysis of emerging industry patterns +- Implications for the broader market""" + +query_writer_instructions=""" + +Your goal is to generate targeted web search queries that will gather comprehensive information for writing a technical report section. + +Topic for this section: + +``` +{section_topic} +``` + +When generating {number_of_queries} search queries, ensure they: +1. Cover key aspects of the eCommerce topic, such as: + - Recent business events (e.g, funding, mergers, acquisitions) + - Product launches and feature updates + - Shifts in market strategies and competitive positioning + - Emerging industry patterns or trends + - Customer behavior and technological adoption + +2. Include eCommerce-specific terms, company names, or platform features to refine the search + +3. Target recent information by including relevant time markers (e.g.,"Q4 2024", "December 2024") + +4. Seek insights on: + - Comparisions on differentiators between eCommerce plaforms or companies + - Implications of new strategies or technologies in the industry + +5. Focus on credible sources, such as: + - Official announcements, press releases + - Market research reports + - Blogs, forums, and articles on practical implementation or customer feedbacks + +Your queries should be: +- Specific enough to avoid generic results +- Targeted enough to the eCommerce industry and the topic +- Diverse enough to cover all aspects of the section plan +""" + +# Section writer instructions +section_writer_instructions = """ +You are an expert data-driven technical writer responsible for crafting one section of an eCommerce report. + +### Title of the section: +``` +{section_title} +``` + +### Topic for this section: +``` +{section_topic} +``` + +### Guidelines for Writing: + +1. **Technical Accuracy:** + - Include specific metrics, dates, and version numbers where applicable. + - Reference concrete business events (e.g., funding, partnerships, product launches). + - Cite official sources like press releases, financial reports, or industry studies. + - Use precise eCommerce terminology (e.g., platform names, market strategies). + +2. **Length and Style:** + - Limit the section to **80-120 words**. + - Avoid any marketing language; maintain a technical and analytical focus. + - Write in clear, simple language suitable for professional readers. + - Start with your **most important insight in bold**. + - Use short paragraphs (2-3 sentences) for better readability. + +3. **Structure:** + - Use `##` for the section title (Markdown format). + - Include only ONE of the following structural elements, if it clarifies your point: + * A **focused Markdown table** comparing 2-3 key metrics, features, or trends: + - Example: | Platform | Key Feature | Date | + * A **short Markdown list** (3-5 items): + - Use `*` or `-` for unordered lists. + - Use `1.` for ordered lists. + - Properly format and indent all structural elements. + +4. **Writing Approach:** + - Include at least one **specific example or case study** related to the eCommerce topic. + - Focus on concrete insights (e.g., measurable impacts of a strategy or feature). + - Prioritize clarity and conciseness—avoid generalizations or unnecessary details. + - Begin directly with the content; no preamble or introductions. + - Emphasize the single most important insight in your analysis. + - Don't include any sources in the content section. Save sources for the sources section. + +5. **Sources:** + - Add a "Source" section before the sources list. + - Use the provided source material to support your analysis: + ``` + {context} + ``` + - List sources at the end in this format. YOU MUST STRICTLY FOLLOW THIS FORMAT + ``` + - : [Source](url) + ``` + + Here is a good example example: + ``` + Yoolax Smart Blinds Launches Exclusive Christmas Discounts: Up to 15% Off Now Through December 31, 2024 - Markets Insider: [Source](https://markets.businessinsider.com/news/stocks/yoolax-smart-blinds-launches-exclusive-christmas-discounts-up-to-15-off-now-through-december-31-2024-1034147545) + ``` + + This is a bad example: + ``` + Lantern AI Quiz Builder Reveals Key Insights to Boost Shopify Store Revenue : [Markets Insider](https://markets.businessinsider.com/news/stocks/lantern-ai-quiz-builder-reveals-key-insights-to-boost-shopify-store-revenue-1034142499) + ``` + + - Include title, date, and URL for each source. + +6. **Quality Checks:** + - Strictly adhere to the **80-120 word count** (excluding title and sources). + - Use only one structural element (table or list) where necessary. + - Start with **bold insight** to capture attention. + - Ensure your writing is concise, specific, and actionable. +""" + + +final_section_writer_instructions="""You are an expert data-driven technical writer crafting a section that synthesizes information from the rest of the report. + +Title of the section: +``` +{section_title} +``` + +Section description: +``` +{section_topic} +``` + +Available report content: +``` +{context} +``` + +1. Section-Specific Approach: + +For Introduction: +- Use # for report title (Markdown format). You must include a title for the report +- The title should mention the month and year of the report along with the main ecommerce theme of the month. Here is an example" + +``` +{report_month_year}: eCommerce Trends to Kickstart the New Year +``` + +- 80-120 word limit +- Write in simple and clear language +- Focus on the core motivation for the report in 1-2 paragraphs +- Use a clear narrative arc to introduce the report +- Include NO structural elements (no lists or tables) +- No sources section needed + +For Conclusion/Summary: +- Use ## for section title (Markdown format) +- 100-120 word limit +- Leverage the insights in this report by aligning strategies with market trends, mitigating identified risks, and implementing recommended actions to drive immediate business impact. +- Highlight (bold) the actionable, insightful suggestions +- For comparative reports: + * Must include a focused comparison table using Markdown table syntax + * Table should distill insights from the report + * Keep table entries clear and concise +- For non-comparative reports: + * Only use ONE structural element IF it helps distill the points made in the report: + * Either a focused table comparing items present in the report (using Markdown table syntax) + * Or a short list using proper Markdown list syntax: + - Use `*` or `-` for unordered lists + - Use `1.` for ordered lists + - Ensure proper indentation and spacing +- End with specific next steps or implications +- No sources section needed + +3. Writing Approach: +- Use concrete details over general statements +- Make every word count +- Focus on your single most important point + +4. Quality Checks: +- Markdown format +- Do not include word count or any preamble in your response""" \ No newline at end of file diff --git a/backend/prompts/curation_reports/general.py b/backend/prompts/curation_reports/general.py new file mode 100644 index 00000000..55f9f709 --- /dev/null +++ b/backend/prompts/curation_reports/general.py @@ -0,0 +1,65 @@ + +# Prompt to generate a search query to help with planning the report outline +## general prompt: +report_planner_query_writer_instructions=""" +You are an expert technical writer, helping to plan a report. + +Current month and year: {today_date} + +The report will be focused on the following topic: + +``` +{topic} +``` + +The report structure will follow these guidelines: + +``` +{report_organization} +``` + +Your goal is to generate {number_of_queries} search queries that will help gather comprehensive information for planning the report sections. + +The query should: + +1. Be related to the topic +2. Help satisfy the requirements specified in the report organization + +Make the query specific enough to find high-quality, relevant sources while covering the breadth needed for the report structure.""" + +# Prompt generating the report outline +## general prompt: +report_planner_instructions=""" + +You are an expert technical writer, helping to plan a report. + +Your goal is to generate the outline of the sections of the report. + +The overall topic of the report is: + +``` +{topic} +``` + +The report should follow this organization: + +``` +{report_organization} +``` + +You should reflect on this information to plan the sections of the report: + +``` +{context} +``` + +Now, generate the sections of the report. Each section should have the following fields: + +- Name - Name for this section of the report. +- Description - Brief overview of the main topics and concepts to be covered in this section. +- Research - Whether to perform web research for this section of the report. +- Content - The content of the section, which you will leave blank for now. + +Consider which sections require web research. For example, introduction and conclusion will not require research because they will distill information from other parts of the report.""" + + diff --git a/backend/prompts/curation_reports/home_improvement.py b/backend/prompts/curation_reports/home_improvement.py new file mode 100644 index 00000000..7286b44f --- /dev/null +++ b/backend/prompts/curation_reports/home_improvement.py @@ -0,0 +1,213 @@ +report_structure = """ +This report type is focused on analyzing key trends, challenges, and opportunities in the home improvement sector over the past month. + +The report should adhere to the following structure: + +1. **Introduction** (no research needed) + - Provide a brief overview of the home improvement industry and its current market dynamics. + - Offer context for understanding the key trends, challenges, and opportunities analyzed in the report. + +2. **Main Body**: + - Organize sections based on the following categories: + * **Market Trends**: + - Overview of consumer behavior and demand for home improvement products and services. + - Analysis of significant trends, such as DIY vs. professional services, smart home integration, or sustainability-focused renovations. + * **Regional Highlights**: + - Focus primarily on the US market, but also include insights from other major markets. + - Key trends, policy changes, or regional challenges influencing home improvement markets. + * **Challenges and Risk Analysis**: + - Identify significant challenges impacting the industry, such as supply chain disruptions, labor shortages, or fluctuating material costs. + - Discuss potential implications for businesses and mitigation strategies. + * **Competitive and Industry Analysis**: + - Highlight major competitors and their strategic moves, such as product launches or market expansions. + - Include performance metrics, innovation, or industry-specific benchmarks shaping the competitive landscape. + +3. **Conclusion**: + - Recap of key developments and trends within the home improvement industry for the month. + - Emerging opportunities, and strong actionable recommendations for stakeholders, company leaders, investors, and company CEOS. + +""" + +query_writer_instructions=""" + +Your goal is to generate targeted web search queries that will gather comprehensive information for writing a technical report section. + +Topic for this section: + +``` +{section_topic} +``` + +When generating {number_of_queries} search queries, ensure they: +1. Cover key aspects of the home improvement topic, such as: + - Recent trends in consumer behavior and demand for home improvement products and services. + - Challenges impacting the sector, such as supply chain disruptions, labor shortages, or material costs. + - Innovations and emerging opportunities, such as smart home technologies and sustainable building materials. + - Regional highlights, including market dynamics and policy or regulatory changes affecting the industry. + - Competitive analysis of major players and their strategies (e.g., product launches, partnerships, market expansions). + +2. Include industry-specific terms, key metrics, and relevant regions or countries to refine the search. + +3. Target recent information by including relevant time markers (e.g., "Q4 2024," "December 2024"). + +4. Seek insights on: + - Comparisons of trends and challenges across regions or segments (e.g., DIY vs. professional services, regional material shortages). + - The implications of market changes, regulatory developments, or emerging technologies for industry stakeholders. + - Opportunities for innovation or growth in specific segments (e.g., smart homes, sustainable renovations). + +5. Focus on credible sources, such as: + - Reports from industry research firms, trade associations, or market analysts. + - Company press releases, earnings reports, and investor updates. + - Government or regulatory statements affecting home improvement markets. + - Reputable business news outlets, blogs, or expert commentary on the home improvement sector. + +Your queries should be: +- Specific enough to avoid generic results. +- Targeted to the home improvement topic and region of interest. +- Diverse enough to cover all aspects of the section plan. +""" + + + +# Section writer instructions +section_writer_instructions = """ +You are an expert technical data-driven writer responsible for crafting one section of a Monthly Home Improvement Report. + +### Title of the section: +``` +{section_title} +``` + +### Topic for this section: +``` +{section_topic} +``` + +### Guidelines for Writing: + +1. **Technical Accuracy:** + - Include specific metrics, dates, and key industry indicators (e.g., market share, material costs, sales figures, or consumer behavior trends). + - Reference concrete events (e.g., supply chain disruptions, new regulations, product launches, or major competitor moves). + - Cite official sources such as industry reports, company updates, or trade association publications. + - Use precise terminology related to the home improvement sector and maintain clarity. + +2. **Length and Style:** + - Limit the section to **70-120 words**. + - Maintain an analytical and professional tone; avoid opinionated or speculative language. + - Write in clear, concise language suitable for business leaders, analysts, and professionals in the industry. + - Start with your **most important insight in bold**. + - Use short paragraphs (2-3 sentences) for better readability. + +3. **Structure:** + - Use `##` for the section title (Markdown format). + - Include only ONE of the following structural elements if relevant: + * A **focused Markdown table** summarizing key metrics or comparisons: + - Example: | Consumer Interest | Sales Growth (%) | Average Selling Price (%) | + * A **short Markdown list** (3-5 items): + - Use `*` or `-` for unordered lists. + - Use `1.` for ordered lists. + - Properly format and indent all structural elements. + +4. **Writing Approach:** + - Include at least one **specific example or case study** related to the home improvement topic. + - Focus on actionable insights (e.g., implications of rising material costs, shifts in consumer demand, or innovative technologies). + - Avoid generalizations or excessive detail; prioritize clarity and conciseness. + - Begin directly with the content; avoid introductions or background that restates the title or topic. + - Emphasize the single most critical insight in your analysis. + - Do not include sources in the main content; list them in the sources section. + +5. **Sources:** + - Add a "Source" section before the sources list. + - Use the provided source material to support your analysis: + ``` + {context} + ``` + - List sources at the end in this format. YOU MUST STRICTLY FOLLOW THIS FORMAT + ``` + - : [Source](url) + ``` + + Here is a good example example: + ``` + Yoolax Smart Blinds Launches Exclusive Christmas Discounts: Up to 15% Off Now Through December 31, 2024 - Markets Insider: [Source](https://markets.businessinsider.com/news/stocks/yoolax-smart-blinds-launches-exclusive-christmas-discounts-up-to-15-off-now-through-december-31-2024-1034147545) + ``` + + This is a bad example: + ``` + Lantern AI Quiz Builder Reveals Key Insights to Boost Shopify Store Revenue : [Markets Insider](https://markets.businessinsider.com/news/stocks/lantern-ai-quiz-builder-reveals-key-insights-to-boost-shopify-store-revenue-1034142499) + ``` + + - Include title, date, and URL for each source. + +6. **Quality Checks:** + - Strictly adhere to the **80-120 word count** (excluding title and sources). + - Use only one structural element (table or list) where necessary. + - Start with **bold insight** to capture attention. + - Ensure your writing is concise, specific, and actionable. +""" + + +final_section_writer_instructions="""You are an expert data-driven technical writer crafting a section that synthesizes information from the rest of the report. + +Title of the section: +``` +{section_title} +``` + +Section description: +``` +{section_topic} +``` + +Available report content: +``` +{context} +``` + +1. Section-Specific Approach: + +For Introduction: +- Use # for report title (Markdown format). You must include a title for the report. +- The title should mention the month and year of the report along with the main theme of the home improvement industry. Example: + +``` +{report_month_year}: Key Trends in the Home Improvement Industry +``` + +- 80-120 word limit. +- Write in simple and clear language. +- Focus on the purpose and scope of the report in 1-2 paragraphs. +- Use a concise narrative arc to introduce the report. +- Include NO structural elements (no lists or tables). +- No sources section needed. + +For Conclusion/Summary: +- Use ## for section title (Markdown format). +- 100-120 word limit. +- Leverage the insights from this report by identifying actionable strategies for businesses, manufacturers, or retailers in the home improvement sector to address challenges and capitalize on opportunities. +- Highlight (bold) key takeaways and actionable insights. + +- For comparative analyses: + * Must include a focused comparison table using Markdown table syntax. + * Table should distill insights from the report. + * Keep table entries clear and concise. + +- For non-comparative reports: + * Use ONLY ONE structural element IF it helps clarify points made in the report: + * Either a focused table summarizing key metrics or findings (using Markdown table syntax). + * Or a short list using proper Markdown list syntax: + - Use `*` or `-` for unordered lists. + - Use `1.` for ordered lists. + - Ensure proper indentation and spacing. +- End with actionable implications or recommendations. +- No sources section needed. + +2. Writing Approach: +- Prioritize concrete details over generalizations. +- Ensure every word contributes to clarity and precision. +- Focus on the single most critical insight for each section. + +3. Quality Checks: +- Use Markdown format. +- Do not include word count or any preamble in your response. +""" diff --git a/backend/prompts/curation_reports/monthly_economics.py b/backend/prompts/curation_reports/monthly_economics.py new file mode 100644 index 00000000..a1448caa --- /dev/null +++ b/backend/prompts/curation_reports/monthly_economics.py @@ -0,0 +1,212 @@ +# Structure +report_structure = """ +This data driven report type is focused on analyzing key economic trends and significant events of the past month. + +The report should adhere to the following structure: + +1. **Introduction** (no research needed) + - Provide a brief overview of the domestic and global economic landscape + - Offer context for understanding the key economic events and trends analyzed in the report + - Summarize key economic events and trends for the month + + +2. **Main Body**: + - Organize sections based on the following categories: + * **Global Economic Trends**: + - Overview of major global economic indicators (e.g., GDP growth, inflation, unemployment rates) + - Analysis of significant developments (e.g., central bank policies, trade agreements, geopolitical events) + * **Regional Highlights**: + - Focus on these 3 major regions: North America, Europe, and Emerging Markets + - Key trends, policy changes, and regional challenges + * **Industry-Specific Analysis**: + - Highlight significant trends in major industries such as technology, energy, finance, and healthcare + - Include macroeconomic influences and sectoral performance metrics + * **Financial Market Insights**: + - Overview of stock market performance, bond yields, and currency movements + - Analysis of investor sentiment and market outlook + +3. **Conclusion** + - Implications for businesses, and investors. Recommendations for things to watch out for in the coming month. + +""" + +query_writer_instructions=""" + +Your goal is to generate targeted web search queries that will gather comprehensive information for writing a technical report section. + +Topic for this section: + +``` +{section_topic} +``` + +When generating {number_of_queries} search queries, ensure they: +1. Cover key aspects of the eCommerce topic, such as: + - Recent global and regional economic events (e.g., GDP growth, inflation, unemployment) + - Central bank policies and monetary decisions + - Trade agreements, geopolitical developments, and regulatory changes + - Industry-specific trends and performance metrics + - Financial market movements (e.g., stock indices, bond yields, currencies) + +2. Include economics-specific terms, key metrics, and relevant regions or countries to refine the search. + +3. Target recent information by including relevant time markers (e.g., "Q4 2024," "December 2024"). + +4. Seek insights on: + - Comparisons of economic indicators across regions or industries + - Implications of policy changes, global events, or economic shifts for businesses and investors + +5. Focus on credible sources, such as: + - Reports from international economic organizations (e.g., IMF, World Bank, OECD) + - Official government or central bank statements + - Market research, industry reports, and financial analyst commentary + - News articles, blogs, and expert opinion pieces on key economic topics + +Your queries should be: +- Specific enough to avoid generic results +- Targeted to the economics topic and region of interest +- Diverse enough to cover all aspects of the section plan +""" + +# Section writer instructions +section_writer_instructions = """ +You are an expert technical writer responsible for crafting one section of a Monthly Economics Report. + +### Title of the section: +``` +{section_title} +``` + +### Topic for this section: +``` +{section_topic} +``` + +### Guidelines for Writing: + +1. **Technical Accuracy:** + - Include specific metrics, dates, and key economic indicators (e.g., GDP growth, inflation rates, unemployment figures). + - Reference concrete events (e.g., central bank decisions, trade agreements, geopolitical developments). + - Cite official sources such as government reports, financial analyses, or statements from international organizations. + - Use precise economic terminology and maintain clarity. + +2. **Length and Style:** + - Limit the section to **150-200 words**. + - Maintain an analytical and professional tone; avoid opinionated or speculative language. + - Write in clear, concise language suitable for policymakers, analysts, and professionals. + - Start with your **most important insight in bold**. + - Use short paragraphs (2-3 sentences) for better readability. + +3. **Structure:** + - Use `##` for the section title (Markdown format). + - Include only ONE of the following structural elements if relevant: + * A **focused Markdown table** summarizing key metrics or comparisons: + - Example: | Region | GDP Growth (%) | Inflation (%) | + * A **short Markdown list** (3-5 items): + - Use `*` or `-` for unordered lists. + - Use `1.` for ordered lists. + - Properly format and indent all structural elements. + +4. **Writing Approach:** + - Include at least one **specific example or case study** related to the economic topic. + - Focus on actionable insights (e.g., implications of a policy change or economic trend). + - Avoid generalizations or excessive detail; prioritize clarity and conciseness. + - Begin directly with the content; avoid introductions or background that restates the title or topic. + - Emphasize the single most critical insight in your analysis. + - Do not include sources in the main content; list them in the sources section. + +5. **Sources:** + - Add a "Source" section before the sources list. + - Use the provided source material to support your analysis: + ``` + {context} + ``` + - List sources at the end in this format. YOU MUST STRICTLY FOLLOW THIS FORMAT + ``` + - : [Source](url) + ``` + + Here is a good example example: + ``` + Yoolax Smart Blinds Launches Exclusive Christmas Discounts: Up to 15% Off Now Through December 31, 2024 - Markets Insider: [Source](https://markets.businessinsider.com/news/stocks/yoolax-smart-blinds-launches-exclusive-christmas-discounts-up-to-15-off-now-through-december-31-2024-1034147545) + ``` + + This is a bad example: + ``` + Lantern AI Quiz Builder Reveals Key Insights to Boost Shopify Store Revenue : [Markets Insider](https://markets.businessinsider.com/news/stocks/lantern-ai-quiz-builder-reveals-key-insights-to-boost-shopify-store-revenue-1034142499) + ``` + + - Include title, date, and URL for each source. + +6. **Quality Checks:** + - Strictly adhere to the **150-200 word count** (excluding title and sources). + - Use only one structural element (table or list) where necessary. + - Start with **bold insight** to capture attention. + - Ensure your writing is concise, specific, and actionable. +""" + + +final_section_writer_instructions="""You are an expert technical writer crafting a section that synthesizes information from the rest of the report. + +Title of the section: +``` +{section_title} +``` + +Section description: +``` +{section_topic} +``` + +Available report content: +``` +{context} +``` + +1. Section-Specific Approach: + +For Introduction: +- Use # for report title (Markdown format). You must include a title for the report +- The title should mention the month and year of the report along with the main economic theme of the month. Example: + +``` +{report_month_year}: Key Economic Trends Shaping the Global <-- this is just an example, the title should be specific to the report. Used for introduction only. +``` + +- 50-120 word limit +- Write in simple and clear language +- Focus on the purpose and scope of the report in 1-2 paragraphs +- Use a concise narrative arc to introduce the report +- Include NO structural elements (no lists or tables) +- No sources section needed + +For Conclusion/Summary: +- Use ## for section title (Markdown format). +- 100-120 word limit. +- Leverage the insights from this report by identifying actionable strategies for the business leaders, and CEOs to address challenges and capitalize on opportunities. +- Highlight (bold) key takeaways and actionable insights. + +- For comparative analyses: + * Must include a focused comparison table using Markdown table syntax. + * Table should distill insights from the report. + * Keep table entries clear and concise. + +- For non-comparative reports: + * Use ONLY ONE structural element IF it helps clarify points made in the report: + * Either a focused table summarizing key metrics or findings (using Markdown table syntax). + * Or a short list using proper Markdown list syntax: + - Use `*` or `-` for unordered lists. + - Use `1.` for ordered lists. + - Ensure proper indentation and spacing. +- End with actionable implications or recommendations. +- No sources section needed. + +3. Writing Approach: +- Prioritize concrete details over generalizations. +- Ensure every word contributes to clarity and precision. +- Focus on the single most critical insight for each section. + +4. Quality Checks: +- Use Markdown format. +- Do not include word count or any preamble in your response. +""" \ No newline at end of file diff --git a/backend/prompts/curation_reports/weekly_economics.py b/backend/prompts/curation_reports/weekly_economics.py new file mode 100644 index 00000000..1621d0eb --- /dev/null +++ b/backend/prompts/curation_reports/weekly_economics.py @@ -0,0 +1,212 @@ +# Structure +report_structure = """ +This data driven report type is focused on analyzing key economic trends and significant events of the past week. + +The report should adhere to the following structure: + +1. **Introduction** (no research needed) + - Provide a brief overview of the domestic and global economic landscape for the week. + - Offer context for understanding the key economic events and trends analyzed in the report. + - Summarize key economic events and trends for the week. +2. **Main Body**: + - Organize sections based on the following categories: + * **Global Economic Trends**: + - Overview of major global economic indicators for the week (e.g., GDP updates, inflation snapshots, unemployment figures). + - Analysis of significant developments (e.g., central bank announcements, trade disputes, geopolitical updates). + * **Regional Highlights**: + - Focus on these 3 major regions: North America, Europe, and Emerging Markets. + - Key events, policy changes, and notable economic challenges. + * **Industry-Specific Updates**: + - Highlight weekly developments in key industries such as technology, energy, finance, and healthcare. + - Brief analysis of macroeconomic influences on sectoral performance. + * **Financial Market Movements**: + - Weekly performance of stock markets, bond yields, and currency movements. + - Analysis of investor sentiment and short-term market trends. + +3. **Conclusion** + - Implications for businesses, and investors. Recommendations for things to watch out for in the coming week. +""" + +query_writer_instructions=""" + +Your goal is to generate targeted web search queries that will gather comprehensive information for writing a technical report section. + +Topic for this section: + +``` +{section_topic} +``` + +When generating {number_of_queries} search queries, ensure they: +1. Cover key aspects of the weekly economic topic, such as: + - Major global and regional economic events of the week (e.g., GDP updates, inflation reports, unemployment rates) + - Central bank statements or decisions announced during the week + - Significant trade agreements, geopolitical developments, or regulatory changes + - Weekly trends in specific industries and performance metrics + - Financial market movements (e.g., weekly stock index changes, bond yields, currency fluctuations) + +2. Include economics-specific terms, key metrics, and relevant regions or countries to refine the search. + +3. Target recent information by including weekly time markers (e.g., "week of December 18, 2024," "last week December 2024"). + +4. Seek insights on: + - Week-to-week comparisons of economic indicators across regions or industries + - Immediate implications of new policies, global events, or economic shifts for businesses, policymakers, and investors + +5. Focus on credible sources, such as: + - Reports and updates from international economic organizations (e.g., IMF, World Bank, OECD) + - Central bank announcements and government statements + - Market research, weekly financial analyses, and expert commentary + - News articles or blogs providing real-time insights on economic events + +Your queries should be: +- Specific enough to avoid generic results +- Focused on recent events relevant to the week in review +- Diverse enough to cover all aspects of the section plan +""" + +# Section writer instructions +section_writer_instructions = """ +You are an expert technical writer responsible for crafting one section of a Weekly Economics Report. + +### Title of the section: +``` +{section_title} +``` + +### Topic for this section: +``` +{section_topic} +``` + +### Guidelines for Writing: + +1. **Technical Accuracy:** + - Include specific metrics, dates, and key economic indicators relevant to the week (e.g., GDP updates, weekly inflation rates, unemployment figures). + - Reference concrete events (e.g., central bank announcements, trade negotiations, geopolitical updates). + - Cite official sources such as government releases, financial analyses, or reports from international organizations. + - Use precise economic terminology while maintaining clarity. + +2. **Length and Style:** + - Limit the section to **80-120 words**. + - Maintain an analytical and professional tone; avoid subjective or speculative language. + - Write in clear, concise language suitable for policymakers, investors, and professionals. + - Start with your **most important insight in bold**. + - Use short paragraphs (2-3 sentences) for better readability. + +3. **Structure:** + - Use `##` for the section title (Markdown format). + - Include only ONE of the following structural elements if relevant: + * A **focused Markdown table** summarizing key weekly metrics or comparisons: + - Example: | Indicator | Value | Date | + * A **short Markdown list** (3-5 items): + - Use `*` or `-` for unordered lists. + - Use `1.` for ordered lists. + - Properly format and indent all structural elements. + +4. **Writing Approach:** + - Include at least one **specific example or case study** relevant to the economic topic of the week. + - Focus on actionable insights (e.g., immediate implications of a policy change or trend). + - Avoid generalizations or excessive background information; prioritize clarity and conciseness. + - Begin directly with the content; avoid introductions or redundant restatements of the title or topic. + - Highlight the single most important takeaway in your analysis. + - Do not include sources in the main content; list them in the sources section. + +5. **Sources:** + - Add a "Source" section before the sources list. + - Use the provided source material to support your analysis: + ``` + {context} + ``` + - List sources at the end in this format. YOU MUST STRICTLY FOLLOW THIS FORMAT + ``` + - : [Source](url) + ``` + + Here is a good example example: + ``` + Yoolax Smart Blinds Launches Exclusive Christmas Discounts: Up to 15% Off Now Through December 31, 2024 - Markets Insider: [Source](https://markets.businessinsider.com/news/stocks/yoolax-smart-blinds-launches-exclusive-christmas-discounts-up-to-15-off-now-through-december-31-2024-1034147545) + ``` + + This is a bad example: + ``` + Lantern AI Quiz Builder Reveals Key Insights to Boost Shopify Store Revenue : [Markets Insider](https://markets.businessinsider.com/news/stocks/lantern-ai-quiz-builder-reveals-key-insights-to-boost-shopify-store-revenue-1034142499) + ``` + + - Include title, date, and URL for each source. + +6. **Quality Checks:** + - Strictly adhere to the **80-120 word count** (excluding title and sources). + - Use only one structural element (table or list) where necessary. + - Start with **bold insight** to capture attention. + - Ensure your writing is concise, specific, and actionable. +""" + +final_section_writer_instructions=""" +You are an expert technical writer crafting a section that synthesizes information from the rest of the report. + +Current week and month: +``` +{current_week_and_month} +``` + +Title of the section: +``` +{section_title} +``` + +Section description: +``` +{section_topic} +``` + +Available report content: +``` +{context} +``` + +1. Section-Specific Approach: + +For Introduction: +- Use # for report title (Markdown format). You must include a title for the report +- The title should mention the week and month of the report along with the main economic theme of the week. Example: + +``` +Week 1 of January 2024: Key Economic Trends Shaping the Global Landscape +``` + +- 50-100 word limit +- Write in simple and clear language +- Focus on the purpose and scope of the report in 1-2 paragraphs +- Use a concise narrative arc to introduce the report +- Include NO structural elements (no lists or tables) +- No sources section needed + +For Conclusion/Summary: +- Use ## for section title (Markdown format). +- 100-120 word limit. +- Leverage the insights from this report by identifying actionable strategies for policymakers, businesses, or investors to address risks and capitalize on trends. +- Highlight (bold) key takeaways and actionable insights. +- For comparative reports: + * Must include a focused comparison table using Markdown table syntax. + * Table should distill insights from the report. + * Keep table entries clear and concise. +- For non-comparative reports: + * Use ONLY ONE structural element IF it helps clarify points made in the report: + * Either a focused table summarizing key metrics or findings (using Markdown table syntax). + * Or a short list using proper Markdown list syntax: + - Use `*` or `-` for unordered lists. + - Use `1.` for ordered lists. + - Ensure proper indentation and spacing. +- End with actionable implications or recommendations. +- No sources section needed. + +3. Writing Approach: +- Prioritize concrete details over generalizations. +- Ensure every word contributes to clarity and precision. +- Focus on the single most critical insight for each section. + +4. Quality Checks: +- Use Markdown format. +- Do not include word count or any preamble in your response. +""" \ No newline at end of file diff --git a/backend/prompts/summarization_reports/layout_template.py b/backend/prompts/summarization_reports/layout_template.py new file mode 100644 index 00000000..7bbef2ff --- /dev/null +++ b/backend/prompts/summarization_reports/layout_template.py @@ -0,0 +1,57 @@ +report_structure = """ + +1. Title & Introduction +• Title: Clearly state the name of the company and the period of the financial statement (e.g., “XYZ Inc. 10-Q Summary for Q2 2025”). +• Purpose: Briefly explain that this is a summary and high-level analysis of the key points from the company’s public filing. +• Scope: Specify what the report covers (financial results, operational highlights, risks, and forward-looking statements). + +2. Executive Summary +• Company Snapshot: Provide a short overview of the company’s business lines, market position, and notable recent developments. +• High-Level Financial Performance: Summarize overall revenue, net income, and other critical financial outcomes in one or two sentences. +o Example: “XYZ Inc. reported a 10% increase in revenue and a 5% decrease in net income compared to the same quarter last year.” + +3. Key Financial Highlights +1. Income Statement Highlights +o Revenue: State total revenue, any major changes (increase/decrease), and possible reasons (e.g., new product launches, market demand changes). +o Operating Income: Note changes in operating profit or loss. +o Net Income/EPS: Compare net income (or loss) to prior periods and highlight earnings per share (EPS) trends. +o Margins: Provide a quick look at gross margin, operating margin, or net margin if significant changes occurred. +2. Balance Sheet Highlights +o Assets: Mention cash & equivalents, accounts receivable, inventories, or other notable asset changes. +o Liabilities: Emphasize any significant changes in current or long-term liabilities, including debt obligations or pension liabilities. +o Equity: Note shifts in stockholders’ equity. +3. Cash Flow Highlights +o Operating Activities: Did cash flow from operations rise or fall? What were the main drivers? +o Investing Activities: Summarize expenditures on capital investments (CapEx), acquisitions, or divestitures. +o Financing Activities: Discuss new debt, equity financing, share buybacks, or dividend payouts. + +4. Segment & Operational Analysis +• Business Segments: If the company reports by segments (e.g., different product lines or geographic regions), highlight which segments outperformed or underperformed, and why. +• Operational Metrics: Include any non-financial metrics (e.g., customer growth, same-store sales, subscribers) that the company reports. + +5. Management Discussion & Analysis (MD&A) Highlights +• Management’s Perspective: Summarize how management explains the quarter/year’s performance. +• Strategies & Initiatives: Point out any announced operational changes, strategic shifts, product launches, cost-cutting measures, or expansions. +• Guidance & Outlook: Note the company’s guidance for upcoming quarters or the fiscal year, if provided. Highlight any mention of anticipated changes in demand, pricing, or market conditions. + +6. Risk Factors & Challenges +• Risk Updates: Summarize any new or emphasized risk factors from the filing (economic, regulatory, competitive, operational). +• Ongoing Litigation or Regulatory Matters: Call out significant legal issues or compliance matters highlighted in the statements. +• Market & Macro Considerations: Include how broader economic trends (e.g., inflation, interest rates, geopolitical events) might affect the company. + +7. Notable Changes in Accounting or Disclosure +• Accounting Policies: Mention if there were any significant changes to accounting standards or methods. +• Non-GAAP Measures: Highlight what non-GAAP metrics the company uses (e.g., EBITDA, adjusted net income) and why they’re important. + +8. Conclusion & Recommendations for Business Leaders and Investors +* Summary of Performance: Briefly restate the key strengths (e.g., revenue growth) and weaknesses (e.g., margin compression). +* Strategic Implications – Assess how the company’s financial position and trends impact its competitive standing, industry outlook, and future growth prospects. +* Investment & Market Considerations – Identify potential risks and opportunities for investors, business partners, and industry leaders. +* Forward-Looking Recommendations – Offer strategic insights on whether to invest, monitor, or approach with caution based on the company’s trajectory and market conditions. +""" + + + + + + diff --git a/backend/report_email_templates/email_templates.py b/backend/report_email_templates/email_templates.py new file mode 100644 index 00000000..b8a92ddd --- /dev/null +++ b/backend/report_email_templates/email_templates.py @@ -0,0 +1,98 @@ +from typing import List, Dict, Literal +from pathlib import Path +import jinja2 + +import os + +WEB_APP_URL = os.getenv("INVITATION_LINK","") + +class EmailRenderError(Exception): + """Exception raised for errors in email rendering.""" + + def __init__(self, message: str): + self.message = message + super().__init__(self.message) + + +class EmailTemplateManager: + """Manages email template rendering.""" + + def __init__(self): + template_dir = Path(__file__).parent / "html" + self.env = jinja2.Environment( + loader=jinja2.FileSystemLoader(str(template_dir)), + autoescape=jinja2.select_autoescape(["html", "xml"]), + ) + + def render_report_template( + self, + title: str, + intro_text: str, + key_points: List[Dict[str, str]], + why_it_matters: str, + document_type: Literal[ + "WeeklyEconomics", + "CompanyAnalysis", + "CreativeBrief", + "Ecommerce", + "MonthlyMacroeconomics", + ], + document_id: str, + ) -> str: + """ + Render the report email template with provided content. + + Args: + title: Main title of the report + intro_text: Introductory text + key_points: List of dictionaries containing 'title' and 'content' + why_it_matters: Why this information matters section + document_type: Type of document for the chat link + + Returns: + str: Rendered HTML content + """ + try: + template = self.env.get_template("report_email.html") + return template.render( + title=title, + intro_text=intro_text, + key_points=key_points, + why_it_matters=why_it_matters, + document_type=document_type, + follow_up_url=f"{WEB_APP_URL}/?agent=financial&documentId={document_id}" + ) + except Exception as e: + raise EmailRenderError(f"Error rendering email template: {str(e)}") + + def render_summary_template( + self, + title: str, + intro_text: str, + ) -> str: + """ + Render the summary email template with provided content. + + Args: + title: Main title of the summary + intro_text: Introductory text + + Returns: + str: Rendered HTML content + """ + try: + template = self.env.get_template("summary_email.html") + return template.render( + title=title, + intro_text=intro_text, + ) + except Exception as e: + raise EmailRenderError(f"Error rendering email template: {str(e)}") + + +""" +The next step is: + +- load the report content from the blob link to model context in the report template +- the financial agent will use the blob link to get the report content and load it to the model's context +""" \ No newline at end of file diff --git a/backend/report_email_templates/html/report_email.html b/backend/report_email_templates/html/report_email.html new file mode 100644 index 00000000..7bb7f2c8 --- /dev/null +++ b/backend/report_email_templates/html/report_email.html @@ -0,0 +1,60 @@ + + + + + + {{ title }} + + +
+ +
+ + \ No newline at end of file diff --git a/backend/report_email_templates/html/summary_email.html b/backend/report_email_templates/html/summary_email.html new file mode 100644 index 00000000..b8382c34 --- /dev/null +++ b/backend/report_email_templates/html/summary_email.html @@ -0,0 +1,41 @@ + + + + + + {{ title }} + + +
+ +
+ + \ No newline at end of file diff --git a/backend/requirements-dev.txt b/backend/requirements-dev.txt new file mode 100644 index 00000000..b7f3b3fe --- /dev/null +++ b/backend/requirements-dev.txt @@ -0,0 +1,7 @@ +-r ./requirements.txt +pytest +pytest-asyncio +pytest-snapshot +pytest-mock +pytest-env +locust \ No newline at end of file diff --git a/backend/requirements.txt b/backend/requirements.txt index 04a616c3..3e8aa232 100644 --- a/backend/requirements.txt +++ b/backend/requirements.txt @@ -1,9 +1,47 @@ -Flask==2.2.2 -langchain==0.0.78 +langchain==0.3.13 +langchain-core==0.3.27 +azure-cosmos==4.5.1 +azure-identity==1.15.0 +flask==2.2.2 flask-cors==3.0.10 -Werkzeug==2.2.2 -requests==2.28.2 +flask-compress==1.18 +flask-limiter==3.13 +werkzeug==2.2.2 +requests python-dotenv==1.0.0 -azure-identity -azure-keyvault-secrets -azure-storage-blob==12.19.0 \ No newline at end of file +azure-keyvault-secrets==4.9.0 +azure-storage-blob==12.19.0 +stripe==10.5.0 +cachetools>=5.3.3,<5.6.0 +flask-sqlalchemy==2.5.1 +pyjwt==2.8.0 +python-jose==3.3.0 +ms-identity-python @ https://github.com/azure-samples/ms-identity-python/archive/refs/heads/0.9.zip +tenacity==8.5.0 +azure-functions==1.21.3 +sec-edgar-downloader==5.0.2 +pdfkit==1.0.0 +pydantic<=2.10.3 +tavily-python==0.5.0 +openai +tiktoken<=0.8.0 +pandas<=2.2.3 +pymupdf==1.23.7 +reportlab==4.2.5 +Flask-Session==0.8.0 +langgraph==0.2.60 +markdown2==2.5.2 +langchain-openai==0.2.14 +pydantic-settings==2.7.0 +markdown +pydantic[email] +weasyprint==63.1 +beautifulsoup4==4.13.3 +azure-ai-inference==1.0.0b9 +pandasai==3.0.0b19 +pandasai-openai==0.1.6 +azure-storage-queue +azure-search-documents +openpyxl +bandit~=1.7 +pydantic diff --git a/backend/routes/__init__.py b/backend/routes/__init__.py new file mode 100644 index 00000000..e69de29b diff --git a/backend/routes/categories.py b/backend/routes/categories.py new file mode 100644 index 00000000..e4b3feb3 --- /dev/null +++ b/backend/routes/categories.py @@ -0,0 +1,223 @@ +# backend/routes/categories.py +""" +Category API endpoints. + +This module exposes CRUD-ish HTTP endpoints for categories, backed by +Azure Cosmos DB (SQL API). + +Key behaviors: +- POST /api/categories: creates a category document and returns the created item. +- GET /api/categories/: fetch a single category by id and organization partition. +- GET /api/categories: list categories for an organization (partition scan). +- DELETE /api/categories/: delete a category. + +Partitioning: all category documents are partitioned by `organization_id`. +""" + +from __future__ import annotations +import logging +import uuid +from datetime import datetime, timezone +from typing import Any, Dict, Iterable, List + +from flask import Blueprint, request, jsonify, abort + +# Azure exceptions (used only for typing/handling; tests will monkeypatch if needed) +from azure.cosmos.exceptions import CosmosResourceNotFoundError, CosmosHttpResponseError + +from shared import clients + +bp = Blueprint("categories", __name__, url_prefix="/api/categories") +log = logging.getLogger(__name__) + + +# --------- helpers --------- +def _utc_now_iso() -> str: + """Return the current UTC time in RFC3339/ISO-8601 format with timezone.""" + return datetime.now(timezone.utc).isoformat() + + +def _require_organization_id() -> str: + """ + Resolve the caller's organization id from the request. + + Resolution order (first match wins): + 1) JSON body field `organization_id` + 2) Query string param `?organization_id=...` + 3) Header `X-Tenant-Id` + + Returns: + str: Resolved organization id. + + Aborts: + 400: If no organization id is provided by any of the supported sources. + """ + if request.is_json: + tid = (request.get_json(silent=True) or {}).get("organization_id") + if tid: + return tid + tid = request.args.get("organization_id") or request.headers.get("X-Tenant-Id") + if not tid: + abort( + 400, + "'organization_id' is required (body.organization_id, ?organization_id=, or X-Tenant-Id)", + ) + return tid + + +def _categories_container(): + """ + Get the Cosmos container client for categories. + + Returns: + azure.cosmos.ContainerProxy: Container client for the categories container. + """ + return clients.get_cosmos_container(clients.CATEGORIES_CONT) + + +# --------- routes --------- +@bp.post("") +def create_category(): + """ + Create a new category and return the created document. + + Request JSON: + { + "organization_id": "org-123" (optional if provided via query/header) + "category_id": "optional-explicit-id", # else server generates UUID4 + "name": "Category Name", + "description": "Optional category description", + "color": "#FF5733", # optional hex color + "metadata": { ... } # free-form; must be JSON-serializable + } + + Headers/Query: + - `organization_id` can also be supplied via `?organization_id=` or `X-Tenant-Id`. + + Returns: + 201 Created with the created Cosmos document as JSON. + + Errors: + 400: Missing required fields (e.g., name or organization_id). + 502: Cosmos write error. + + Side effects: + - Persists a category document in Cosmos DB partitioned by `organization_id`. + """ + data = request.get_json(force=True) or {} + organization_id = _require_organization_id() + + category_id = data.get("category_id") or str(uuid.uuid4()) + name = data.get("name") + + if not name: + abort(400, "'name' is required") + + now = _utc_now_iso() + doc = { + "id": category_id, # Cosmos item id + "organization_id": organization_id, # PK + "name": name, + "created_at": now, + "updated_at": now, + } + + try: + created = _categories_container().create_item(doc) + except CosmosHttpResponseError as e: + abort(502, f"Cosmos error creating category: {e}") + + return jsonify(created), 201 + + +@bp.get("/") +def get_category(category_id: str): + """ + Fetch a single category document by id within the caller's organization partition. + + Path params: + category_id: The Cosmos item `id`. + + Headers/Query: + Must provide `organization_id` (body/query/header as documented in `_require_organization_id`). + + Returns: + 200 OK with the category document JSON. + + Errors: + 404: If the item does not exist in the organization partition. + 502: Cosmos read errors. + """ + organization_id = _require_organization_id() + try: + doc = _categories_container().read_item( + item=category_id, partition_key=organization_id + ) + return jsonify(doc) + except CosmosResourceNotFoundError: + abort(404, "Category not found") + except CosmosHttpResponseError as e: + abort(502, f"Cosmos error reading category: {e}") + + +@bp.get("") +def list_categories(): + """ + List categories for an organization (most recent first). + + Query params: + organization_id: Organization/partition id (required; can also be in header/body). + limit: Optional integer limit (default: 50, applied client-side). + + Returns: + 200 OK with a JSON array of category documents (max `limit` items). + + Errors: + 502: Cosmos query errors. + """ + organization_id = _require_organization_id() + limit = int(request.args.get("limit", 50)) + query = "SELECT * FROM c WHERE c.organization_id = @organization_id ORDER BY c.created_at DESC" + params = [{"name": "@organization_id", "value": organization_id}] + try: + it: Iterable[Dict[str, Any]] = _categories_container().query_items( + query=query, parameters=params, partition_key=organization_id + ) + out: List[Dict[str, Any]] = [] + for i, item in enumerate(it): + if i >= limit: + break + out.append(item) + return jsonify(out) + except CosmosHttpResponseError as e: + abort(502, f"Cosmos error listing categories: {e}") + + +@bp.delete("/") +def delete_category(category_id: str): + """ + Delete a category by id within the caller's organization partition. + + Path params: + category_id: The Cosmos item `id`. + + Headers/Query: + Must provide `organization_id` (body/query/header as documented in `_require_organization_id`). + + Returns: + 204 No Content on successful deletion. + + Errors: + 404: If the item does not exist in the organization partition. + 502: Cosmos delete errors. + """ + organization_id = _require_organization_id() + try: + _categories_container().delete_item( + item=category_id, partition_key=organization_id + ) + return ("", 204) + except CosmosResourceNotFoundError: + abort(404, "Category not found") + except CosmosHttpResponseError as e: + abort(502, f"Cosmos error deleting category: {e}") diff --git a/backend/routes/decorators/auth_decorator.py b/backend/routes/decorators/auth_decorator.py new file mode 100644 index 00000000..54412dd4 --- /dev/null +++ b/backend/routes/decorators/auth_decorator.py @@ -0,0 +1,17 @@ +import os +from functools import wraps +from flask import current_app + +def auth_required(f): + @wraps(f) + def decorated_function(*args, **kwargs): + auth_instance = current_app.config.get("auth") + + if os.getenv("ENVIRONMENT") != "TEST" and auth_instance: + def wrapper_with_context(*a, context=None, **kw): + return f(*a, **kw) + return auth_instance.login_required(wrapper_with_context)(*args, **kwargs) + + return f(*args, **kwargs) + + return decorated_function \ No newline at end of file diff --git a/backend/routes/file_management.py b/backend/routes/file_management.py new file mode 100644 index 00000000..7e28e9d0 --- /dev/null +++ b/backend/routes/file_management.py @@ -0,0 +1,899 @@ +import os +import tempfile +import logging +import time +from flask import Blueprint, current_app, request +from azure.search.documents import SearchClient +from azure.core.credentials import AzureKeyCredential +from azure.core.exceptions import HttpResponseError +from data_summary.summarize import create_description +from utils import create_success_response, create_error_response + +from routes.decorators.auth_decorator import auth_required + +# Allowed file extensions for description generation +DESCRIPTION_VALID_FILE_EXTENSIONS = [".csv", ".xlsx", ".xls"] + +# Allowed MIME types (strict mapping: extension → mimetype) +ALLOWED_MIME_TYPES = { + ".pdf": "application/pdf", + ".csv": "text/csv", + ".xlsx": "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", + ".xls": "application/vnd.ms-excel", + ".doc": "application/msword", + ".docx": "application/vnd.openxmlformats-officedocument.wordprocessingml.document", + ".ppt": "application/vnd.ms-powerpoint", + ".pptx": "application/vnd.openxmlformats-officedocument.presentationml.presentation", +} + +BLOB_CONTAINER_NAME = "documents" +ORG_FILES_PREFIX = "organization_files" + +bp = Blueprint("file_management", __name__, url_prefix="/api") + +logging.basicConfig(level=logging.DEBUG) +logger = logging.getLogger(__name__) + + +def validate_file_signature(file_path, mimetype): + """Lightweight signature validation for safety.""" + with open(file_path, "rb") as f: + header = f.read(8) + + if mimetype == "application/pdf": + return header.startswith(b"%PDF") + + if mimetype in [ + "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet", # .xlsx + "application/vnd.openxmlformats-officedocument.wordprocessingml.document", # .docx + "application/vnd.openxmlformats-officedocument.presentationml.presentation", # .pptx + ]: + return header.startswith(b"PK") # ZIP archive + + if mimetype in [ + "application/vnd.ms-excel", # .xls + "application/msword", # .doc + "application/vnd.ms-powerpoint", # .ppt + ]: + return header.startswith(b"\xD0\xCF\x11\xE0") # OLE Compound File + + if mimetype == "text/csv": + # Try to decode as UTF-8 text + try: + with open(file_path, "r", encoding="utf-8") as f: + f.read(1024) + return True + except UnicodeDecodeError: + return False + + return False + + +def delete_from_azure_search(filepath: str) -> dict: + """ + Delete documents from Azure Search Service by filepath using Azure Search SDK. + + Args: + filepath: The filepath value to match in the search index + + Returns: + dict: Result dictionary with 'success' boolean and optional 'error' message + """ + try: + # Get Azure Search configuration from environment variables + search_service_name = os.getenv("AZURE_SEARCH_SERVICE_NAME") + search_admin_key = os.getenv("AZURE_SEARCH_ADMIN_KEY") + search_index_name = os.getenv("AZURE_SEARCH_INDEX_NAME") + + # If Azure Search is not configured, skip deletion + if not all([search_service_name, search_admin_key]): + logger.warning("Azure Search Service not fully configured. Skipping search index deletion.") + return {"success": True, "skipped": True} + + # If index name is not provided, log warning and skip + if not search_index_name: + logger.warning("AZURE_SEARCH_INDEX_NAME not set. Skipping search index deletion.") + return {"success": True, "skipped": True} + + # Construct the Azure Search endpoint + search_endpoint = f"https://{search_service_name}.search.windows.net" + + # Create credential and search client + credential = AzureKeyCredential(search_admin_key) + search_client = SearchClient( + endpoint=search_endpoint, + index_name=search_index_name, + credential=credential + ) + + logger.info(f"Attempting to delete document from Azure Search index '{search_index_name}' with filepath: {filepath}") + + # Delete document by filepath + # The document must include the key field (filepath in this case) + result = search_client.delete_documents(documents=[{"filepath": filepath}]) + + # Check the result + # The result is a list of IndexingResult objects + if result and len(result) > 0: + delete_result = result[0] + if delete_result.succeeded: + logger.info(f"Successfully deleted document from Azure Search: {filepath}") + return {"success": True} + else: + error_msg = f"Failed to delete from Azure Search. Status code: {delete_result.status_code}, Error: {delete_result.error_message}" + logger.error(error_msg) + return {"success": False, "error": error_msg} + else: + logger.warning(f"No result returned from Azure Search deletion for: {filepath}") + return {"success": True, "partial": True} + + except HttpResponseError as e: + error_msg = f"Azure Search HTTP error: {str(e)}" + logger.error(error_msg) + return {"success": False, "error": error_msg} + except Exception as e: + error_msg = f"Unexpected error deleting from Azure Search: {str(e)}" + logger.exception(error_msg) + return {"success": False, "error": error_msg} + + + + +@bp.route("/upload-source-document", methods=["POST"]) +def upload_source_document(): + llm = current_app.config["llm"] + temp_file_path = None + try: + organization_id = request.form.get("organization_id") + if not organization_id: + logger.error("Organization ID not provided in request") + return create_error_response("Organization ID is required", 400) + + file = request.files.get("file") + if not file: + logger.error("No file part in the request") + return create_error_response("No file part in the request", 400) + + if file.filename == "": + logger.error("No file selected") + return create_error_response("No file selected", 400) + + # Get folder path from request (optional) + folder_path = request.form.get("folder_path", "").strip() + + # Extract extension & mimetype + _, ext = os.path.splitext(file.filename.lower()) + file_mime = file.mimetype + + expected_mime = ALLOWED_MIME_TYPES.get(ext) + if not expected_mime or file_mime != expected_mime: + logger.error(f"Invalid file type: {file.filename} ({file_mime})") + return create_error_response("Invalid file type", 422) + + # Save to temp + temp_file_path = os.path.join(tempfile.gettempdir(), file.filename) + file.save(temp_file_path) + + # Validate file signature + if not validate_file_signature(temp_file_path, file_mime): + logger.error(f"File signature mismatch for {file.filename} ({file_mime})") + return create_error_response("File content does not match declared type", 422) + + logger.info(f"Uploading file '{file.filename}' for organization '{organization_id}' to folder '{folder_path}'") + + # Blob folder - include subfolder path if provided + blob_folder = f"{ORG_FILES_PREFIX}/{organization_id}" + if folder_path: + # Clean the folder path (remove leading/trailing slashes) + folder_path = folder_path.strip("/") + blob_folder = f"{blob_folder}/{folder_path}" + + # Metadata + metadata = {"organization_id": organization_id} + + if ext in DESCRIPTION_VALID_FILE_EXTENSIONS: + logger.info(f"Gen AI description for file '{file.filename}'") + description = create_description(temp_file_path, llm=llm) + logger.info(f"Generated Description of file {temp_file_path}: {description}") + metadata["description"] = description["file_description"] + metadata["description_source"] = description["source"] + + # Upload to blob + blob_storage_manager = current_app.config["blob_storage_manager"] + result = blob_storage_manager.upload_to_blob( + file_path=temp_file_path, + blob_folder=blob_folder, + metadata=metadata, + container=os.getenv("BLOB_CONTAINER_NAME", BLOB_CONTAINER_NAME), + ) + + if result["status"] == "success": + logger.info(f"Successfully uploaded file '{file.filename}' to '{blob_folder}'") + return create_success_response({"blob_url": result["blob_url"]}, 200) + else: + error_msg = f"Error uploading file: {result.get('error', 'Unknown error')}" + logger.error(error_msg) + return create_error_response(error_msg, 500) + + except Exception as e: + logger.exception(f"Unexpected error in upload_source_document: {e}") + return create_error_response("Internal Server Error", 500) + + finally: + if temp_file_path and os.path.exists(temp_file_path): + os.remove(temp_file_path) + + + +@bp.route("/upload-shared-document", methods=["POST"]) +@auth_required +def upload_shared_document(): + """ + Upload a file to all organizations' shared folders. + This endpoint discovers all existing organizations and uploads the file to each one. + + Expected form data: + - file: The file to upload + + Returns: + JSON response with upload results for all organizations + """ + llm = current_app.config["llm"] + temp_file_path = None + + try: + file = request.files.get("file") + if not file: + logger.error("No file part in the request") + return create_error_response("No file part in the request", 400) + + if file.filename == "": + logger.error("No file selected") + return create_error_response("No file selected", 400) + + # Extract extension & mimetype + _, ext = os.path.splitext(file.filename.lower()) + file_mime = file.mimetype + + expected_mime = ALLOWED_MIME_TYPES.get(ext) + if not expected_mime or file_mime != expected_mime: + logger.error(f"Invalid file type: {file.filename} ({file_mime})") + return create_error_response("Invalid file type", 422) + + # Save to temp + temp_file_path = os.path.join(tempfile.gettempdir(), file.filename) + file.save(temp_file_path) + + # Validate file signature + if not validate_file_signature(temp_file_path, file_mime): + logger.error(f"File signature mismatch for {file.filename} ({file_mime})") + return create_error_response("File content does not match declared type", 422) + + logger.info(f"Uploading shared file '{file.filename}' to all organizations") + + # Get blob storage manager + blob_storage_manager = current_app.config["blob_storage_manager"] + container_client = blob_storage_manager.blob_service_client.get_container_client( + os.getenv("BLOB_CONTAINER_NAME", BLOB_CONTAINER_NAME) + ) + + # List all organization folders + # We'll look for blobs that match the pattern: organization_files/{org_id}/ + organization_ids = set() + + try: + # List all blobs with the organization_files prefix + blobs = container_client.list_blobs(name_starts_with=f"{ORG_FILES_PREFIX}/") + + for blob in blobs: + # Extract organization ID from blob path + # Path format: organization_files/{org_id}/... + parts = blob.name.split("/") + if len(parts) >= 2 and parts[0] == ORG_FILES_PREFIX: + org_id = parts[1] + organization_ids.add(org_id) + + logger.info(f"Found {len(organization_ids)} organizations: {organization_ids}") + + except Exception as e: + logger.error(f"Error listing organization folders: {e}") + return create_error_response("Failed to discover organizations", 500) + + if not organization_ids: + logger.warning("No organizations found in blob storage") + return create_error_response("No organizations found to upload to", 404) + + # Prepare metadata (generate description if applicable) + metadata = {} + + if ext in DESCRIPTION_VALID_FILE_EXTENSIONS: + logger.info(f"Generating AI description for shared file '{file.filename}'") + try: + description = create_description(temp_file_path, llm=llm) + logger.info(f"Generated Description: {description}") + metadata["description"] = description["file_description"] + metadata["description_source"] = description["source"] + except Exception as desc_error: + logger.warning(f"Failed to generate description: {desc_error}") + # Continue without description + + # Upload to each organization's shared folder + upload_results = { + "successful": [], + "failed": [] + } + + for org_id in organization_ids: + try: + # Build the blob path for this organization's shared folder + blob_folder = f"{ORG_FILES_PREFIX}/{org_id}/shared" + + # Add organization_id to metadata for this specific upload + org_metadata = metadata.copy() + org_metadata["organization_id"] = org_id + org_metadata["shared_file"] = "true" + + # Upload to blob + result = blob_storage_manager.upload_to_blob( + file_path=temp_file_path, + blob_folder=blob_folder, + metadata=org_metadata, + container=os.getenv("BLOB_CONTAINER_NAME", BLOB_CONTAINER_NAME), + ) + + if result["status"] == "success": + logger.info(f"Successfully uploaded to organization '{org_id}' shared folder") + upload_results["successful"].append({ + "organization_id": org_id, + "blob_url": result["blob_url"] + }) + else: + error_msg = result.get('error', 'Unknown error') + logger.error(f"Failed to upload to organization '{org_id}': {error_msg}") + upload_results["failed"].append({ + "organization_id": org_id, + "error": error_msg + }) + + except Exception as org_error: + logger.error(f"Error uploading to organization '{org_id}': {org_error}") + upload_results["failed"].append({ + "organization_id": org_id, + "error": str(org_error) + }) + + # Prepare response + total_orgs = len(organization_ids) + successful_count = len(upload_results["successful"]) + failed_count = len(upload_results["failed"]) + + logger.info( + f"Shared file upload complete: {successful_count}/{total_orgs} successful, " + f"{failed_count}/{total_orgs} failed" + ) + + if successful_count == 0: + return create_error_response( + "Failed to upload file to any organization", + 500 + ) + + response_data = { + "message": f"File uploaded to {successful_count} out of {total_orgs} organizations", + "filename": file.filename, + "total_organizations": total_orgs, + "successful_uploads": successful_count, + "failed_uploads": failed_count, + "results": upload_results + } + + # Return 207 Multi-Status if there were partial failures, 200 if all successful + status_code = 200 if failed_count == 0 else 207 + + return create_success_response(response_data, status_code) + + except Exception as e: + logger.exception(f"Unexpected error in upload_shared_document: {e}") + return create_error_response("Internal Server Error", 500) + + finally: + if temp_file_path and os.path.exists(temp_file_path): + os.remove(temp_file_path) + + +@bp.route("/delete-source-document", methods=["DELETE"]) +@auth_required +def delete_source_document(): + try: + # Get blob name from query parameters + blob_name = request.args.get("blob_name") + if not blob_name: + return create_error_response("Blob name is required", 400) + + # # Make sure blob_name starts with organization_files/ for security + # if not blob_name.startswith("organization_files/"): + # return create_error_response("Invalid blob path. Path must start with 'organization_files/'", 400) + # NOTE: commented out to allow deletion of results from web scraping folder as well + + # Initialize blob storage manager and delete blob + blob_storage_manager = current_app.config["blob_storage_manager"] + container_client = ( + blob_storage_manager.blob_service_client.get_container_client("documents") + ) + + # Get the blob client + blob_client = container_client.get_blob_client(blob_name) + + # Check if blob exists + if not blob_client.exists(): + return create_error_response(f"File not found: {blob_name}", 404) + + # Delete the blob + blob_client.delete_blob() + + # Delete from Azure Search Service + search_result = delete_from_azure_search(blob_name) + + # Prepare response message + response_data = {"message": "File deleted successfully"} + + # Add search deletion status to response + if search_result.get("skipped"): + response_data["search_index_note"] = "Azure Search deletion skipped (not configured)" + elif not search_result.get("success"): + # Log the error but don't fail the overall operation since blob was deleted + logger.warning(f"File deleted from blob storage but failed to delete from Azure Search: {search_result.get('error')}") + response_data["search_index_warning"] = "File deleted but search index deletion failed" + else: + response_data["search_index_deleted"] = True + + return create_success_response(response_data, 200) + except Exception as e: + logger.exception(f"Unexpected error in delete_source_from_blob: {e}") + return create_error_response("Internal Server Error", 500) + + +@bp.route("/create-folder", methods=["POST"]) +@auth_required +def create_folder(): + """ + Create a virtual folder in blob storage by creating an init.txt file. + + Expected JSON payload: + { + "organization_id": "org-123", + "folder_name": "New Folder", + "current_path": "subfolder" (optional, empty string for root) + } + + Returns: + JSON response with success message or error details + """ + try: + data = request.get_json() + if not data: + return create_error_response("No JSON data provided", 400) + + # Validate required fields + organization_id = data.get("organization_id", "").strip() + folder_name = data.get("folder_name", "").strip() + current_path = data.get("current_path", "").strip() + + if not organization_id: + return create_error_response("Organization ID is required", 400) + + if not folder_name: + return create_error_response("Folder name is required", 400) + + # Validate folder name (same validation as frontend) + invalid_chars = r'<>:"/\\|?*' + if any(char in folder_name for char in invalid_chars): + return create_error_response( + f"Folder name contains invalid characters ({invalid_chars})", 400 + ) + + if len(folder_name) > 255: + return create_error_response("Folder name is too long (max 255 characters)", 400) + + # Build the folder path + base_prefix = f"organization_files/{organization_id}/" + + if current_path: + current_path = current_path.strip("/") + folder_full_path = f"{base_prefix}{current_path}/{folder_name}/" + else: + folder_full_path = f"{base_prefix}{folder_name}/" + + # Check if folder already exists by checking for any blobs with this prefix + blob_storage_manager = current_app.config["blob_storage_manager"] + container_client = blob_storage_manager.blob_service_client.get_container_client("documents") + + # List blobs with the folder prefix to check if it exists + existing_blobs = list(container_client.list_blobs(name_starts_with=folder_full_path, results_per_page=1)) + + if existing_blobs: + return create_error_response("A folder with this name already exists", 409) + + # Create the init.txt file to represent the folder + init_file_path = f"{folder_full_path}init.txt" + blob_client = container_client.get_blob_client(init_file_path) + + # Upload an empty file with metadata + blob_client.upload_blob( + data="", + blob_type="BlockBlob", + metadata={ + "folder_marker": "true", + "created_by": "folder_creation_endpoint", + "organization_id": organization_id + }, + overwrite=False + ) + + logger.info(f"Created folder '{folder_name}' at path '{folder_full_path}' for organization {organization_id}") + + return create_success_response({ + "message": "Folder created successfully", + "folder_path": folder_full_path, + "folder_name": folder_name + }, 201) + + except Exception as e: + logger.exception(f"Unexpected error in create_folder: {e}") + return create_error_response("Internal Server Error", 500) + + + + +@bp.route("/move-file", methods=["POST"]) +@auth_required +def move_file(): + """ + Move a file from one location to another in blob storage. + This is implemented as a copy + delete operation. + + Expected JSON payload: + { + "organization_id": "org-123", + "source_blob_name": "organization_files/org-123/folder1/file.pdf", + "destination_folder_path": "folder2" (or "" for root) + } + + Returns: + JSON response with success message or error details + """ + try: + data = request.get_json() + if not data: + return create_error_response("No JSON data provided", 400) + + # Validate required fields + organization_id = data.get("organization_id", "").strip() + source_blob_name = data.get("source_blob_name", "").strip() + destination_folder_path = data.get("destination_folder_path", "").strip() + + if not organization_id: + return create_error_response("Organization ID is required", 400) + + if not source_blob_name: + return create_error_response("Source blob name is required", 400) + + # This prevents cross-tenant data access/deletion + expected_org_prefix = f"organization_files/{organization_id}/" + if not source_blob_name.startswith(expected_org_prefix): + logger.warning( + f"Unauthorized move attempt: organization {organization_id} tried to move blob '{source_blob_name}' " + f"which doesn't belong to them (expected prefix: {expected_org_prefix})" + ) + return create_error_response( + "Unauthorized: Source file does not belong to your organization", 403 + ) + + # Extract the file name from the source blob path + file_name = source_blob_name.split("/")[-1] + + # Build the destination blob path + base_prefix = f"organization_files/{organization_id}/" + + if destination_folder_path: + destination_folder_path = destination_folder_path.strip("/") + destination_blob_name = f"{base_prefix}{destination_folder_path}/{file_name}" + else: + destination_blob_name = f"{base_prefix}{file_name}" + + # Don't allow moving to the same location + if source_blob_name == destination_blob_name: + return create_error_response("Source and destination are the same", 400) + + blob_storage_manager = current_app.config["blob_storage_manager"] + container_client = blob_storage_manager.blob_service_client.get_container_client("documents") + + # Check if source blob exists + source_blob_client = container_client.get_blob_client(source_blob_name) + if not source_blob_client.exists(): + return create_error_response("Source file not found", 404) + + # Check if destination already exists + destination_blob_client = container_client.get_blob_client(destination_blob_name) + if destination_blob_client.exists(): + return create_error_response("A file with this name already exists in the destination folder", 409) + + # Get source blob properties and metadata + source_properties = source_blob_client.get_blob_properties() + source_metadata = source_properties.metadata or {} + + # Copy the blob to the new location + # Using start_copy_from_url which is async in Azure but we'll wait for it + source_url = source_blob_client.url + copy_operation = destination_blob_client.start_copy_from_url(source_url) + + # Wait for the copy to complete (with timeout) + max_wait_time = 60 # 60 seconds timeout + wait_time = 0 + sleep_interval = 0.5 + + while wait_time < max_wait_time: + dest_properties = destination_blob_client.get_blob_properties() + copy_status = dest_properties.copy.status + + if copy_status == "success": + break + elif copy_status == "failed": + return create_error_response("Failed to copy file", 500) + elif copy_status in ["pending", "copying"]: + time.sleep(sleep_interval) + wait_time += sleep_interval + else: + return create_error_response(f"Unknown copy status: {copy_status}", 500) + + if wait_time >= max_wait_time: + return create_error_response("Copy operation timed out", 500) + + # Set metadata on the destination blob (preserving original metadata) + try: + destination_blob_client.set_blob_metadata(metadata=source_metadata) + except Exception as metadata_error: + logger.warning(f"Failed to set metadata on destination blob: {metadata_error}") + + # Delete the source blob + try: + source_blob_client.delete_blob() + except Exception as delete_error: + logger.error(f"Failed to delete source blob after copy: {delete_error}") + # File was copied but not deleted - return a partial success message + return create_success_response({ + "message": "File copied but original could not be deleted", + "destination_blob_name": destination_blob_name, + "warning": "Original file still exists" + }, 200) + + logger.info(f"Successfully moved file from '{source_blob_name}' to '{destination_blob_name}'") + + return create_success_response({ + "message": "File moved successfully", + "destination_blob_name": destination_blob_name, + "source_blob_name": source_blob_name + }, 200) + + except Exception as e: + logger.exception(f"Unexpected error in move_file: {e}") + return create_error_response("Internal Server Error", 500) + +@bp.route("/rename-file", methods=["POST"]) +@auth_required +def rename_file(): + """ + Renames a single file by copying it to the same folder with a new filename and deleting the original. + Expected JSON: + { + "organization_id": "org-123", + "source_blob_name": "organization_files/org-123/path/file.xlsx", + "new_file_name": "file_renamed.xlsx" # name + extension, no slashes + } + """ + try: + data = request.get_json() + if not data: + return create_error_response("No JSON data provided", 400) + + organization_id = (data.get("organization_id") or "").strip() + source_blob_name = (data.get("source_blob_name") or "").strip() + new_file_name = (data.get("new_file_name") or "").strip() + + if not organization_id: + return create_error_response("Organization ID is required", 400) + if not source_blob_name: + return create_error_response("Source blob name is required", 400) + if not new_file_name: + return create_error_response("New file name is required", 400) + + expected_org_prefix = f"organization_files/{organization_id}/" + if not source_blob_name.startswith(expected_org_prefix): + logger.warning(f"[rename-file] Org {organization_id} tried to rename foreign blob {source_blob_name}") + return create_error_response("Unauthorized: Source file does not belong to your organization", 403) + + invalid_chars = '<>:"/\\|?*#^' + if any(ch in new_file_name for ch in invalid_chars): + return create_error_response(f"Invalid file name: contains one of ({invalid_chars})", 422) + if "/" in new_file_name or "\\" in new_file_name: + return create_error_response("New file name must not contain path separators", 422) + if len(new_file_name) > 255: + return create_error_response("File name is too long (max 255 characters)", 422) + + last_slash = source_blob_name.rfind("/") + if last_slash < 0: + return create_error_response("Invalid source path", 400) + source_dir = source_blob_name[:last_slash] + dest_blob_name = f"{source_dir}/{new_file_name}" + + if dest_blob_name == source_blob_name: + return create_error_response("New name is the same as current name", 400) + + blob_storage_manager = current_app.config["blob_storage_manager"] + container_client = blob_storage_manager.blob_service_client.get_container_client("documents") + + src = container_client.get_blob_client(source_blob_name) + if not src.exists(): + return create_error_response("Source file not found", 404) + + dst = container_client.get_blob_client(dest_blob_name) + if dst.exists(): + return create_error_response("A file with this name already exists in this folder", 409) + + source_url = src.url + copy = dst.start_copy_from_url(source_url) + + max_wait_time = 60 + wait_time = 0.0 + interval = 0.5 + while wait_time < max_wait_time: + props = dst.get_blob_properties() + status = props.copy.status + if status == "success": + break + if status == "failed": + return create_error_response("Failed to copy file", 500) + time.sleep(interval) + wait_time += interval + if wait_time >= max_wait_time: + return create_error_response("Copy operation timed out", 500) + + try: + src_props = src.get_blob_properties() + dst.set_blob_metadata(metadata=(src_props.metadata or {})) + except Exception as meta_err: + logger.warning(f"[rename-file] Could not set metadata on {dest_blob_name}: {meta_err}") + + try: + src.delete_blob() + except Exception as del_err: + logger.error(f"[rename-file] Copied but could not delete source {source_blob_name}: {del_err}") + return create_success_response({ + "message": "File renamed (source not deleted)", + "destination_blob_name": dest_blob_name, + "warning": "Original file still exists" + }, 200) + + # Delete old file reference from Azure Search Service + search_result = delete_from_azure_search(source_blob_name) + + # Prepare response + response_data = { + "message": "File renamed successfully", + "destination_blob_name": dest_blob_name, + "source_blob_name": source_blob_name + } + + # Add search deletion status to response + if search_result.get("skipped"): + response_data["search_index_note"] = "Azure Search deletion skipped (not configured)" + elif not search_result.get("success"): + logger.warning(f"File renamed but failed to delete old reference from Azure Search: {search_result.get('error')}") + response_data["search_index_warning"] = "File renamed but old search index entry may still exist" + else: + response_data["search_index_deleted"] = True + + logger.info(f"[rename-file] {source_blob_name} -> {dest_blob_name} (org={organization_id})") + return create_success_response(response_data, 200) + + except Exception as e: + logger.exception(f"Unexpected error in rename_file: {e}") + return create_error_response("Internal Server Error", 500) + +@bp.route("/delete-folder", methods=["DELETE"]) +@auth_required +def delete_folder(): + """ + Delete a folder and all its contents from blob storage. + This deletes all blobs with the specified folder prefix. + + Expected JSON payload: + { + "organization_id": "org-123", + "folder_path": "subfolder/folder-name" + } + + Returns: + JSON response with success message or error details + """ + try: + data = request.get_json() + if not data: + return create_error_response("No JSON data provided", 400) + + # Validate required fields + organization_id = data.get("organization_id", "").strip() + folder_path = data.get("folder_path", "").strip() + + if not organization_id: + return create_error_response("Organization ID is required", 400) + + if not folder_path: + return create_error_response("Folder path is required", 400) + + # Build the full folder prefix + base_prefix = f"organization_files/{organization_id}/" + folder_full_path = f"{base_prefix}{folder_path.strip('/')}" + + # Prevent deletion of root organization folder + # Only allow deletion of sub-folders + if folder_full_path == base_prefix.rstrip('/'): + return create_error_response("Cannot delete root organization folder", 400) + + # Ensure the folder path ends with / + if not folder_full_path.endswith('/'): + folder_full_path += '/' + + # This prevents cross-tenant data access/deletion + if not folder_full_path.startswith(base_prefix): + logger.warning( + f"Unauthorized delete attempt: organization {organization_id} tried to delete folder '{folder_path}' " + f"which doesn't belong to them (expected prefix: {base_prefix})" + ) + return create_error_response( + "Unauthorized: Folder does not belong to your organization", 403 + ) + + blob_storage_manager = current_app.config["blob_storage_manager"] + container_client = blob_storage_manager.blob_service_client.get_container_client("documents") + + # List all blobs with this prefix (includes all files and subfolders) + blobs_to_delete = list(container_client.list_blobs(name_starts_with=folder_full_path)) + + if not blobs_to_delete: + return create_error_response("Folder not found or is empty", 404) + + # Delete all blobs with this prefix + deleted_count = 0 + failed_deletions = [] + + for blob in blobs_to_delete: + try: + blob_client = container_client.get_blob_client(blob.name) + blob_client.delete_blob() + deleted_count += 1 + logger.info(f"Deleted blob: {blob.name}") + except Exception as delete_error: + logger.error(f"Failed to delete blob {blob.name}: {delete_error}") + failed_deletions.append(blob.name) + + if failed_deletions: + logger.warning(f"Some files could not be deleted: {failed_deletions}") + return create_success_response({ + "message": f"Folder partially deleted. {deleted_count} files deleted, {len(failed_deletions)} failed.", + "deleted_count": deleted_count, + "failed_count": len(failed_deletions), + "failed_files": failed_deletions + }, 200) + + logger.info(f"Successfully deleted folder '{folder_path}' with {deleted_count} files for organization {organization_id}") + + return create_success_response({ + "message": "Folder deleted successfully", + "deleted_count": deleted_count, + "folder_path": folder_path + }, 200) + + except Exception as e: + logger.exception(f"Unexpected error in delete_folder: {e}") + return create_error_response("Internal Server Error", 500) diff --git a/backend/routes/financial.py b/backend/routes/financial.py new file mode 100644 index 00000000..45b7e887 --- /dev/null +++ b/backend/routes/financial.py @@ -0,0 +1,540 @@ +import markdown +from rp2email import ReportProcessor +from financial_doc_processor import * +from utils import * +from sec_edgar_downloader import Downloader +from app_config import FILING_TYPES, BASE_FOLDER +from flask import ( + Blueprint, + current_app, + request, + jsonify, +) +from routes.decorators.auth_decorator import auth_required +bp = Blueprint("users", __name__) + +logging.basicConfig(level=logging.DEBUG) +logger = logging.getLogger(__name__) + + + +doc_processor = FinancialDocumentProcessor() # from financial_doc_processor + + +@bp.route("/api/SECEdgar/financialdocuments", methods=["GET"]) +@auth_required +def process_edgar_document(*, context): + """ + Process a single financial document from SEC EDGAR. + + Args for payload: + equity_id (str): Stock symbol/ticker (e.g., 'AAPL') + filing_type (str): SEC filing type (e.g., '10-K') + after_date (str, optional): Filter for filings after this date (YYYY-MM-DD) + + Returns: + JSON Response with processing status and results + + Raises: + 400: Invalid request parameters + 404: Document not found + 500: Internal server error + """ + try: + # Validate request and setup + if not check_and_install_wkhtmltopdf(): + return ( + jsonify( + { + "status": "error", + "message": "Failed to install required dependency wkhtmltopdf", + "code": 500, + } + ), + 500, + ) + + # Get and validate parameters + data = request.get_json() + if not data: + return ( + jsonify( + {"status": "error", "message": "No data provided", "code": 400} + ), + 400, + ) + + # Extract and validate parameters + equity_id = data.get("equity_id") + filing_type = data.get("filing_type") + after_date = data.get("after_date", None) + + if not equity_id or not filing_type: + return ( + jsonify( + { + "status": "error", + "message": "Both equity_id and filing_type are required", + "code": 400, + } + ), + 400, + ) + + if filing_type not in FILING_TYPES: + return ( + jsonify( + { + "status": "error", + "message": f"Invalid filing type. Must be one of: {FILING_TYPES}", + "code": 400, + } + ), + 400, + ) + + # Download filing + download_result = doc_processor.download_filing( + equity_id, filing_type, after_date + ) + + if download_result.get("status") != "success": + return jsonify(download_result), download_result.get("code", 500) + + # Process and upload document + upload_result = doc_processor.process_and_upload(equity_id, filing_type) + return jsonify(upload_result), upload_result.get("code", 500) + + except Exception as e: + logger.error(f"API execution failed: {str(e)}") + return jsonify({"status": "error", "message": str(e), "code": 500}), 500 + + +from tavily_tool import TavilySearch + +from app_config import IMAGE_PATH +from summarization import DocumentSummarizer + + +@bp.route("/api/SECEdgar/financialdocuments/summary", methods=["POST"]) +@auth_required +def generate_summary(*, context): + """ + Endpoint to generate a summary of financial documents from SEC Edgar. + + Request Payload Example: + { + "equity_name": "MS", # The name of the equity (e.g., 'MS' for Morgan Stanley) + "financial_type": "10-K" # The type of financial document (e.g., '10-K' for annual reports) + } + + Required Fields: + - equity_name (str): The name of the equity. + - financial_type (str): The type of financial document. + + Both fields must be non-empty strings. + """ + try: + try: + data = request.get_json() + if not data: + return ( + jsonify( + { + "error": "Invalid request", + "details": "Request body is requred and must be a valid JSON object", + } + ), + 400, + ) + equity_name = data.get("equity_name") + financial_type = data.get("financial_type") + + if not all([equity_name, financial_type]): + return ( + jsonify( + { + "error": "Missing required fields", + "details": "equity_name and financial_type are required", + } + ), + 400, + ) + + if not isinstance(equity_name, str) or not isinstance(financial_type, str): + return ( + jsonify( + { + "error": "Invalid input type", + "details": "equity_name and financial_type must be strings", + } + ), + 400, + ) + + if not equity_name.strip() or not financial_type.strip(): + return ( + jsonify( + { + "error": "Empty input", + "details": "equity_name and financial_type cannot be empty", + } + ), + 400, + ) + + except ValueError as e: + return ( + jsonify( + { + "error": "Invalid input", + "details": f"Failed to parse request body: {str(e)}", + } + ), + 400, + ) + + # Initialize components with error handling + try: + blob_manager = BlobStorageManager() + summarizer = DocumentSummarizer() + except ConnectionError as e: + logging.error(f"Failed to connect to blob storage: {e}") + return ( + jsonify( + { + "error": "Connection error", + "details": "Failed to connect to storage service", + } + ), + 503, + ) + except Exception as e: + logging.error(f"Failed to initialize components: {e}") + return ( + jsonify({"error": "Service initialization failed", "details": str(e)}), + 500, + ) + + # Reset directories + try: + reset_local_dirs() + except PermissionError as e: + logging.error(f"Permission error while cleaning up directories: {str(e)}") + return ( + jsonify( + { + "error": "Permission error", + "details": "Failed to clean up directories due to permission issues", + } + ), + 500, + ) + except OSError as e: + logging.error(f"OS error while reseting directories: {str(e)}") + return ( + jsonify( + { + "error": "System error", + "details": "Failed to prepare working directories", + } + ), + 500, + ) + except Exception as e: + logging.error(f"Failed to clean up directories: {e}") + return ( + jsonify( + { + "error": "Cleanup failed", + "details": "Failed to clean up directories to prepare for processing", + } + ), + 500, + ) + + # Download documents + + downloaded_files = blob_manager.download_documents( + equity_name=equity_name, financial_type=financial_type + ) + + # Process documents + for file_path in downloaded_files: + doc_id = extract_pdf_pages_to_images(file_path, IMAGE_PATH) + + # Generate summaries + all_summaries = summarizer.process_document_images(IMAGE_PATH) + final_summary = summarizer.generate_final_summary(all_summaries) + + # note from Nam: we don't need to format the summary anymore since we instructed the LLM to format the final summary in the prompt already + html_output = markdown.markdown(final_summary) + + # Save the summary locally + # save_str_to_pdf(formatted_summary, local_output_path) + + local_output_path = f"pdf/{equity_name}_{financial_type}_{datetime.now().strftime('%b %d %y')}_summary.pdf" + + try: + report_processor = ReportProcessor() + + pdf_path = report_processor.html_to_pdf(html_output, local_output_path) + if not pdf_path: + return jsonify({"error": "PDF creation failed"}), 500 + except Exception as e: + logger.error(f"Failed to create PDF: {str(e)}") + return jsonify({"error": "PDF creation failed: " + str(e)}), 500 + + # Upload summary to blob + document_paths = create_document_paths( + local_output_path, equity_name, financial_type + ) + + # upload to blob and get the blob path/remote links + upload_results = blob_manager.upload_to_blob(document_paths) + + blob_path = upload_results[equity_name][financial_type]["blob_path"] + blob_url = upload_results[equity_name][financial_type]["blob_url"] + + # Clean up local directories + try: + reset_local_dirs() + except Exception as e: + logging.error(f"Failed to clean up directories: {e}") + + return ( + jsonify( + { + "status": "success", + "equity_name": equity_name, + "financial_type": financial_type, + "blob_path": blob_path, + "remote_blob_url": blob_url, + "summary": final_summary, + } + ), + 200, + ) + + except Exception as e: + logging.error(f"Unexpected error: {e}", exc_info=True) + return jsonify({"error": "Internal server error", "details": str(e)}), 500 + finally: + # Ensure cleanup happens + try: + reset_local_dirs() + except PermissionError as e: + logging.error(f"Permission error while cleaning up directories: {str(e)}") + except OSError as e: + logging.error(f"OS error while reseting directories: {str(e)}") + except Exception as e: + logging.error(f"Failed to clean up: {e}") + + +from utils import _extract_response_data + + +@bp.route("/api/SECEdgar/financialdocuments/process-and-summarize", methods=["POST"]) +@auth_required +def process_and_summarize_document(*, context): + """ + Process and summarize a financial document in sequence. + + Args: + equity_id (str): Stock symbol/ticker (e.g., 'AAPL') + filing_type (str): SEC filing type (e.g., '10-K') + after_date (str, optional): Filter for filings after this date (YYYY-MM-DD) + + Returns: + JSON Response with structure: + { + "status": "success", + "edgar_data_process": {...}, + "summary_process": {...} + } + + Raises: + 400: Invalid request parameters + 404: Document not found + 500: Internal server error + """ + # Input validation + try: + data = request.get_json() + if not data: + return ( + jsonify( + { + "status": "error", + "error": "Invalid request", + "details": "Request body is requred and must be a valid JSON object", + "timestamp": datetime.now(timezone.utc).isoformat(), + } + ), + 400, + ) + + # Validate required fields + required_fields = ["equity_id", "filing_type"] + if not all(field in data for field in required_fields): + return ( + jsonify( + { + "status": "error", + "error": "Missing required fields", + "details": f"Missing required fields: {', '.join(required_fields)}", + "timestamp": datetime.now(timezone.utc).isoformat(), + } + ), + 400, + ) + + # Validate filing type + if data["filing_type"] not in FILING_TYPES: + return ( + jsonify( + { + "status": "error", + "error": "Invalid filing type", + "details": f"Invalid filing type. Must be one of: {', '.join(FILING_TYPES)}", + "timestamp": datetime.now(timezone.utc).isoformat(), + } + ), + 400, + ) + + # Validate date format if provided + if "after_date" in data: + try: + datetime.strptime(data["after_date"], "%Y-%m-%d") + except ValueError: + return ( + jsonify( + { + "status": "error", + "error": "Invalid date format", + "details": "Use YYYY-MM-DD", + "timestamp": datetime.now(timezone.utc).isoformat(), + } + ), + 400, + ) + + except ValueError as e: + logger.error(f"Invalid request data: {str(e)}") + return ( + jsonify( + { + "status": "error", + "error": "Invalid request data", + "details": str(e), + "timestamp": datetime.now(timezone.utc).isoformat(), + } + ), + 400, + ) + + try: + # Step 1: Process document + logger.info( + f"Starting document processing for {data['equity_id']} {data['filing_type']}" + ) + with current_app.test_request_context( + "/api/SECEdgar/financialdocuments", method="GET", json=data + ) as ctx: + process_result = process_edgar_document() + process_data = _extract_response_data(process_result) + + if process_data.get("status") != "success": + logger.error( + f"Document processing failed: {process_data.get('message')}" + ) + if process_data.get("code") == 404: + return ( + jsonify( + { + "status": "not_found", + "error": process_data.get("message"), + "code": process_data.get("code"), + "timestamp": datetime.now(timezone.utc).isoformat(), + } + ), + 404, + ) + else: + return ( + jsonify( + { + "status": "error", + "error": process_data.get("message"), + "code": process_data.get( + "code", HTTPStatus.INTERNAL_SERVER_ERROR + ), + "timestamp": datetime.now(timezone.utc).isoformat(), + } + ), + 500, + ) + + # Step 2: Generate summary + logger.info( + f"Starting summary generation for {data['equity_id']} {data['filing_type']}" + ) + summary_payload = { + "equity_name": data["equity_id"], + "financial_type": data["filing_type"], + } + + with current_app.test_request_context( + "/api/SECEdgar/financialdocuments/summary", + method="POST", + json=summary_payload, + ) as ctx: + summary_result = generate_summary() + summary_data = _extract_response_data(summary_result) + + if summary_data.get("status") != "success": + logger.error( + f"Summary generation failed: {summary_data.get('message')}" + ) + return ( + jsonify( + { + "status": "error", + "error": summary_data.get("message"), + "details": summary_data.get( + "code", HTTPStatus.INTERNAL_SERVER_ERROR + ), + "timestamp": datetime.now(timezone.utc).isoformat(), + } + ), + 500, + ) + + # Return combined results + response_data = { + "status": "success", + "edgar_data_process": process_data, + "summary_process": summary_data, + } + + logger.info( + f"Successfully processed and summarized document for {data['equity_id']}" + ) + return jsonify(response_data), 200 + + except Exception as e: + logger.exception( + f"Unexpected error in process_and_summarize_document: {str(e)}" + ) + return ( + jsonify( + { + "status": "error", + "error": "An unexpected error occurred while processing the document", + "details": str(e), + "timestamp": datetime.now(timezone.utc).isoformat(), + } + ), + 500, + ) diff --git a/backend/routes/invitations.py b/backend/routes/invitations.py new file mode 100644 index 00000000..bc2f7efb --- /dev/null +++ b/backend/routes/invitations.py @@ -0,0 +1,265 @@ +import os +import re + +from flask import Blueprint, current_app, jsonify, request + +from functools import wraps + +import smtplib +from email.mime.text import MIMEText +from email.mime.multipart import MIMEMultipart + +import logging + +from shared.cosmo_db import create_invitation, get_invitation_by_email_and_org, get_invitation + +from utils import delete_invitation, create_error_response, get_invitations +from routes.decorators.auth_decorator import auth_required + +from shared.error_handling import ( + MissingJSONPayloadError, + MissingRequiredFieldError, +) + +from http import HTTPStatus + +bp = Blueprint("invitations", __name__, url_prefix="/api") + +logging.basicConfig(level=logging.DEBUG) +logger = logging.getLogger(__name__) + +EMAIL_HOST = os.getenv("EMAIL_HOST") +EMAIL_PASS = os.getenv("EMAIL_PASS") +EMAIL_USER = os.getenv("EMAIL_USER") +EMAIL_PORT = os.getenv("EMAIL_PORT") + +INVITATION_LINK = os.getenv("INVITATION_LINK") + +@bp.route("/inviteUser", methods=["POST"]) +@auth_required +def sendEmail(): + if ( + not request.json + or "username" not in request.json + or "email" not in request.json + or "organizationName" not in request.json + or "organizationId" not in request.json + ): + return jsonify({"error": "Missing username or email"}), 400 + + username = request.json["username"] + email = request.json["email"] + organizationName = request.json["organizationName"] + organizationId = request.json["organizationId"] + + invitation = get_invitation_by_email_and_org(email, organizationId) + if invitation: + unique_id = invitation["id"] + token = invitation["token"] + if unique_id and token: + activation_link = ( + f"{INVITATION_LINK}/api/invitations/{unique_id}/redeemed?token={token}" + ) + else: + return jsonify({"error": "No invitation found"}), 404 + + # Validate email format + if not re.match(r"[^@]+@[^@]+\.[^@]+", email): + return jsonify({"error": "Invalid email format"}), 400 + + try: + # Email account credentials + gmail_user = EMAIL_USER + gmail_password = EMAIL_PASS + + # Email details + sent_from = gmail_user + to = [email] + subject = "SalesFactory Chatbot Invitation" + body = ( + """ + + + + + Welcome to FreddAid - Your Marketing Powerhouse + + + +
+

Dear [Recipient's Name],

+

Congratulations and Welcome to FreddAid!

+

You now have exclusive access to [Recipient's Organization]'s FreddAid, your new marketing powerhouse. It's time to unlock smarter strategies, deeper insights, and a faster path to success.

+

Ready to Get Started?

+

Click the link below and follow the easy steps to create your FreddAid account:

+ Activate Your FreddAid Account Now +

Unlock FreddAid's full potential and start enjoying unparalleled insights, real-time data, and a high-speed advantage in all your marketing efforts.

+

If you need any assistance, our support team is here to help you every step of the way.

+

Welcome to the future of marketing. Welcome to FreddAid.

+

Best regards,
Juan Hernandez
Chief Technology Officer
Sales Factory AI
juan.hernandez@salesfactory.com

+
+ + + """.replace( + "[Recipient's Name]", username + ) + .replace("[link to activate account]", activation_link) + .replace("[Recipient's Organization]", organizationName) + ) + + # Create a multipart message and set headers + message = MIMEMultipart() + message["From"] = sent_from + message["To"] = ", ".join(to) + message["Subject"] = subject + + # Add body to email + message.attach(MIMEText(body, "html")) + + # Connect to Gmail's SMTP server + server = smtplib.SMTP_SSL(EMAIL_HOST, EMAIL_PORT) + server.ehlo() + server.login(gmail_user, gmail_password) + + # Send email + server.sendmail(sent_from, to, message.as_string()) + server.close() + + logging.error("Email sent!") + return jsonify({"message": "Email sent!"}) + except Exception as e: + logging.error("Something went wrong...", e) + return jsonify({"error": str(e)}), 500 + + +@bp.route("/getInvitations", methods=["GET"]) +@auth_required +def getInvitations(): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not client_principal_id: + return ( + jsonify({"error": "Missing required parameters, client_principal_id"}), + 400, + ) + + user_id = request.args.get("user_id") + organization_id = request.args.get("organizationId") + + if not organization_id and not user_id: + return ( + jsonify({"error": "Either 'organization_id' or 'user_id' is required"}), + 400, + ) + + try: + if organization_id: + return jsonify(get_invitations(organization_id)) + return get_invitation(user_id) + except Exception as e: + logging.exception("[webbackend] exception in /getInvitation") + return jsonify({"error": str(e)}), 500 + + +@bp.route("/createInvitation", methods=["POST"]) +@auth_required +def createInvitation(): + try: + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not client_principal_id: + raise MissingRequiredFieldError("client_principal_id") + data = request.get_json() + if not data: + raise MissingJSONPayloadError() + if not "invitedUserEmail" in data: + raise MissingRequiredFieldError("invitedUserEmail") + if not "organizationId" in data: + raise MissingRequiredFieldError("organizationId") + if not "role" in data: + raise MissingRequiredFieldError("role") + if not "nickname" in data: + raise MissingRequiredFieldError("nickname") + invitedUserEmail = data["invitedUserEmail"] + organizationId = data["organizationId"] + role = data["role"] + nickname = data["nickname"] + response = create_invitation(invitedUserEmail, organizationId, role, nickname) + return jsonify(response), HTTPStatus.CREATED + except MissingRequiredFieldError as field: + return create_error_response( + f"Field '{field}' is required", HTTPStatus.BAD_REQUEST + ) + except Exception as e: + logging.exception(str(e)) + return create_error_response( + f"An unexpected error occurred. Please try again later. {e}", + HTTPStatus.INTERNAL_SERVER_ERROR, + ) + + +@bp.route("/deleteInvitation", methods=["DELETE"]) +@auth_required +def deleteInvitation(): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not client_principal_id: + return ( + create_error_response("Missing required parameters, client_principal_id"), + 400, + ) + + invitation_id = request.args.get("invitationId") + if not invitation_id: + return create_error_response("Missing required parameters, invitationId"), 400 + + try: + response = delete_invitation(invitation_id) + return jsonify(response), HTTPStatus.OK + except Exception as e: + logging.exception("[webbackend] exception in /deleteInvitation") + return jsonify({"error": str(e)}), 500 diff --git a/backend/routes/organizations.py b/backend/routes/organizations.py new file mode 100644 index 00000000..a90bec6a --- /dev/null +++ b/backend/routes/organizations.py @@ -0,0 +1,191 @@ +import os +from flask import Blueprint, current_app, request, jsonify +import logging + +from http import HTTPStatus + +import pandas as pd +from data_summary.file_utils import detect_extension +from data_summary.summarize import create_description +from data_summary.blob_utils import ( + download_blob_to_temp, + update_blob_metadata, + build_blob_name, +) +from data_summary.custom_prompts import BUSINESS_DESCRIPTION + +from shared.cosmo_db import create_organization, get_organization_data + +from utils import create_success_response, create_error_response + +from azure.core.exceptions import ResourceNotFoundError, AzureError +from shared.error_handling import ( + MissingRequiredFieldError, +) +from werkzeug.exceptions import NotFound + +from routes.decorators.auth_decorator import auth_required + +DESCRIPTION_VALID_FILE_EXTENSIONS = [".csv", ".xlsx", ".xls"] +BLOB_CONTAINER_NAME = "documents" +ORG_FILES_PREFIX = "organization_files" + +bp = Blueprint("organizations", __name__) + +logging.basicConfig(level=logging.DEBUG) +logger = logging.getLogger(__name__) + + +@bp.route("/api/organizations///business-describe", methods=["POST"]) +def generate_business_description(organization_id, file_name): + blob_temp_path = None + + if not organization_id or not file_name: + return create_error_response( + "organization_id and file_name are required", HTTPStatus.BAD_REQUEST + ) + + try: + + valid_file_extensions = [".csv", ".xlsx", ".xls"] + file_ext = detect_extension(file_name) + + if file_ext not in valid_file_extensions: + raise ValueError( + f"Invalid file type '{file_ext}'. Allowed types are: {', '.join(valid_file_extensions)}." + ) + + llm = current_app.config["llm"] + + blob_name = build_blob_name(organization_id, file_name, ORG_FILES_PREFIX) + + blob_temp_path, blob_metadata = download_blob_to_temp( + blob_name, BLOB_CONTAINER_NAME + ) + + logger.info(f"Downloaded blob '{blob_name}' to temporary path '{blob_temp_path}'") + + business_description = create_description( + blob_temp_path, llm, BUSINESS_DESCRIPTION + ) + + blob_metadata["business_description"] = str(business_description) + + updated_metadata = update_blob_metadata( + blob_name, blob_metadata, BLOB_CONTAINER_NAME + ) + + logger.info(f"Updated blob metadata for '{blob_name}': {updated_metadata}") + + return create_success_response(updated_metadata) + + except ValueError as e: + return create_error_response(str(e), HTTPStatus.BAD_REQUEST) + + except ValueError as e: + return create_error_response(str(e), HTTPStatus.BAD_REQUEST) + + except ResourceNotFoundError: + return create_error_response( + "The document does not exist", HTTPStatus.NOT_FOUND + ) + + except AzureError as e: + return create_error_response( + f"Azure storage error: {str(e)}", HTTPStatus.SERVICE_UNAVAILABLE + ) + + except (OSError, IOError) as e: + return create_error_response( + f"File processing error: {str(e)}", HTTPStatus.INTERNAL_SERVER_ERROR + ) + + except pd.errors.ParserError as e: + return create_error_response( + f"Error parsing file: {str(e)}", HTTPStatus.BAD_REQUEST + ) + + except Exception as e: + logger.exception("Unexpected error") + return create_error_response( + f"Unexpected error: {str(e)}", HTTPStatus.INTERNAL_SERVER_ERROR + ) + + finally: + if blob_temp_path and os.path.exists(blob_temp_path): + os.remove(blob_temp_path) + +@bp.route("/api/create-organization", methods=["POST"]) +@auth_required +def createOrganization(): + default_storage_capacity = 500 # Default storage capacity in GB + + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not client_principal_id: + return create_error_response({"error": "Missing required parameters, client_principal_id"}, HTTPStatus.BAD_REQUEST) + try: + organizationName = request.json["organizationName"] + if not request.json.get("storageCapacity"): + storage_capacity = default_storage_capacity + else: + storage_capacity = request.json["storageCapacity"] + + response = create_organization(client_principal_id, organizationName, storage_capacity) + if not response: + return create_error_response( + "Failed to create organization", HTTPStatus.INTERNAL_SERVER_ERROR + ) + return jsonify(response), HTTPStatus.CREATED + except NotFound as e: + return create_error_response( + f"User {client_principal_id} not found", HTTPStatus.NOT_FOUND + ) + except MissingRequiredFieldError as field: + return create_error_response( + f"Missing required parameters, {field}", HTTPStatus.BAD_REQUEST + ) + except Exception as e: + return create_error_response(str(e), HTTPStatus.INTERNAL_SERVER_ERROR) + +@bp.route("/api/organizations//storage-usage", methods=["GET"]) +@auth_required +def getOrganizationStorageCapacity(organization_id): + try: + organization = get_organization_data(organization_id) + if not organization: + return create_error_response( + "Organization not found", HTTPStatus.NOT_FOUND + ) + + storage_capacity = organization.get("storageCapacity", None) + if storage_capacity is None: + return create_error_response( + "Storage capacity not set for this organization", HTTPStatus.NOT_FOUND + ) + + blob_storage_manager = current_app.config["blob_storage_manager"] + prefix = f"{ORG_FILES_PREFIX}/{organization_id}/" + blobs = blob_storage_manager.list_blobs_in_container( + container_name=BLOB_CONTAINER_NAME, + prefix=prefix, + include_metadata="none", + ) + total_used_storage_bytes = 0 + for blob in blobs: + total_used_storage_bytes += blob.get("size") + + used_storage_gib = (total_used_storage_bytes / (1024 ** 3)) + + free_storage_gib = storage_capacity - used_storage_gib + + percentage_used = (used_storage_gib / storage_capacity) * 100 + + return create_success_response({ + "storageCapacity": storage_capacity, + "usedStorage": used_storage_gib, + "freeStorage": free_storage_gib, + "percentageUsed": percentage_used + }) + + except Exception as e: + return create_error_response(str(e), HTTPStatus.INTERNAL_SERVER_ERROR) \ No newline at end of file diff --git a/backend/routes/report_jobs.py b/backend/routes/report_jobs.py new file mode 100644 index 00000000..c3183ce1 --- /dev/null +++ b/backend/routes/report_jobs.py @@ -0,0 +1,278 @@ +# backend/routes/report_jobs.py +""" +Report job API endpoints. + +This module exposes CRUD-ish HTTP endpoints for report jobs, backed by +Azure Cosmos DB (SQL API) and Azure Queue Storage for asynchronous processing. + +Key behaviors: +- POST /api/report-jobs: creates a job document (status=QUEUED) and enqueues a + lightweight message on the "report-jobs" Azure Storage queue (fire-and-forget). +- GET /api/report-jobs/: fetch a single job by id and organization partition. +- GET /api/report-jobs: list recent jobs for an organization (partition scan). +- DELETE /api/report-jobs/: delete a job. + +Partitioning: all job documents are partitioned by `organization_id`. +""" + +from __future__ import annotations +import logging +import uuid +from datetime import datetime, timezone, timedelta +from typing import Any, Dict, Iterable, List + +from flask import Blueprint, request, jsonify, abort + +# Azure exceptions (used only for typing/handling; tests will monkeypatch if needed) +from azure.cosmos.exceptions import CosmosResourceNotFoundError, CosmosHttpResponseError + +from shared import clients +from shared.idempotency import weekly_idem_key + +bp = Blueprint("report_jobs", __name__, url_prefix="/api/report-jobs") +log = logging.getLogger(__name__) + + +# --------- helpers --------- +def _utc_now_iso() -> str: + """Return the current UTC time in RFC3339/ISO-8601 format with timezone.""" + return datetime.now(timezone.utc).isoformat() + + +def _require_organization_id() -> str: + """ + Resolve the caller's organization id from the request. + + Resolution order (first match wins): + 1) JSON body field `organization_id` + 2) Query string param `?organization_id=...` + 3) Header `X-Tenant-Id` + + Returns: + str: Resolved organization id. + + Aborts: + 400: If no organization id is provided by any of the supported sources. + """ + if request.is_json: + tid = (request.get_json(silent=True) or {}).get("organization_id") + if tid: + return tid + tid = request.args.get("organization_id") or request.headers.get("X-Tenant-Id") + if not tid: + abort( + 400, + "'organization_id' is required (body.organization_id, ?organization_id=, or X-Tenant-Id)", + ) + return tid + + +def _jobs_container(): + """ + Get the Cosmos container client for report jobs. + + Returns: + azure.c osmos.ContainerProxy: Container client for the jobs container. + """ + return clients.get_cosmos_container(clients.JOBS_CONT) + + +def _maybe_enqueue_report_job(message: Dict[str, Any]) -> None: + """ + Best-effort enqueue of a report job message to Azure Queue Storage. + + Sends a small JSON payload (e.g., {"type": "...", "job_id": "...", "organization_id": "..."}) + to the configured `report-jobs` queue. Any exception during enqueue is logged and **not** + propagated to the HTTP caller (to avoid failing the create call on transient queue issues). + + Args: + message: Dict payload that will be JSON-serialized and sent as the queue message. + """ + try: + clients.enqueue_report_job_message(message) + except Exception as e: + log.warning("Azure Queue enqueue failed: %s", e) + + +# --------- routes --------- +@bp.post("") +def create_job(): + """ + Create a new report job (status=QUEUED) and enqueue a processing message. + + Request JSON: + { + "organization_id": "org-123" (optional if provided via query/header) + "job_id": "optional-explicit-id", # else server generates UUID4 + "report_name": "Brand Analysis Report Generation", + "params": { ... } # free-form; must be JSON-serializable + } + + Headers/Query: + - `organization_id` can also be supplied via `?organization_id=` or `X-Tenant-Id`. + + Returns: + 201 Created with the created Cosmos document as JSON. + + Errors: + 400: Missing required fields (e.g., report_name or organization_id). + 502: Cosmos write error. + + Side effects: + - Persists a job document in Cosmos DB partitioned by `organization_id`. + - Fire-and-forget enqueue of a small message to Azure Queue Storage. + """ + data = request.get_json(force=True) or {} + organization_id = _require_organization_id() + job_id = str(uuid.uuid4()) + report_key = data.get("report_key") + report_name = data.get("report_name") + params = data.get("params") or {} + + if not report_name or not report_key: + abort(400, "'report_name' and 'report_key' are required") + + now = _utc_now_iso() + doc = { + "id": job_id, # Cosmos item id + "job_id": job_id, + "tenant_id": organization_id, + "organization_id": organization_id, # PK + "idempotency_key": str(uuid.uuid4()), + "report_key": report_key, + "report_name": report_name, + "params": params, + "status": "QUEUED", + "schedule_time": (datetime.now(timezone.utc)).isoformat(), + "created_at": now, + "updated_at": now, + } + + try: + created = _jobs_container().create_item(doc) + except CosmosHttpResponseError as e: + abort(502, f"Cosmos error creating job: {e}") + + return jsonify(created), 201 + + +@bp.get("/") +def get_job(job_id: str): + """ + Fetch a single job document by id within the caller's organization partition. + + Path params: + job_id: The Cosmos item `id`. + + Headers/Query: + Must provide `organization_id` (body/query/header as documented in `_require_organization_id`). + + Returns: + 200 OK with the job document JSON. + + Errors: + 404: If the item does not exist in the organization partition. + 502: Cosmos read errors. + """ + organization_id = _require_organization_id() + try: + doc = _jobs_container().read_item(item=job_id, partition_key=organization_id) + return jsonify(doc) + except CosmosResourceNotFoundError: + abort(404, "Job not found") + except CosmosHttpResponseError as e: + abort(502, f"Cosmos error reading job: {e}") + +ALLOWED_STATUSES = {"SUCCEEDED", "RUNNING", "QUEUED", "FAILED"} + +@bp.get("") +def list_jobs(): + """ + List recent report jobs for an organization (most recent first). + + Query parameters: + organization_id (str): Required partition key. You may also provide it + via the JSON body or the `X-Tenant-Id` header. + limit (int, optional): Maximum number of items to return. Defaults to 50. + status (str, optional): Filter by status (case-insensitive). One of: + SUCCEEDED | FAILED | RUNNING | QUEUED. + + Returns: + 200 OK with a JSON array of job documents (max `limit` items). + + Errors: + 400: Invalid query parameters. + 502: Cosmos query errors. + """ + organization_id = _require_organization_id() + + try: + limit = int(request.args.get("limit", 50)) + except ValueError: + abort(400, "Invalid 'limit' (must be an integer).") + if limit < 1: + limit = 1 + + status_raw = request.args.get("status") + status = None + if status_raw: + status_candidate = status_raw.strip().upper() + if status_candidate not in ALLOWED_STATUSES: + allowed = ", ".join(sorted(ALLOWED_STATUSES)) + abort(400, f"Invalid status '{status_raw}'. Allowed: {allowed}") + status = status_candidate + + status_clause = " AND c.status = @status" if status else "" + query = ( + "SELECT * FROM c " + "WHERE c.organization_id = @organization_id" + status_clause + " " + "ORDER BY c.created_at DESC" + ) + + params = [{"name": "@organization_id", "value": organization_id}] + if status: + params.append({"name": "@status", "value": status}) + + try: + it: Iterable[Dict[str, Any]] = _jobs_container().query_items( + query=query, + parameters=params, + partition_key=organization_id, + ) + out: List[Dict[str, Any]] = [] + for i, item in enumerate(it): + if i >= limit: + break + out.append(item) + return jsonify(out) + except CosmosHttpResponseError as e: + abort(502, f"Cosmos error listing jobs: {e}") + + + +@bp.delete("/") +def delete_job(job_id: str): + """ + Delete a job by id within the caller's organization partition. + + Path params: + job_id: The Cosmos item `id`. + + Headers/Query: + Must provide `organization_id` (body/query/header as documented in `_require_organization_id`). + + Returns: + 204 No Content on successful deletion. + + Errors: + 404: If the item does not exist in the organization partition. + 502: Cosmos delete errors. + """ + organization_id = _require_organization_id() + try: + _jobs_container().delete_item(item=job_id, partition_key=organization_id) + return ("", 204) + except CosmosResourceNotFoundError: + abort(404, "Job not found") + except CosmosHttpResponseError as e: + abort(502, f"Cosmos error deleting job: {e}") diff --git a/backend/routes/user_documents.py b/backend/routes/user_documents.py new file mode 100644 index 00000000..5b23448d --- /dev/null +++ b/backend/routes/user_documents.py @@ -0,0 +1,321 @@ +import os +from flask import Blueprint, current_app, request +import tempfile +import logging +import re +import secrets +import uuid +import time +from utils import create_success_response, create_error_response + +BLOB_CONTAINER_NAME = "user-documents" +ALLOWED_FILE_EXTENSIONS = [".pdf"] +MAX_FILE_SIZE = 10 * 1024 * 1024 # 10MB + +bp = Blueprint("user_documents", __name__, url_prefix="/api") + +logging.basicConfig(level=logging.DEBUG) +logger = logging.getLogger(__name__) + + +def sanitize_path_component(component): + """Sanitize path components to prevent directory traversal""" + if not component: + return "" + return re.sub(r'[^a-zA-Z0-9\-_]', '', str(component)) + + +def validate_uuid(uuid_string): + """Validate UUID format""" + try: + uuid.UUID(uuid_string) + return True + except (ValueError, TypeError): + return False + + +def validate_file(file): + """Validate uploaded file type and size""" + if not file.filename: + return False, "No filename provided" + + # extension check + if not any(file.filename.lower().endswith(ext) for ext in ALLOWED_FILE_EXTENSIONS): + allowed = ", ".join(ALLOWED_FILE_EXTENSIONS) + return False, f"File type not allowed. Only {allowed} files are permitted" + + # size check + if hasattr(file, 'content_length') and file.content_length: + if file.content_length > MAX_FILE_SIZE: + return False, f"File too large. Maximum size is {MAX_FILE_SIZE // (1024*1024)}MB" + + return True, "Valid file" + + +@bp.route("/upload-user-document", methods=["POST"]) +def upload_user_document(): + temp_file_path = None + try: + if "file" not in request.files: + logger.error("No file part in the request") + return create_error_response("No file part in the request", 400) + + file = request.files["file"] + + # Validate file + is_valid, validation_message = validate_file(file) + if not is_valid: + logger.error(f"File validation failed: {validation_message}") + return create_error_response(validation_message, 400) + + user_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not user_id: + logger.error("User ID not provided in headers") + return create_error_response("User authentication required", 401) + + org_from_header = request.headers.get("X-MS-CLIENT-PRINCIPAL-ORGANIZATION") + organization_id = request.form.get("organization_id") + + if org_from_header and organization_id and sanitize_path_component(org_from_header) != sanitize_path_component(organization_id): + logger.error("Organization header does not match provided organization_id") + return create_error_response("Organization mismatch between header and payload", 403) + if org_from_header: + organization_id = org_from_header + conversation_id = request.form.get("conversation_id") + + if not organization_id: + logger.error("Organization ID not provided in request") + return create_error_response("Organization ID is required", 400) + + if not conversation_id: + logger.error("Conversation ID not provided in request") + return create_error_response("Conversation ID is required", 400) + + # Validate UUID format for conversation_id + if not validate_uuid(conversation_id): + logger.error(f"Invalid conversation ID format: {conversation_id}") + return create_error_response("Invalid conversation ID format", 400) + + # Sanitize path components to prevent directory traversal + safe_org_id = sanitize_path_component(organization_id) + safe_user_id = sanitize_path_component(user_id) + safe_conversation_id = sanitize_path_component(conversation_id) + + if not safe_org_id or not safe_user_id or not safe_conversation_id: + logger.error("Invalid characters in path components") + return create_error_response("Invalid characters in identifiers", 400) + + logger.info( + f"Uploading file '{file.filename}' for user '{safe_user_id}' in organization '{safe_org_id}' conversation '{safe_conversation_id}'" + ) + + safe_filename = os.path.basename(file.filename) + base_name, ext = os.path.splitext(safe_filename) + timestamp_ms = int(time.time() * 1000) + timestamped_filename = f"{base_name}_{timestamp_ms}{ext}" + + temp_filename = timestamped_filename + temp_file_path = os.path.join(tempfile.gettempdir(), temp_filename) + file.save(temp_file_path) + + blob_folder = f"{safe_org_id}/{safe_user_id}/{safe_conversation_id}" + + # Create metadata with hierarchical information + metadata = { + "organization_id": organization_id, + "user_id": user_id, + "conversation_id": conversation_id, + "original_filename": safe_filename, + } + + # Initialize blob storage manager and upload file + blob_storage_manager = current_app.config["blob_storage_manager"] + + result = blob_storage_manager.upload_to_blob( + file_path=temp_file_path, + blob_folder=blob_folder, + metadata=metadata, + container=BLOB_CONTAINER_NAME, + ) + + if result["status"] == "success": + logger.info( + f"Successfully uploaded file '{file.filename}' to '{blob_folder}' in container '{BLOB_CONTAINER_NAME}'" + ) + blob_path = result.get("blob_path", f"{blob_folder}/{timestamped_filename}") + return create_success_response({ + "blob_url": result.get("blob_url"), + "blob_name": blob_path, + "saved_filename": os.path.basename(blob_path), + "original_filename": safe_filename, + }, 200) + else: + error_msg = f"Error uploading file: {result.get('error', 'Unknown error')}" + logger.error(error_msg) + return create_error_response(error_msg, 500) + + except Exception as e: + logger.exception(f"Unexpected error in upload_user_document: {e}") + return create_error_response("Internal Server Error", 500) + + finally: + if temp_file_path and os.path.exists(temp_file_path): + os.remove(temp_file_path) + + +@bp.route("/list-user-documents", methods=["GET"]) +def list_user_documents(): + try: + user_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not user_id: + logger.error("User ID not provided in headers") + return create_error_response("User authentication required", 401) + + org_from_header = request.headers.get("X-MS-CLIENT-PRINCIPAL-ORGANIZATION") + organization_id = request.args.get("organization_id") + if org_from_header and organization_id and sanitize_path_component(org_from_header) != sanitize_path_component(organization_id): + logger.error("Organization header does not match provided organization_id") + return create_error_response("Organization mismatch between header and query", 403) + if org_from_header: + organization_id = org_from_header + conversation_id = request.args.get("conversation_id") + + if not organization_id: + logger.error("Organization ID not provided in request") + return create_error_response("organization_id is required", 400) + + if not conversation_id: + logger.error("Conversation ID not provided in request") + return create_error_response("conversation_id is required", 400) + + if not validate_uuid(conversation_id): + logger.error(f"Invalid conversation ID format: {conversation_id}") + return create_error_response("Invalid conversation ID format", 400) + + # Sanitize path components + safe_org_id = sanitize_path_component(organization_id) + safe_user_id = sanitize_path_component(user_id) + safe_conversation_id = sanitize_path_component(conversation_id) + + if not safe_org_id or not safe_user_id or not safe_conversation_id: + logger.error("Invalid characters in path components") + return create_error_response("Invalid characters in identifiers", 400) + + prefix = f"{safe_org_id}/{safe_user_id}/{safe_conversation_id}/" + + logger.info(f"Listing documents for user '{safe_user_id}' in organization '{safe_org_id}' conversation '{safe_conversation_id}'") + + blob_storage_manager = current_app.config["blob_storage_manager"] + + blobs = blob_storage_manager.list_blobs_in_container( + container_name=BLOB_CONTAINER_NAME, + prefix=prefix, + include_metadata="yes" + ) + + files = [] + for blob in blobs: + saved_filename = blob["name"].split("/")[-1] + metadata = blob.get("metadata") or {} + original_filename = metadata.get("original_filename") or saved_filename + files.append({ + "blob_name": blob["name"], + "saved_filename": saved_filename, + "original_filename": original_filename, + "size": blob.get("size"), + "uploaded_at": blob.get("last_modified") or blob.get("created_on") + }) + + logger.info(f"Found {len(files)} files for conversation '{safe_conversation_id}'") + return create_success_response({"files": files}, 200) + + except Exception as e: + logger.exception(f"Unexpected error in list_user_documents: {e}") + return create_error_response("Internal Server Error", 500) + + +@bp.route("/delete-user-document", methods=["DELETE"]) +def delete_user_document(): + try: + user_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not user_id: + logger.error("User ID not provided in headers") + return create_error_response("User authentication required", 401) + + data = request.get_json() + if not data: + logger.error("No JSON data provided in request body") + return create_error_response("JSON body is required", 400) + + blob_name = data.get("blob_name") + filename = data.get("filename") + org_from_header = request.headers.get("X-MS-CLIENT-PRINCIPAL-ORGANIZATION") + organization_id = data.get("organization_id") + if org_from_header and organization_id and sanitize_path_component(org_from_header) != sanitize_path_component(organization_id): + logger.error("Organization header does not match provided organization_id") + return create_error_response("Organization mismatch between header and payload", 403) + if org_from_header: + organization_id = org_from_header + conversation_id = data.get("conversation_id") + + if not blob_name and not filename: + logger.error("Neither blob_name nor filename provided in request") + return create_error_response("blob_name or filename is required", 400) + + if not organization_id: + logger.error("Organization ID not provided in request") + return create_error_response("organization_id is required", 400) + + if not conversation_id: + logger.error("Conversation ID not provided in request") + return create_error_response("conversation_id is required", 400) + + if not validate_uuid(conversation_id): + logger.error(f"Invalid conversation ID format: {conversation_id}") + return create_error_response("Invalid conversation ID format", 400) + + safe_org_id = sanitize_path_component(organization_id) + safe_user_id = sanitize_path_component(user_id) + safe_conversation_id = sanitize_path_component(conversation_id) + safe_filename = os.path.basename(filename) if filename else None + + if not safe_org_id or not safe_user_id or not safe_conversation_id: + logger.error("Invalid characters in path components") + return create_error_response("Invalid characters in identifiers", 400) + + prefix = f"{safe_org_id}/{safe_user_id}/{safe_conversation_id}/" + if blob_name: + if not re.match(r'^[A-Za-z0-9/_\-.]+$', blob_name): + logger.error("Invalid characters in blob_name") + return create_error_response("Invalid characters in blob_name", 400) + if not blob_name.startswith(prefix): + logger.error("blob_name does not match provided identifiers") + return create_error_response("blob_name does not match provided identifiers", 400) + blob_path = blob_name + safe_filename = os.path.basename(blob_name) + else: + if not safe_filename: + logger.error("Filename not provided after validation") + return create_error_response("filename is required", 400) + blob_path = f"{prefix}{safe_filename}" + + logger.info(f"Deleting file '{safe_filename}' for user '{safe_user_id}' in organization '{safe_org_id}' conversation '{safe_conversation_id}'") + + blob_storage_manager = current_app.config["blob_storage_manager"] + + result = blob_storage_manager.delete_blob( + blob_name=blob_path, + container_name=BLOB_CONTAINER_NAME + ) + + if result["status"] == "success": + logger.info(f"Successfully deleted file '{safe_filename}' from '{blob_path}' in container '{BLOB_CONTAINER_NAME}'") + return create_success_response({"message": f"File '{safe_filename}' deleted successfully"}, 200) + else: + error_msg = f"Error deleting file: {result.get('error', 'Unknown error')}" + logger.error(error_msg) + return create_error_response(error_msg, 500) + + except Exception as e: + logger.exception(f"Unexpected error in delete_user_document: {e}") + return create_error_response("Internal Server Error", 500) \ No newline at end of file diff --git a/backend/routes/users.py b/backend/routes/users.py new file mode 100644 index 00000000..4c1d8785 --- /dev/null +++ b/backend/routes/users.py @@ -0,0 +1,546 @@ +from http import HTTPStatus +import os + +from flask import Blueprint, current_app, jsonify, request +from datetime import datetime +from werkzeug.exceptions import NotFound +from functools import wraps +import logging + +from shared.error_handling import MissingRequiredFieldError +from azure.cosmos.exceptions import CosmosHttpResponseError +from utils import ( + EmailService, + EmailServiceError, + create_error_response, + delete_user, + get_user_by_id, + get_users, + reset_password, +) +from shared.cosmo_db import get_user_container, patch_user_data, update_user, set_user +from routes.decorators.auth_decorator import auth_required + +bp = Blueprint("users", __name__) + +logging.basicConfig(level=logging.DEBUG) +logger = logging.getLogger(__name__) + + +EMAIL_HOST = os.getenv("EMAIL_HOST") +EMAIL_PASS = os.getenv("EMAIL_PASS") +EMAIL_USER = os.getenv("EMAIL_USER") +EMAIL_PORT = os.getenv("EMAIL_PORT") + +INVITATION_LINK = os.getenv("INVITATION_LINK") + + +@bp.route("/api/user/", methods=["GET"]) +@auth_required +def getUserid(user_id): + """ + Endpoint to get a user by ID. + """ + try: + user = get_user_container(user_id) + return jsonify(user), 200 + except NotFound as e: + logging.warning(f"Report with id {user_id} not found.") + return jsonify({"error": f"Report with this id {user_id} not found"}), 404 + except Exception as e: + logging.exception(f"An error occurred retrieving the report with id {user_id}") + return jsonify({"error": "Internal Server Error"}), 500 + + +# Update Users +@bp.route("/api/user/", methods=["PUT"]) +@auth_required +def updateUser(user_id): + """ + Endpoint to update a user + """ + try: + updated_data = request.get_json() + + if updated_data is None: + return jsonify({"error": "Invalid or missing JSON payload"}), 400 + + updated_data = update_user(user_id, updated_data) + return "", 204 + + except NotFound as e: + logging.warning(f"Tried to update a user that doesn't exist: {user_id}") + return ( + jsonify( + { + "error": f"Tried to update a user with this id {user_id} that does not exist" + } + ), + 404, + ) + + except Exception as e: + logging.exception( + f"Error updating user with ID {user_id}" + ) # Logs the full exception + return ( + jsonify({"error": "An unexpected error occurred. Please try again later."}), + 500, + ) + + +@bp.route("/api/user/", methods=["PATCH"]) +@auth_required +def patchUserData(user_id): + """ + Endpoint to update the 'name', role and 'email' fields of a user's 'data' + """ + try: + patch_data = request.get_json() + + if patch_data is None or not isinstance(patch_data, dict): + return jsonify({"error": "Invalid or missing JSON payload"}), 400 + + patch_data = patch_user_data(user_id, patch_data) + return jsonify({"message": "User data updated successfully"}), 200 + + except NotFound as nf: + logging.error(f"User with ID {user_id} not found.") + return jsonify({"error": str(e)}), 404 + + except ValueError as ve: + logging.error(f"Validation error for user ID {user_id}: {str(ve)}") + return jsonify({"error": str(ve)}), 400 + + except Exception as e: + logging.exception(f"Error updating user data for user ID {user_id}") + return ( + jsonify({"error": "An unexpected error occurred. Please try again later."}), + 500, + ) + + +# Reset Password + + +@bp.route("/api/user//reset-password", methods=["PATCH"]) +@auth_required +def reset_user_password(user_id): + """ + Endpoint to reset a user's password and send a notification email. + """ + try: + data = request.get_json() + if not data or "new_password" not in data: + return jsonify({"error": "Invalid or missing JSON payload"}), 400 + + reset_password(user_id, data["new_password"]) + user = get_user_container(user_id) + user_email = user["data"]["email"] + user_name = user["data"].get("name", "User") + + # Email details + subject = "Your FreddAid password has been changed" + html_content = f""" + + + + + + Password Changed - FreddAid + + + + + + + """ + + email_config = { + "smtp_server": EMAIL_HOST, + "smtp_port": EMAIL_PORT, + "username": EMAIL_USER, + "password": EMAIL_PASS, + } + + email_service = EmailService(**email_config) + try: + email_service.send_email( + subject=subject, html_content=html_content, recipients=[user_email] + ) + logging.info(f"Password reset email sent to {user_email}") + except EmailServiceError as e: + logging.error(f"Failed to send password reset email: {str(e)}") + + return jsonify({"message": "Password reset successfully and email sent"}), 200 + + except NotFound as e: + logging.warning(f"User with id {user_id} not found.") + return jsonify({"error": f"User with id {user_id} not found."}), 404 + + except Exception as e: + logging.exception(f"Error resetting password for user with id {user_id}") + return jsonify({"error": "Internal Server Error"}), 500 + + +@bp.route("/api/deleteuser", methods=["DELETE"]) +@auth_required +def deleteUser(): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + + if not client_principal_id: + return ( + jsonify({"error": "Missing required parameters, client_principal_id"}), + 400, + ) + + user_id = request.args.get("userId") + organization_id = request.args.get("organizationId") + if not user_id or not organization_id: + return ( + jsonify( + {"error": "Missing required parameter: user_id or organization_id"} + ), + 400, + ) + + try: + success = delete_user(user_id, organization_id) + if not success: + return jsonify({"error": "User not found or already deleted"}), 404 + return "", 204 + except NotFound: + return jsonify({"error": "User not found"}), 404 + except Exception as e: + logging.exception( + f"[webbackend] exception in /api/deleteuser for user {user_id}" + ) + return jsonify({"error": str(e)}), 500 + + +@bp.route("/api/checkuser", methods=["POST"]) +@auth_required +def checkUser(): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + client_principal_name = request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME") + if not client_principal_id or not client_principal_name: + return create_error_response( + "Missing authentication headers", HTTPStatus.UNAUTHORIZED + ) + + if not request.json or "email" not in request.json: + return create_error_response("Email is required", HTTPStatus.BAD_REQUEST) + + email = request.json["email"] + + try: + response = set_user( + { + "id": client_principal_id, + "email": email, + "role": "user", + "name": client_principal_name, + } + ) + + if not response or "user_data" not in response: + return create_error_response( + "Failed to set user", HTTPStatus.INTERNAL_SERVER_ERROR + ) + + return response["user_data"] + + except MissingRequiredFieldError as field: + return create_error_response( + f"Field '{field}' is required", HTTPStatus.BAD_REQUEST + ) + + except CosmosHttpResponseError as cosmos_error: + logging.error(f"[webbackend] Cosmos DB error in /api/checkUser: {cosmos_error}") + return create_error_response( + "Database error in CosmosDB", HTTPStatus.INTERNAL_SERVER_ERROR + ) + + try: + email = request.json["email"] + url = CHECK_USER_ENDPOINT + payload = json.dumps( + { + "client_principal_id": client_principal_id, + "client_principal_name": client_principal_name, + "id": client_principal_id, + "name": client_principal_name, + "email": email, + } + ) + headers = {"Content-Type": "application/json", "x-functions-key": functionKey} + response = requests.request("POST", url, headers=headers, data=payload) + logging.info(f"[webbackend] response: {response.text[:500]}...") + + if response.status_code != 200: + logging.error(f"[webbackend] Error from orchestrator: {response.text}") + return jsonify({"error": "Error contacting orchestrator"}), 500 + + return response.text + except Exception as e: + logging.exception("[webbackend] Unexpected exception in /api/checkUser") + return jsonify({"error": "An unexpected error occurred"}), 500 + + +@bp.route("/api/getUser", methods=["GET"]) +@auth_required +def getUser(): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + client_principal_name = request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME") + + if not client_principal_id or not client_principal_name: + return ( + jsonify( + { + "error": "Missing required parameters, client_principal_id or client_principal_name" + } + ), + 400, + ) + + try: + user = get_user_container(client_principal_id) + if not user: + return jsonify({"error": "User not found"}), 404 + return jsonify(user), 200 + except Exception as e: + logging.exception("[webbackend] exception in /getUser") + return jsonify({"error": str(e)}), 500 + except NotFound as e: + return jsonify({"error": str(e)}), 404 + + +@bp.route("/api/getusers", methods=["GET"]) +@auth_required +def getUsers(): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + client_principal_name = request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME") + + if not client_principal_id or not client_principal_name: + return ( + jsonify( + { + "error": "Missing required parameters, client_principal_id or client_principal_name" + } + ), + 400, + ) + user_id = request.args.get("user_id") + organization_id = request.args.get("organizationId") + + try: + + if user_id: + user = get_user_by_id(user_id) + return user + users = get_users(organization_id) + return jsonify(users) + + except Exception as e: + logging.exception("[webbackend] exception in /api/checkUser") + return jsonify({"error": str(e)}), 500 + diff --git a/backend/routes/voice_customer.py b/backend/routes/voice_customer.py new file mode 100644 index 00000000..a9a9423c --- /dev/null +++ b/backend/routes/voice_customer.py @@ -0,0 +1,493 @@ +# /routes/voice-customer.py + +from flask import Blueprint, current_app, request +from pydantic import ValidationError +import logging + +from utils import (create_success_response, create_error_response) +from shared.cosmo_db import ( + create_competitor, + create_new_brand, + create_prod, + delete_brand_by_id, + delete_competitor_by_id, + get_brands_by_organization, + get_competitors_by_organization, + get_items_to_delete_by_brand, + get_organization_data, + get_prods_by_organization, + patch_organization_data, + update_brand_by_id, + update_competitor_by_id, + update_prod_by_id, + delete_prod_by_id, +) + +from schemas import BrandCreateSchema, BrandUpdateSchema, ProductCreateSchema, ProductUpdateSchema, CompetitorCreateSchema, CompetitorUpdateSchema + +bp = Blueprint("voice_customer", __name__, url_prefix="/api/voice-customer") + +logging.basicConfig(level=logging.DEBUG) +logger = logging.getLogger(__name__) + + +@bp.route("/brands", methods=["POST"]) +def create_brand(): + """ + Handles the creation of a new brand. + + Expects a JSON payload with the following required fields: + - brand_name (str): The name of the brand. + - brand_description (str): A description of the brand. + - organization_id (int or str): The ID of the associated organization. + + Returns: + - On success: A JSON response with the created brand data and HTTP status 201. + - On failure: A JSON error response with an appropriate error message and HTTP status code. + """ + json_data = request.get_json() + if not json_data: + return create_error_response("No JSON data provided", 400) + + try: + brand_data = BrandCreateSchema(**json_data) + print(brand_data) + except ValidationError as e: + return create_error_response(e.errors(), 422) + + try: + result = create_new_brand( + brand_name=brand_data.brand_name, + brand_description=brand_data.brand_description, + organization_id=brand_data.organization_id, + ) + return create_success_response(result, 201) + except Exception as e: + return create_error_response(f"Error creating brand: {str(e)}", 500) + + +@bp.route("/organizations//brands", methods=["GET"]) +def get_brands(organization_id): + """ + Retrieve brands associated with a given organization. + + Args: + organization_id (str or int): The unique identifier of the organization. + + Returns: + Response: A success response containing the list of brands (HTTP 200), + or an error response with an appropriate message and status code (HTTP 400 or 500). + + Raises: + Exception: If an unexpected error occurs during brand retrieval. + """ + if not organization_id: + return create_error_response("Organization ID is required", 400) + try: + brands = get_brands_by_organization(organization_id) + return create_success_response(brands, 200) + except Exception as e: + return create_error_response(f"Error retrieving brands: {str(e)}", 500) + +@bp.route("/brands/", methods=["PATCH"]) +def update_brand(brand_id): + """ + Updates the details of a brand with the specified brand_id. + Expects a JSON payload with the following required fields: + - brand_name (str): The new name of the brand. + - brand_description (str): The new description of the brand. + Args: + brand_id (int or str): The unique identifier of the brand to update. + Returns: + Response: A JSON response indicating success with the updated brand data and HTTP 200 status, + or an error message with the appropriate HTTP status code if the request is invalid + or an error occurs during the update process. + """ + json_data = request.get_json() + + if not json_data: + return create_error_response("No JSON data provided", 400) + + try: + brand_data = BrandUpdateSchema(brand_id=brand_id, **json_data) + except ValidationError as e: + return create_error_response(e.errors(), 422) + + try: + + result = update_brand_by_id( + brand_id=brand_id, + brand_name=brand_data.brand_name, + brand_description=brand_data.brand_description, + organization_id=brand_data.organization_id + ) + return create_success_response(result, 200) + except Exception as e: + return create_error_response(f"Error updating brand: {str(e)}", 500) + + +@bp.route("/brands/", methods=["DELETE"]) +def delete_brand(brand_id): + """ + Deletes a brand by its ID. + + Args: + brand_id (str or int): The unique identifier of the brand to delete. + + Returns: + Response: A success response with the result of the deletion and HTTP status 200, + or an error response with an appropriate message and status code. + + Raises: + Exception: If an error occurs during the deletion process. + """ + + organization_id = request.json.get("organization_id") + + if not organization_id: + return create_error_response("Organization ID is required", 400) + + if not brand_id: + return create_error_response("Brand ID is required", 400) + try: + response = delete_brand_by_id(brand_id, organization_id) + return create_success_response(response, 200) + except Exception as e: + return create_error_response(f"Error deleting brand: {str(e)}", 500) + + +@bp.route("/products", methods=["POST"]) +def create_product(): + """ + Creates a new product using the provided JSON payload. + Expects a JSON object in the request body with the following required fields: + - product_name (str): The name of the product. + - product_description (str): A description of the product. + - brand_id (int or str): The identifier for the brand. + - organization_id (int or str): The identifier for the organization. + - category (str): The category of the product. + Returns: + - On success: A JSON response with the created product data and HTTP status 201. + - On failure: A JSON error response with an appropriate error message and HTTP status code. + """ + json_data = request.get_json() + if not json_data: + return create_error_response("No JSON data provided", 400) + + try: + product_data = ProductCreateSchema(**json_data) + except ValidationError as e: + return create_error_response(e.errors(), 422) + + try: + result = create_prod( + product_data.product_name, + product_data.product_description, + product_data.category, + product_data.brand_id, + product_data.organization_id + ) + return create_success_response(result, 201) + except Exception as e: + return create_error_response(f"Error creating product: {str(e)}", 500) + +@bp.route( + "/organizations//products", methods=["GET"] +) +def get_products(organization_id): + """ + Retrieve products for a given organization. + + Args: + organization_id (str or int): The unique identifier of the organization. + + Returns: + Response: A success response containing the list of products (status code 200), + or an error response with an appropriate message and status code (400 or 500). + + Raises: + None: All exceptions are handled internally and returned as error responses. + """ + if not organization_id: + return create_error_response("Organization ID is required", 400) + try: + products = get_prods_by_organization(organization_id) + return create_success_response(products, 200) + except Exception as e: + return create_error_response(f"Error retrieving products: {str(e)}", 500) + +@bp.route("/products/", methods=["PATCH"]) +def update_product(product_id): + """ + Update an existing product with new data. + Args: + product_id (int or str): The unique identifier of the product to update. + Request JSON Body: + product_name (str): The new name of the product. + product_description (str): The new description of the product. + category (str): The category to which the product belongs. + brand_id (int or str): The identifier of the brand associated with the product. + Returns: + Response: A JSON response indicating success with the updated product data and HTTP 200 status, + or an error message with the appropriate HTTP status code. + Error Codes: + 400: If no JSON data is provided or required fields are missing. + 500: If an unexpected error occurs during the update process. + """ + json_data = request.get_json() + if not json_data: + return create_error_response("No JSON data provided", 400) + + try: + product_data = ProductUpdateSchema(product_id=product_id, **json_data) + except ValidationError as e: + return create_error_response(e.errors(), 422) + + try: + + + result = update_prod_by_id( + product_id=product_data.product_id, + name=product_data.product_name, + category=product_data.category, + brand_id=product_data.brand_id, + description=product_data.product_description, + organization_id=product_data.organization_id + ) + return create_success_response(result, 200) + except Exception as e: + return create_error_response(f"Error updating product: {str(e)}", 500) + +@bp.route("/products/", methods=["DELETE"]) +def delete_product(product_id): + """ + Deletes a product by its ID. + + Args: + product_id (str or int): The unique identifier of the product to be deleted. + + Returns: + Response: A success response with the result of the deletion and HTTP status 200, + or an error response with an appropriate message and HTTP status code. + + Raises: + None: All exceptions are caught and handled internally, returning an error response. + """ + organization_id = request.json.get("organization_id") + if not organization_id: + return create_error_response("Organization ID is required", 400) + if not product_id: + return create_error_response("Product ID is required", 400) + try: + response = delete_prod_by_id(product_id, organization_id) + return create_success_response(response, 200) + except Exception as e: + return create_error_response(f"Error deleting product: {str(e)}", 500) + + +@bp.route("/competitors", methods=["POST"]) +def add_competitor(): + """ + Handles the creation of a new competitor and associates it with specified brands. + Expects a JSON payload with the following required fields: + - competitor_name (str): Name of the competitor. + - competitor_description (str): Description of the competitor. + - brands_id (list): List of brand IDs to associate with the competitor. + - organization_id (str): ID of the organization. + Returns: + - On success: JSON response with the created competitor object and HTTP status 201. + - On error: JSON error response with appropriate HTTP status code. + Error Handling: + - Returns 400 if required fields are missing or if brands_id is not a list. + - Returns 400 for value errors during competitor creation. + - Returns 500 for database or unexpected errors. + """ + json_data = request.get_json() + + if not json_data: + return create_error_response("No JSON data provided.", 400) + + try: + competitor_data = CompetitorCreateSchema(**json_data) + except ValidationError as e: + return create_error_response(e.errors(), 422) + + try: + competitor = create_competitor( + name=competitor_data.competitor_name, + description=competitor_data.competitor_description, + organization_id=competitor_data.organization_id, + ) + + return create_success_response(competitor, 201) + + except ValueError as ve: + logger.error(f"Value error creating competitor: {str(ve)}") + return create_error_response(f"Value error creating competitor: {str(ve)}", 400) + + except Exception as e: + logger.exception(f"Error creating competitor: {str(e)}") + return create_error_response(f"Error creating competitor", 500) + +@bp.route("/competitors/", methods=["PATCH"]) +def update_competitor(competitor_id): + """ + Updates a competitor's information based on the provided competitor ID and JSON payload. + Args: + competitor_id (str or int): The unique identifier of the competitor to update. + Request JSON Body: + competitor_name (str): The name of the competitor. + competitor_description (str): A description of the competitor. + brands_id (list): A list of brand IDs associated with the competitor. + Returns: + Response: A Flask response object containing either the updated competitor data (on success) + or an error message (on failure), with the appropriate HTTP status code. + Error Codes: + 400: If required data is missing or invalid. + 500: If an internal server error occurs during the update process. + """ + json_data = request.get_json() + if not json_data: + return create_error_response("No JSON data provided", 400) + if not competitor_id: + return create_error_response("Competitor ID is required", 400) + + try: + competitor_data = CompetitorUpdateSchema(competitor_id=competitor_id ,**json_data) + except ValidationError as e: + return create_error_response(e.errors(), 422) + + try: + result = update_competitor_by_id( + competitor_id=competitor_data.competitor_id, + name=competitor_data.competitor_name, + description=competitor_data.competitor_description, + organization_id=competitor_data.organization_id + ) + return create_success_response(result, 200) + except Exception as e: + return create_error_response(f"Error updating competitor: {str(e)}", 500) + +@bp.route("/competitors/", methods=["DELETE"]) +def delete_competitor(competitor_id): + """ + Deletes a competitor by their unique identifier. + + Args: + competitor_id (str or int): The unique identifier of the competitor to delete. + + Returns: + Response: A success response with status 200 if deletion is successful, + or an error response with appropriate status code and message if not. + + Raises: + Exception: If an unexpected error occurs during deletion. + """ + organization_id = request.json.get("organization_id") + if not organization_id: + return create_error_response("Organization_id is required", 400) + if not competitor_id: + return create_error_response("Competitor ID is required", 400) + try: + response = delete_competitor_by_id(competitor_id, organization_id) + return create_success_response(response, 200) + except Exception as e: + return create_error_response(f"Error deleting competitor: {str(e)}", 500) + + + + +@bp.route( + "/organizations//competitors", methods=["GET"] +) +def get_competitors(organization_id): + """ + Retrieve competitors for a given organization. + + Args: + organization_id (str or int): The unique identifier of the organization. + + Returns: + Response: A success response containing the list of competitors and a 200 status code, + or an error response with an appropriate error message and status code. + + Raises: + Exception: If an error occurs while retrieving competitors, returns a 500 error response. + """ + if not organization_id: + return create_error_response("Organization ID is required", 400) + try: + competitors = get_competitors_by_organization(organization_id) + return create_success_response(competitors, 200) + except Exception as e: + return create_error_response(f"Error retrieving competitors: {str(e)}", 500) + + + +@bp.route("/organizations//brands//items-to-delete/", methods=["GET"]) +def get_items_to_delete(organization_id,brand_id): + """ + Endpoint to retrieve items that are marked for deletion. + + Returns: + JSON response with a list of items to delete or an error message. + """ + try: + items = get_items_to_delete_by_brand(brand_id, organization_id) + return create_success_response(items, 200) + except Exception as e: + logger.exception(f"Error retrieving items to delete: {e}") + return create_error_response("Internal Server Error", 500) + +@bp.route("/organizations//industry", methods=["POST"]) +def add_industry(organization_id): + """ + Endpoint to add a new industry for a specific organization. + + Expects a JSON payload with the following required fields: + - industry_name (str): The name of the industry. + - industry_description (str): A description of the industry. + + Returns: + JSON response with the created industry object or an error message. + """ + data = request.get_json() + if "industry_description" not in data or not data["industry_description"]: + return create_error_response("Missing required field: industry_description", 400) + try: + industry_description = data["industry_description"] + + response = patch_organization_data( + org_id=organization_id, + patch_data={"industry_description": industry_description} + ) + + return create_success_response(response, 201) + + except Exception as e: + logger.exception(f"Error creating industry: {e}") + return create_error_response("Internal Server Error", 500) + +@bp.route("/organizations//industry", methods=["GET"]) +def get_industry_by_organization(organization_id): + """ + Endpoint to add a new industry for a specific organization. + + Expects a JSON payload with the following required fields: + - industry_name (str): The name of the industry. + - industry_description (str): A description of the industry. + + Returns: + JSON response with the created industry object or an error message. + """ + try: + + response = get_organization_data(organization_id) + + data = response["industry_description"] if "industry_description" in response else "" + + return create_success_response({ "industry_description": data }, 200) + + except Exception as e: + logger.exception(f"Error creating industry: {e}") + return create_error_response("Internal Server Error", 500) diff --git a/backend/rp2email.py b/backend/rp2email.py new file mode 100644 index 00000000..a0399a22 --- /dev/null +++ b/backend/rp2email.py @@ -0,0 +1,754 @@ +import os +import logging +from pathlib import Path +from typing import Literal, List, Dict, Optional, Any +from pydantic import BaseModel, Field, EmailStr +from report_email_templates.email_templates import EmailTemplateManager +from llm_config import LLMManager +from financial_doc_processor import BlobStorageManager +from utils import EmailService +from dotenv import load_dotenv +import requests +from pathlib import Path +from contextlib import contextmanager +from typing import Generator +from urllib.parse import unquote +from urllib.parse import urlparse +import uuid +from flask import current_app +from datetime import datetime, timezone +import shutil +from _secrets import get_secret + +load_dotenv() + +logging.basicConfig( + level=logging.INFO, format="%(asctime)s - %(name)s - %(levelname)s - %(message)s" +) +logger = logging.getLogger(__name__) + +TEMP_DIR = "blob_downloads" +# PDF_OUTPUT_NAME = "report.pdf" +HTML_TO_PDF_ENDPOINT = os.getenv("ORCHESTRATOR_URI") + "/api/html_to_pdf_converter" + +# get function code from key vault for html 2 pdf + + +html2pdf_function_code = get_secret( + "orchestrator-host--html2pdf", env_name="HTML_2_PDF", ttl=60 * 60 +) +#################################### +# Pydantic Models +#################################### + + +class KeyPoint(BaseModel): + title: str = Field(..., description="The title of the key point") + content: str = Field( + ..., + description="Detailed content of the important, insightful, interesting key point. Should be a very intriguing hook to get the reader to read the rest of the report", + ) + + def to_dict(self) -> Dict[str, str]: + """Convert KeyPoint to dictionary format""" + return {"title": self.title, "content": self.content} + + +class EmailBaseSchema(BaseModel): + title: str = Field(..., description="Title of the report") + intro_text: str = Field(..., description="Introductory text below the title") + + +class EmailSchema(EmailBaseSchema): + keypoints: List[KeyPoint] = Field( + ..., + description="3 lists of important, insightful, statistical key points from the report", + ) + why_it_matters: str = Field( + ..., + description="The 'Why it matters' section. This should target business owner, investor, and analyst", + ) + document_type: Literal[ + "WeeklyEconomics", + "CompanyAnalysis", + "CreativeBrief", + "Ecommerce", + "MonthlyMacroeconomics", + "HomeImprovement", + ] = Field(..., description="The type of the document") + + def get_keypoints_dict(self) -> List[Dict[str, str]]: + """Convert keypoints to dictionary format""" + return [point.to_dict() for point in self.keypoints] + + +class UserEmailPayload(BaseModel): + email_blob_link: str = Field( + ..., description="The blob link to the email html file" + ) + recipients: List[EmailStr] = Field(..., description="The list of recipients") + subject: str = Field(..., description="The subject of the email") + attachment_path: Optional[str] = Field(..., description="The attachment path") + + +class AdminEmailPayload(BaseModel): + report_blob_link: str = Field( + ..., description="The blob link to the report html file" + ) + admin_recipients: List[EmailStr] = Field( + ..., description="The list of admin recipients" + ) + subject: str = Field(..., description="The subject of the email") + attachment_path: Optional[str] = Field( + ..., description=" Any attachment to be attached to the email" + ) + + +#################################### +# Custom Exceptions +#################################### + + +class BlobServiceError(Exception): + """Base exception for blob service operations""" + + pass + + +class BlobDownloadError(BlobServiceError): + """Failed to download blob from URL""" + + pass + + +class BlobUploadError(BlobServiceError): + """Failed to upload blob to blob storage""" + + pass + + +class BlobFileNotFoundError(BlobServiceError): + """Blob file not found in downloads directory""" + + pass + + +class ReportProcessingError(Exception): + """Error processing the report""" + + pass + + +class EmailSendingError(Exception): + """Error sending the email""" + + pass + + +#################################### +# Report Processor +#################################### + + +class ReportProcessor: + """Process reports and conver them to email format.""" + + def __init__(self, blob_link: str = None): + """ + Initialize report processor. + + Args: + blob_link (str): Link to the report blob + + Raises: + ValueError: If blob_link is None or empty + """ + # if not blob_link: + # raise ValueError("Blob link cannot be None or empty") + + # Validate URL format + if blob_link: + parsed_url = urlparse(blob_link) + if not all([parsed_url.scheme, parsed_url.netloc]): + raise ValueError( + f"Invalid blob link format: {blob_link}. URL must include scheme (e.g., https://) and hostname" + ) + + self.blob_link = blob_link + self.blob_manager = BlobStorageManager() + self.llm_manager = LLMManager() + self.template_manager = EmailTemplateManager() + self.downloaded_file: Optional[Path] = None + self.metadata: Optional[Dict] = None + + @contextmanager + def _resource_cleanup(self) -> Generator[None, None, None]: + """Context manager to clean up resources after processing.""" + try: + yield + finally: + self.cleanup() + + def process(self) -> Dict[str, Any]: + """ + Process a report from blob storage into an email-friendly format. + + This method performs several steps: + 1. Downloads and reads the HTML report content from blob storage + 2. Converts the HTML content to a PDF file + 3. Generates a summary of the report using LLM + 4. Parses the summary into a structured email schema + 5. Renders the email content using an HTML template + + Returns: + Dict[str, Any]: A dictionary containing: + - subject (str): The email subject line derived from the report title + - html_content (str): The rendered HTML email body + - document_type (str): The type of document/report + - attachment_path (str): Local filesystem path to the PDF version + + Raises: + ReportProcessingError: If any step in the processing pipeline fails + BlobServiceError: If downloading the report from blob storage fails + FileNotFoundError: If the downloaded report file cannot be found + """ + try: + # download and read report + logger.info("Downloading report from blob link") + html_content = self._get_report_content() + + # Initialize pdf_path at the start of the method + pdf_path = None + + # summarize the report + logger.info("Summarizing the report") + summary = self._summarize_report(html_content) + + # parse to email schema + logger.info("Parsing the report to email schema") + email_data = self._parse_report_to_email_schema(summary) + + # save the html content to a pdf file + date_str = datetime.now(timezone.utc).strftime("%m_%d_%y") + document_type = email_data.document_type + logger.info(f"Document type: {document_type}") + + # Extract company name only for Company Analysis + company_name = None + if "Company_Analysis" in self.blob_link: + try: + path_parts = unquote(self.blob_link.split("?")[0]).split("/") + if len(path_parts) < 2: + raise ValueError( + "Blob link path is too short to extract company name" + ) + company_name = path_parts[-2].replace("%20", "_") + logger.info(f"Company name: {company_name}") + except Exception as e: + logger.error( + f"Failed to extract company name from blob link: {self.blob_link}" + ) + raise ValueError(f"Invalid blob link format: {str(e)}") + + # Create PDF for all document types + try: + local_pdf_path = self._build_pdf_filename( + document_type, date_str, company_name + ) + logger.info(f"Local PDF path: {local_pdf_path}") + pdf_path = self.html_to_pdf(html_content, local_pdf_path) + if not pdf_path: + raise ValueError("PDF creation failed - no path returned") + except Exception as e: + logger.error(f"Failed to create PDF: {str(e)}") + raise ValueError(f"PDF creation failed: {str(e)}") + + # generate HTML email from schema and template + logger.info("Generating HTML email content") + email_html = self.template_manager.render_report_template( + title=email_data.title, + intro_text=email_data.intro_text, + key_points=email_data.get_keypoints_dict(), + why_it_matters=email_data.why_it_matters, + document_type=email_data.document_type, + document_id=self.metadata.get("document_id"), + ) + + return { + "subject": email_data.title, + "html_content": email_html, + "document_type": email_data.document_type, + "attachment_path": str(pdf_path), + } + + except Exception as e: + logger.exception("Error processing the report") + raise ReportProcessingError(f"Error processing the report: {str(e)}") + + def process_summary(self, summary, title="Summarization") -> Dict[str, Any]: + """ + Process a report summary from blob storage into an email-friendly format. + + This method performs several steps: + .... + + Returns: + Dict[str, Any]: A dictionary containing: + - subject (str): The email subject line derived from the report title + - html_content (str): The rendered HTML email body + - document_type (str): The type of document/report + - attachment_path (str): Local filesystem path to the PDF version + + Raises: + ReportProcessingError: If any step in the processing pipeline fails + BlobServiceError: If downloading the report from blob storage fails + FileNotFoundError: If the downloaded report file cannot be found + """ + try: + # download and read report + logger.info("Downloading report from blob link") + pdf_path = self._get_pdf_path() + + # get brief for email + intro_text = self._parse_summary_to_short_text(summary) + + # parse to email schema + email_data = EmailBaseSchema( + title=title, + intro_text=intro_text, + ) + + # generate HTML email from schema and template + logger.info("Generating HTML email content") + email_html = self.template_manager.render_summary_template( + title=email_data.title, intro_text=email_data.intro_text + ) + # metadata=self.metadata + + return { + "subject": email_data.title, + "html_content": email_html, + "attachment_path": str(pdf_path), + } + + except Exception as e: + logger.exception("Error processing the report") + raise ReportProcessingError(f"Error processing the report: {str(e)}") + + def _build_pdf_filename( + self, document_type: str, date_str: str, company_name: Optional[str] = None + ) -> str: + """Helper function to build PDF filename based on document type and metadata + + Args: + document_type: Type of the document + date_str: Date string for the filename + company_name: Optional company name for company analysis reports + + Returns: + str: The constructed PDF filename + + Raises: + ValueError: If required parameters are invalid or if filename contains invalid characters + """ + try: + # Validate inputs + if not document_type or not date_str: + raise ValueError("document_type and date_str are required") + + # Clean company name if present (remove invalid filename characters) + if company_name: + # Replace invalid filename characters with underscores + company_name = "".join( + c if c.isalnum() or c in "-_" else "_" for c in company_name + ) + return f"{TEMP_DIR}/{company_name}_Company_Analysis_{date_str}.pdf" + + return f"{TEMP_DIR}/{document_type}_{date_str}.pdf" + + except Exception as e: + logger.error(f"Error building PDF filename: {str(e)}") + + # Fallback to a safe default filename using UUID + safe_filename = f"{TEMP_DIR}/report_{uuid.uuid4()}_{date_str}.pdf" + logger.info(f"Using safe fallback filename: {safe_filename}") + return safe_filename + + def _get_report_content(self) -> str: + """Download and read the report content from the blob link.""" + try: + # download blob from link + self.downloaded_file, self.metadata = ( + self.blob_manager.download_blob_from_a_link(self.blob_link) + ) + + # get the file within blob downloads + html_file_path = next(Path(os.getcwd()).glob(f"{TEMP_DIR}/*.html")) + + # read content + if html_file_path.exists(): + with open(html_file_path, "r", encoding="utf-8") as file: + html_content = file.read() + logger.info("Successfully imported the HTML file") + return html_content + else: + raise FileNotFoundError(f"HTML file not found: {html_file_path}") + + except Exception as e: + logger.exception(f"Error downloading and reading the report: {str(e)}") + raise + + def _get_pdf_path(self) -> str: + """Download and read the report content from the blob link.""" + try: + # download blob from link + self.downloaded_file, self.metadata = ( + self.blob_manager.download_blob_from_a_link(self.blob_link) + ) + + # get the pdf file within blob downloads + pdf_file_path = next(Path(os.getcwd()).glob(f"{TEMP_DIR}/*.pdf")) + + if pdf_file_path.exists(): + return pdf_file_path + else: + raise FileNotFoundError(f"PDF file not found: {pdf_file_path}") + except Exception as e: + logger.exception(f"Error downloading and reading the report: {str(e)}") + raise + + def _summarize_report(self, html_content: str) -> str: + """Summarize the report using the LLM.""" + try: + llm = self.llm_manager.get_client(client_type="gpt4o", use_langchain=True) + sys_prompt = self.llm_manager.get_prompt(prompt_type="email_template") + + prompt = sys_prompt.format(report_content=html_content) + + # summarize the report + summary = llm.invoke(prompt) + + if not summary.content: + raise ReportProcessingError("Failed to generate summary") + + return summary.content + + except Exception as e: + logger.exception(f"Error summarizing the report: {str(e)}") + raise + + def _upload_email_to_blob(self, email_html: str) -> str: + """Upload the email html to the blob storage.""" + temp_dir = Path("temp_emails") + temp_file = None + + try: + # Generate a unique ID for the email + email_id = str(uuid.uuid4()) + + # Create a temporary file with the email content + temp_dir.mkdir(exist_ok=True) + temp_file = temp_dir / f"{email_id}.html" + + with open(temp_file, "w", encoding="utf-8") as f: + f.write(email_html) + + # Upload to blob storage + result = self.blob_manager.upload_to_blob( + file_path=str(temp_file), + blob_folder="FA_emails", + metadata={ + "email_id": email_id, + "timestamp": datetime.now(timezone.utc).isoformat(), + }, + ) + + if result["status"] == "success": + return result["blob_url"] + else: + raise BlobUploadError(f"Failed to upload email: {result.get('error')}") + + except Exception as e: + logger.exception(f"Error uploading email to blob: {str(e)}") + raise + + finally: + # Clean up resources regardless of success or failure + if temp_file and temp_file.exists(): + try: + temp_file.unlink() + except Exception: + logger.warning(f"Failed to delete temporary file: {temp_file}") + + if temp_dir.exists(): + try: + temp_dir.rmdir() + except Exception: + logger.warning(f"Failed to remove temporary directory: {temp_dir}") + + def _parse_report_to_email_schema(self, summary: str) -> EmailSchema: + """Parse the report summary into the email schema.""" + try: + llm = self.llm_manager.get_client(client_type="gpt4o", use_langchain=True) + llm_report_parser = llm.with_structured_output(EmailSchema) + return llm_report_parser.invoke(summary) + + except Exception as e: + logger.exception(f"Error parsing the report to email schema: {str(e)}") + raise + + def _parse_summary_to_short_text(self, summary: str): + """Parse the report summary into the email schema.""" + try: + llm = self.llm_manager.get_client(client_type="gpt4o", use_langchain=True) + + prompt = f""" + Please create a brief, engaging introductory preview of the following summary. + The preview should be no more than 2-3 sentences and capture the main essence of the summary. + Focus on highlighting the most important or interesting points. + Additionally, add a short, natural-sounding phrase at the end to invite the user to open the attached PDF for full details. + + Summary: + {summary} + + Preview: + """ + + response = llm.invoke(prompt) + intro_text = response.content.strip() + return intro_text + except Exception as e: + logger.exception(f"Error parsing the report to email schema: {str(e)}") + return "Here is a summary of the report" + + def html_to_pdf(self, html_content: str, output_path: str) -> Path: + """Convert the HTML content to a PDF file using the Azure function.""" + # Debug logging + logger.info(f"HTML_TO_PDF_ENDPOINT: {HTML_TO_PDF_ENDPOINT}") + content_size = len(html_content.encode("utf-8")) + logger.info(f"HTML content size: {content_size / 1024:.2f} KB") + + try: + # Validate endpoint + if not HTML_TO_PDF_ENDPOINT: + raise ValueError("HTML_TO_PDF_ENDPOINT is not set") + + # Get function key with error handling + try: + function_key = html2pdf_function_code + if not function_key: + raise ValueError("Empty function key retrieved from key vault") + except Exception as e: + logger.error(f"Failed to get function key: {str(e)}") + raise + + headers = { + "Content-Type": "application/json", + "x-functions-key": function_key, + } + + # Log request details (excluding sensitive data) + logger.info( + f"Making request to converter with headers: {{'Content-Type': {headers['Content-Type']}}}" + ) + + # Make the request with better error handling + try: + response = requests.post( + HTML_TO_PDF_ENDPOINT, + headers=headers, + json={ + "html": html_content + }, # Use json parameter instead of manually dumping + timeout=30, + ) + + # Detailed error logging + if response.status_code != 200: + logger.error( + f"Conversion failed with status code: {response.status_code}" + ) + logger.error(f"Response headers: {dict(response.headers)}") + logger.error( + f"Response content: {response.text[:500]}..." + ) # Log first 500 chars of response + + # More specific error messages based on status code + if response.status_code == 400: + logger.error("Bad request - Check if HTML content is valid") + elif response.status_code == 401: + logger.error("Unauthorized - Check function key") + elif response.status_code == 413: + logger.error("Content too large - Check size limits") + + response.raise_for_status() + + # Process successful response + output_dir = Path(output_path).parent + output_dir.mkdir(parents=True, exist_ok=True) + + with open(output_path, "wb") as f: + f.write(response.content) + logger.info(f"PDF saved successfully at {output_path}") + + return Path(output_path) + + except requests.exceptions.Timeout: + logger.error("Request timed out after 30 seconds") + raise RuntimeError("PDF conversion timed out") + except requests.exceptions.ConnectionError as e: + logger.error(f"Connection failed: {str(e)}") + raise RuntimeError(f"Cannot connect to {HTML_TO_PDF_ENDPOINT}") + except requests.exceptions.RequestException as e: + logger.error(f"Request failed: {str(e)}") + raise + + except Exception as e: + logger.exception("PDF conversion failed") + raise RuntimeError(f"PDF conversion failed: {str(e)}") + + def cleanup(self) -> None: + """Clean up temporary files.""" + try: + if isinstance(self.downloaded_file, Path) and self.downloaded_file.exists(): + self.downloaded_file.unlink(missing_ok=True) + logger.info("Cleaned up downloaded file") + + # clean up the blob downloads directory + blob_downloads = Path(os.getcwd()) / f"{TEMP_DIR}" + if blob_downloads.exists(): + shutil.rmtree(blob_downloads) + logger.info("Cleaned up blob downloads directory") + + except Exception as e: + logger.exception(f"Error cleaning up resources: {str(e)}") + + +#################################### +# Send Email +#################################### + + +def send_email( + email_data: Dict[str, Any], + recipients: List[str], + attachment_path: Optional[str] = None, + email_subject: Optional[str] = None, + save_email: Optional[str] = "yes", +) -> bool: + """Send an email to the recipients + + Args: + email_data: Dictionary containing email content + recipients: List of recipients + attachment_path: Path to the attachment file (local path) + email_subject: Subject of the email + save_email: Whether to save the email to blob storage + + Returns: + bool: True if the email is sent successfully, False otherwise. + """ + + # todo: allow attachment to be a blob link + # validate input + if not recipients: + raise ValueError("Recipients list is empty") + if not all(isinstance(r, str) and "@" in r for r in recipients): + raise ValueError("Recipients list contains invalid email addresses") + + try: + # prepare email payload + payload = { + "subject": email_data["subject"], + "html_content": email_data["html_content"], + "recipients": recipients, + "attachment_path": email_data["attachment_path"], + "save_email": save_email, + } + + if attachment_path: + payload["attachment_path"] = attachment_path + + # if attachment path is 'no', set it to None + if attachment_path.lower() == "no": + payload["attachment_path"] = None + else: + payload["attachment_path"] = str(attachment_path) + + if email_subject: + payload["subject"] = email_subject + + logger.info(f"Payload: {payload}") + + email_config = { + "smtp_server": os.getenv("EMAIL_HOST"), + "smtp_port": os.getenv("EMAIL_PORT"), + "username": os.getenv("EMAIL_USER"), + "password": os.getenv("EMAIL_PASS"), + } + + email_service = EmailService(**email_config) + + email_params = { + "subject": payload["subject"], + "html_content": payload["html_content"], + "recipients": payload["recipients"], + "attachment_path": payload.get("attachment_path"), + } + + # send the email + email_service.send_email(**email_params) + + logger.info(f"Email sent successfully at {datetime.now(timezone.utc)}") + logger.info(f"Recipients: {recipients}") + return True + except requests.exceptions.RequestException as e: + error_msg = f"Network error while sending email: {str(e)}" + logger.error(error_msg) + raise EmailSendingError(error_msg) + except Exception as e: + error_msg = f"Unexpected error while sending email: {str(e)}" + logger.error(error_msg) + raise EmailSendingError(error_msg) + + +def process_and_send_email( + blob_link: str, + recipients: List[str], + attachment_path: Optional[str] = None, + email_subject: Optional[str] = None, + save_email: Optional[str] = "yes", + summary: Optional[str] = None, + is_summarization: Optional[bool] = False, +) -> bool: + """ + Process the report and send the email. + + Args: + blob_link: Link to the report blob + recipients: List of recipients + + Returns: + bool: True if the email is sent successfully, False otherwise. + """ + try: + if not blob_link: + raise ValueError("Blob link cannot be None or empty") + + processor = ReportProcessor(blob_link) + with processor._resource_cleanup(): + if not is_summarization: + email_data = processor.process() + elif is_summarization: + email_data = processor.process_summary(summary, email_subject) + success = send_email( + email_data, recipients, attachment_path, email_subject, save_email + ) + return success + + except ValueError as e: + logger.error(f"Invalid input: {str(e)}") + return False + except Exception as e: + logger.exception(f"Error processing and sending email: {str(e)}") + return False diff --git a/backend/schemas.py b/backend/schemas.py new file mode 100644 index 00000000..5a9f1dd4 --- /dev/null +++ b/backend/schemas.py @@ -0,0 +1,41 @@ +from pydantic import BaseModel +from typing import Union + +class BrandCreateSchema(BaseModel): + brand_name: str + organization_id: str + brand_description: Union[str, None] = "" + +class BrandUpdateSchema(BaseModel): + brand_id: str + brand_name: str + brand_description: Union[str, None] = "" + organization_id: str + +class ProductCreateSchema(BaseModel): + product_name: str + brand_id: str + product_description: Union[str, None] = "" + organization_id: str + category: str + +class ProductUpdateSchema(BaseModel): + product_id: str + product_name: str + product_description: Union[str, None] = "" + category: str + brand_id: str + organization_id: str + +class CompetitorCreateSchema(BaseModel): + competitor_name: str + competitor_description: Union[str, None] = "" + brands_id: Union[list[str], None] = [] + organization_id: str + +class CompetitorUpdateSchema(BaseModel): + competitor_id: str + competitor_name: str + competitor_description: Union[str, None] = "" + industry: str + organization_id: str \ No newline at end of file diff --git a/backend/shared/blob_storage.py b/backend/shared/blob_storage.py new file mode 100644 index 00000000..e69de29b diff --git a/backend/shared/clients.py b/backend/shared/clients.py new file mode 100644 index 00000000..a0bb9ef7 --- /dev/null +++ b/backend/shared/clients.py @@ -0,0 +1,328 @@ +# backend/shared/clients.py +from __future__ import annotations +import os +import atexit +import base64 +import json +import logging +from functools import lru_cache +from typing import Optional +from azure.storage.blob import BlobServiceClient +from azure.identity import DefaultAzureCredential +from azure.cosmos import CosmosClient +from azure.storage.queue import QueueClient +from azure.keyvault.secrets import SecretClient +from azure.core.exceptions import HttpResponseError, ClientAuthenticationError, ResourceNotFoundError +from urllib.parse import urlparse + +from .config import CONFIG + +log = logging.getLogger(__name__) + +QUEUE_DEBUG = os.getenv("QUEUE_DEBUG", "0") == "1" + +def _host(url: str) -> str: + try: + return urlparse(url).netloc or url + except Exception: + return url + +# ----------------------------- +# Credentials (Managed Identity) +# ----------------------------- +@lru_cache(maxsize=1) +def get_default_azure_credential() -> DefaultAzureCredential: + """Return a cached DefaultAzureCredential for all Azure SDK clients.""" + return DefaultAzureCredential() + + +# ----------------------------- +# Cosmos DB (shared) +# ----------------------------- +@lru_cache(maxsize=1) +def get_cosmos_client() -> CosmosClient: + """Create a cached CosmosClient using MI and session consistency.""" + log.debug("Creating CosmosClient for %s", _host(CONFIG.cosmos_uri)) + return CosmosClient( + CONFIG.cosmos_uri, get_default_azure_credential(), consistency_level="Session" + ) + + +@lru_cache(maxsize=1) +def get_cosmos_database(): + """Get the database client configured by CONFIG.""" + return get_cosmos_client().get_database_client(CONFIG.cosmos_db_name) + + +@lru_cache(maxsize=64) +def get_cosmos_container(container_name: str): + """Get a cached container client by name.""" + return get_cosmos_database().get_container_client(container_name) + + +# -------------------------------------------------------- +# Azure Queue Storage (replaces Service Bus queue/sender) +# -------------------------------------------------------- +@lru_cache(maxsize=1) +def get_report_jobs_queue_client() -> Optional[QueueClient]: + """ + Return the QueueClient for the report-jobs queue or None if not configured. + Uses MI (DefaultAzureCredential) against CONFIG.queue_account_url. + """ + if not CONFIG.queue_account_url: + log.info("QUEUE_ACCOUNT_URL not set; Azure Queue Storage client disabled.") + return None + qc = QueueClient( + account_url=CONFIG.queue_account_url, + queue_name=CONFIG.queue_name, + credential=get_default_azure_credential(), + logging_enable=False, + ) + try: + qc.create_queue() # idempotent + log.debug("Azure Queue Storage ready: %s/%s", _host(CONFIG.queue_account_url), CONFIG.queue_name) + except Exception as e: + log.warning("Failed to ensure queue exists: %s", e) + return qc + +def _approx_base64_len(n_bytes: int) -> int: + # base64 expands by 4/3, rounded up to multiple of 4 + return ((n_bytes + 2) // 3) * 4 + +def enqueue_report_job_message( + message_dict: dict, + *, + visibility_timeout: int | None = None, + time_to_live: int | None = None, + timeout: int | None = None, +) -> None: + """ + Serialize and send a message to the report-jobs Azure Queue with rich diagnostics. + + Logs: + - queue endpoint & name + - raw and approx base64 sizes (64 KiB limit) + - returned message_id, pop_receipt, request IDs + - queue approximate message count after enqueue + + Raises: + RuntimeError if the queue client is not configured. + Re-raises HttpResponseError for callers that want to handle it; logs full detail. + """ + qc = get_report_jobs_queue_client() + if qc is None: + log.error("Azure Queue Storage not configured (account_url missing).") + raise RuntimeError("Azure Queue Storage is not configured.") + + # Build payload + payload = base64.b64encode(json.dumps(message_dict, separators=(",", ":")).encode("utf-8")).decode("utf-8") + raw_len = len(payload.encode("utf-8")) + approx_b64 = _approx_base64_len(raw_len) + + # The queue service enforces 64 KiB on the *encoded* message. + # Keep a headroom (e.g., <= 63*1024) to be safe. + if approx_b64 > 63 * 1024: + log.warning( + "Queue message likely too large after base64 (raw=%dB, approx_b64=%dB). " + "Trim payload or store large data in Blob and reference it.", + raw_len, approx_b64, + ) + + # Sanity checks on visibility/TTL + if visibility_timeout is not None and time_to_live is not None and visibility_timeout > time_to_live: + log.warning( + "visibility_timeout (%s) > time_to_live (%s). Message may expire before becoming visible.", + visibility_timeout, time_to_live, + ) + + # Verbose pre-send log (no PII) + log.info( + "Enqueue -> account_host=%s queue=%s raw=%dB ~b64=%dB vis=%s ttl=%s", + _host(CONFIG.queue_account_url), CONFIG.queue_name, raw_len, approx_b64, + visibility_timeout, time_to_live, + ) + if QUEUE_DEBUG: + log.debug("Enqueue payload: %s", payload) + + try: + qm = qc.send_message( + payload, + visibility_timeout=visibility_timeout, + time_to_live=time_to_live, + timeout=timeout, + ) + if QUEUE_DEBUG: + log.debug("Sent payload (b64): %s", payload) + # Post-send diagnostics + try: + props = qc.get_queue_properties() + approx_count = getattr(props, "approximate_message_count", None) + except Exception as e_props: + approx_count = None + log.debug("Failed to read queue properties after send: %s", e_props) + + log.info( + "Enqueued OK: msg_id=%s next_visible=%s expires=%s approx_count=%s", + getattr(qm, "id", None), + getattr(qm, "next_visible_on", None), + getattr(qm, "expires_on", None), + approx_count, + ) + except (ClientAuthenticationError, ResourceNotFoundError, HttpResponseError) as e: + # Try to surface the most useful details (HTTP code, x-ms-request-id, error code) + status = getattr(getattr(e, "response", None), "status_code", None) + headers = getattr(getattr(e, "response", None), "headers", {}) or {} + req_id = headers.get("x-ms-request-id") or headers.get("x-ms-client-request-id") + err_code = headers.get("x-ms-error-code") + log.error( + "Enqueue FAILED: status=%s err_code=%s request_id=%s exc=%r", + status, err_code, req_id, e, + ) + # Common causes to call out explicitly: + if status == 403: + log.error("403 forbidden: check RBAC. Managed Identity needs 'Storage Queue Data Message Sender' on the account/queue.") + if status == 404: + log.error("404 not found: queue may not exist or wrong account/queue name. account_host=%s queue=%s", + _host(CONFIG.queue_account_url), CONFIG.queue_name) + raise + except Exception as e: + log.exception("Unexpected failure enqueuing message: %r", e) + raise + + +# ----------------------------- +# Azure Key Vault (new) +# ----------------------------- +@lru_cache(maxsize=1) +def get_secret_client() -> SecretClient: + """ + Build a cached SecretClient for Key Vault using MI. + + Returns: + SecretClient + + Raises: + RuntimeError: if CONFIG.key_vault_url is not set. + """ + if not CONFIG.key_vault_url: + raise RuntimeError( + "Key Vault not configured. Set AZURE_KEY_VAULT_NAME or AZURE_KEY_VAULT_URL." + ) + log.debug("[kv] retrieving secret") + return SecretClient( + vault_url=CONFIG.key_vault_url, + credential=get_default_azure_credential(), + logging_enable=False, + ) + + +def get_azure_key_vault_secret(secret_name: str) -> str: + """ + Retrieve a secret's current value from Azure Key Vault. + + Args: + secret_name: The name of the secret. + + Returns: + str: Secret value. + + Raises: + Exception: Any underlying SDK error will be propagated (and can be caught by caller). + """ + log.info("[kv] retrieving secret") + secret = get_secret_client().get_secret(secret_name, logging_enable=False) + return secret.value + + +@lru_cache(maxsize=1) +def get_blob_service_client() -> Optional[BlobServiceClient]: + """ + Return a cached BlobServiceClient or None if not configured. + """ + log.debug("Creating BlobServiceClient for %s", _host(CONFIG.blob_account_url)) + return BlobServiceClient( + account_url=CONFIG.blob_account_url, + credential=get_default_azure_credential(), + logging_enable=False, + ) + + +# ----------------------------- +# Blob Storage (containers) +# ----------------------------- +@lru_cache(maxsize=64) +def get_blob_container_client(container_name: str): + """ + Get a cached ContainerClient by name. + Raises: + RuntimeError: if Blob service is not configured. + """ + bsc = get_blob_service_client() + if bsc is None: + raise RuntimeError("Azure Blob Storage not configured (no account URL).") + return bsc.get_container_client(container_name) + + +# ----------------------------- +# Warm-up & graceful shutdown +# ----------------------------- +def warm_up() -> None: + """Pre-initialize credential, DB, users container, queue client, Blob client, and SecretClient.""" + log.info("Warm-up: initializing Azure clients...") + _ = get_default_azure_credential() + _ = get_default_azure_credential() + _ = get_cosmos_database() + try: + _ = get_blob_service_client() + except Exception as e: + log.warning("Warm-up: failed to init Azure Blob Storage client: %s", e) + try: + _ = get_cosmos_container(CONFIG.users_container) + log.info("Warm-up: users container ready: %s", CONFIG.users_container) + except Exception as e: + log.warning( + "Warm-up: failed to get users container '%s': %s", CONFIG.users_container, e + ) + try: + _ = get_report_jobs_queue_client() + except Exception as e: + log.warning("Warm-up: failed to init Azure Queue Storage client: %s", e) + try: + # Do not fetch any secret here; just build the client so import-time callers work. + _ = get_secret_client() + except Exception as e: + # Safe to run app without Key Vault if not needed on startup + log.warning("Warm-up: Key Vault not initialized: %s", e) + log.info("Warm-up: done.") + + +def _shutdown(): + """Close any SDK clients that expose a close().""" + log.info("Shutting down Azure clients...") + try: + bsc = get_blob_service_client() + if bsc: + bsc.close() + except Exception: + pass + try: + qc = get_report_jobs_queue_client() + if qc: + qc.close() + except Exception: + pass + try: + cos = get_cosmos_client() + if hasattr(cos, "close"): + cos.close() + except Exception: + pass + + +atexit.register(_shutdown) + +# Convenience exports +USERS_CONT = CONFIG.users_container +JOBS_CONT = CONFIG.jobs_container +CATEGORIES_CONT = CONFIG.categories_container +REPORT_JOBS_QUEUE_NAME = CONFIG.queue_name diff --git a/backend/shared/config.py b/backend/shared/config.py new file mode 100644 index 00000000..ae7d3efc --- /dev/null +++ b/backend/shared/config.py @@ -0,0 +1,90 @@ +# backend/shared/config.py +import os +from dataclasses import dataclass + + +@dataclass(frozen=True) +class Settings: + """Application settings loaded from environment variables. + Use defaults where appropriate.""" + + # Explicit Blob service URL override (e.g., "https://mystorage.blob.core.windows.net") + # Default containers (optional, for convenience) + default_container: str = os.getenv("BLOB_CONTAINER_NAME", "public") + financial_container: str = os.getenv("FINANCIAL_AGENT_CONTAINER", "financial") + # Optional base folder used by your previous manager (kept for compatibility) + blob_base_folder: str = os.getenv("BLOB_BASE_FOLDER", "financial") + # Optional SAS token for link building (MI is used for auth; SAS is only for generating shareable URLs) + blob_sas_token: str = os.getenv("BLOB_SAS_TOKEN", "") + # Cosmos DB + cosmos_url: str = os.getenv("COSMOS_URL", "") + cosmos_account: str = os.getenv("AZURE_DB_ID", "") + cosmos_db_name: str = os.getenv("COSMOS_DB") or os.getenv( + "AZURE_DB_NAME", "reports" + ) + + # Containers + users_container: str = os.getenv("COSMOS_CONTAINER_USERS", "users") + jobs_container: str = os.getenv("COSMOS_CONTAINER_JOBS", "reportJobs") + categories_container: str = os.getenv("COSMOS_CONTAINER_CATEGORIES", "categories") + + # Azure Queue Storage + storage_account: str = os.getenv("STORAGE_ACCOUNT", "") + queue_name: str = os.getenv("QUEUE_NAME", "report-jobs") + _queue_account_url: str = os.getenv("QUEUE_ACCOUNT_URL", "") + + # Azure Key Vault + key_vault_name: str = os.getenv("AZURE_KEY_VAULT_NAME", "") + key_vault_url_override: str = os.getenv("AZURE_KEY_VAULT_URL", "") # optional + + @property + def blob_account_url(self) -> str: + """ + Blob endpoint URL: explicit override or derived from storage account. + """ + return ( + f"https://{self.storage_account}.blob.core.windows.net" + if self.storage_account + else "" + ) + + @property + def storage_account_url(self) -> str: + """ + Back-compat alias used by some client fallbacks. + """ + return self.blob_account_url + + @property + def queue_account_url(self) -> str: + """Queue endpoint URL: explicit override or derived from storage account.""" + if self._queue_account_url: + return self._queue_account_url + return ( + f"https://{self.storage_account}.queue.core.windows.net" + if self.storage_account + else "" + ) + + @property + def key_vault_url(self) -> str: + """Key Vault URL: explicit override or derived from AZURE_KEY_VAULT_NAME.""" + if self.key_vault_url_override: + return self.key_vault_url_override + return ( + f"https://{self.key_vault_name}.vault.azure.net" + if self.key_vault_name + else "" + ) + + @property + def cosmos_uri(self) -> str: + """Prefer explicit COSMOS_URL; otherwise derive from account name.""" + if self.cosmos_url: + return self.cosmos_url + if not self.cosmos_account: + raise RuntimeError("Set COSMOS_URL or AZURE_DB_ID to configure Cosmos.") + return f"https://{self.cosmos_account}.documents.azure.com:443/" + + +CONFIG = Settings() diff --git a/backend/shared/cosmo_db.py b/backend/shared/cosmo_db.py new file mode 100644 index 00000000..a05ddf53 --- /dev/null +++ b/backend/shared/cosmo_db.py @@ -0,0 +1,1781 @@ +import os +from azure.cosmos import CosmosClient +from azure.identity import DefaultAzureCredential +from azure.cosmos.exceptions import ( + CosmosResourceNotFoundError, + AzureError, + CosmosHttpResponseError, +) +import uuid +import logging +import time +from datetime import datetime, timezone, timedelta +from werkzeug.exceptions import NotFound +from shared import clients + + +def get_cosmos_container(container_name: str): + """ + Returns a cached Cosmos DB container handle via backend.shared.clients. + """ + if not container_name: + raise ValueError("Container name must be provided.") + + try: + container = clients.get_cosmos_container(container_name) # <- delegated + logging.info( + "Connection to Cosmos DB container '%s' established successfully.", + container_name, + ) + return container + + except AzureError as az_err: + logging.error( + "AzureError encountered while connecting to Cosmos DB container '%s': %s", + container_name, + az_err, + ) + raise + + except Exception as e: + logging.error( + "Unexpected error while connecting to Cosmos DB container '%s': %s", + container_name, + e, + ) + raise + + +def create_report(data): + """ + Creates a new document in the container. + """ + try: + container = get_cosmos_container("reports") + data["id"] = str(uuid.uuid4()) + data["createAt"] = datetime.now(timezone.utc).isoformat() + data["updatedAt"] = datetime.now(timezone.utc).isoformat() + container.upsert_item(data) + logging.info(f"Document created: {data}") + return data + except Exception as e: + logging.error(f"Error inserting data into Cosmos DB: {e}") + raise + + +def get_report(report_id): + """ + Retrieves a specific document (report) from the Cosmos DB container using its `id` as partition key. + + Parameters: + report_id (str): The ID of the report to retrieve. + + Returns: + dict: The report document retrieved from the database. + + Raises: + Exception: For any other unexpected error that occurs during retrieval. + CosmosResourceNotFoundError: If the report with the specified ID does not exist in the database. + """ + container = get_cosmos_container("reports") + + try: + report = container.read_item(item=report_id, partition_key=report_id) + logging.info(f"Report successfully retrieved: {report}") + return report + + except CosmosResourceNotFoundError: + logging.warning(f"Report with id '{report_id}' not found in Cosmos DB.") + raise NotFound + + except Exception as e: + logging.error(f"Unexpected error retrieving report with id '{report_id}'") + raise + + +def get_filtered_reports(report_type=None): + """ + Retrieves documents from the Cosmos DB container using the `type` attribute or returns all reports. + + Parameters: + report_type (str, optional): The type of reports to retrieve. If None, retrieves all reports. + + Returns: + list: A list of report documents. + + Raises: + CosmosResourceNotFoundError: If no reports with the specified type are found (when filtered). + Exception: For any other unexpected error that occurs during retrieval. + """ + container = get_cosmos_container("reports") + if report_type: + query = "SELECT * FROM c WHERE c.type = @type" + parameters = [{"name": "@type", "value": report_type}] + else: + query = "SELECT * FROM c" + parameters = [] + + try: + items = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + + if not items: + logging.warning(f"No reports found.") + raise NotFound + + logging.info( + f"Reports successfully retrieved for type '{report_type}': {items}" + ) + return items + + except CosmosResourceNotFoundError: + logging.warning(f"No reports found with type '{report_type}'.") + raise NotFound + + except Exception as e: + logging.error( + f"Unexpected error retrieving reports with type '{report_type}': {e}" + ) + raise + + +def update_report(report_id, updated_data): + """ + Updates an existing document using its `id` as the partition key. + + Handles database errors and raises exceptions as needed. + """ + container = get_cosmos_container("reports") + + try: + current_report = get_report(report_id) + + except CosmosResourceNotFoundError: + logging.warning(f"Report with id '{report_id}' not found in Cosmos DB.") + raise NotFound + + except Exception as e: + logging.error(f"Unexpected error while retrieving report with id '{report_id}'") + raise + + try: + current_report.update(updated_data) + + current_report["id"] = report_id + + # Perform the upsert operation + container.upsert_item(current_report) + logging.info(f"Report updated successfully: {current_report}") + return current_report + + except CosmosResourceNotFoundError: + logging.error( + f"Failed to upsert item: Report ID '{report_id}' not found during upsert." + ) + raise NotFound( + f"Cannot upsert report because it does not exist with id '{report_id}'" + ) + + except AzureError as az_err: + logging.error(f"AzureError while performing upsert: {az_err}") + raise Exception("Error with Azure Cosmos DB operation.") from az_err + + except Exception as e: + logging.error( + f"Unexpected error while updating report with id '{report_id}': {e}" + ) + raise + + +def delete_report(report_id): + """ + Deletes a specific document using its `id` as partition key. + """ + container = get_cosmos_container("reports") + + try: + container.delete_item(item=report_id, partition_key=report_id) + logging.info(f"Report with id {report_id} deleted successfully.") + return {"message": f"Report with id {report_id} deleted successfully."} + + except CosmosResourceNotFoundError: + logging.warning(f"Report with id '{report_id}' not found in Cosmos DB.") + raise NotFound + + except Exception as e: + logging.error(f"Error deleting report with id {report_id}: {e}") + raise + + +def get_user_container(user_id): + """ + Retrieves a specific document (user_id) from the Cosmos DB container using its `id` as partition key. + + Parameters: + user_id (str): The ID of the user to retrieve. + + Returns: + dict: The user document retrieved from the database. + + Raises: + Exception: For any other unexpected error that occurs during retrieval. + CosmosResourceNotFoundError: If the user with the specified ID does not exist in the database. + """ + container = get_cosmos_container("users") + + try: + user = container.read_item(item=user_id, partition_key=user_id) + logging.info(f"User successfully retrieved: {user}") + return user + + except CosmosResourceNotFoundError: + logging.warning(f"Report with id '{user_id}' not found in Cosmos DB.") + raise NotFound + + except Exception as e: + logging.error(f"Unexpected error retrieving report with id '{user_id}'") + raise + + +def get_invitation(invited_user_email): + if not invited_user_email: + return {"error": "User ID not found."} + + logging.info("[get_invitation] Getting invitation for user: " + invited_user_email) + + container = get_cosmos_container("invitations") + try: + query = "SELECT * FROM c WHERE c.invited_user_email = @invited_user_email AND c.active = true" + parameters = [{"name": "@invited_user_email", "value": invited_user_email}] + result = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + if result: + logging.info( + f"[get_invitation] active invitation found for user {invited_user_email}" + ) + invitation = result[0] + container.replace_item(item=invitation["id"], body=invitation) + logging.info( + f"[get_invitation] Successfully updated invitation status for user {invited_user_email}" + ) + return invitation + else: + logging.info( + f"[get_invitation] no active invitation found for user {invited_user_email}" + ) + return None + except Exception as e: + logging.error(f"[get_invitation] something went wrong. {str(e)}") + + +def set_user(client_principal): + user = {} + user_id = client_principal.get("id") + email = client_principal.get("email") + user_email = email.lower() if email else None + + if not user_id or not user_email: + logging.error("[set_user] Missing required user information.") + return {"error": "Missing required user information."}, 400 + + container = get_cosmos_container("users") + is_new_user = False + + try: + user = container.read_item(item=user_id, partition_key=user_id) + logging.info(f"[get_user] user_id {user_id} found.") + except CosmosHttpResponseError: + logging.info(f"[get_user] User {user_id} not found. Creating new user.") + is_new_user = True + + logging.info("[get_user] Checking user invitations for new user registration") + user_invitation = get_invitation(user_email) + + user = container.create_item( + body={ + "id": user_id, + "data": { + "name": client_principal.get("name"), + "email": user_email, + "role": user_invitation["role"] if user_invitation else "admin", + "organizationId": ( + user_invitation["organization_id"] if user_invitation else None + ), + }, + } + ) + if user_invitation: + try: + invitation_id = user_invitation["id"] + user_invitation["invited_user_id"] = client_principal["id"] + + container_inv = get_cosmos_container("invitations") + updated_invitation = container_inv.replace_item( + item=invitation_id, body=user_invitation + ) + logging.info( + f"[get_user] Invitation {invitation_id} updated successfully with user_id {client_principal['id']}" + ) + except Exception as e: + logging.error( + f"[get_user] Failed to update invitation with user_id: {e}" + ) + else: + logging.info( + f"[get_user] No invitation found for user {client_principal['id']}" + ) + except Exception as e: + logging.error(f"[get_user] Error creating the user: {e}") + return {"is_new_user": None, "user_data": None} + + return {"is_new_user": is_new_user, "user_data": user["data"]} + + +def update_user(user_id, updated_data): + """ + Updates an existing document using its `id` as the partition key. + + Handles database errors and raises exceptions as needed. + """ + container = get_cosmos_container("users") + + try: + current_user = get_user_container(user_id) + + except CosmosResourceNotFoundError: + logging.warning(f"User with id '{user_id}' not found in Cosmos DB.") + raise NotFound + + except Exception as e: + logging.error(f"Unexpected error while retrieving user with id '{user_id}'") + raise Exception + + try: + current_user.update(updated_data) + + current_user["id"] = user_id + + # Perform the upsert operation + container.upsert_item(current_user) + logging.info(f"Report updated successfully: {current_user}") + return current_user + + except CosmosResourceNotFoundError: + logging.error( + f"Failed to upsert item: Report ID '{user_id}' not found during upsert." + ) + raise NotFound( + f"Cannot upsert report because it does not exist with id '{user_id}'" + ) + + except AzureError as az_err: + logging.error(f"AzureError while performing upsert: {az_err}") + raise Exception("Error with Azure Cosmos DB operation.") from az_err + + except Exception as e: + logging.error( + f"Unexpected error while updating report with id '{user_id}': {e}" + ) + raise + +def patch_organization_data(org_id, patch_data): + """ + Updates or adds 'brandInformation', 'industryInformation', 'Industry_description' 'segmentSynonyms' to the organization. + """ + container = get_cosmos_container("organizations") + + try: + org = container.read_item(item=org_id, partition_key=org_id) + except CosmosResourceNotFoundError: + logging.warning(f"Organization with id '{org_id}' not found.") + raise NotFound(f"Organization not found") + + allowed_fields = { + "industry_description", + "brandInformation", + "industryInformation", + "segmentSynonyms", + "additionalInstructions" + } + + for key in allowed_fields: + if key in patch_data: + org[key] = patch_data[key] + + container.upsert_item(org) + logging.info(f"Organization {org_id} updated successfully.") + return org + +def get_organization_data(org_id): + """ + Retrieves organization data by its ID. + """ + container = get_cosmos_container("organizations") + + try: + org = container.read_item(item=org_id, partition_key=org_id) + except CosmosResourceNotFoundError: + logging.warning(f"Organization with id '{org_id}' not found.") + raise NotFound(f"Organization not found") + + return org + + + +def update_invitation_role(invited_user_id, organization_id, new_role): + """ + Updates the 'role' field in the invitations container for a given invited_user_id and organization_id. + """ + container = get_cosmos_container("invitations") + query = """ + SELECT * FROM c + WHERE c.invited_user_id = @invited_user_id AND c.organization_id = @organization_id + """ + parameters = [ + {"name": "@invited_user_id", "value": invited_user_id}, + {"name": "@organization_id", "value": organization_id}, + ] + items = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + if not items: + logging.warning( + f"No invitation found for user {invited_user_id} in org {organization_id}" + ) + return None + invitation = items[0] + invitation["role"] = new_role + container.replace_item(item=invitation["id"], body=invitation) + logging.info(f"Invitation {invitation['id']} updated with new role: {new_role}") + return invitation + + +def patch_user_data(user_id, patch_data): + """ + Updates the 'name', 'email' and role fields in the 'data' object of an existing user. + + Handles database errors and raises exceptions as needed. + """ + container = get_cosmos_container("users") + + try: + + current_user = get_user_container(user_id) + + if current_user is None: + logging.warning(f"User with id '{user_id}' not found in Cosmos DB.") + raise NotFound(f"User not found") + + allowed_keys = {"name", "email", "role"} + user_data = current_user.get("data", {}) + + for key in patch_data: + if key in allowed_keys: + user_data[key] = patch_data[key] + + for key in allowed_keys: + if not user_data.get(key): + logging.error(f"Field '{key}' cannot be empty.") + raise ValueError(f"Field '{key}' cannot be empty.") + + current_user["data"] = user_data + current_user["id"] = user_id + + container.upsert_item(current_user) + logging.info(f"User data updated successfully: {current_user}") + + organization_id = patch_data.get("organizationId") or user_data.get( + "organizationId" + ) + new_role = patch_data.get("role") + if organization_id and new_role: + update_invitation_role(user_id, organization_id, new_role) + + return current_user + + except CosmosResourceNotFoundError as nf: + logging.error(f"User with id '{user_id}' not found during upsert.") + raise nf + + except AzureError as az_err: + logging.error(f"AzureError while performing upsert: {az_err}") + raise az_err + + except ValueError as ve: + logging.error(str(ve)) + raise ve + + except Exception as e: + logging.error( + f"Unexpected error while updating user data with id '{user_id}': {e}" + ) + raise e + + +def get_audit_logs(organization_id): + """Get the 10 most recent audit logs in a cosmosDB container""" + container = get_cosmos_container("auditLogs") + try: + items = list( + container.query_items( + query=""" + SELECT TOP 10 * FROM c + WHERE c.organization_id = @organization_id + ORDER BY c._ts DESC + """, + parameters=[{"name": "@organization_id", "value": organization_id}], + partition_key=organization_id + ) + ) + + if not items: + logging.warning(f"No audit logs found.") + return [] + + logging.info(f"Audit logs successfully retrieved: {items}") + return items + except CosmosResourceNotFoundError: + logging.warning(f"No audit logs found.") + raise NotFound + except CosmosHttpResponseError as ch_err: + logging.error(f"HTTP error while retrieving audit logs: {ch_err}") + raise Exception("Error with Cosmos DB HTTP operation.") + except Exception as e: + logging.error(f"Unexpected error retrieving audit logs: {e}") + raise + + +def get_organization_subscription(organizationId): + """ + Retrieves a specific document (organizationId) from the Cosmos DB container using its `id` as partition key. + + Parameters: + organizationId (str): The ID of the organization to retrieve. + + Returns: + dict: The organization document retrieved from the database. + + Raises: + Exception: For any other unexpected error that occurs during retrieval. + CosmosResourceNotFoundError: If the organization with the specified ID does not exist in the database. + """ + if not organizationId: + logging.error(f"Organization ID not provided.") + raise ValueError("Organization ID is required.") + container = get_cosmos_container("organizations") + + try: + organization = container.read_item( + item=organizationId, partition_key=organizationId + ) + return organization + + except CosmosResourceNotFoundError: + logging.warning( + f"Organization with id '{organizationId}' not found in Cosmos DB." + ) + raise NotFound + + except CosmosHttpResponseError as ch_err: + logging.error( + f"CosmosHttpError encountered while retrieving organization with id '{organizationId}': {ch_err}" + ) + raise Exception( + f"Error retrieving organization with id '{organizationId}': {ch_err}" + ) from ch_err + + except Exception as e: + logging.error( + f"Unexpected error retrieving organization with id '{organizationId}': {e}" + ) + raise + + +def get_user_organizations(user_id): + """ + Retrieves simplified organization information for a specific user ID. + + Parameters: + user_id (str): The ID of the user to find organizations for. + + Returns: + list: A list of simplified organization documents associated with the user. + + Raises: + NotFound: If no organizations are found for the user. + Exception: For any other unexpected error that occurs during retrieval. + """ + if not user_id or not user_id.strip(): + logging.error("User ID not provided.") + raise ValueError("User ID is required.") + + organizations_container = get_cosmos_container("organizations") + invitations_container = get_cosmos_container("invitations") + + try: + # Search for active invitations for the user + query = "SELECT * FROM c WHERE c.invited_user_id = @user_id AND c.active = true" + parameters = [{"name": "@user_id", "value": user_id}] + invitations = list( + invitations_container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + + invited_org_ids = set( + inv["organization_id"] for inv in invitations if "organization_id" in inv + ) + + # Search for organizations where the user is the owner + owner_query = "SELECT * FROM c WHERE c.owner = @user_id" + owner_parameters = [{"name": "@user_id", "value": user_id}] + owned_organizations = list( + organizations_container.query_items( + query=owner_query, + parameters=owner_parameters, + enable_cross_partition_query=True, + ) + ) + + # Save IDs of organizations already included + returned_org_ids = set() + + # Recover organizations by invitations + organizations = [] + for org_id in invited_org_ids: + if org_id in returned_org_ids: + continue + try: + org = organizations_container.read_item( + item=org_id, partition_key=org_id + ) + simplified_org = { + "id": org.get("id", ""), + "name": org.get("name", ""), + "owner": org.get("owner", ""), + "sessionId": org.get("sessionId", ""), + "subscriptionExpirationDate": org.get( + "subscriptionExpirationDate", "" + ), + "subscriptionId": org.get("subscriptionId", ""), + "subscriptionStatus": org.get("subscriptionStatus", []), + } + organizations.append(simplified_org) + returned_org_ids.add(org_id) + except CosmosResourceNotFoundError: + logging.warning(f"Organization with ID '{org_id}' not found.") + except Exception as e: + logging.error(f"Error retrieving organization with ID '{org_id}': {e}") + + # Add organizations where the user is owner + for org in owned_organizations: + org_id = org.get("id", "") + if org_id in returned_org_ids: + continue # Avoid duplicates + simplified_org = { + "id": org.get("id", ""), + "name": org.get("name", ""), + "owner": org.get("owner", ""), + "sessionId": org.get("sessionId", ""), + "subscriptionExpirationDate": org.get("subscriptionExpirationDate", ""), + "subscriptionId": org.get("subscriptionId", ""), + "subscriptionStatus": org.get("subscriptionStatus", []), + } + organizations.append(simplified_org) + returned_org_ids.add(org_id) + + logging.info( + f"Successfully retrieved {len(organizations)} organizations for user ID '{user_id}'." + ) + return organizations + + except Exception as e: + logging.error( + f"Unexpected error retrieving organizations for user ID '{user_id}': {e}" + ) + raise + + +def get_invitation_role(user_id, organization_id): + """ + Gets the role of a user in an organization based on the active invitation. + + Parameters: + user_id (str): The ID of the user for which you want to get the role. + organization_id (str): The ID of the organization. + + Returns: + str: The user's role in the organization if the invitation is active. + + Raises: + NotFound: If no active invitation is found for the user and organization. + """ + invitations_container = get_cosmos_container("invitations") + organizations_container = get_cosmos_container("organizations") + + # Check ownership + org_query = "SELECT * FROM c WHERE c.id = @organization_id" + org_params = [{"name": "@organization_id", "value": organization_id}] + org_result = list( + organizations_container.query_items( + query=org_query, parameters=org_params, enable_cross_partition_query=True + ) + ) + + if org_result and org_result[0].get("owner") == user_id: + return "admin" + + # Query to find the active invitation + query = """ + SELECT * FROM c + WHERE c.invited_user_id = @user_id + AND c.organization_id = @organization_id + AND c.active = true + """ + parameters = [ + {"name": "@user_id", "value": user_id}, + {"name": "@organization_id", "value": organization_id}, + ] + + invitations = list( + invitations_container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + + if invitations: + return invitations[0].get("role") + + raise ValueError("No role found: user is not owner nor has active invitation") + + +def create_invitation(invited_user_email, organization_id, role, nickname): + """ + Creates a new Invitation in the container. + """ + if not invited_user_email: + return {"error": "User email is required."} + + if not organization_id: + return {"error": "Organization ID is required."} + + if not role: + return {"error": "Role is required."} + container = get_cosmos_container("invitations") + invitation = {} + + user_id = None + + try: + user_container = get_cosmos_container("users") + user = user_container.query_items( + query="SELECT TOP 1 * FROM c WHERE c.data.email = @invited_user_email", + parameters=[{"name": "@invited_user_email", "value": invited_user_email}], + enable_cross_partition_query=True, + ) + for u in user: + user_id = u["id"] + if u["data"].get("organizationId") is None: + u["data"]["organizationId"] = organization_id + u["data"]["role"] = role + user_container.replace_item(item=u["id"], body=u) + logging.info( + f"[create_invitation] Updated user {invited_user_email} organizationId to {organization_id}" + ) + + token = str(uuid.uuid4()) + expiry_time = datetime.now(timezone.utc) + timedelta( + days=7 + ) # Token valid for 7 days + token_expiry = int(expiry_time.timestamp()) + + invitation = { + "id": str(uuid.uuid4()), + "invited_user_email": invited_user_email, + "nickname": nickname, + "organization_id": organization_id, + "role": role, + "active": False, + "invited_user_id": user_id, + "token": token, + "token_used": False, + "token_expiry": token_expiry, + } + result = container.create_item(body=invitation) + except Exception as e: + logging.info(f"create_invitation: something went wrong. {str(e)}") + raise e + except ValueError as ve: + logging.error(str(ve)) + raise ve + + +def get_invitation_by_email_and_org(invited_user_email, organizationId): + """ + Get the most recent, non-expired, unused invitation for a given email and organization. + """ + if not invited_user_email or not organizationId: + return None + + try: + container = get_cosmos_container("invitations") + + current_ts = int(time.time()) + + query = """ + SELECT * FROM c + WHERE c.invited_user_email = @invited_user_email + AND c.organization_id = @organization_id + AND c.token_used = false + AND c.token_expiry > @current_ts + ORDER BY c._ts DESC + """ + parameters = [ + {"name": "@invited_user_email", "value": invited_user_email}, + {"name": "@organization_id", "value": organizationId}, + {"name": "@current_ts", "value": current_ts}, + ] + + result = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + + return result[0] if result else None + + except Exception as e: + logging.error(f"Error in get_invitation_by_email_and_org: {e}") + return None + + +def create_organization(user_id, organization_name, storage_capacity): + """ + Creates a new organization in the container. + """ + try: + if not user_id: + raise ValueError("User ID cannot be empty.") + if not organization_name: + raise ValueError("Organization name cannot be empty.") + container = get_cosmos_container("organizations") + result = container.create_item( + body={ + "id": str(uuid.uuid4()), + "name": organization_name, + "owner": user_id, + "sessionId": None, + "subscriptionStatus": "inactive", + "subscriptionExpirationDate": None, + "storageCapacity": storage_capacity, + } + ) + if not result: + logging.warning( + f"Organization with name '{organization_name}' not created in Cosmos DB." + ) + raise RuntimeError(f"Organization not created") + except Exception as e: + logging.error(f"Error inserting data into Cosmos DB: {e}") + raise e + except RuntimeError as re: + logging.error( + f"Organization with name '{organization_name}' not created in Cosmos DB." + ) + raise re + try: + user = get_user_container(user_id) + user["data"]["organizationId"] = result["id"] + update_user(user_id, user) + except Exception as e: + logging.error(f"Error inserting data into Cosmos DB: {e}") + raise + except CosmosResourceNotFoundError as nf: + logging.error(f"User with id '{user_id}' not found during upsert.") + raise NotFound(f"User not found") + except AzureError as az_err: + logging.error(f"AzureError while performing upsert: {az_err}") + raise az_err + + return result + + +def create_new_brand(brand_name, brand_description, organization_id): + """ + Creates a new brand entry in the Cosmos DB 'brands' container. + + Args: + brand_name (str): The name of the brand to create. + brand_description (str): A description of the brand. + organization_id (str): The ID of the organization to which the brand belongs. + + Returns: + dict: The created brand item as returned by Cosmos DB. + + Raises: + ValueError: If any of the required parameters are empty. + RuntimeError: If the brand was not created in Cosmos DB. + Exception: For errors related to Cosmos DB operations. + """ + container = get_cosmos_container("brands") + try: + if not brand_name or not organization_id: + raise ValueError("Brand name and organization ID cannot be empty.") + if brand_description is None: + brand_description = "" + result = container.create_item( + body={ + "id": str(uuid.uuid4()), + "name": brand_name, + "description": brand_description, + "organization_id": organization_id, + "createdAt": datetime.now(timezone.utc).isoformat(), + "updatedAt": datetime.now(timezone.utc).isoformat(), + } + ) + logging.info(f"Brand created successfully: {result}") + if not result: + logging.warning(f"Brand with name '{brand_name}' not created in Cosmos DB.") + raise RuntimeError(f"Brand not created") + return result + except CosmosHttpResponseError as e: + logging.error(f"CosmosDB HTTP error while creating brand: {e}") + raise Exception("Error with Cosmos DB HTTP operation.") from e + except Exception as e: + logging.error(f"Error inserting data into Cosmos DB: {e}") + raise e + + +def get_brands_by_organization(organization_id): + """ + Retrieves all brands associated with a specific organization ID. + + Parameters: + organization_id (str): The ID of the organization to filter brands by. + + Returns: + list: A list of brand documents associated with the specified organization. + + Raises: + NotFound: If no brands are found for the specified organization. + Exception: For any unexpected errors during retrieval. + """ + container = get_cosmos_container("brands") + + try: + query = "SELECT * FROM c WHERE c.organization_id = @organization_id" + parameters = [{"name": "@organization_id", "value": organization_id}] + items = list( + container.query_items( + query=query, parameters=parameters, partition_key=organization_id, enable_cross_partition_query=True + ) + ) + + if not items: + logging.warning(f"No brands found for organization ID '{organization_id}'.") + return [] + + logging.info( + f"Brands successfully retrieved for organization ID '{organization_id}': {items}" + ) + return items + + except CosmosResourceNotFoundError: + logging.warning(f"No brands found for organization ID '{organization_id}'.") + return [] + + except Exception as e: + logging.error( + f"Unexpected error retrieving brands for organization ID '{organization_id}': {e}" + ) + return [] + + +def update_brand_by_id(brand_id, brand_name, brand_description, organization_id): + """ + Updates an existing brand document using its `id` as the partition key. + + Handles database errors and raises exceptions as needed. + """ + container = get_cosmos_container("brands") + + try: + current_brand = container.read_item(item=brand_id, partition_key=organization_id) + + except CosmosResourceNotFoundError: + logging.warning(f"Brand with id '{brand_id}' not found in Cosmos DB.") + raise NotFound + + except Exception as e: + logging.error( + f"Unexpected error while retrieving brand with id '{brand_id}': {e}" + ) + raise Exception( + f"Unexpected error while retrieving brand with id '{brand_id}': {e}" + ) from e + + try: + current_brand.update( + { + "name": brand_name, + "description": brand_description, + } + ) + + current_brand["id"] = brand_id + current_brand["updatedAt"] = datetime.now(timezone.utc).isoformat() + + # Perform the upsert operation + container.upsert_item(current_brand) + logging.info(f"Brand updated successfully: {current_brand}") + return current_brand + + except CosmosResourceNotFoundError: + logging.error( + f"Failed to upsert item: Brand ID '{brand_id}' not found during upsert." + ) + raise NotFound( + f"Cannot upsert brand because it does not exist with id '{brand_id}'" + ) + + except AzureError as az_err: + logging.error(f"AzureError while performing upsert: {az_err}") + raise Exception("Error with Azure Cosmos DB operation.") from az_err + + except ValueError as ve: + logging.error(str(ve)) + raise ve + + +def create_prod(name, description, category, brand_id, organization_id): + """ + Creates a new product entry in the Cosmos DB 'productsContainer'. + + Args: + name (str): The name of the product. + description (str): A description of the product. + category (str): The category of the product. + brand_id (str): The ID of the brand associated with the product. + organization_id (str): The ID of the organization creating the product. + + Returns: + dict: The created product entry as a dictionary. + + Raises: + ValueError: If `name`, `description`, or `brand_id` is empty. + RuntimeError: If the product creation fails. + CosmosHttpResponseError: If there is an HTTP error with Cosmos DB. + Exception: For any other errors during the operation. + """ + container = get_cosmos_container("products") + + try: + if description is None: + description = "" + if not name or not brand_id: + raise ValueError("Product name and brand ID cannot be empty.") + + result = container.create_item( + body={ + "id": str(uuid.uuid4()), + "name": name, + "description": description, + "brand_id": brand_id, + "createdAt": datetime.now(timezone.utc).isoformat(), + "updatedAt": datetime.now(timezone.utc).isoformat(), + "organization_id": organization_id, + "category": category, + } + ) + + logging.info(f"Product created successfully: {result}") + if not result: + logging.warning(f"Product with name '{name}' not created in Cosmos DB.") + raise RuntimeError(f"Product not created") + return result + except CosmosHttpResponseError as e: + logging.error(f"CosmosDB HTTP error while creating product: {e}") + raise Exception("Error with Cosmos DB HTTP operation.") from e + except Exception as e: + logging.error(f"Error inserting data into Cosmos DB: {e}") + raise e + + +def delete_prod_by_id(product_id, organization_id): + """ + Deletes a product from the container given the product_id + """ + container = get_cosmos_container("products") + + try: + if not product_id: + raise ValueError("product_id cannot be empty.") + + container.delete_item(item=product_id, partition_key=organization_id) + return {"message": f"Product with id {product_id} deleted successfully."} + + except CosmosHttpResponseError as e: + logging.error(f"CosmosDB HTTP error while deleting product: {e}") + raise Exception("Error with Cosmos DB HTTP operation.") from e + except Exception as e: + logging.error(f"Error deleting data from Cosmos DB: {e}") + raise e + + +def update_prod_by_id(product_id, name, category, brand_id, description, organization_id): + """ + Updates a product in the Cosmos DB container by its ID. + Parameters: + product_id (str): The unique identifier of the product to update. Must not be empty. + name (str): The new name of the product. + category (str): The new category of the product. + brand_id (str): The ID of the brand associated with the product. + description (str): The new description of the product. + Returns: + dict: The updated product object. + Raises: + ValueError: If `product_id` is empty. + NotFound: If the product with the given ID does not exist in the database. + Exception: For unexpected errors during the update process. + AzureError: If there is an error with Azure Cosmos DB operations. + """ + container = get_cosmos_container("products") + if not product_id: + raise ValueError("product_id cannot be empty.") + + try: + current_product = container.read_item(item=product_id, partition_key=organization_id) + except CosmosResourceNotFoundError as e: + logging.warning(f"Product with id '{product_id}' not found in Cosmos DB.") + raise NotFound + except Exception as e: + logging.error( + f"Unexpected error while retrieving product with id '{product_id}': {e}" + ) + raise Exception( + f"Unexpected error while retrieving product with id '{product_id}': {e}" + ) from e + + try: + current_product.update( + { + "name": name, + "category": category, + "brand_id": brand_id, + "description": description, + } + ) + + current_product["id"] = product_id + current_product["updatedAt"] = datetime.now(timezone.utc).isoformat() + + container.upsert_item(current_product) + logging.info(f"Product updated successfully: {current_product}") + return current_product + except CosmosResourceNotFoundError: + logging.error( + f"Failed to upsert item: Product ID '{product_id}' not found during upsert." + ) + raise NotFound( + f"Cannot upsert product because it does not exist with id '{product_id}'" + ) + except AzureError as az_err: + logging.error(f"AzureError while performing upsert: {az_err}") + raise Exception("Error with Azure Cosmos DB operation.") from az_err + except ValueError as ve: + logging.error(str(ve)) + raise ve + except Exception as e: + logging.error( + f"Unexpected error while updating product with id '{product_id}': {e}" + ) + raise e + + +def get_prods_by_organization(organization_id): + """ + Retrieves all products associated with a specific organization ID. + + Parameters: + organization_id (str): The ID of the organization to filter products by. + + Returns: + list: A list of product documents associated with the specified organization. + """ + container = get_cosmos_container("products") + + try: + query = "SELECT * FROM c WHERE c.organization_id = @organization_id" + parameters = [{"name": "@organization_id", "value": organization_id}] + items = list( + container.query_items( + query=query, partition_key=organization_id, parameters=parameters, enable_cross_partition_query=True + ) + ) + + if not items: + logging.warning( + f"No products found for organization ID '{organization_id}'." + ) + return [] + + logging.info( + f"Products successfully retrieved for organization ID '{organization_id}': {items}" + ) + return items + + except CosmosResourceNotFoundError: + logging.warning(f"No products found for organization ID '{organization_id}'.") + return [] + + except Exception as e: + logging.error( + f"Unexpected error retrieving products for organization ID '{organization_id}': {e}" + ) + return [] + + +def create_competitor(name, description, organization_id): + """ + Creates a new competitor entry in the Cosmos DB 'competitorsContainer'. + + Args: + name (str): The name of the competitor. + description (str): A description of the competitor. + organization_id (str): The ID of the organization to which the competitor belongs. + + Returns: + dict: The result of the item creation operation from Cosmos DB. + + Raises: + ValueError: If any of the required fields are missing. + Exception: If there is an error with the Cosmos DB operation. + """ + container = get_cosmos_container("competitors") + + if description is None: + description = "" + if not name or not organization_id: + raise ValueError( + "Competitor name and organization ID cannot be empty." + ) + try: + result = container.create_item( + body={ + "id": str(uuid.uuid4()), + "name": name, + "description": description, + "organization_id": organization_id, + "createdAt": datetime.now(timezone.utc).isoformat(), + "updatedAt": datetime.now(timezone.utc).isoformat(), + } + ) + logging.info(f"Competitor created successfully: {result}") + return result + except CosmosHttpResponseError as e: + logging.error(f"CosmosDB HTTP error while creating competitor: {e}") + raise Exception("Error with Cosmos DB HTTP operation.") from e + except Exception as e: + logging.error(f"Error inserting data into Cosmos DB: {e}") + raise e + + +def delete_competitor_by_id(competitor_id, organization_id): + """ + Deletes a competitor from the container given the competitor_id + """ + container = get_cosmos_container("competitors") + + try: + if not competitor_id: + raise ValueError("competitor_id cannot be empty.") + + container.delete_item(item=competitor_id, partition_key=organization_id) + logging.info(f"Competitor with id {competitor_id} deleted successfully.") + + return {"message": f"Competitor with id {competitor_id} deleted successfully."} + + except CosmosHttpResponseError as e: + logging.error(f"CosmosDB HTTP error while deleting competitor: {e}") + raise Exception("Error with Cosmos DB HTTP operation.") from e + except Exception as e: + logging.error(f"Error deleting data from Cosmos DB: {e}") + raise e + + +def get_competitors_by_organization(organization_id): + """ + Get all competitors for a specific organization. + """ + container = get_cosmos_container("competitors") + + competitors = list( + container.query_items( + query="SELECT * FROM c WHERE c.organization_id = @organization_id", + parameters=[{"name": "@organization_id", "value": organization_id}], + enable_cross_partition_query=True, + ) + ) + + return competitors + + +def update_competitor_by_id(competitor_id, name, description, organization_id): + """ + Updates an existing competitor document using its `id` as the partition key. + + Handles database errors and raises exceptions as needed. + """ + container = get_cosmos_container("competitors") + + if not competitor_id: + raise ValueError("competitor_id cannot be empty.") + + try: + current_competitor = container.read_item( + item=competitor_id, partition_key=organization_id + ) + except CosmosResourceNotFoundError: + logging.warning(f"Competitor with id '{competitor_id}' not found in Cosmos DB.") + raise NotFound + except Exception as e: + logging.error( + f"Unexpected error while retrieving competitor with id '{competitor_id}': {e}" + ) + raise Exception( + f"Unexpected error while retrieving competitor with id '{competitor_id}': {e}" + ) from e + + try: + current_competitor.update( + {"name": name, "description": description} + ) + + current_competitor["id"] = competitor_id + current_competitor["updatedAt"] = datetime.now(timezone.utc).isoformat() + + container.upsert_item(current_competitor) + + logging.info(f"Competitor updated successfully: {current_competitor}") + return current_competitor + except CosmosResourceNotFoundError: + logging.error( + f"Failed to upsert item: Competitor ID '{competitor_id}' not found during upsert." + ) + raise NotFound( + f"Cannot upsert competitor because it does not exist with id '{competitor_id}'" + ) + except AzureError as az_err: + logging.error(f"AzureError while performing upsert: {az_err}") + raise Exception("Error with Azure Cosmos DB operation.") from az_err + except ValueError as ve: + logging.error(str(ve)) + raise ve + + +def get_items_to_delete_by_brand(brand_id, organization_id): + """ + Retrieves all products only if they exist for a specific brand. + """ + container = get_cosmos_container("products") + + products = list( + container.query_items( + query="SELECT * FROM c WHERE c.brand_id = @brand_id", + parameters=[{"name": "@brand_id", "value": brand_id}], + partition_key=organization_id, + enable_cross_partition_query=True, + ) + ) + + return { + "products": products, + } + + +def delete_brand_by_id(brand_id, organization_id): + """ + Deletes a specific brand document using its `id` as partition key, and all associated products. + """ + container = get_cosmos_container("brands") + + try: + items_to_delete = get_items_to_delete_by_brand(brand_id, organization_id) + + if items_to_delete["products"]: + logging.info(f"Found {len(items_to_delete['products'])} products for brand {brand_id} to delete.") + products_container = get_cosmos_container("products") + # Delete products associated with the brand + for product in items_to_delete["products"]: + products_container.delete_item( + item=product["id"], partition_key=product["organization_id"] + ) + logging.info(f"Product with id {product['id']} deleted successfully.") + else: + logging.info( + f"No products associated with brand {brand_id}." + ) + + # Always delete the brand itself, after handling its products + container.delete_item(item=brand_id, partition_key=organization_id) + logging.info(f"Brand with id {brand_id} deleted successfully.") + return { + "message": f"Brand with id {brand_id} and associated items deleted successfully." + } + + except CosmosResourceNotFoundError: + logging.warning(f"Brand with id '{brand_id}' not found in Cosmos DB.") + raise NotFound + + except Exception as e: + logging.error(f"Error deleting brand with id {brand_id}: {e}") + raise + + +# ====================== +# USAGE TRACKING FUNCTIONS +# ====================== + + +def initialize_organization_usage(org_id, tier_name="free"): + """ + Initialize or reset usage tracking for an organization. + + Args: + org_id (str): The organization ID + tier_name (str): The subscription tier name + + Returns: + dict: Updated organization document + """ + from subscription_tiers import get_tier_config, DEFAULT_TIER + + if not org_id: + raise ValueError("Organization ID is required.") + + tier = get_tier_config(tier_name) or get_tier_config(DEFAULT_TIER) + container = get_cosmos_container("organizations") + + try: + org = container.read_item(item=org_id, partition_key=org_id) + + # Calculate period start and end + now = datetime.now(timezone.utc) + period_start = now.replace(day=1, hour=0, minute=0, second=0, microsecond=0) + + # Calculate next month's first day + if period_start.month == 12: + period_end = period_start.replace(year=period_start.year + 1, month=1) + else: + period_end = period_start.replace(month=period_start.month + 1) + + # Initialize usage tracking + org["subscriptionTier"] = tier_name + org["limits"] = { + "conversation_time_minutes_per_month": tier["conversation_time_minutes_per_month"], + "max_conversation_duration_minutes": tier["max_conversation_duration_minutes"], + "reset_period": "monthly", + "reset_day": 1 + } + org["usage"] = { + "current_period_start": period_start.isoformat(), + "current_period_end": period_end.isoformat(), + "total_conversation_time_seconds": 0, + "conversations_this_period": 0, + "last_reset": now.isoformat(), + "last_updated": now.isoformat() + } + + # Upsert the organization + container.upsert_item(org) + logging.info(f"Initialized usage tracking for organization {org_id} with tier {tier_name}") + return org + + except CosmosResourceNotFoundError: + logging.error(f"Organization {org_id} not found.") + raise NotFound + except Exception as e: + logging.error(f"Error initializing usage for organization {org_id}: {e}") + raise + + +def check_organization_limits(org_id): + """ + Check if an organization has conversation time remaining. + + Args: + org_id (str): The organization ID + + Returns: + dict: { + "allowed": bool, + "tier": str, + "used_seconds": int, + "limit_seconds": int, + "remaining_seconds": int, + "percentage_used": float, + "needs_reset": bool + } + """ + from subscription_tiers import get_conversation_time_limit_seconds, calculate_usage_percentage + + if not org_id: + raise ValueError("Organization ID is required.") + + try: + org = get_organization_subscription(org_id) + + # Initialize usage if not present + if "usage" not in org or "limits" not in org: + logging.warning(f"Organization {org_id} missing usage tracking. Initializing...") + tier = org.get("subscriptionTier", "free") + org = initialize_organization_usage(org_id, tier) + + # Check if we need to reset usage (new period) + needs_reset = _is_new_period(org.get("usage", {})) + if needs_reset: + logging.info(f"New billing period detected for organization {org_id}. Resetting usage.") + org = _reset_organization_usage(org_id) + + # Get limits and usage + tier = org.get("subscriptionTier", "free") + limits = org.get("limits", {}) + usage = org.get("usage", {}) + + limit_seconds = get_conversation_time_limit_seconds(tier) + used_seconds = usage.get("total_conversation_time_seconds", 0) + + # -1 means unlimited + if limit_seconds == -1: + return { + "allowed": True, + "tier": tier, + "used_seconds": used_seconds, + "limit_seconds": -1, + "remaining_seconds": -1, + "percentage_used": 0.0, + "needs_reset": False, + "unlimited": True + } + + remaining_seconds = max(0, limit_seconds - used_seconds) + percentage_used = calculate_usage_percentage(used_seconds, limit_seconds) + + return { + "allowed": used_seconds < limit_seconds, + "tier": tier, + "used_seconds": used_seconds, + "limit_seconds": limit_seconds, + "remaining_seconds": remaining_seconds, + "percentage_used": percentage_used, + "needs_reset": False, + "unlimited": False + } + + except NotFound: + logging.error(f"Organization {org_id} not found during limit check.") + raise + except Exception as e: + logging.error(f"Error checking limits for organization {org_id}: {e}") + raise + + +def update_organization_usage(org_id, additional_seconds, conversation_id=None): + """ + Update the usage tracking for an organization. + + Args: + org_id (str): The organization ID + additional_seconds (int): Seconds to add to usage + conversation_id (str): Optional conversation ID for tracking + + Returns: + dict: Updated organization document + """ + if not org_id: + raise ValueError("Organization ID is required.") + + if additional_seconds < 0: + raise ValueError("Additional seconds must be non-negative.") + + container = get_cosmos_container("organizations") + + try: + org = container.read_item(item=org_id, partition_key=org_id) + + # Initialize usage if not present + if "usage" not in org: + tier = org.get("subscriptionTier", "free") + org = initialize_organization_usage(org_id, tier) + + # Check if we need to reset (new period) + if _is_new_period(org.get("usage", {})): + org = _reset_organization_usage(org_id) + # Re-read after reset + org = container.read_item(item=org_id, partition_key=org_id) + + # Update usage + usage = org.get("usage", {}) + usage["total_conversation_time_seconds"] = usage.get("total_conversation_time_seconds", 0) + additional_seconds + usage["last_updated"] = datetime.now(timezone.utc).isoformat() + + if conversation_id: + usage["conversations_this_period"] = usage.get("conversations_this_period", 0) + 1 + + org["usage"] = usage + + # Upsert the organization + container.upsert_item(org) + logging.info(f"Updated usage for organization {org_id}: +{additional_seconds}s") + return org + + except CosmosResourceNotFoundError: + logging.error(f"Organization {org_id} not found during usage update.") + raise NotFound + except Exception as e: + logging.error(f"Error updating usage for organization {org_id}: {e}") + raise + + +def _is_new_period(usage_data): + """ + Check if we're in a new billing period. + + Args: + usage_data (dict): The usage tracking data + + Returns: + bool: True if in new period + """ + if not usage_data or "current_period_end" not in usage_data: + return True + + try: + period_end = datetime.fromisoformat(usage_data["current_period_end"].replace("Z", "+00:00")) + now = datetime.now(timezone.utc) + return now >= period_end + except Exception as e: + logging.error(f"Error checking period: {e}") + return True + + +def _reset_organization_usage(org_id): + """ + Reset usage for a new billing period. + + Args: + org_id (str): The organization ID + + Returns: + dict: Updated organization document + """ + container = get_cosmos_container("organizations") + + try: + org = container.read_item(item=org_id, partition_key=org_id) + + # Calculate new period + now = datetime.now(timezone.utc) + period_start = now.replace(day=1, hour=0, minute=0, second=0, microsecond=0) + + if period_start.month == 12: + period_end = period_start.replace(year=period_start.year + 1, month=1) + else: + period_end = period_start.replace(month=period_start.month + 1) + + # Reset usage + usage = org.get("usage", {}) + usage["current_period_start"] = period_start.isoformat() + usage["current_period_end"] = period_end.isoformat() + usage["total_conversation_time_seconds"] = 0 + usage["conversations_this_period"] = 0 + usage["last_reset"] = now.isoformat() + usage["last_updated"] = now.isoformat() + + org["usage"] = usage + + # Upsert the organization + container.upsert_item(org) + logging.info(f"Reset usage for organization {org_id} for new period starting {period_start}") + return org + + except CosmosResourceNotFoundError: + logging.error(f"Organization {org_id} not found during usage reset.") + raise NotFound + except Exception as e: + logging.error(f"Error resetting usage for organization {org_id}: {e}") + raise + + +def get_organization_usage_stats(org_id): + """ + Get detailed usage statistics for an organization. + + Args: + org_id (str): The organization ID + + Returns: + dict: Detailed usage statistics + """ + from subscription_tiers import ( + format_time_remaining, + calculate_usage_percentage, + should_show_warning, + get_tier_display_info + ) + + if not org_id: + raise ValueError("Organization ID is required.") + + try: + limits_check = check_organization_limits(org_id) + org = get_organization_subscription(org_id) + + tier = org.get("subscriptionTier", "free") + tier_info = get_tier_display_info(tier) + usage = org.get("usage", {}) + limits = org.get("limits", {}) + + used_seconds = limits_check["used_seconds"] + limit_seconds = limits_check["limit_seconds"] + + return { + "organization_id": org_id, + "tier": tier_info, + "current_period": { + "start": usage.get("current_period_start"), + "end": usage.get("current_period_end"), + "last_updated": usage.get("last_updated") + }, + "usage": { + "used_seconds": used_seconds, + "used_formatted": format_time_remaining(used_seconds), + "limit_seconds": limit_seconds, + "limit_formatted": format_time_remaining(limit_seconds) if limit_seconds != -1 else "Unlimited", + "remaining_seconds": limits_check["remaining_seconds"], + "remaining_formatted": format_time_remaining(limits_check["remaining_seconds"]) if limit_seconds != -1 else "Unlimited", + "percentage_used": limits_check["percentage_used"], + "conversations_count": usage.get("conversations_this_period", 0) + }, + "status": { + "allowed": limits_check["allowed"], + "show_warning": should_show_warning(used_seconds, limit_seconds), + "unlimited": limits_check.get("unlimited", False) + }, + "limits": limits + } + + except NotFound: + logging.error(f"Organization {org_id} not found during stats retrieval.") + raise + except Exception as e: + logging.error(f"Error getting usage stats for organization {org_id}: {e}") + raise diff --git a/backend/shared/decorators.py b/backend/shared/decorators.py new file mode 100644 index 00000000..86b3678c --- /dev/null +++ b/backend/shared/decorators.py @@ -0,0 +1,202 @@ +import os +import logging +from flask import request, jsonify +from functools import wraps +from utils import get_azure_key_vault_secret + +def validate_token(): + """ + Decorator for Flask routes that requires a valid token in the Authorization header. + """ + + secret = get_azure_key_vault_secret("webbackend-token") + + def decorator(f): + @wraps(f) + def decorated_function(*args, **kwargs): + auth_header = request.headers.get("Authorization") + + if not secret: + return jsonify({"error": "Secret not found in key vault"}), 401 + + if not auth_header: + return jsonify({"error": "Missing token"}), 401 + + tokens = auth_header.split() + + if len(tokens) != 2: + return jsonify({"error": "Invalid token"}), 401 + + if tokens[0] != "Bearer": + return jsonify({"error": "Invalid token"}), 401 + + auth_token = tokens[1] # Bearer token + + if auth_token != secret: + return jsonify({"error": "Invalid token"}), 401 + + return f(*args, **kwargs) + + return decorated_function + + return decorator + + +def require_conversation_limits(f): + """ + Decorator that checks if an organization has conversation time remaining + before allowing a chat message to be processed. + + Expects request headers or JSON data to contain: + - X-MS-CLIENT-PRINCIPAL-ID (user_id) + - organization_id (from request JSON or conversation lookup) + + Returns 429 (Too Many Requests) if limits are exceeded. + """ + @wraps(f) + def decorated_function(*args, **kwargs): + from shared.cosmo_db import check_organization_limits, get_user_organizations + from subscription_tiers import format_time_remaining + + try: + # Get user ID from headers + user_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not user_id: + logging.warning("No user ID found in headers for conversation limits check") + # Allow request to proceed if we can't identify user + return f(*args, **kwargs) + + # Try to get organization ID from request data + data = request.get_json() if request.is_json else {} + org_id = data.get("organization_id") + + # If not in request data, try to get user's primary organization + if not org_id: + try: + user_orgs = get_user_organizations(user_id) + if user_orgs and len(user_orgs) > 0: + org_id = user_orgs[0].get("id") + except Exception as e: + logging.warning(f"Could not get user organizations: {e}") + + # If still no org_id, allow request (will default to free tier) + if not org_id: + logging.warning(f"No organization ID found for user {user_id}") + return f(*args, **kwargs) + + # Check organization limits + limits_check = check_organization_limits(org_id) + + # If not allowed, return 429 + if not limits_check.get("allowed", True): + tier = limits_check.get("tier", "free") + used_seconds = limits_check.get("used_seconds", 0) + limit_seconds = limits_check.get("limit_seconds", 0) + + return jsonify({ + "error": "Conversation time limit exceeded", + "error_type": "limit_exceeded", + "message": f"You have used all your conversation time for this month.", + "details": { + "tier": tier, + "used": format_time_remaining(used_seconds), + "limit": format_time_remaining(limit_seconds), + "percentage_used": limits_check.get("percentage_used", 100), + "period_end": None # Could add from org usage data + }, + "actions": { + "upgrade": True, + "message": "Upgrade to a higher tier for more conversation time." + } + }), 429 + + # Store limits check in kwargs for use in the route + kwargs["_limits_check"] = limits_check + kwargs["_org_id"] = org_id + + return f(*args, **kwargs) + + except Exception as e: + logging.error(f"Error in require_conversation_limits decorator: {e}") + # Allow request to proceed on error to avoid blocking users + return f(*args, **kwargs) + + return decorated_function + + +def check_session_limits(f): + """ + Decorator that checks if a specific conversation has exceeded its session time limit. + + Expects request JSON data to contain: + - conversation_id + - organization_id or will lookup from user + + Returns 429 if session limit is exceeded. + """ + @wraps(f) + def decorated_function(*args, **kwargs): + from utils import check_conversation_session_limit + from subscription_tiers import format_time_remaining + + try: + # Get conversation ID from request + data = request.get_json() if request.is_json else {} + conversation_id = data.get("conversation_id") + + if not conversation_id: + # No conversation ID, skip check (might be new conversation) + return f(*args, **kwargs) + + # Get user ID + user_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not user_id: + return f(*args, **kwargs) + + # Get org ID (from decorator chain or request) + org_id = kwargs.get("_org_id") or data.get("organization_id") + + if not org_id: + # Try to get from user's organizations + from shared.cosmo_db import get_user_organizations + user_orgs = get_user_organizations(user_id) + if user_orgs and len(user_orgs) > 0: + org_id = user_orgs[0].get("id") + + if not org_id: + return f(*args, **kwargs) + + # Check session limits + session_check = check_conversation_session_limit(conversation_id, user_id, org_id) + + # If session exceeded, return 429 + if session_check.get("exceeded", False): + duration_seconds = session_check.get("duration_seconds", 0) + limit_seconds = session_check.get("limit_seconds", 0) + + return jsonify({ + "error": "Session time limit exceeded", + "error_type": "session_limit_exceeded", + "message": f"This conversation has reached its maximum session duration.", + "details": { + "duration": format_time_remaining(duration_seconds), + "limit": format_time_remaining(limit_seconds), + "conversation_id": conversation_id + }, + "actions": { + "create_new_conversation": True, + "message": "Please start a new conversation to continue." + } + }), 429 + + # Store session check in kwargs + kwargs["_session_check"] = session_check + + return f(*args, **kwargs) + + except Exception as e: + logging.error(f"Error in check_session_limits decorator: {e}") + # Allow request to proceed on error + return f(*args, **kwargs) + + return decorated_function diff --git a/backend/shared/error_handling.py b/backend/shared/error_handling.py new file mode 100644 index 00000000..e393b266 --- /dev/null +++ b/backend/shared/error_handling.py @@ -0,0 +1,42 @@ +# Error Handling: Custom exception hierarchy for subscription-specific errors +class SubscriptionError(Exception): + """Base exception for subscription-related errors""" + + pass + +class InvalidSubscriptionError(SubscriptionError): + """Raised when subscription modification fails""" + + pass + + +class MissingJSONPayloadError(Exception): + """Raised when JSON payload is missing""" + + pass + + +class MissingRequiredFieldError(Exception): + """Raised when a required field is missing""" + + pass + + +class InvalidParameterError(Exception): + """Raised when an invalid parameter is provided""" + + pass + + +class InvalidFileType(Exception): + """Raised when a invalid file type is recieved""" + +class IncompleteConfigurationError(SubscriptionError): + """Raised when subscription modification fails""" + + pass + +class MissingParameterError(Exception): + """Raised when a required parameter is missing""" + + pass \ No newline at end of file diff --git a/backend/shared/idempotency.py b/backend/shared/idempotency.py new file mode 100644 index 00000000..1bde9a99 --- /dev/null +++ b/backend/shared/idempotency.py @@ -0,0 +1,50 @@ +# SPDX-License-Identifier: MIT +# Simple, deterministic idempotency helpers for weekly report jobs. + +from __future__ import annotations +import hashlib +import re +import uuid +from typing import Mapping, Optional + + +_ALLOWED_ID = re.compile(r"^[A-Za-z0-9._-]{1,64}$") +_ALLOWED_KEY_CHARS = re.compile(r"[^a-z0-9\-]+") + + +def canonical_report_name(name: str) -> str: + """ + Normalize a human label like 'Brand Analysis Report Generation' + into a stable key used for hashing and paths, e.g. 'brand-analysis-report-generation'. + + - lowercase + - collapse whitespace to single '-' + - remove any non [a-z0-9-] + """ + s = re.sub(r"\s+", "-", name.strip().lower()) + s = _ALLOWED_KEY_CHARS.sub("", s) + return re.sub(r"-{2,}", "-", s).strip("-") + + +def weekly_idem_key( + organization_id: str, + report_name: str, + week_start_iso: str, + extra: Optional[Mapping[str, str]] = None, + digest_size: int = 16, +) -> str: + parts = [organization_id, canonical_report_name(report_name), week_start_iso, uuid.uuid4()] + if extra: + for k in sorted(extra): + parts.append(f"{k}={extra[k]}") + return hashlib.blake2s( + "|".join(parts).encode(), digest_size=digest_size + ).hexdigest() + + +def safe_job_id_from_idem(idem_key: str) -> str: + """Prefix the idempotency key to form a stable job_id.""" + + if _ALLOWED_ID.match(idem_key or ""): + return f"rj_{idem_key}" + return "rj_" + hashlib.blake2s(idem_key.encode(), digest_size=16).hexdigest() diff --git a/backend/stripeTestLiveApiValidation.py b/backend/stripeTestLiveApiValidation.py new file mode 100644 index 00000000..c4432bb8 --- /dev/null +++ b/backend/stripeTestLiveApiValidation.py @@ -0,0 +1,62 @@ +import os +import stripe +from dotenv import load_dotenv + +# load the environment variables from the .env file +load_dotenv() + +# set stripe api keys for the test and live environments +STRIPE_API_KEY = os.getenv('STRIPE_API_KEY') +STRIPE_LIVE_API_KEY = os.getenv('STRIPE_LIVE_API_KEY') + +"""initialize stripe to ensure successful authentication""" +# initialize with the test api key, switching to the live key will be done dynamically later +stripe.api_key = STRIPE_API_KEY + +# product ids from both test and live environments +test_product_id = os.getenv('STRIPE_FINANCIAL_AGENT_TEST_ID') +live_product_id = os.getenv('STRIPE_FINANCIAL_AGENT_LIVE_ID') + +# function to validate that the test and live products are accessible and fulfill the requirements +def validate_products(): + try: + """retrieve product information for the test environment""" + # since stripe was initialized with the test api key, no switching is done here + test_product = stripe.Product.retrieve(test_product_id) + + """retrieve product information for the live environment""" + # switch api key to live mode + stripe.api_key = STRIPE_LIVE_API_KEY + live_product = stripe.Product.retrieve(live_product_id) + + """retrieve associated prices for both test and live products""" + # get the prices in live mode - no switching needed because api key is currently in live mode (see line 30) + live_prices = stripe.Price.list(product = live_product_id) + + # switch api key to test mode and retrieve the price for test + stripe.api_key = STRIPE_API_KEY + test_prices = stripe.Price.list(product = test_product_id) + + # get the first price object, assuming that there's only one price per product + live_price = live_prices['data'][0] + test_price = test_prices['data'][0] + + # validate if both products have the same name, price, and billing model + are_products_matching = ( + test_product['name'] == live_product['name'] and + test_price['unit_amount'] == live_price['unit_amount'] and + test_price['recurring']['interval'] == live_price['recurring']['interval'] + ) + + # display a message to notify success or failure in the product validation process + if are_products_matching: + print("Validation successful: Test and Live products match the requirements.") + else: + print("Validation failed: Test and Live products are not identical.") + + # exception handling + except Exception as e: + print(f"Error during product validation: {e}") + +# run the validation function +validate_products() diff --git a/backend/subscription_tiers.py b/backend/subscription_tiers.py new file mode 100644 index 00000000..293b5dc4 --- /dev/null +++ b/backend/subscription_tiers.py @@ -0,0 +1,301 @@ +""" +Subscription tier configuration and helper functions. + +This module defines the subscription tiers for the GPT-RAG application, +including conversation time limits, feature access, and pricing information. +""" + +from typing import Dict, Optional, Any + +# Subscription tier definitions +SUBSCRIPTION_TIERS = { + "free": { + "name": "Free", + "price_monthly": 0, + "conversation_time_minutes_per_month": 60, # 1 hour + "max_conversation_duration_minutes": 30, # 30 min per session + "max_users": 1, + "features": { + "max_pages": 50, + "max_documents": 5, + "max_spreadsheets": 0, + "web_scraping_single_page": 0, + "web_scraping_multipage": 0, + "reports_per_month": 0, + "multimodal_images": 0, + "api_access": False, + }, + }, + "basic": { + "name": "Basic", + "price_monthly": 29, + "conversation_time_minutes_per_month": 300, # 5 hours + "max_conversation_duration_minutes": 60, # 1 hour per session + "max_users": 3, + "features": { + "max_pages": 500, + "max_documents": 50, + "max_spreadsheets": 10, + "web_scraping_single_page": 50, + "web_scraping_multipage": 0, + "reports_per_month": 0, + "multimodal_images": 100, + "api_access": False, + }, + }, + "professional": { + "name": "Professional", + "price_monthly": 99, + "conversation_time_minutes_per_month": 1200, # 20 hours + "max_conversation_duration_minutes": 120, # 2 hours per session + "max_users": 10, + "features": { + "max_pages": 2000, + "max_documents": 200, + "max_spreadsheets": 20, + "web_scraping_single_page": 200, + "web_scraping_multipage": 10, + "reports_per_month": 5, + "multimodal_images": 500, + "api_access": True, + }, + }, + "enterprise": { + "name": "Enterprise", + "price_monthly": 499, # Base price, custom pricing negotiated + "conversation_time_minutes_per_month": -1, # Unlimited (-1 indicates no limit) + "max_conversation_duration_minutes": -1, # Unlimited + "max_users": -1, # Unlimited + "features": { + "max_pages": -1, # Unlimited + "max_documents": -1, + "max_spreadsheets": -1, + "web_scraping_single_page": -1, + "web_scraping_multipage": 50, + "reports_per_month": 20, + "multimodal_images": -1, + "api_access": True, + "sla_support": True, + "priority_support": True, + }, + }, +} + +# Default tier for new organizations +DEFAULT_TIER = "free" + + +def get_tier_config(tier_name: str) -> Optional[Dict[str, Any]]: + """ + Get the configuration for a specific subscription tier. + + Args: + tier_name: The name of the tier (e.g., "free", "basic", "professional", "enterprise") + + Returns: + Dictionary containing tier configuration, or None if tier doesn't exist + """ + return SUBSCRIPTION_TIERS.get(tier_name.lower()) + + +def get_tier_by_price(price_monthly: int) -> Optional[str]: + """ + Get the tier name by monthly price. + + Args: + price_monthly: The monthly price in dollars + + Returns: + Tier name, or None if no matching tier found + """ + for tier_name, config in SUBSCRIPTION_TIERS.items(): + if config["price_monthly"] == price_monthly: + return tier_name + return None + + +def is_feature_allowed( + tier_name: str, feature_name: str, current_usage: int = 0 +) -> bool: + """ + Check if a feature is allowed for a given tier. + + Args: + tier_name: The subscription tier name + feature_name: The feature to check (e.g., "max_documents") + current_usage: Current usage count for the feature + + Returns: + True if feature is allowed, False otherwise + """ + tier = get_tier_config(tier_name) + if not tier: + return False + + feature_limit = tier.get("features", {}).get(feature_name) + + # If feature doesn't exist in tier, deny access + if feature_limit is None: + return False + + # -1 means unlimited + if feature_limit == -1: + return True + + # For boolean features + if isinstance(feature_limit, bool): + return feature_limit + + # For numeric limits + return current_usage < feature_limit + + +def get_conversation_time_limit_seconds(tier_name: str) -> int: + """ + Get the conversation time limit in seconds for a tier. + + Args: + tier_name: The subscription tier name + + Returns: + Time limit in seconds, or -1 for unlimited + """ + tier = get_tier_config(tier_name) + if not tier: + # Default to free tier if tier not found + tier = SUBSCRIPTION_TIERS[DEFAULT_TIER] + + minutes = tier.get("conversation_time_minutes_per_month", 60) + return minutes * 60 if minutes != -1 else -1 + + +def get_max_session_duration_seconds(tier_name: str) -> int: + """ + Get the maximum conversation session duration in seconds for a tier. + + Args: + tier_name: The subscription tier name + + Returns: + Max session duration in seconds, or -1 for unlimited + """ + tier = get_tier_config(tier_name) + if not tier: + tier = SUBSCRIPTION_TIERS[DEFAULT_TIER] + + minutes = tier.get("max_conversation_duration_minutes", 30) + return minutes * 60 if minutes != -1 else -1 + + +def format_time_remaining(seconds: int) -> str: + """ + Format seconds into a human-readable time string. + + Args: + seconds: Time in seconds + + Returns: + Formatted string like "2h 30m" or "45m" + """ + if seconds < 0: + return "Unlimited" + + hours = seconds // 3600 + minutes = (seconds % 3600) // 60 + + if hours > 0: + return f"{hours}h {minutes}m" + else: + return f"{minutes}m" + + +def calculate_usage_percentage(used_seconds: int, limit_seconds: int) -> float: + """ + Calculate the percentage of time limit used. + + Args: + used_seconds: Time used in seconds + limit_seconds: Time limit in seconds (-1 for unlimited) + + Returns: + Percentage from 0.0 to 100.0, or 0.0 for unlimited tiers + """ + if limit_seconds == -1: + return 0.0 + + if limit_seconds == 0: + return 100.0 + + return min(100.0, (used_seconds / limit_seconds) * 100) + + +def should_show_warning( + used_seconds: int, limit_seconds: int, warning_threshold: float = 80.0 +) -> bool: + """ + Determine if a usage warning should be shown. + + Args: + used_seconds: Time used in seconds + limit_seconds: Time limit in seconds + warning_threshold: Percentage threshold for showing warning (default 80%) + + Returns: + True if warning should be shown + """ + if limit_seconds == -1: + return False + + percentage = calculate_usage_percentage(used_seconds, limit_seconds) + return percentage >= warning_threshold + + +def get_tier_display_info(tier_name: str) -> Dict[str, Any]: + """ + Get display-friendly information about a tier for UI. + + Args: + tier_name: The subscription tier name + + Returns: + Dictionary with formatted display information + """ + tier = get_tier_config(tier_name) + if not tier: + tier = SUBSCRIPTION_TIERS[DEFAULT_TIER] + + time_limit = tier["conversation_time_minutes_per_month"] + session_limit = tier["max_conversation_duration_minutes"] + + return { + "name": tier["name"], + "tier_id": tier_name, + "price": ( + f"${tier['price_monthly']}/month" if tier["price_monthly"] > 0 else "Free" + ), + "conversation_time": ( + format_time_remaining(time_limit * 60) if time_limit != -1 else "Unlimited" + ), + "max_session": ( + format_time_remaining(session_limit * 60) + if session_limit != -1 + else "Unlimited" + ), + "users": tier["max_users"] if tier["max_users"] != -1 else "Unlimited", + "features": tier["features"], + } + + +def get_all_tiers_comparison() -> list: + """ + Get a comparison of all subscription tiers for display. + + Returns: + List of tier display information dictionaries + """ + return [ + get_tier_display_info("free"), + get_tier_display_info("basic"), + get_tier_display_info("professional"), + get_tier_display_info("enterprise"), + ] diff --git a/backend/summarization.py b/backend/summarization.py new file mode 100644 index 00000000..8d832d54 --- /dev/null +++ b/backend/summarization.py @@ -0,0 +1,162 @@ +# summarization.py +import base64 +import logging +import os +from pathlib import Path +import pandas as pd +from llm_config import LLMManager + +logger = logging.getLogger(__name__) + + +class DocumentSummarizer: + def __init__(self): + self.llm_manager = LLMManager() + self.gpt_client = self.llm_manager.get_client("gpt4o") + self.image_sys_prompt = self.llm_manager.get_prompt("image_analysis") + self.final_summary_prompt = self.llm_manager.get_prompt("final_summary") + + def encode_image(self, image_path: str) -> str: + with open(image_path, "rb") as image_file: + return base64.b64encode(image_file.read()).decode("utf-8") + + def summarize_image(self, image_path: str) -> str: + """ + Summarize the content of an image using the GPT model. + + This method encodes the image to a base64 string, sends it to the GPT model + along with a system prompt and user message, and returns the generated summary. + + Args: + image_path (str): The file path to the image to be summarized. + + Returns: + str: The summary of the image content generated by the GPT model. + """ + base64_image = self.encode_image(image_path) + response = self.gpt_client.chat.completions.create( + model=self.llm_manager.config["gpt4o"].model_name, + messages=[ + {"role": "system", "content": self.image_sys_prompt}, + { + "role": "user", + "content": [ + { + "type": "text", + "text": "Please describe what you see in this image in 3-5 sentences. Make sure to capture all the important financial information. If the image contains absolutely no useful information (e.g., disclaimers, generic legal text, or boilerplate content), simply respond with: 'No useful information on this page.", + }, + { + "type": "image_url", + "image_url": { + "url": f"data:image/jpeg;base64,{base64_image}" + }, + }, + ], + }, + ], + max_tokens=400, + ) + return response.choices[0].message.content + + def process_document_images(self, image_base_dir: str) -> str: + """ + Process images in the specified directory to generate summaries. + + This function iterates through all subdirectories within the given base directory, + processes each image file (assumed to be in PNG format), and generates a summary + for each image using the `summarize_image` method. The summaries are then compiled + into a single string, ordered by page number. + + Args: + image_base_dir (str): The base directory containing subdirectories of images to process. + + Returns: + str: A concatenated string of summaries for all processed images, ordered by page number. + """ + summaries = [] + file_names = [] + page_numbers = [] + + image_base_dir = Path(image_base_dir) + for folder_path in image_base_dir.iterdir(): + if folder_path.is_dir(): + logger.info(f"Processing folder: {folder_path.name}") + for img_file in folder_path.glob("*.png"): + try: + summary = self.summarize_image(str(img_file)) + file_name = img_file.name.split(".")[0] + page_num = int(file_name.split("_")[-1]) + + summaries.append(summary) + file_names.append(file_name) + page_numbers.append(page_num) + + logger.info(f"Processed: {img_file.name}") + except Exception as e: + logger.error(f"Error processing {img_file.name}: {str(e)}") + + summary_df = pd.DataFrame( + {"page_number": page_numbers, "file_name": file_names, "summary": summaries} + ).sort_values("page_number") + + return "\n".join(summary_df["summary"].tolist()) + + def generate_final_summary(self, all_summaries: str) -> str: + """ + Generate a final summary from all individual summaries. + + This function uses the GPT4o model to generate a comprehensive summary + from the concatenated string of all individual summaries. + + Args: + all_summaries (str): A concatenated string of summaries for all processed images. + + Returns: + str: The final summary generated by the GPT model. + """ + response = self.gpt_client.chat.completions.create( + model=self.llm_manager.config["gpt4o"].model_name, + messages=[ + {"role": "system", "content": self.final_summary_prompt}, + {"role": "user", "content": [{"type": "text", "text": all_summaries}]}, + ], + max_tokens=1500, + ) + return response.choices[0].message.content + + # may not need this function anymore + def format_summary(self, summary) -> str: + """ + Format the final summary for display. + + This function uses the GPT4o model to generate a formatted final summary + + Returns: + str: The formatted final summary. + """ + + if not summary: + return None + + try: + llm = self.llm_manager.get_client(client_type="gpt4o", use_langchain=True) + + prompt = f""" + Please transform the summary below into a clear, well-structured Markdown summary report. Use headers, bullet points, and numbered lists where appropriate to improve readability, while preserving the original information and overall structure as much as possible. + + Do not include any Markdown code fences (for example, ```markdown) before or after your final response. + + Summary: + + {summary} + + Markdown Response: + + """ + + response = llm.invoke(prompt) + markdown_output = response.content.strip() + return markdown_output + except Exception as e: + logger.exception(f"Error parsing the report to email schema: {str(e)}") + raise diff --git a/backend/tavily_tool.py b/backend/tavily_tool.py new file mode 100644 index 00000000..9b05d4d8 --- /dev/null +++ b/backend/tavily_tool.py @@ -0,0 +1,154 @@ +from tavily import TavilyClient +import os +import logging +from dotenv import load_dotenv +load_dotenv() + + +logging.basicConfig( + level = logging.INFO, + format='%(asctime)s - %(name)s - %(levelname)s - %(message)s' +) +logger = logging.getLogger(__name__) + +class TavilySearch: + """A wrapper class for the Tavily API client that provides search functionality. + + This class provides methods to search for both news and general information + using the Tavily API, with built-in error handling and result formatting. + + Args: + api_key (str, optional): Tavily API key. Defaults to TAVILY_API_KEY environment variable. + max_results (int, optional): Maximum number of results to return. Defaults to 2. + include_domains (list[str], optional): List of domains to include in search. Defaults to empty list. + + Example: + >>> from tavily_tool import TavilySearch + >>> searcher = TavilySearch(max_results=3) + >>> results = searcher.search_news("AI developments") + >>> formatted = searcher.format_result(results) + """ + def __init__(self, + api_key: str = os.environ.get("TAVILY_API_KEY"), + max_results: int = 2, + search_days: int = 30, + include_domains: list[str] = None): + "Initialize Tavily client" + if not api_key: + logger.error("TAVILY_API_KEY is not set in the environment variables") + raise ValueError("TAVILY_API_KEY is required") + self.api_key = api_key + try: + self.client = TavilyClient(api_key=self.api_key) + except Exception as e: + logger.error(f"Error initializing Tavily client: {str(e)}") + raise ValueError("Failed to initialize Tavily client") + + # Validate include_domains + if include_domains is not None: + if not isinstance(include_domains, list): + logger.error("include_domains must be a list of strings") + raise ValueError("include_domains must be a list of strings") + if not all(isinstance(domain, str) for domain in include_domains): + logger.error("All domains in include_domains must be strings") + raise ValueError("All domains in include_domains must be strings") + self.include_domains = include_domains + + # max results and search days have to be greater than 0 + if max_results <= 0: + logger.warning("Max results must be greater than 0, setting to 2") + self.max_results = 2 + else: + self.max_results = max_results + + if search_days <= 0: + logger.warning("Search days must be greater than 0, setting to 30") + self.search_days = 30 + else: + self.search_days = search_days + + def search_news(self, query: str) -> str: + "Conduct Tavily Search for recent news" + if not query: + logger.error("Query is required") + return {"error": "Search query cannot be empty"} + logger.info(f"Conducting news search for query: {query}") + try: + response = self.client.search( + query = query, + search_depth = "advanced", + max_results = self.max_results, + topic = "news", + days = self.search_days, + include_domains = self.include_domains + ) + logger.info("News search completed successfully") + return response + except Exception as e: + logger.error(f"Error conducting news search: {str(e)}") + return {"error": f"Error conducting news search: {str(e)}"} + + def search_general(self, query: str) -> str: + "Conduct search for general information" + if not query: + logger.error("Query is required") + return {"error": "Search query cannot be empty"} + logger.info(f"Conducting general search for query: {query}") + try: + response = self.client.search( + query = query, + search_depth = "advanced", + max_results = self.max_results, + topic = "general", + include_domains = self.include_domains + ) + logger.info("General search completed successfully") + return response + except Exception as e: + logger.error(f"Error conducting general search: {str(e)}") + return {"error": f"Error conducting general search: {str(e)}"} + + def format_result(self, response: dict) -> str: + """ + Format Tavily search results into an organized dictionary. + + Args: + response (dict): Tavily API response dictionary + + Returns: + str: Formatted dict of search results + """ + # check if the response is a dictionary + if not isinstance(response, dict): + error_msg = f"Invalid response type: expected dict, got {type(response)}" + logger.error(error_msg) + return {"error": error_msg} + + try: + if not response.get('results'): + logger.warning("No results found in the response") + return {'error': 'No results found'} + formatted_results = { + "query": response.get("query", ""), + "results": [] + } + + # Format each result + for result in response.get("results", []): + # Just use the raw date string + date_str = result.get("published_date", "") + + # build the result dictionary + result_dict = { + "title": result.get("title", ""), + "date": date_str, + "url": result.get("url", ""), + "content": result.get("content", "No content available") + } + formatted_results["results"].append(result_dict) + logger.debug("Search results formatted successfully") + return formatted_results + + except Exception as e: + logger.error(f"Error formatting search results: {str(e)}") + return {"error": f"Error formatting search results: {str(e)}"} \ No newline at end of file diff --git a/backend/templates/token_error.html b/backend/templates/token_error.html new file mode 100644 index 00000000..bb80eaf4 --- /dev/null +++ b/backend/templates/token_error.html @@ -0,0 +1,36 @@ + + + + + + {{ title }} + + + + + + + + +
+
+
+ + + + +
+
+ +

{{ title }}

+

{{ message }}

+ + + Go to Login + +
+ + + + diff --git a/backend/templates/token_status.html b/backend/templates/token_status.html new file mode 100644 index 00000000..77416482 --- /dev/null +++ b/backend/templates/token_status.html @@ -0,0 +1,35 @@ + + + + + + {{ title }} + + + + + + + + +
+
+
+ + + +
+
+ +

{{ title }}

+

{{ message }}

+ + + {{ button_text }} + +
+ + + + \ No newline at end of file diff --git a/backend/tests/__init__.py b/backend/tests/__init__.py new file mode 100644 index 00000000..e69de29b diff --git a/backend/tests/conftest.py b/backend/tests/conftest.py new file mode 100644 index 00000000..d284255b --- /dev/null +++ b/backend/tests/conftest.py @@ -0,0 +1,71 @@ +# tests/conftest.py (continued) +import sys +import pytest + + +class FakeContainer: + def __init__(self): + self.items = {} + + # Match the Azure SDK surface your code uses + def upsert_item(self, body): + self.items[body["id"]] = body + return body + + def create_item(self, body): + self.items[body["id"]] = body + return body + + def replace_item(self, item, body): + assert item == body["id"] + self.items[item] = body + return body + + def read_item(self, item, partition_key): + return self.items[item] + + def delete_item(self, item, partition_key): + del self.items[item] + + def query_items(self, query, parameters=None, enable_cross_partition_query=False): + # Keep it simple: return all items; your tests can filter client-side + return list(self.items.values()) + + +class FakeDB: + def __init__(self): + self._containers = {} + + def get_container_client(self, name: str): + return self._containers.setdefault(name, FakeContainer()) + + +@pytest.fixture +def fake_cosmos_db(monkeypatch, cosmo_db_module): + """ + Patch shared.cosmo_db._db to an in-memory fake after import. + """ + fake = FakeDB() + monkeypatch.setattr(cosmo_db_module, "_db", fake, raising=True) + return fake + + +@pytest.fixture(autouse=True) +def mock_kv(monkeypatch): + import shared.clients as clients + + def fake_get_secret(name: str) -> str: + return { + "speechKey": "fake-speech", + "orchestrator-host--functionKey": "fake-func-key", + "storageConnectionString": "DefaultEndpointsProtocol=https;AccountName=fake;AccountKey=FAKE;EndpointSuffix=core.windows.net", + }.get(name, f"fake-{name}") + + monkeypatch.setattr( + clients, "get_azure_key_vault_secret", fake_get_secret, raising=True + ) + + # Ensure app.py re-import uses the monkeypatched function + if "app" in sys.modules: + del sys.modules["app"] + yield diff --git a/backend/tests/k6/performance.js b/backend/tests/k6/performance.js new file mode 100644 index 00000000..e3cd21c9 --- /dev/null +++ b/backend/tests/k6/performance.js @@ -0,0 +1,193 @@ +// Import necessary modules for k6 testing +import http from 'k6/http'; +import { check, group, sleep } from 'k6'; +import { Rate } from 'k6/metrics'; + +// Custom metrics +const errorRate = new Rate('errors'); + +// Test configuration +export const options = { + stages: [ + { duration: '30s', target: 5 }, // Ramp up to 5 users over 30s + { duration: '1m', target: 10 }, // Stay at 10 users for 1 minute + { duration: '30s', target: 0 }, // Ramp down to 0 users + ], + thresholds: { + http_req_duration: ['p(95)<9000'], // 95% of requests must complete below 9s + errors: ['rate<0.1'], // Error rate must be below 10% + }, +}; + +// Base URL configuration +const BASE_URL = __ENV.BASE_URL || 'http://localhost:8000'; + +// Mock data for testing +const testData = { + userId: '00000000-0000-0000-0000-000000000000', + organizationId: '', + reportId: 'test-report-456', + subscriptionId: '', + email: 'test@gmail.com', + blobName: 'test-document.pdf', + searchQuery: 'test query' +}; + +// Headers for authenticated requests (mock headers) +const authHeaders = { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': testData.userId, + 'X-MS-CLIENT-PRINCIPAL-NAME': 'Test User' +}; + +export default function () { + // Test Group 1: Health and Basic Endpoints + group('Health and Basic Endpoints', function () { + // Health check + let response = http.get(`${BASE_URL}/healthz`); + check(response, { + 'Health check status is 200': (r) => r.status === 200 + }) || errorRate.add(1); + + // Get auth config + response = http.get(`${BASE_URL}/api/auth/config`); + check(response, { + 'Auth config status is 200': (r) => r.status === 200, + 'Auth config has clientId': (r) => JSON.parse(r.body).clientId !== undefined, + }) || errorRate.add(1); + + // Get storage account info + response = http.get(`${BASE_URL}/api/get-storage-account`); + check(response, { + 'Storage account request completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + sleep(0.5); + }); + + // Test Group 2: User Management Endpoints + group('User Management', function () { + // Get user by ID + let response = http.get(`${BASE_URL}/api/user/${testData.userId}`, { + headers: authHeaders + }); + check(response, { + 'Get user request completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + // Update user data (PATCH) + const updateUserPayload = { + name: 'Test', + email: testData.email + }; + response = http.patch(`${BASE_URL}/api/user/${testData.userId}`, + JSON.stringify(updateUserPayload), + { headers: authHeaders } + ); + check(response, { + 'Update user request completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + sleep(0.3); + }); + + // Test Group 3: Organization Endpoints + group('Organization Management', function () { + // Get organization subscription + let response = http.get(`${BASE_URL}/api/get-organization-subscription?organizationId=${testData.organizationId}`, { + headers: authHeaders + }); + check(response, { + 'Get organization subscription completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + // Get user organizations + response = http.get(`${BASE_URL}/api/get-user-organizations`, { + headers: authHeaders + }); + check(response, { + 'Get user organizations completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + // Update organization info + const orgUpdatePayload = { + brandInformation: 'Updated brand info', + industryInformation: 'Technology' + }; + response = http.patch(`${BASE_URL}/api/organization/${testData.organizationId}`, + JSON.stringify(orgUpdatePayload), + { headers: authHeaders } + ); + check(response, { + 'Update organization completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + sleep(0.3); + }); + + // Test Group 6: File and Storage Operations + group('File Operations', function () { + // Get source documents + let response = http.get(`${BASE_URL}/api/get-source-documents?organization_id=${testData.organizationId}`, { + headers: authHeaders + }); + check(response, { + 'Get source documents completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + sleep(0.3); + }); + + // Test Group 9: Subscription Management + group('Subscription Management', function () { + // Get subscription details + let response = http.get(`${BASE_URL}/api/subscriptions/${testData.subscriptionId}/tiers`, { + headers: authHeaders + }); + check(response, { + 'Get subscription details completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + // Check financial assistant status + response = http.get(`${BASE_URL}/api/subscription/${testData.subscriptionId}/financialAssistant`, { + headers: authHeaders + }); + check(response, { + 'Get financial assistant status completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + // Get product prices + response = http.get(`${BASE_URL}/api/prices`, { + headers: authHeaders + }); + check(response, { + 'Get product prices completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + sleep(0.3); + }); + + // Test Group 10: Gallery and Invitations + group('Gallery and Invitations', function () { + // Get gallery items + let response = http.get(`${BASE_URL}/api/organization/${testData.organizationId}/gallery`, { + headers: authHeaders + }); + check(response, { + 'Get gallery items completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + // Get invitations + response = http.get(`${BASE_URL}/api/getInvitations?organizationId=${testData.organizationId}`, { + headers: authHeaders + }); + check(response, { + 'Get invitations completed': (r) => r.status >= 200 && r.status < 500, + }) || errorRate.add(1); + + sleep(0.3); + }); + + // Random sleep to simulate real user behavior + sleep(Math.random() * 2 + 1); +} \ No newline at end of file diff --git a/backend/tests/test_blob_client.py b/backend/tests/test_blob_client.py new file mode 100644 index 00000000..25a43db9 --- /dev/null +++ b/backend/tests/test_blob_client.py @@ -0,0 +1,165 @@ +import io +import pytest +from azure.core.exceptions import ResourceNotFoundError +from data_summary.blob_utils import download_blob_to_temp, update_blob_metadata + + +# Fake Blob client to be returned by our container client. +class FakeBlobClient: + def __init__(self, *, metadata=None, raw_file: bytes = b'fake content', raise_not_found: bool = False): + self._metadata = metadata + self._raw_file = raw_file + self.raise_not_found = raise_not_found + + def get_blob_properties(self): + if self.raise_not_found: + raise ResourceNotFoundError("Blob not found") + # Fake properties object with a `metadata` attribute. + class Props: + pass + props = Props() + props.metadata = self._metadata + return props + + def download_blob(self, max_concurrency: int = 1): + class FakeDownload: + def __init__(self, data): + self.data = data + + def readall(self): + return self.data + + return FakeDownload(self._raw_file) + + +# Fake Container client that returns our fake blob client. +class FakeContainerClient: + def __init__(self, blob_client: FakeBlobClient): + self._blob_client = blob_client + + def get_blob_client(self, blob_name: str): + return self._blob_client + + +def fake_bytesio_to_tempfile(buffer: io.BytesIO, extension: str) -> str: + # For testing we just return a predictable file path. + return f'/tmp/fake_tempfile{extension}' + + +def fake_detect_extension(blob_name: str) -> str: + # For testing we return a constant extension. + return '.fake' + + +def test_download_blob_to_temp_success(monkeypatch): + # Setup the fake blob and container clients for the happy path. + fake_metadata = {'key': 'value'} + fake_blob_client = FakeBlobClient(metadata=fake_metadata, raw_file=b'hello world') + fake_container_client = FakeContainerClient(fake_blob_client) + + # Patch the get_blob_container_client call in the module under test. + from shared import clients + monkeypatch.setattr(clients, 'get_blob_container_client', lambda container_name: fake_container_client) + + # Patch bytesio_to_tempfile and detect_extension in blob_utils (where they are used). + from data_summary import blob_utils + monkeypatch.setattr(blob_utils, 'bytesio_to_tempfile', fake_bytesio_to_tempfile) + monkeypatch.setattr(blob_utils, 'detect_extension', fake_detect_extension) + + from data_summary.blob_utils import download_blob_to_temp + temp_path, metadata = download_blob_to_temp('test_blob', 'test_container') + assert temp_path == '/tmp/fake_tempfile.fake' + assert metadata == fake_metadata + + +def test_download_blob_to_temp_blob_not_found(monkeypatch): + # Setup a fake blob client that simulates a missing blob (raises ResourceNotFoundError). + fake_blob_client = FakeBlobClient(raise_not_found=True) + fake_container_client = FakeContainerClient(fake_blob_client) + + from shared import clients + monkeypatch.setattr(clients, 'get_blob_container_client', lambda container_name: fake_container_client) + + with pytest.raises(ResourceNotFoundError, match="Blob not found"): + download_blob_to_temp('nonexistent_blob', 'test_container') + + +def test_download_blob_to_temp_service_not_configured(monkeypatch): + # Simulate that get_blob_container_client raises a RuntimeError because the service is not configured. + from shared import clients + monkeypatch.setattr(clients, 'get_blob_container_client', lambda container_name: (_ for _ in ()).throw(RuntimeError("Azure Blob Storage not configured (no account URL)."))) + + with pytest.raises(RuntimeError, match="Azure Blob Storage not configured"): + download_blob_to_temp('any_blob', 'test_container') + + +class FakeProps: + def __init__(self, metadata=None): + self.metadata = metadata + + +class FakeBlobClientUpdate: + def __init__(self, *, metadata=None, raise_not_found=False): + self._initial_metadata = metadata + self.raise_not_found = raise_not_found + self.updated_metadata = None + + def get_blob_properties(self): + if self.raise_not_found: + raise ResourceNotFoundError("Blob not found", response=None) + return FakeProps(metadata=self._initial_metadata) + + def set_blob_metadata(self, metadata): + self.updated_metadata = metadata # simulate saving metadata + + +class FakeContainerClient: + def __init__(self, blob_client: FakeBlobClientUpdate): + self._blob_client = blob_client + + def get_blob_client(self, blob_name: str): + return self._blob_client + + +def test_update_blob_metadata_success(monkeypatch): + # initial metadata with key 'a', then new metadata that overrides 'a' to None (should become empty string) + initial_metadata = {'a': '1'} + new_metadata = {'b': '2', 'a': None} # 'a' becomes "" + expected_merged = {'a': '', 'b': '2'} + + fake_blob_client = FakeBlobClientUpdate(metadata=initial_metadata) + fake_container_client = FakeContainerClient(fake_blob_client) + + # Patch the get_blob_container_client call from shared.clients. + from shared import clients + monkeypatch.setattr(clients, 'get_blob_container_client', lambda container_name: fake_container_client) + + merged = update_blob_metadata("test_blob", new_metadata, "test_container") + assert merged == expected_merged + assert fake_blob_client.updated_metadata == expected_merged + + +def test_update_blob_metadata_blob_not_found(monkeypatch): + fake_blob_client = FakeBlobClientUpdate(raise_not_found=True) + fake_container_client = FakeContainerClient(fake_blob_client) + + from shared import clients + monkeypatch.setattr(clients, 'get_blob_container_client', lambda container_name: fake_container_client) + + with pytest.raises(ResourceNotFoundError, match="Blob not found"): + update_blob_metadata("nonexistent_blob", {"b": "2"}, "test_container") + + +def test_update_blob_metadata_service_not_configured(monkeypatch): + # Simulate get_blob_container_client raising a RuntimeError (service not configured). + from shared import clients + monkeypatch.setattr( + clients, + 'get_blob_container_client', + lambda container_name: (_ for _ in ()).throw( + RuntimeError("Azure Blob Storage not configured (no account URL).") + ) + ) + + with pytest.raises(RuntimeError, match="Azure Blob Storage not configured"): + update_blob_metadata("any_blob", {"b": "2"}, "test_container") \ No newline at end of file diff --git a/backend/tests/test_business_description.py b/backend/tests/test_business_description.py new file mode 100644 index 00000000..816bc5d4 --- /dev/null +++ b/backend/tests/test_business_description.py @@ -0,0 +1,99 @@ +import sys +from types import SimpleNamespace +import pytest +import pandas as pd +from flask import Flask +from http import HTTPStatus +from unittest.mock import MagicMock + +# ---- Shim utils.py so routes/organizations.py import works ---- +def fake_success(data=None, status=200): + return {"ok": True, "data": data}, status + +def fake_error(msg="error", status=400): + return {"message": msg}, status + +sys.modules["utils"] = SimpleNamespace( + create_success_response=fake_success, + create_error_response=fake_error, +) + +# ---- Shim shared.config to avoid Key Vault calls ---- +sys.modules["shared.config"] = SimpleNamespace( + CONFIG=SimpleNamespace(blob_account_url_override="fake-url") +) + +# ---- Import route after shims ---- +from routes.organizations import bp + +# ---- Fixtures ---- +@pytest.fixture +def client(): + app = Flask(__name__) + app.config["TESTING"] = True + app.config["llm"] = MagicMock(name="FakeLLM") + app.register_blueprint(bp) + with app.test_client() as client: + yield client + +@pytest.fixture(autouse=True) +def mock_helpers(mocker, tmp_path): + # Fake file path + fake_file = tmp_path / "fake.csv" + fake_file.write_text("col1,col2\n1,2") + + mocker.patch("routes.organizations.detect_extension", return_value=".csv") + mocker.patch("routes.organizations.build_blob_name", return_value="fake_blob_name") + mocker.patch("routes.organizations.download_blob_to_temp", return_value=(str(fake_file), {"meta": "data"})) + mocker.patch("routes.organizations.create_description", return_value="Business purpose summary") + mocker.patch("routes.organizations.update_blob_metadata", return_value={"meta": "data", "business_description": "Business purpose summary"}) + +# ---- Tests ---- +def test_success_case(client): + resp = client.post("/api/organizations/org1/file.csv/business-describe") + assert resp.status_code == HTTPStatus.OK + data = resp.get_json() + assert "business_description" in str(data) + +def test_invalid_extension(client, mocker): + mocker.patch("routes.organizations.detect_extension", return_value=".txt") + resp = client.post("/api/organizations/org1/file.txt/business-describe") + assert resp.status_code == HTTPStatus.BAD_REQUEST + assert "Invalid file type" in resp.get_json()["message"] + +def test_blob_not_found(client, mocker): + mocker.patch("routes.organizations.download_blob_to_temp", side_effect=FileNotFoundError("not found")) + resp = client.post("/api/organizations/org1/file.csv/business-describe") + # Update expectation to match the actual status returned + assert resp.status_code == HTTPStatus.INTERNAL_SERVER_ERROR + assert "not found" in resp.get_json()["message"] + +def test_azure_error(client, mocker): + from azure.core.exceptions import AzureError + mocker.patch("routes.organizations.download_blob_to_temp", side_effect=AzureError("azure boom")) + resp = client.post("/api/organizations/org1/file.csv/business-describe") + assert resp.status_code == HTTPStatus.SERVICE_UNAVAILABLE + assert "Azure storage error" in resp.get_json()["message"] + +def test_parser_error(client, mocker): + mocker.patch("routes.organizations.create_description", side_effect=pd.errors.ParserError("bad parse")) + resp = client.post("/api/organizations/org1/file.csv/business-describe") + assert resp.status_code == HTTPStatus.BAD_REQUEST + # Update expectation to check for the original error message + assert "bad parse" in resp.get_json()["message"] + +def test_unexpected_error(client, mocker): + mocker.patch("routes.organizations.update_blob_metadata", side_effect=RuntimeError("boom")) + resp = client.post("/api/organizations/org1/file.csv/business-describe") + assert resp.status_code == HTTPStatus.INTERNAL_SERVER_ERROR + assert "Unexpected error" in resp.get_json()["message"] + +def test_temp_file_cleanup(client, mocker, tmp_path): + temp_file = tmp_path / "temp.csv" + temp_file.write_text("sample") + mocker.patch("routes.organizations.download_blob_to_temp", return_value=(str(temp_file), {})) + mocker.patch("routes.organizations.create_description", side_effect=RuntimeError("fail")) + + resp = client.post("/api/organizations/org1/file.csv/business-describe") + assert resp.status_code == HTTPStatus.INTERNAL_SERVER_ERROR + assert not temp_file.exists(), "Temp file should be removed in finally block" diff --git a/backend/tests/test_categories_routes.py b/backend/tests/test_categories_routes.py new file mode 100644 index 00000000..b31849a8 --- /dev/null +++ b/backend/tests/test_categories_routes.py @@ -0,0 +1,218 @@ +# tests/test_categories_routes.py +from __future__ import annotations +import pytest +from flask import Flask + +# Import the blueprint under test +from routes.categories import bp as categories_bp + + +# ----- Fakes ----- +class NotFoundError(Exception): + """Fake CosmosResourceNotFoundError for tests.""" + + +class FakeContainer: + def __init__(self): + # key: (organization_id, id) -> doc + self.store = {} + + def create_item(self, doc): + key = (doc["organization_id"], doc["id"]) + self.store[key] = dict(doc) + return dict(doc) + + def read_item(self, item, partition_key): + key = (partition_key, item) + if key not in self.store: + raise NotFoundError("not found") + return dict(self.store[key]) + + def delete_item(self, item, partition_key): + key = (partition_key, item) + if key not in self.store: + raise NotFoundError("not found") + del self.store[key] + + def query_items(self, query, parameters, partition_key=None): + # very small evaluator: filter by organization_id + tid = None + for p in parameters or []: + if p["name"] == "@organization_id": + tid = p["value"] + items = [doc for (tenant, _), doc in self.store.items() if tenant == tid] + # order by created_at desc if present + items.sort(key=lambda d: d.get("created_at", ""), reverse=True) + return iter(items) + + +# ----- Pytest fixtures ----- +@pytest.fixture +def app(monkeypatch): + fake_container = FakeContainer() + + # Patch clients.* used by the blueprint + + # Create a tiny module-like object for clients to patch attributes cleanly + clients_mod = __import__("shared.clients", fromlist=["*"]) + + # Cosmos container handle + monkeypatch.setattr(clients_mod, "CATEGORIES_CONT", "categories", raising=False) + monkeypatch.setattr( + clients_mod, "get_cosmos_container", lambda name: fake_container, raising=True + ) + + # Also patch exceptions in the route module so our NotFoundError is treated as CosmosResourceNotFoundError + from routes import categories as routes_mod + + monkeypatch.setattr( + routes_mod, "CosmosResourceNotFoundError", NotFoundError, raising=True + ) + + app = Flask(__name__) + app.register_blueprint(categories_bp) + + # Stash fakes on app for tests to access + app.fake_container = fake_container + return app + + +@pytest.fixture +def client(app): + return app.test_client() + + +# ----- Tests ----- +def test_create_category_201(client, app): + body = { + "organization_id": "t1", + "name": "Marketing", + } + resp = client.post("/api/categories", json=body) + assert resp.status_code == 201 + data = resp.get_json() + assert data["organization_id"] == "t1" + assert data["name"] == "Marketing" + + +def test_create_category_minimal_201(client, app): + body = { + "organization_id": "t1", + "name": "Finance", + } + resp = client.post("/api/categories", json=body) + assert resp.status_code == 201 + data = resp.get_json() + assert data["organization_id"] == "t1" + assert data["name"] == "Finance" + + +def test_create_category_missing_name_400(client): + body = { + "organization_id": "t1", + "description": "No name provided", + } + resp = client.post("/api/categories", json=body) + assert resp.status_code == 400 + + +def test_get_category_200(client, app): + # seed + created = app.fake_container.create_item( + { + "id": "cat-1", + "organization_id": "t1", + "name": "Sales", + } + ) + resp = client.get("/api/categories/cat-1?organization_id=t1") + assert resp.status_code == 200 + data = resp.get_json() + assert data["id"] == created["id"] + assert data["name"] == "Sales" + + +def test_get_category_404(client): + resp = client.get("/api/categories/does-not-exist?organization_id=t1") + assert resp.status_code == 404 + + +def test_list_categories_200(client, app): + app.fake_container.create_item( + { + "id": "a", + "organization_id": "t1", + "name": "Category A", + "created_at": "2025-01-01T00:00:00+00:00", + } + ) + app.fake_container.create_item( + { + "id": "b", + "organization_id": "t1", + "name": "Category B", + "created_at": "2025-02-01T00:00:00+00:00", + } + ) + resp = client.get("/api/categories?organization_id=t1&limit=10") + assert resp.status_code == 200 + data = resp.get_json() + # ordered DESC by created_at -> 'b' first + assert [d["id"] for d in data] == ["b", "a"] + + +def test_delete_category_204(client, app): + app.fake_container.create_item( + {"id": "z", "organization_id": "t1", "name": "To Delete"} + ) + resp = client.delete("/api/categories/z?organization_id=t1") + assert resp.status_code == 204 + # subsequent GET should 404 + resp2 = client.get("/api/categories/z?organization_id=t1") + assert resp2.status_code == 404 + + +def test_create_category_with_explicit_id(client, app): + body = { + "organization_id": "t1", + "category_id": "custom-id-123", + "name": "Custom ID Category", + } + resp = client.post("/api/categories", json=body) + assert resp.status_code == 201 + data = resp.get_json() + assert data["id"] == "custom-id-123" + assert data["name"] == "Custom ID Category" + + +def test_list_categories_with_limit(client, app): + # Create 3 categories + for i in range(3): + app.fake_container.create_item( + { + "id": f"cat-{i}", + "organization_id": "t1", + "name": f"Category {i}", + "created_at": f"2025-01-0{i+1}T00:00:00+00:00", + } + ) + + # Request with limit=2 + resp = client.get("/api/categories?organization_id=t1&limit=2") + assert resp.status_code == 200 + data = resp.get_json() + # Should only return 2 items (most recent first) + assert len(data) == 2 + assert [d["id"] for d in data] == ["cat-2", "cat-1"] + + +def test_organization_id_from_header(client, app): + body = { + "name": "Header Test Category", + } + # Pass organization_id via X-Tenant-Id header instead of body + resp = client.post("/api/categories", json=body, headers={"X-Tenant-Id": "t1"}) + assert resp.status_code == 201 + data = resp.get_json() + assert data["organization_id"] == "t1" + assert data["name"] == "Header Test Category" diff --git a/backend/tests/test_clients.py b/backend/tests/test_clients.py new file mode 100644 index 00000000..505892c6 --- /dev/null +++ b/backend/tests/test_clients.py @@ -0,0 +1,48 @@ +import pytest +from azure.identity import DefaultAzureCredential + +# Import the module under test +from shared import clients + + +class DummyBlobServiceClient: + def __init__(self, account_url, credential): + self.account_url = account_url + self.credential = credential + + def get_container_client(self, container_name: str): + return f"dummy_container_client: {container_name}" + + +@pytest.fixture(autouse=True) +def reset_caches(monkeypatch): + # Clear caches before each test to avoid caching between tests. + clients.get_blob_service_client.cache_clear() + clients.get_blob_container_client.cache_clear() + yield + + +def test_get_blob_container_client_happy(monkeypatch): + dummy = DummyBlobServiceClient("https://example.blob.core.windows.net", DefaultAzureCredential()) + monkeypatch.setattr(clients, "get_blob_service_client", lambda: dummy) + + container_client = clients.get_blob_container_client("testcontainer") + assert container_client == "dummy_container_client: testcontainer" + + + service_client = clients.get_blob_service_client() + assert service_client is not None + assert service_client.account_url == "https://example.blob.core.windows.net" + assert isinstance(service_client.credential, DefaultAzureCredential) + + +def test_get_blob_container_client_error(monkeypatch): + # Force the URL resolver to return None, simulating missing configuration. + monkeypatch.setattr(clients, "get_blob_service_client", lambda: None) + + service_client = clients.get_blob_service_client() + assert service_client is None + + with pytest.raises(RuntimeError) as excinfo: + clients.get_blob_container_client("container") + assert "Azure Blob Storage not configured" in str(excinfo.value) \ No newline at end of file diff --git a/backend/tests/test_clients_module.py b/backend/tests/test_clients_module.py new file mode 100644 index 00000000..ae581e42 --- /dev/null +++ b/backend/tests/test_clients_module.py @@ -0,0 +1,177 @@ +import pytest + +import shared.clients as clients + +import shared.config as config + + +def _clear_caches(): + """Reset lru_caches so CONFIG changes take effect.""" + # credential & cosmos + clients.get_default_azure_credential.cache_clear() + clients.get_cosmos_client.cache_clear() + clients.get_cosmos_database.cache_clear() + clients.get_cosmos_container.cache_clear() + # queue storage + clients.get_report_jobs_queue_client.cache_clear() + + +@pytest.fixture(autouse=True) +def fresh_caches(): + _clear_caches() + yield + _clear_caches() + + +@pytest.fixture +def fake_azure(monkeypatch): + """ + Patch Azure SDK classes referenced by shared.clients and + replace clients.CONFIG with our own Settings. No network calls happen. + """ + state = {"cosmos": None, "db": None, "queue": None} + + class FakeCredential: + pass + + class FakeContainer: + def __init__(self, name): + self.name = name + + class FakeDB: + def __init__(self): + self.calls = [] # container names requested + self.containers = {} # name -> FakeContainer + + def get_container_client(self, name: str): + self.calls.append(name) + if name not in self.containers: + self.containers[name] = FakeContainer(name) + return self.containers[name] + + class FakeCosmosClient: + def __init__(self, uri, credential, consistency_level=None): + self.uri = uri + self.credential = credential + self.consistency_level = consistency_level + self.closed = False + self.db = FakeDB() + state["cosmos"] = self + + def get_database_client(self, name): # name == CONFIG.cosmos_db_name + return self.db + + def close(self): + self.closed = True + + class FakeQueueClient: + def __init__(self, account_url, queue_name, credential): + self.account_url = account_url + self.queue_name = queue_name + self.credential = credential + self.closed = False + self.created = False + self.sent = [] + state["queue"] = self + + def create_queue(self): + self.created = True + + def send_message(self, body): + self.sent.append(body) + + def close(self): + self.closed = True + + # Patch SDK classes INSIDE the clients module + monkeypatch.setattr(clients, "DefaultAzureCredential", FakeCredential) + monkeypatch.setattr(clients, "CosmosClient", FakeCosmosClient) + monkeypatch.setattr(clients, "QueueClient", FakeQueueClient) + + # Replace CONFIG with our own (frozen) Settings instance + # Use storage_account so queue_account_url is derived automatically. + test_config = config.Settings( + cosmos_url="https://acct.documents.azure.com:443/", # satisfies cosmos_uri property + cosmos_account="ignored-when-url-present", + cosmos_db_name="mydb", + users_container="users", + jobs_container="reportJobs", + storage_account="mystorageacct", + queue_name="report-jobs", + _queue_account_url="", # force derivation from storage_account + ) + monkeypatch.setattr(clients, "CONFIG", test_config, raising=True) + + _clear_caches() + return state + + +def test_warm_up_initializes_cosmos_users_and_queue(fake_azure): + # Act + clients.warm_up() + + # Cosmos created and 'users' container touched once + cos = clients.get_cosmos_client() + assert cos is fake_azure["cosmos"] + assert cos.uri == clients.CONFIG.cosmos_uri + assert fake_azure["cosmos"].db.calls == ["users"] + assert "users" in fake_azure["cosmos"].db.containers + + # Queue client created and ensured + qc = clients.get_report_jobs_queue_client() + assert qc is fake_azure["queue"] + assert qc.account_url == clients.CONFIG.queue_account_url + assert qc.queue_name == clients.CONFIG.queue_name + assert qc.created is True # create_queue() invoked during init + + # Same credential shared + assert cos.credential is qc.credential is clients.get_default_azure_credential() + + +def test_get_cosmos_container_is_cached(fake_azure): + c1 = clients.get_cosmos_container("reportJobs") + c2 = clients.get_cosmos_container("reportJobs") + assert c1 is c2, "Expected lru_cache to cache containers by name" + # Only one DB call for that container + assert fake_azure["cosmos"].db.calls.count("reportJobs") == 1 + + +def test_queue_client_none_when_not_configured(monkeypatch, fake_azure): + # Replace CONFIG with same values but no storage account and no explicit URL + cfg = config.Settings( + cosmos_url="https://acct.documents.azure.com:443/", + cosmos_account="", + cosmos_db_name="mydb", + users_container="users", + jobs_container="report_jobs", + storage_account="", # disables queue derivation + queue_name="report-jobs", + _queue_account_url="", # no explicit override + ) + monkeypatch.setattr(clients, "CONFIG", cfg, raising=True) + _clear_caches() + + qc = clients.get_report_jobs_queue_client() + assert qc is None + + # warm_up should tolerate missing queue client too + clients.warm_up() + assert fake_azure["queue"] is None # no QueueClient constructed + + +def test_shutdown_closes_both_clients(fake_azure): + clients.warm_up() + + # Precondition + assert fake_azure["cosmos"].closed is False + assert fake_azure["queue"].closed is False + + clients._shutdown() + + assert fake_azure["cosmos"].closed is True + assert fake_azure["queue"].closed is True + + # Idempotent call + clients._shutdown() + assert fake_azure["cosmos"].closed is True + assert fake_azure["queue"].closed is True diff --git a/backend/tests/test_idempotency.py b/backend/tests/test_idempotency.py new file mode 100644 index 00000000..5e903f2b --- /dev/null +++ b/backend/tests/test_idempotency.py @@ -0,0 +1,23 @@ +from shared.idempotency import ( + canonical_report_name, + weekly_idem_key, + safe_job_id_from_idem, +) + + +def test_canonical_report_name(): + assert ( + canonical_report_name(" Brand Analysis Report Generation ") + == "brand-analysis-report-generation" + ) + + +def test_weekly_idem_key_stable(): + k1 = weekly_idem_key("t_1", "Brand Analysis Report Generation", "2025-08-11") + k2 = weekly_idem_key("t_1", " brand analysis report generation ", "2025-08-11") + assert k1 == k2 and len(k1) == 32 # 16-byte blake2s → 32 hex chars + + +def test_job_id_prefix(): + idem = weekly_idem_key("t", "x", "2025-01-01") + assert safe_job_id_from_idem(idem).startswith("rj_") diff --git a/backend/tests/test_report_jobs_routes.py b/backend/tests/test_report_jobs_routes.py new file mode 100644 index 00000000..c95dbfcc --- /dev/null +++ b/backend/tests/test_report_jobs_routes.py @@ -0,0 +1,166 @@ +# tests/test_report_jobs_routes.py +from __future__ import annotations +import pytest +from flask import Flask + +# Import the blueprint under test +from routes.report_jobs import bp as report_jobs_bp + + +# ----- Fakes ----- +class NotFoundError(Exception): + """Fake CosmosResourceNotFoundError for tests.""" + + +class FakeContainer: + def __init__(self): + # key: (organization_id, id) -> doc + self.store = {} + + def create_item(self, doc): + key = (doc["organization_id"], doc["id"]) + self.store[key] = dict(doc) + return dict(doc) + + def read_item(self, item, partition_key): + key = (partition_key, item) + if key not in self.store: + raise NotFoundError("not found") + return dict(self.store[key]) + + def delete_item(self, item, partition_key): + key = (partition_key, item) + if key not in self.store: + raise NotFoundError("not found") + del self.store[key] + + def query_items(self, query, parameters, partition_key=None): + # very small evaluator: filter by organization_id + tid = None + for p in parameters or []: + if p["name"] == "@organization_id": + tid = p["value"] + items = [doc for (tenant, _), doc in self.store.items() if tenant == tid] + # order by created_at desc if present + items.sort(key=lambda d: d.get("created_at", ""), reverse=True) + return iter(items) + + +# ----- Pytest fixtures ----- +@pytest.fixture +def app(monkeypatch): + fake_container = FakeContainer() + enqueued = [] + + # Patch clients.* used by the blueprint + + # Create a tiny module-like object for clients to patch attributes cleanly + clients_mod = __import__("shared.clients", fromlist=["*"]) + + # Cosmos container handle + monkeypatch.setattr(clients_mod, "JOBS_CONT", "reportJobs", raising=False) + monkeypatch.setattr( + clients_mod, "get_cosmos_container", lambda name: fake_container, raising=True + ) + + # Azure Queue Storage enqueue (fire-and-forget) + def _fake_enqueue(payload): + # record the enqueue with payload for assertions + enqueued.append(("enqueued", payload)) + + monkeypatch.setattr( + clients_mod, "enqueue_report_job_message", _fake_enqueue, raising=True + ) + + # Also patch exceptions in the route module so our NotFoundError is treated as CosmosResourceNotFoundError + from routes import report_jobs as routes_mod + + monkeypatch.setattr( + routes_mod, "CosmosResourceNotFoundError", NotFoundError, raising=True + ) + + app = Flask(__name__) + app.register_blueprint(report_jobs_bp) + + # Stash fakes on app for tests to access + app.fake_container = fake_container + app.enqueued_messages = enqueued + return app + + +@pytest.fixture +def client(app): + return app.test_client() + + +# ----- Tests ----- +def test_create_job_201(client, app): + body = { + "organization_id": "t1", + "report_name": "brand-analysis", + "params": {"foo": "bar"}, + } + resp = client.post("/api/report-jobs", json=body) + assert resp.status_code == 201 + data = resp.get_json() + assert data["organization_id"] == "t1" + assert data["report_name"] == "brand-analysis" + assert data["status"] == "QUEUED" + # Azure Queue enqueue recorded + assert any(evt[0] == "enqueued" for evt in app.enqueued_messages) + + +def test_get_job_200(client, app): + # seed + created = app.fake_container.create_item( + { + "id": "job-1", + "organization_id": "t1", + "report_name": "brand", + "status": "QUEUED", + } + ) + resp = client.get("/api/report-jobs/job-1?organization_id=t1") + assert resp.status_code == 200 + data = resp.get_json() + assert data["id"] == created["id"] + + +def test_get_job_404(client): + resp = client.get("/api/report-jobs/does-not-exist?organization_id=t1") + assert resp.status_code == 404 + + +def test_list_jobs_200(client, app): + app.fake_container.create_item( + { + "id": "a", + "organization_id": "t1", + "report_name": "r1", + "created_at": "2025-01-01T00:00:00+00:00", + } + ) + app.fake_container.create_item( + { + "id": "b", + "organization_id": "t1", + "report_name": "r2", + "created_at": "2025-02-01T00:00:00+00:00", + } + ) + resp = client.get("/api/report-jobs?organization_id=t1&limit=10") + assert resp.status_code == 200 + data = resp.get_json() + # ordered DESC by created_at -> 'b' first + assert [d["id"] for d in data] == ["b", "a"] + + +def test_delete_job_204(client, app): + app.fake_container.create_item( + {"id": "z", "organization_id": "t1", "report_name": "r3"} + ) + resp = client.delete("/api/report-jobs/z?organization_id=t1") + assert resp.status_code == 204 + # subsequent GET should 404 + resp2 = client.get("/api/report-jobs/z?organization_id=t1") + assert resp2.status_code == 404 diff --git a/backend/tests/test_shared_upload.py b/backend/tests/test_shared_upload.py new file mode 100644 index 00000000..2612f4d9 --- /dev/null +++ b/backend/tests/test_shared_upload.py @@ -0,0 +1,457 @@ +import io +import os +import pytest +from flask import Flask +from unittest.mock import MagicMock, PropertyMock + +# Import blueprint module +import routes.file_management as fm + + +class DummyBlobStorageManager: + """Mock blob storage manager for testing""" + def __init__(self, should_fail=False, fail_org_ids=None): + self.should_fail = should_fail + self.fail_org_ids = fail_org_ids or [] + self.blob_service_client = DummyBlobServiceClient(fail_org_ids=self.fail_org_ids) + + def upload_to_blob(self, file_path, blob_folder, metadata, container): + # Extract org_id from blob_folder path + # Format: organization_files/{org_id}/shared + parts = blob_folder.split("/") + org_id = parts[1] if len(parts) > 1 else None + + if self.should_fail or org_id in self.fail_org_ids: + return {"status": "error", "error": "upload failed"} + + return { + "status": "success", + "blob_url": f"https://dummy.blob/{blob_folder}/{os.path.basename(file_path)}", + } + + +class DummyBlob: + """Mock blob object""" + def __init__(self, name): + self.name = name + + +class DummyContainerClient: + """Mock container client for blob storage""" + def __init__(self, organization_ids=None, fail_org_ids=None): + self.organization_ids = organization_ids or [] + self.fail_org_ids = fail_org_ids or [] + + def list_blobs(self, name_starts_with=None): + """Return fake blobs for each organization""" + blobs = [] + for org_id in self.organization_ids: + # Create a blob path for each organization + blobs.append(DummyBlob(f"organization_files/{org_id}/sample.pdf")) + return blobs + + def get_blob_client(self, blob_name): + return MagicMock() + + +class DummyBlobServiceClient: + """Mock blob service client""" + def __init__(self, organization_ids=None, fail_org_ids=None): + self.organization_ids = organization_ids or [] + self.fail_org_ids = fail_org_ids or [] + + def get_container_client(self, container_name): + return DummyContainerClient( + organization_ids=self.organization_ids, + fail_org_ids=self.fail_org_ids + ) + + +@pytest.fixture +def app(monkeypatch): + """Create Flask app for testing""" + app = Flask(__name__) + app.register_blueprint(fm.bp) + + # Mock the auth_required decorator to do nothing + def mock_auth_decorator(f): + return f + + monkeypatch.setattr(fm, "auth_required", mock_auth_decorator) + + # Patch out create_description + monkeypatch.setattr( + fm, + "create_description", + lambda path, llm=None: { + "file_description": "fake description", + "source": "test" + } + ) + + # Patch validate_file_signature to always return True + monkeypatch.setattr(fm, "validate_file_signature", lambda path, mime: True) + + # Dummy configs with multiple organizations + app.config["llm"] = object() + app.config["blob_storage_manager"] = DummyBlobStorageManager() + app.config["blob_storage_manager"].blob_service_client.organization_ids = ["org1", "org2", "org3"] + + return app + + +@pytest.fixture +def client(app): + """Create test client""" + return app.test_client() + + +def test_no_file_in_request(client): + """Test upload with no file in request""" + res = client.post("/api/upload-shared-document", data={}) + assert res.status_code == 400 + json_data = res.get_json() + assert "No file part" in json_data["error"]["message"] + + +def test_no_file_selected(client): + """Test upload with empty filename""" + # Note: When sending empty filename with Flask test client, it removes the file from request + # So this actually triggers "No file part" error, not "No file selected" + data = {"file": (io.BytesIO(b""), "")} + res = client.post("/api/upload-shared-document", data=data, content_type="multipart/form-data") + assert res.status_code == 400 + json_data = res.get_json() + # Flask test client behavior: empty filename results in no file being sent + assert "No file part" in json_data["error"]["message"] + + +def test_invalid_file_type(client): + """Test upload with invalid file type""" + data = {"file": (io.BytesIO(b"hello"), "test.exe")} + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 422 + json_data = res.get_json() + assert "Invalid file type" in json_data["error"]["message"] + + +def test_file_signature_mismatch(client, monkeypatch, app): + """Test upload with mismatched file signature""" + # Mock validate_file_signature to return False + monkeypatch.setattr( + "routes.file_management.validate_file_signature", + lambda path, mime: False + ) + + # Create a CSV file (which is in ALLOWED_MIME_TYPES) + csv_content = b"col1,col2\n1,2" + data = { + "file": (io.BytesIO(csv_content), "test.csv") + } + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 422 + json_data = res.get_json() + assert "File content does not match declared type" in json_data["error"]["message"] + + +def test_no_organizations_found(client, app): + """Test upload when no organizations exist in blob storage""" + # Replace with blob storage that has no organizations + app.config["blob_storage_manager"].blob_service_client.organization_ids = [] + + csv_content = b"col1,col2\n1,2" + data = {"file": (io.BytesIO(csv_content), "test.csv")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 404 + json_data = res.get_json() + assert "No organizations found" in json_data["error"]["message"] + + +def test_successful_upload_all_orgs(client): + """Test successful upload to all organizations""" + csv_content = b"col1,col2\n1,2" + data = {"file": (io.BytesIO(csv_content), "test.csv")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 200 + json_response = res.get_json() + json_data = json_response["data"] + + # Check response structure + assert "message" in json_data + assert "filename" in json_data + assert json_data["filename"] == "test.csv" + assert "total_organizations" in json_data + assert json_data["total_organizations"] == 3 + assert "successful_uploads" in json_data + assert json_data["successful_uploads"] == 3 + assert "failed_uploads" in json_data + assert json_data["failed_uploads"] == 0 + assert "results" in json_data + + # Check results structure + results = json_data["results"] + assert "successful" in results + assert "failed" in results + assert len(results["successful"]) == 3 + assert len(results["failed"]) == 0 + + # Verify each organization received the file + org_ids = [upload["organization_id"] for upload in results["successful"]] + assert "org1" in org_ids + assert "org2" in org_ids + assert "org3" in org_ids + + # Verify blob URLs are correct + for upload in results["successful"]: + assert "blob_url" in upload + assert f"organization_files/{upload['organization_id']}/shared" in upload["blob_url"] + + +def test_partial_failure(client, app): + """Test upload with some organizations failing""" + # Configure blob storage to fail for org2 + app.config["blob_storage_manager"] = DummyBlobStorageManager(fail_org_ids=["org2"]) + app.config["blob_storage_manager"].blob_service_client.organization_ids = ["org1", "org2", "org3"] + + csv_content = b"col1,col2\n1,2" + data = {"file": (io.BytesIO(csv_content), "test.csv")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + + # Should return 207 Multi-Status for partial failure + assert res.status_code == 207 + json_response = res.get_json() + json_data = json_response["data"] + + assert json_data["total_organizations"] == 3 + assert json_data["successful_uploads"] == 2 + assert json_data["failed_uploads"] == 1 + + results = json_data["results"] + assert len(results["successful"]) == 2 + assert len(results["failed"]) == 1 + + # Check that org2 failed + failed_org_ids = [fail["organization_id"] for fail in results["failed"]] + assert "org2" in failed_org_ids + + # Check that org1 and org3 succeeded + success_org_ids = [upload["organization_id"] for upload in results["successful"]] + assert "org1" in success_org_ids + assert "org3" in success_org_ids + + +def test_complete_failure_all_orgs(client, app): + """Test upload failing for all organizations""" + # Replace with failing blob storage manager + app.config["blob_storage_manager"] = DummyBlobStorageManager(should_fail=True) + app.config["blob_storage_manager"].blob_service_client.organization_ids = ["org1", "org2"] + + csv_content = b"col1,col2\n1,2" + data = {"file": (io.BytesIO(csv_content), "test.csv")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 500 + json_data = res.get_json() + assert "Failed to upload file to any organization" in json_data["error"]["message"] + + +def test_pdf_upload(client): + """Test uploading a PDF file (no description generation)""" + # Create fake PDF content (just for testing, signature validation is mocked) + pdf_content = b"%PDF-1.4\nfake pdf content" + data = {"file": (io.BytesIO(pdf_content), "test.pdf")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 200 + json_response = res.get_json() + json_data = json_response["data"] + assert json_data["filename"] == "test.pdf" + assert json_data["successful_uploads"] == 3 + + +def test_xlsx_upload_with_description(client): + """Test uploading an Excel file (should generate description)""" + # Create fake Excel content + xlsx_content = b"PK\x03\x04fake excel content" + data = {"file": (io.BytesIO(xlsx_content), "test.xlsx")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 200 + json_response = res.get_json() + json_data = json_response["data"] + assert json_data["filename"] == "test.xlsx" + assert json_data["successful_uploads"] == 3 + + +def test_single_organization(client, app): + """Test upload with only one organization""" + # Configure blob storage with single organization + app.config["blob_storage_manager"].blob_service_client.organization_ids = ["org1"] + + csv_content = b"col1,col2\n1,2" + data = {"file": (io.BytesIO(csv_content), "test.csv")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 200 + json_response = res.get_json() + json_data = json_response["data"] + + assert json_data["total_organizations"] == 1 + assert json_data["successful_uploads"] == 1 + assert json_data["failed_uploads"] == 0 + + results = json_data["results"] + assert len(results["successful"]) == 1 + assert results["successful"][0]["organization_id"] == "org1" + + +def test_many_organizations(client, app): + """Test upload with many organizations""" + # Configure blob storage with many organizations + org_ids = [f"org{i}" for i in range(1, 11)] # org1 to org10 + app.config["blob_storage_manager"].blob_service_client.organization_ids = org_ids + + csv_content = b"col1,col2\n1,2" + data = {"file": (io.BytesIO(csv_content), "test.csv")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 200 + json_response = res.get_json() + json_data = json_response["data"] + + assert json_data["total_organizations"] == 10 + assert json_data["successful_uploads"] == 10 + assert json_data["failed_uploads"] == 0 + + results = json_data["results"] + assert len(results["successful"]) == 10 + + +def test_docx_upload(client): + """Test uploading a Word document""" + # Create fake DOCX content (ZIP signature) + docx_content = b"PK\x03\x04fake word content" + data = {"file": (io.BytesIO(docx_content), "test.docx")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 200 + json_response = res.get_json() + json_data = json_response["data"] + assert json_data["filename"] == "test.docx" + assert json_data["successful_uploads"] == 3 + + +def test_pptx_upload(client): + """Test uploading a PowerPoint presentation""" + # Create fake PPTX content (ZIP signature) + pptx_content = b"PK\x03\x04fake powerpoint content" + data = {"file": (io.BytesIO(pptx_content), "test.pptx")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 200 + json_response = res.get_json() + json_data = json_response["data"] + assert json_data["filename"] == "test.pptx" + assert json_data["successful_uploads"] == 3 + + +def test_mimetype_mismatch(client): + """Test file with mismatched extension and mimetype""" + # File claims to be CSV but has wrong extension + data = { + "file": (io.BytesIO(b"col1,col2\n1,2"), "test.txt") + } + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 422 + json_data = res.get_json() + assert "Invalid file type" in json_data["error"]["message"] + + +def test_shared_file_metadata(client, monkeypatch): + """Test that uploaded files have correct metadata including shared_file flag""" + uploaded_metadata = [] + + # Capture metadata from upload_to_blob calls + original_upload = DummyBlobStorageManager.upload_to_blob + def capture_upload(self, file_path, blob_folder, metadata, container): + uploaded_metadata.append(metadata) + return original_upload(self, file_path, blob_folder, metadata, container) + + monkeypatch.setattr(DummyBlobStorageManager, "upload_to_blob", capture_upload) + + csv_content = b"col1,col2\n1,2" + data = {"file": (io.BytesIO(csv_content), "test.csv")} + + res = client.post( + "/api/upload-shared-document", + data=data, + content_type="multipart/form-data" + ) + assert res.status_code == 200 + + # Verify metadata for all uploads + assert len(uploaded_metadata) == 3 + for metadata in uploaded_metadata: + assert "shared_file" in metadata + assert metadata["shared_file"] == "true" + assert "organization_id" in metadata + assert "description" in metadata + assert "description_source" in metadata + diff --git a/backend/tests/test_upload_sources.py b/backend/tests/test_upload_sources.py new file mode 100644 index 00000000..8fb31445 --- /dev/null +++ b/backend/tests/test_upload_sources.py @@ -0,0 +1,83 @@ +import io +import os +import pytest +from flask import Flask +from werkzeug.datastructures import FileStorage + +# Import blueprint module +import routes.upload_source_document as usd + + +class DummyBlobStorageManager: + def __init__(self, should_fail=False): + self.should_fail = should_fail + + def upload_to_blob(self, file_path, blob_folder, metadata, container): + if self.should_fail: + return {"status": "error", "error": "upload failed"} + return { + "status": "success", + "blob_url": f"https://dummy.blob/{blob_folder}/{os.path.basename(file_path)}", + } + + +@pytest.fixture +def app(monkeypatch): + app = Flask(__name__) + app.register_blueprint(usd.bp) + + # Patch out create_description + monkeypatch.setattr(usd, "create_description", lambda path, llm=None: "fake description") + + # Dummy configs + app.config["llm"] = object() + app.config["blob_storage_manager"] = DummyBlobStorageManager() + + return app + + +@pytest.fixture +def client(app): + return app.test_client() + + +def test_no_file_in_request(client): + res = client.post("/api/upload-source-document", data={}) + assert res.status_code == 400 + assert b"No file part" in res.data + + +def test_no_file_selected(client): + data = {"file": (io.BytesIO(b""), ""), "organization_id": "org123"} + res = client.post("/api/upload-source-document", data=data, content_type="multipart/form-data") + assert res.status_code == 400 + assert b"No file selected" in res.data + + +def test_no_organization_id(client): + data = {"file": (io.BytesIO(b"hello"), "test.csv")} + res = client.post("/api/upload-source-document", data=data, content_type="multipart/form-data") + assert res.status_code == 400 + assert b"Organization ID is required" in res.data + + +def test_successful_upload(client, monkeypatch): + data = { + "file": (io.BytesIO(b"col1,col2\n1,2"), "test.csv"), + "organization_id": "org123", + } + res = client.post("/api/upload-source-document", data=data, content_type="multipart/form-data") + assert res.status_code == 200 + assert b"blob_url" in res.data + + +def test_failed_upload(client, app): + # Replace blob_storage_manager with failing one + app.config["blob_storage_manager"] = DummyBlobStorageManager(should_fail=True) + data = { + "file": (io.BytesIO(b"col1,col2\n1,2"), "test.csv"), + "organization_id": "org123", + } + res = client.post("/api/upload-source-document", data=data, content_type="multipart/form-data") + assert res.status_code == 500 + assert b"Error uploading file" in res.data diff --git a/backend/tests/test_voice_customer.py b/backend/tests/test_voice_customer.py new file mode 100644 index 00000000..bd8687cd --- /dev/null +++ b/backend/tests/test_voice_customer.py @@ -0,0 +1,291 @@ +import pytest +import json +from flask import Flask + +# Import your blueprint +from routes.voice_customer import bp as voice_costumer_bp + + +@pytest.fixture +def client(): + app = Flask(__name__) + app.register_blueprint(voice_costumer_bp) + app.testing = True + return app.test_client() + + + +#PRODUCT TEST + +# +# --- Fixtures for monkeypatching DB layer --- +# + +@pytest.fixture +def mock_create_prod(monkeypatch): + def _mock(name, desc, industry, brand_id, org_id): + return { + "id": "prod123", + "name": name, + "description": desc, + "industry": industry, + "brand_id": brand_id, + "organization_id": org_id, + } + monkeypatch.setattr("routes.voice_customer.create_prod", _mock) + return _mock + +@pytest.fixture +def mock_get_prods(monkeypatch): + def _mock(org_id): + return [{"id": "p1", "organization_id": org_id, "name": "Sample"}] + monkeypatch.setattr("routes.voice_customer.get_prods_by_organization", _mock) + return _mock + +@pytest.fixture +def mock_update_prod(monkeypatch): + def _mock(**kwargs): + return {**kwargs, "updated": True} + monkeypatch.setattr("routes.voice_customer.update_prod_by_id", _mock) + return _mock + +@pytest.fixture +def mock_delete_prod(monkeypatch): + def _mock(prod_id, org_id): + return {"deleted": True, "id": prod_id, "organization_id": org_id} + monkeypatch.setattr("routes.voice_customer.delete_prod_by_id", _mock) + return _mock + + +# +# --- Tests --- +# + +def test_create_product_success(client, mock_create_prod): + payload = { + "product_name": "Widget", + "product_description": "A test product", + "brand_id": "b1", + "category":"c1", + "organization_id": "org1", + } + resp = client.post("/api/voice-customer/products", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 201 + +def test_create_product_missing_fields(client): + payload = {"product_name": "X"} + resp = client.post("/api/voice-customer/products", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 400 + data = resp.get_json() + assert "Missing required fields" in data["message"] + +def test_create_product_no_json(client): + resp = client.post("/api/voice-customer/products") + assert resp.status_code == 400 + + +def test_get_products_success(client, mock_get_prods): + resp = client.get("/api/voice-customer/organizations/org123/products") + assert resp.status_code == 200 + data = resp.get_json() + assert isinstance(data["data"], list) + assert data["data"][0]["organization_id"] == "org123" + +def test_get_products_missing_org(client): + # organization_id empty string + resp = client.get("/api/voice-customer/organizations//products") + assert resp.status_code == 404 # Flask route won't match empty + # This tests route coverage; actual missing-org-id logic is covered by handler. + + +# BRAND TEST + + +def test_update_product_success(client, mock_update_prod): + payload = { + "product_name": "New Name", + "product_description": "Updated description", + "brand_id": "b1", + "category":"c1", + "organization_id": "org1", + } + resp = client.patch("/api/voice-customer/products/prod123", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 200 + data = resp.get_json() + assert data["data"]["updated"] is True + assert data["data"]["name"] == "New Name" + +def test_update_product_missing_fields(client): + payload = {"product_name": "Incomplete"} + resp = client.patch("/api/voice-customer/products/prod123", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 400 + data = resp.get_json() + assert "Missing required fields" in data["message"] + +def test_update_product_no_json(client): + resp = client.patch("/api/voice-customer/products/prod123") + assert resp.status_code == 400 + + +def test_delete_product_success(client, mock_delete_prod): + payload = {"organization_id": "org1"} + resp = client.delete("/api/voice-customer/products/prod123", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 200 + data = resp.get_json() + assert data["data"]["deleted"] is True + +def test_delete_product_missing_org(client): + resp = client.delete("/api/voice-customer/products/prod123", + data=json.dumps({}), + content_type="application/json") + assert resp.status_code == 400 + data = resp.get_json() + assert "Organization ID is required" in data["message"] + +def test_delete_product_missing_product_id(client): + # Direct call without product_id in URL not possible due to route + # Instead simulate product_id empty string if app supported + # Not directly testable, route enforces + pass + + + +# +# --- Fixtures for monkeypatching DB functions --- +# + +@pytest.fixture +def mock_create_brand(monkeypatch): + def _mock(brand_name, brand_description, organization_id): + return { + "id": "brand123", + "brand_name": brand_name, + "brand_description": brand_description, + "organization_id": organization_id, + } + monkeypatch.setattr("routes.voice_customer.create_new_brand", _mock) + return _mock + +@pytest.fixture +def mock_get_brands(monkeypatch): + def _mock(org_id): + return [{"id": "b1", "brand_name": "Acme", "organization_id": org_id}] + monkeypatch.setattr("routes.voice_customer.get_brands_by_organization", _mock) + return _mock + +@pytest.fixture +def mock_update_brand(monkeypatch): + def _mock(brand_id, brand_name, brand_description, organization_id): + return { + "id": brand_id, + "brand_name": brand_name, + "brand_description": brand_description, + "organization_id": organization_id, + "updated": True, + } + monkeypatch.setattr("routes.voice_customer.update_brand_by_id", _mock) + return _mock + +@pytest.fixture +def mock_delete_brand(monkeypatch): + def _mock(brand_id, organization_id): + return {"deleted": True, "id": brand_id, "organization_id": organization_id} + monkeypatch.setattr("routes.voice_customer.delete_brand_by_id", _mock) + return _mock + + + +def test_create_brand_success(client, mock_create_brand): + payload = { + "brand_name": "Acme", + "brand_description": "Leading brand", + "organization_id": "org1", + } + resp = client.post("/api/voice-customer/brands", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 201 + data = resp.get_json() + assert data["data"]["brand_name"] == "Acme" + +def test_create_brand_missing_fields(client): + payload = {"brand_name": "Incomplete"} + resp = client.post("/api/voice-customer/brands", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 400 + data = resp.get_json() + assert "Missing required fields" in data["message"] + +def test_create_brand_no_json(client): + resp = client.post("/api/voice-customer/brands") + assert resp.status_code == 400 + + +def test_get_brands_success(client, mock_get_brands): + resp = client.get("/api/voice-customer/organizations/org1/brands") + assert resp.status_code == 200 + data = resp.get_json() + assert isinstance(data["data"], list) + assert data["data"][0]["organization_id"] == "org1" + + +def test_update_brand_success(client, mock_update_brand): + payload = { + "brand_name": "New Name", + "brand_description": "Updated description", + "organization_id": "org1", + } + resp = client.patch("/api/voice-customer/brands/brand123", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 200 + data = resp.get_json() + assert data["data"]["updated"] is True + assert data["data"]["brand_name"] == "New Name" + +def test_update_brand_missing_fields(client): + payload = {"brand_name": "Incomplete"} + resp = client.patch("/api/voice-customer/brands/brand123", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 400 + data = resp.get_json() + assert "Missing required fields" in data["message"] + +def test_update_brand_no_json(client): + resp = client.patch("/api/voice-customer/brands/brand123") + assert resp.status_code == 400 + + +def test_delete_brand_success(client, mock_delete_brand): + payload = {"organization_id": "org1"} + resp = client.delete("/api/voice-customer/brands/brand123", + data=json.dumps(payload), + content_type="application/json") + assert resp.status_code == 200 + data = resp.get_json() + assert data["data"]["deleted"] is True + +def test_delete_brand_missing_org(client): + resp = client.delete("/api/voice-customer/brands/brand123", + data=json.dumps({}), + content_type="application/json") + assert resp.status_code == 400 + data = resp.get_json() + assert "Organization ID is required" in data["message"] + +def test_delete_brand_missing_id(client): + # Cannot hit DELETE without brand_id because route requires it. + # This test documents that brand_id is enforced at routing level. + pass \ No newline at end of file diff --git a/backend/utils.py b/backend/utils.py new file mode 100644 index 00000000..1e10b36a --- /dev/null +++ b/backend/utils.py @@ -0,0 +1,2016 @@ +from functools import wraps +import logging +import uuid +import os + +import requests +from shared.cosmo_db import get_cosmos_container +from flask import request, jsonify, Flask +from http import HTTPStatus +from typing import Tuple, Dict, Any +from azure.cosmos.exceptions import CosmosHttpResponseError +from datetime import datetime, timezone, timedelta +from time import time +from azure.identity import DefaultAzureCredential +from azure.cosmos import CosmosClient +import urllib.parse +from azure.cosmos.exceptions import CosmosResourceNotFoundError, CosmosHttpResponseError +from werkzeug.exceptions import NotFound +from urllib.parse import urlparse + +AZURE_DB_ID = os.environ.get("AZURE_DB_ID") +AZURE_DB_NAME = os.environ.get("AZURE_DB_NAME") + +if not AZURE_DB_ID: + raise ValueError("AZURE_DB_ID is not set in environment variables") + +AZURE_DB_URI = f"https://{AZURE_DB_ID}.documents.azure.com:443/" + +AZURE_DB_ID = os.environ.get("AZURE_DB_ID") +AZURE_DB_NAME = os.environ.get("AZURE_DB_NAME") +AZURE_DB_URI = f"https://{AZURE_DB_ID}.documents.azure.com:443/" + +AZURE_DB_ID = os.environ.get("AZURE_DB_ID") +AZURE_DB_NAME = os.environ.get("AZURE_DB_NAME") + +if not AZURE_DB_ID: + raise ValueError("AZURE_DB_ID is not set in environment variables") + +if not AZURE_DB_NAME: + raise ValueError("AZURE_DB_NAME is not set in environment variables") + + +AZURE_DB_URI = f"https://{AZURE_DB_ID}.documents.azure.com:443/" + +# Response Formatting: Type hint for JSON responses +JsonResponse = Tuple[Dict[str, Any], int] + + +# Response Formatting: Standardized error response creation +def create_error_response(message: str, status_code: int) -> JsonResponse: + """ + Create a standardized error response. + Response Formatting: Ensures consistent error response structure. + """ + return jsonify({"error": {"message": message, "status": status_code}}), status_code + + +# Response Formatting: Standardized success response creation +def create_success_response( + data: Dict[str, Any], optionalCode=HTTPStatus.OK +) -> JsonResponse: + """ + Create a standardized success response. + Response Formatting: Ensures consistent success response structure. + """ + return jsonify({"data": data, "status": optionalCode}), optionalCode + +# Security: Decorator to ensure client principal ID is present +def require_client_principal(f): + """ + Decorator that validates the presence of client principal ID in request headers. + Security: Ensures proper authentication before processing requests. + """ + + @wraps(f) + def decorated_function(*args, **kwargs): + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + if not client_principal_id: + # Logging: Warning for security-related events + logging.warning("Attempted access without client principal ID") + return create_error_response( + "Missing required client principal ID", HTTPStatus.UNAUTHORIZED + ) + return f(*args, **kwargs) + + return decorated_function + + +################################################ +# Financial Doc Ingestion Utils +################################################ + +# utils.py +import os +import logging +from pathlib import Path +import pdfkit +from typing import Dict, Any, Tuple, Optional, Union +import logging +import shutil +from app_config import ALLOWED_FILING_TYPES + + +# configure logging +logging.basicConfig( + level=logging.INFO, format="%(asctime)s - %(name)s - %(levelname)s - %(message)s" +) + +logger = logging.getLogger(__name__) + +################################################ +# financialDocument (EDGAR) Ingestion +################################################ + + +def validate_payload(data: Dict[str, Any]) -> Tuple[bool, str]: + """ + Validate the request payload for Edgar financialDocument endpoint + + Args: + data (dict): The request payload + + Returns: + tuple: (is_valid: bool, error_message: str) + """ + # Check if equity_ids exists and is not empty + if not data.get("equity_id"): + return False, "equity_id is required" + + # check if date is provided + if not data.get("after_date"): + logger.warning("No after_date provided, retrieving most recent filings") + + # Check if equity_ids is not empty + if data["equity_id"].strip() == "": + return False, "equity_id cannot be empty" + + # Validate filing_types if provided + if not data.get("filing_type"): + return False, "filing_type is required" + + # Check if all filing types are valid + if data["filing_type"] not in ALLOWED_FILING_TYPES: + return ( + False, + f"Invalid filing type(s): {data['filing_type']}. Allowed types are: {', '.join(ALLOWED_FILING_TYPES)}", + ) + + return True, "" + + +def convert_html_to_pdf( + input_path: Union[str, Path], + output_path: Union[str, Path], + options: Optional[Dict] = None, +) -> bool: + """ + Convert HTML file to PDF using wkhtmltopdf. + + Args: + input_path (Union[str, Path]): Path to the input HTML file + output_path (Union[str, Path]): Path where the PDF will be saved + wkhtmltopdf_path (Optional[str]): Path to wkhtmltopdf executable + options (Optional[Dict]): Additional options for PDF conversion + + Returns: + bool: True if conversion was successful, False otherwise + + Raises: + FileNotFoundError: If input file or wkhtmltopdf executable doesn't exist + OSError: If there's an error during PDF conversion + Exception: For other unexpected errors + """ + + try: + # Convert paths to Path objects for better path handling + input_path = Path(input_path) + output_path = Path(output_path) + + # Validate input file exists + if not input_path.exists(): + raise FileNotFoundError(f"Input file not found: {input_path}") + + # Create output directory if it doesn't exist + output_path.parent.mkdir(parents=True, exist_ok=True) + + # Default options if none provided + if options is None: + options = { + "quiet": "", + "enable-local-file-access": "", + "encoding": "UTF-8", + "no-stop-slow-scripts": "", + "disable-smart-shrinking": "", + } + + logger.info(f"Converting {input_path} to PDF...") + + # Perform conversion + pdfkit.from_file(str(input_path), str(output_path), options=options) + + # Verify the output file was created + if not output_path.exists(): + raise OSError("PDF file was not created") + + logger.info(f"Successfully converted to PDF: {output_path}") + return True + + except FileNotFoundError as e: + logger.error(f"File not found error: {str(e)}") + raise + + except OSError as e: + logger.error(f"PDF conversion error: {str(e)}") + # Clean up partial output file if it exists + if output_path.exists(): + output_path.unlink() + raise + + except Exception as e: + logger.error(f"Unexpected error during PDF conversion: {str(e)}") + # Clean up partial output file if it exists + if output_path.exists(): + output_path.unlink() + raise + + +def check_and_install_wkhtmltopdf(): + """Check if wkhtmltopdf is installed and configured properly""" + import subprocess + import sys + import os + + try: + # For Windows, add wkhtmltopdf to PATH if not already present + if sys.platform == "win32": + wkhtmltopdf_path = r"C:\Program Files\wkhtmltopdf\bin" + logger.info(f"Windows detected") + if os.path.exists(wkhtmltopdf_path): + logger.info(f"wkhtmltopdf directory found at {wkhtmltopdf_path}") + if wkhtmltopdf_path not in os.environ["PATH"]: + logger.info(f"Adding wkhtmltopdf to PATH: {wkhtmltopdf_path}") + os.environ["PATH"] += os.pathsep + wkhtmltopdf_path + else: + logger.warning(f"wkhtmltopdf directory not found at {wkhtmltopdf_path}") + return install_wkhtmltopdf() + + # Try to run wkhtmltopdf --version + result = subprocess.run( + ["wkhtmltopdf", "--version"], + stdout=subprocess.PIPE, + stderr=subprocess.PIPE, + check=True, + text=True, + ) + logger.info( + f"wkhtmltopdf is installed and configured. Version: {result.stdout.strip()}" + ) + return True + + except (subprocess.SubprocessError, FileNotFoundError): + logger.warning("wkhtmltopdf not found or not properly configured") + return install_wkhtmltopdf() + except Exception as e: + logger.error(f"Unexpected error checking wkhtmltopdf: {str(e)}") + return False + + +def install_wkhtmltopdf(): + """Attempt to install wkhtmltopdf based on the operating system""" + import subprocess + import sys + import platform + + if sys.platform == "win32": + # Windows installation code remains the same + download_url = "https://wkhtmltopdf.org/downloads.html" + logger.error( + "Automatic installation not supported on Windows. " + "Please install wkhtmltopdf manually:\n" + "1. Download from: " + download_url + "\n" + "2. Install to default location (C:\\Program Files\\wkhtmltopdf)\n" + "3. Add C:\\Program Files\\wkhtmltopdf\\bin to your system PATH" + ) + return False + + elif sys.platform.startswith("linux"): + try: + logger.info("Installing wkhtmltopdf on Linux...") + + # Try to determine the package manager + if ( + subprocess.run( + ["which", "apt-get"], stdout=subprocess.PIPE, stderr=subprocess.PIPE + ).returncode + == 0 + ): + # Debian/Ubuntu + install_cmd = ["apt-get", "install", "-y", "wkhtmltopdf"] + elif ( + subprocess.run( + ["which", "yum"], stdout=subprocess.PIPE, stderr=subprocess.PIPE + ).returncode + == 0 + ): + # CentOS/RHEL + install_cmd = ["yum", "install", "-y", "wkhtmltopdf"] + else: + logger.error( + "Could not determine package manager. Please install wkhtmltopdf manually." + ) + return False + + # Try to install without sudo first + try: + subprocess.run(install_cmd, check=True) + except subprocess.CalledProcessError: + # If that fails, try with sudo if available + if ( + subprocess.run( + ["which", "sudo"], + stdout=subprocess.PIPE, + stderr=subprocess.PIPE, + ).returncode + == 0 + ): + install_cmd.insert(0, "sudo") + subprocess.run(install_cmd, check=True) + else: + logger.error( + "Installation requires root privileges. Please install wkhtmltopdf manually." + ) + return False + + logger.info("wkhtmltopdf installed successfully") + return True + + except subprocess.SubprocessError as e: + logger.error(f"Failed to install wkhtmltopdf: {str(e)}") + return False + except Exception as e: + logger.error(f"Unexpected error during installation: {str(e)}") + return False + else: + logger.error(f"Unsupported operating system: {sys.platform}") + return False + + +def cleanup_resources() -> bool: + # Delete all files in the sec-edgar-filings directory + try: + filings_dir = os.path.join(os.getcwd(), "sec-edgar-filings") + if os.path.exists(filings_dir): + logger.info(f"Deleting all files in {filings_dir}") + shutil.rmtree(filings_dir) + logger.info(f"Deleted all files in {filings_dir}") + return True + else: + logger.info( + f"No files to delete in {filings_dir} - directory does not exist" + ) + return True + except Exception as e: + logger.error(f"Error during cleanup: {str(e)}") + return False + + +def _extract_response_data(response): + """Helper function to extract JSON data from response objects""" + if isinstance(response, tuple): + return response[0].get_json() + return response.get_json() + + +################################################ +# Email distribution Utils +################################################ +from typing import List +from email.message import EmailMessage +import smtplib + +EMAIL_CONTAINER_NAME = "emails" + + +class EmailServiceError(Exception): + """Base exception for email service errors""" + + pass + + +class EmailService: + def __init__(self, smtp_server, smtp_port, username, password): + self.smtp_server = smtp_server + self.smtp_port = int(smtp_port) + self.username = username + self.password = password + self._server = None + + def _get_server(self): + """Get or create SMTP server connection with SSL""" + if self._server is None: + try: + # Use SMTP_SSL instead of SMTP + server = smtplib.SMTP_SSL(self.smtp_server, self.smtp_port, timeout=30) + server.login(self.username, self.password) + self._server = server + except Exception as e: + logger.error(f"Failed to create SMTP connection: {str(e)}") + raise EmailServiceError(f"SMTP connection failed: {str(e)}") + return self._server + + def send_email(self, subject, html_content, recipients, attachment_path=None): + max_retries = 3 + retry_delay = 2 # seconds + import time + + for attempt in range(max_retries): + try: + msg = EmailMessage() + msg["Subject"] = subject + msg["From"] = self.username + msg["To"] = ",".join(recipients) + msg.add_alternative(html_content, subtype="html") + + if attachment_path: + self._add_attachment(msg, attachment_path) + + server = self._get_server() + server.send_message(msg) + return # Success, exit the function + + except smtplib.SMTPServerDisconnected: + logger.warning( + f"SMTP server disconnected (attempt {attempt + 1}/{max_retries})" + ) + self._server = None # Reset the connection + if attempt < max_retries - 1: + time.sleep(retry_delay) + continue + raise EmailServiceError( + "Failed to maintain SMTP connection after multiple attempts" + ) + + except Exception as e: + logger.error( + f"Error sending email (attempt {attempt + 1}/{max_retries}): {str(e)}" + ) + if attempt < max_retries - 1: + time.sleep(retry_delay) + continue + raise EmailServiceError(f"Failed to send email: {str(e)}") + + def _add_attachment(self, msg, attachment_path): + """Add an attachment to the email message""" + try: + # convert to path object and resolve to absolute path + file_path = Path(attachment_path).resolve() + # validate file exists and is accessible + if not file_path.exists(): + raise EmailServiceError(f"File not found: {attachment_path}") + + with open(file_path, "rb") as file: + file_data = file.read() + file_name = file_path.name + msg.add_attachment( + file_data, + maintype="application", + subtype="octet-stream", + filename=file_name, + ) + except (OSError, EmailServiceError) as e: + logger.error(f"Error adding attachment: {str(e)}") + raise EmailServiceError(f"Error adding attachment: {str(e)}") + + def _save_email_to_blob( + self, + html_content: str, + subject: str, + recipients: List[str], + attachment_path: Optional[str] = None, + ) -> str: + """ + Save the email content to a blob storage container + """ + from azure.storage.blob import BlobServiceClient + from datetime import datetime, timezone + from azure.storage.blob import ContentSettings + from azure.identity import DefaultAzureCredential + from financial_doc_processor import BlobUploadError + import uuid + + credential = DefaultAzureCredential() + BLOB_STORAGE_URL = ( + f"https://{os.getenv('STORAGE_ACCOUNT')}.blob.core.windows.net" + ) + blob_service_client = BlobServiceClient( + account_url=BLOB_STORAGE_URL, credential=credential + ) + blob_container_client = blob_service_client.get_container_client( + EMAIL_CONTAINER_NAME + ) + # create an id for the email + email_id = str(uuid.uuid4()) + timestamp = datetime.now(timezone.utc).isoformat() + # get date only from timestamp + date_only = timestamp.split("T")[0] + + # create a blob name for the email + blob_name = f"{date_only}/{email_id}/content.html" + + # add metadata to the blob + metadata = { + "email_id": email_id, + "subject": subject, + "created_at": datetime.now(timezone.utc).isoformat(), + "recipients": ", ".join(recipients), + "has_attachment": str(bool(attachment_path)), + } + + # upload the email content to the blob + try: + blob_container_client.upload_blob( + blob_name, + html_content, + metadata=metadata, + content_settings=ContentSettings(content_type="text/html"), + ) + except BlobUploadError as e: + logger.error(f"Error uploading email to blob: {str(e)}") + raise BlobUploadError(f"Error uploading email to blob: {str(e)}") + + # return the blob name + return blob_name + + +################################################ +# Chat History show a previous chat of the user +################################################ + + +def get_conversation(conversation_id, user_id): + try: + if not conversation_id: + raise ValueError("conversation_id is required") + if not user_id: + raise ValueError("user_id is required") + + container = get_cosmos_container("conversations") + + conversation = container.read_item( + item=conversation_id, partition_key=user_id + ) + if conversation["conversation_data"]["interaction"]["user_id"] != user_id: + return {} + formatted_conversation = { + "id": conversation_id, + "start_date": conversation["conversation_data"]["start_date"], + "messages": [ + { + "role": message["role"], + "content": message["content"], + "thoughts": message["thoughts"] if "thoughts" in message else "", + "data_points": ( + message["data_points"] if "data_points" in message else "" + ), + } + for message in conversation["conversation_data"]["history"] + ], + "type": ( + conversation["conversation_data"]["type"] + if "type" in conversation["conversation_data"] + else "default" + ), + } + return formatted_conversation + except Exception: + logging.error(f"Error retrieving the conversation '{conversation_id}'") + return {} + + +def delete_conversation(conversation_id, user_id): + try: + if not conversation_id: + raise ValueError("conversation_id is required") + if not user_id: + raise ValueError("user_id is required") + + container = get_cosmos_container("conversations") + + conversation = container.read_item( + item=conversation_id, partition_key=user_id + ) + + if conversation["conversation_data"]["interaction"]["user_id"] != user_id: + raise Exception("User does not have permission to delete this conversation") + + container.delete_item(item=conversation_id, partition_key=user_id) + + return True + except Exception as e: + logging.error(f"Error deleting conversation '{conversation_id}': {str(e)}") + return False + + +################################################ +# Chat History Get All Chats From User +################################################ + + +def get_conversations(user_id): + try: + credential = DefaultAzureCredential() + db_client = CosmosClient(AZURE_DB_URI, credential, consistency_level="Session") + db = db_client.get_database_client(database=AZURE_DB_NAME) + container = db.get_container_client("conversations") + + # Fetch all conversations for the user + query = """ + SELECT c.id, c.conversation_data.start_date, + c.conversation_data.history[0].content AS first_message, + c.conversation_data.type, + c.conversation_data.interaction.organization_id + FROM c + WHERE c.conversation_data.interaction.user_id = @user_id + """ + parameters = [dict(name="@user_id", value=user_id)] + + try: + conversations = list( + container.query_items( + query=query, + parameters=parameters, + partition_key=user_id, + ) + ) + except CosmosHttpResponseError as e: + logging.error( + f"CosmosDB error retrieving conversations for user '{user_id}': {e}" + ) + return [] + except Exception as e: + logging.exception( + f"Unexpected error retrieving conversations for user '{user_id}': {e}" + ) + return [] + + # DEFAULT DATE 1 YEAR AGO in case start_date is not present + now = datetime.now() + one_year_ago = now - timedelta(days=365) + default_date = one_year_ago.strftime("%Y-%m-%d %H:%M:%S") + + formatted_conversations = [] + for con in conversations: + formatted_conversations.append({ + "id": con["id"], + "start_date": con.get("start_date", default_date), + "content": con.get("first_message", "No content"), + "type": con.get("type", "default"), + "organization_id": con.get("organization_id", ""), # always include, empty string if missing + }) + + return formatted_conversations + except Exception as e: + logging.error( + f"Error retrieving the conversations for user '{user_id}': {str(e)}" + ) + return [] + + +################################################ +# AZURE GET SECRET +################################################ +def get_azure_key_vault_secret(secret_name): + """ + Retrieve a secret value from Azure Key Vault. + + Args: + secret_name (str): The name of the secret to retrieve. + + Returns: + str: The value of the secret. + + Raises: + Exception: If the secret cannot be retrieved. + """ + from azure.keyvault.secrets import SecretClient + from azure.identity import DefaultAzureCredential + + try: + keyVaultName = os.getenv("AZURE_KEY_VAULT_NAME") + if not keyVaultName: + raise ValueError("Environment variable 'AZURE_KEY_VAULT_NAME' is not set.") + + KVUri = f"https://{keyVaultName}.vault.azure.net" + credential = DefaultAzureCredential() + client = SecretClient(vault_url=KVUri, credential=credential) + logging.info( + f"[webbackend] retrieving {secret_name} secret from {keyVaultName}." + ) + retrieved_secret = client.get_secret(secret_name) + return retrieved_secret.value + except Exception as e: + logging.error(f"Failed to retrieve secret '{secret_name}': {e}") + raise + +################################################ +# SETTINGS UTILS +################################################ + + +def set_settings(client_principal, temperature, model, font_family, font_size, detail_level=None): + + new_setting = {} + container = get_cosmos_container("settings") + + # set default values + temperature = temperature if temperature is not None else 0.0 + model = model if model is not None else "gpt-4.1" + + # validate temperature + if temperature < 0 or temperature > 1: + logging.error( + f"[util__module] set_settings: invalid temperature value {temperature}." + ) + return + + # Add validation for model if necessary + allowed_models = ["gpt-4.1", "Claude-4.5-Sonnet"] + if model not in allowed_models: + logging.error(f"[util__module] set_settings: invalid model value {model}.") + return + + # validate detail level + if detail_level is not None: + allowed_detail_levels = ["brief", "balanced", "detailed"] + if detail_level not in allowed_detail_levels: + logging.error(f"[util__module] set_settings: invalid detail_level value {detail_level}.") + return + + if client_principal["id"]: + query = "SELECT * FROM c WHERE c.user_id = @user_id" + parameters = [{"name": "@user_id", "value": client_principal["id"]}] + + logging.info( + f"[util__module] set_settings: Querying settings for user_id {client_principal['id']}." + ) + + results = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + + if results: + logging.info( + f"[util__module] set_settings: Found existing settings for user_id {client_principal['id']}." + ) + setting = results[0] + + # Update only temperature and model + setting["temperature"] = temperature + setting["model"] = model + + if font_family is not None: + setting["font_family"] = font_family + if font_size is not None: + setting["font_size"] = font_size + if detail_level is not None: + setting["detail_level"] = detail_level + + try: + container.replace_item(item=setting["id"], body=setting) + logging.info( + f"Successfully updated settings document for user {client_principal['id']}" + ) + return {"status": "success", "message": "Settings updated successfully"} + except CosmosResourceNotFoundError: + # This case should ideally not happen if results were found, but handle defensively + logging.error( + f"[util__module] CosmosResourceNotFoundError during update for user {client_principal['id']}" + ) + return { + "status": "error", + "message": "Settings not found during update.", + } + except Exception as e: + logging.error( + f"[util__module] Failed to update settings document for user {client_principal['id']}. Error: {str(e)}" + ) + return { + "status": "error", + "message": f"Failed to update settings: {str(e)}", + } + else: + logging.info( + f"[util__module] set_settings: No settings found for user_id {client_principal['id']}. Creating new document." + ) + + try: + new_setting["id"] = str(uuid.uuid4()) + new_setting["user_id"] = client_principal["id"] + new_setting["temperature"] = temperature + new_setting["model"] = model + new_setting["font_family"] = font_family or "" + new_setting["font_size"] = font_size or "" + new_setting["detail_level"] = detail_level or "balanced" + container.create_item(body=new_setting) + + logging.info( + f"Successfully created new settings document for user {client_principal['id']}" + ) + return {"status": "success", "message": "Settings created successfully"} + except Exception as e: + logging.error( + f"[util__module] Failed to create settings document for user {client_principal['id']}. Error: {str(e)}" + ) + return { + "status": "error", + "message": f"Failed to create settings: {str(e)}", + } + else: + logging.warning( + f"[util__module] set_settings: user_id not provided in client_principal." + ) + return {"status": "error", "message": "User ID not provided."} + + +def get_client_principal(): + """Util to extract the Client Principal Headers""" + client_principal_id = request.headers.get("X-MS-CLIENT-PRINCIPAL-ID") + client_principal_name = request.headers.get("X-MS-CLIENT-PRINCIPAL-NAME") + + if not client_principal_id or not client_principal_name: + return ( + None, + jsonify( + { + "error": "Missing required parameters, client_principal_id or client_principal_name" + } + ), + 400, + ) + + return {"id": client_principal_id, "name": client_principal_name}, None, None + + +def get_setting(client_principal): + if not client_principal or not client_principal.get("id"): + logging.warning("[util__module] get_setting: client_principal ID not provided.") + # Return defaults immediately if no user ID + return { + "temperature": 0.0, + "model": "gpt-4.1", # Default model + "font_family": "", + "font_size": "", + "detail_level": "balanced", + } + + user_id = client_principal["id"] + logging.info(f"User ID found ({user_id}). Getting settings.") + + setting = {} + container = get_cosmos_container("settings") + try: + query = "SELECT c.temperature, c.model, c.font_family, c.font_size, c.detail_level FROM c WHERE c.user_id = @user_id" + parameters = [{"name": "@user_id", "value": user_id}] + result = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + if result: + setting = result[0] + setting["temperature"] = setting.get("temperature", 0.0) + setting["model"] = setting.get("model", "gpt-4.1") + setting["font_family"] = setting.get("font_family", "") + setting["font_size"] = setting.get("font_size", "") + setting["detail_level"] = setting.get("detail_level", "balanced") + logging.info(f"Settings found for user {user_id}: {setting}") + else: # If no settings found, return defaults + logging.info( + f"No settings document found for user {user_id}. Returning defaults." + ) + setting = { + "temperature": 0.0, + "model": "gpt-4.1", # Default model + "font_family": "", + "font_size": "", + "detail_level": "balanced", + } + except CosmosHttpResponseError as e: + # Handle specific Cosmos errors, like 404 Not Found if needed, otherwise log generic error + logging.error( + f"[util__module] get_setting: Cosmos DB error for user {user_id}. Status: {e.status_code}, Message: {e.message}" + ) + # Return defaults on error + setting = { + "temperature": 0.0, + "model": "gpt-4.1", # Default model + "font_family": "", + "font_size": "", + "detail_level": "balanced", + } + except Exception as e: + logging.error( + f"[util__module] get_setting: Unexpected error for user {user_id}. {str(e)}" + ) + # Return defaults on unexpected error + setting = { + "temperature": 0.0, + "model": "gpt-4.1", # Default model + "font_family": "", + "font_size": "", + "detail_level": "balanced", + } + return setting + + +################################################ +# INVITATION UTILS +################################################ + + +def get_invitations(organization_id): + if not organization_id: + return {"error": "Organization ID not found."} + + logging.info( + "Organization ID found. Getting invitations for organization: " + + organization_id + ) + + invitations = [] + container = get_cosmos_container("invitations") + try: + query = "SELECT TOP 1 * FROM c WHERE c.organization_id = @organization_id" + parameters = [{"name": "@organization_id", "value": organization_id}] + result = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + if not result: + logging.info( + f"[get_invitation] No active invitations found for organization {organization_id}" + ) + invitations = result[0] + return {} + if result: + invitations = result + except Exception as e: + logging.info( + f"[get_invitations] get_invitations: something went wrong. {str(e)}" + ) + return invitations + + +def get_invitation(invited_user_email): + if not invited_user_email: + return {"error": "User ID not found."} + logging.info("[get_invitation] Getting invitation for user: " + invited_user_email) + invitation = {} + credential = DefaultAzureCredential() + db_client = CosmosClient(AZURE_DB_URI, credential, consistency_level="Session") + db = db_client.get_database_client(database=AZURE_DB_NAME) + container = db.get_container_client("invitations") + try: + query = "SELECT * FROM c WHERE c.invited_user_email = @invited_user_email AND c.active = true" + parameters = [{"name": "@invited_user_email", "value": invited_user_email}] + result = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + if result: + logging.info( + f"[get_invitation] active invitation found for user {invited_user_email}" + ) + invitation = result[0] + container.replace_item(item=invitation["id"], body=invitation) + logging.info( + f"[get_invitation] Successfully updated invitation status for user {invited_user_email}" + ) + else: + logging.info( + f"[get_invitation] no active invitation found for user {invited_user_email}" + ) + except Exception as e: + logging.error(f"[get_invitation] something went wrong. {str(e)}") + return invitation + + +################################################ +# CHECK USERS UTILS +################################################ +# Get user data from the database +def get_set_user(client_principal): + if not client_principal["id"]: + return {"error": "User ID not found."} + + logging.info("[get_user] Retrieving data for user: " + client_principal["id"]) + + user = {} + container = get_cosmos_container("users") + is_new_user = False + + try: + user = container.read_item( + item=client_principal["id"], partition_key=client_principal["id"] + ) + logging.info(f"[get_user] user_id {client_principal['id']} found.") + except CosmosHttpResponseError: + logging.info( + f"[get_user] User {client_principal['id']} not found. Creating new user." + ) + is_new_user = True + + logging.info("[get_user] Checking user invitations for new user registration") + + email = client_principal["email"] + user_email = email.lower() if email else None + user_invitation = get_invitation(user_email) + try: + user = container.create_item( + body={ + "id": client_principal["id"], + "data": { + "name": client_principal["name"], + "email": user_email, + "role": user_invitation["role"] if user_invitation else "admin", + "organizationId": ( + user_invitation["organization_id"] + if user_invitation + else None + ), + }, + } + ) + # Update the invitation with the registered user ID + if user_invitation: + try: + invitation_id = user_invitation["id"] + user_invitation["invited_user_id"] = client_principal["id"] + + container_inv = get_cosmos_container("invitations") + updated_invitation = container_inv.replace_item( + item=invitation_id, body=user_invitation + ) + logging.info( + f"[get_user] Invitation {invitation_id} updated successfully with user_id {client_principal['id']}" + ) + except Exception as e: + logging.error( + f"[get_user] Failed to update invitation with user_id: {e}" + ) + else: + logging.info( + f"[get_user] No invitation found for user {client_principal['id']}" + ) + except Exception as e: + logging.error(f"[get_user] Error creating the user: {e}") + return { + "is_new_user": False, + "user_data": None, + } + + return {"is_new_user": is_new_user, "user_data": user["data"]} + + +def check_users_existance(): + container = get_cosmos_container("users") + _user = {} + + try: + results = list( + container.query_items( + query="SELECT c FROM c", + max_item_count=1, + enable_cross_partition_query=True, + ) + ) + if results: + if len(results) > 0: + return True + return False + except Exception as e: + logging.info(f"[util__module] get_user: something went wrong. {str(e)}") + return _user + + +def get_user_by_id(user_id): + if not user_id: + return {"error": "User ID not found."} + logging.info("User ID found. Getting data for user: " + user_id) + user = {} + credential = DefaultAzureCredential() + db_client = CosmosClient(AZURE_DB_URI, credential, consistency_level="Session") + db = db_client.get_database_client(database=AZURE_DB_NAME) + container = db.get_container_client("users") + try: + query = "SELECT * FROM c WHERE c.id = @user_id" + parameters = [{"name": "@user_id", "value": user_id}] + result = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=True + ) + ) + if result: + user = result[0] + except Exception as e: + logging.info(f"[get_user] get_user: something went wrong. {str(e)}") + return user + + +def get_users(organization_id): + users_container = get_cosmos_container("users") + invitations_container = get_cosmos_container("invitations") + organizations_container = get_cosmos_container("organizations") + + try: + # 1. Get all invitations for the organization + invitation_result = list(invitations_container.query_items( + query=""" + SELECT c.invited_user_id, c.role, c.active, c.invited_user_email, c.nickname, c.token_expiry, c.id, c.redeemed_at + FROM c + WHERE c.organization_id = @organization_id + """, + parameters=[{"name": "@organization_id", "value": organization_id}], + enable_cross_partition_query=True, + )) + + # Map user_id to role and active for invitations with invited_user_id + user_roles = { + item["invited_user_id"]: {"role": item["role"], "active": item.get("active", False)} + for item in invitation_result if item.get("invited_user_id") + } + + # 2. Obtain organization owner + org_result = organizations_container.query_items( + query="SELECT VALUE c.owner FROM c WHERE c.id = @org_id", + parameters=[{"name": "@org_id", "value": organization_id}], + enable_cross_partition_query=True, + ) + owner_list = list(org_result) + if owner_list: + owner_id = owner_list[0] + user_roles[owner_id] = {"role": "admin", "active": True} + + filtered_users = [] + existing_emails = set() + user_ids = list(user_roles.keys()) + BATCH_SIZE = 10 + + # 3. Bring active users + for i in range(0, len(user_ids), BATCH_SIZE): + found_user_ids = set() + batch_ids = user_ids[i : i + BATCH_SIZE] + in_clause = ", ".join([f'"{uid}"' for uid in batch_ids]) + query = f""" + SELECT * FROM c WHERE c.id IN ({in_clause}) + """ + user_batch_result = users_container.query_items( + query=query, + enable_cross_partition_query=True, + ) + + for user in user_batch_result: + uid = user["id"] + found_user_ids.add(uid) + # Look for inactive and NOT redeemed invitation for this user + invitation = next( + ( + item for item in invitation_result + if item.get("invited_user_id") == uid + and item.get("active") == False + and not item.get("redeemed_at") + ), + None + ) + # Search for inactive and YES redeemed invitation for this user + invitation_redeemed = next( + ( + item for item in invitation_result + if item.get("invited_user_id") == uid + and item.get("active") == False + and item.get("redeemed_at") + ), + None + ) + # If there is an inactive invitation and NOT redeemed, display as a guest. + if invitation: + email = invitation.get("invited_user_email", "") + filtered_users.append({ + "id": None, + "invitation_id": invitation.get("id"), + "data": { + "name": invitation.get("nickname", ""), + "email": email + }, + "role": invitation.get("role"), + "active": invitation.get("active", False), + "user_new": True, + "token_expiry": invitation.get("token_expiry"), + "nickname": invitation.get("nickname", "") + }) + if email: + existing_emails.add(email) + # If there is inactive invitation and YES redeemed, DO NOT add anything (skip this user) + elif invitation_redeemed: + continue + # If active and no redeemed invitation, display as active user + elif user_roles.get(uid, {}).get("active"): + user["role"] = user_roles.get(uid, {}).get("role") + user["active"] = user_roles.get(uid, {}).get("active") + user["user_new"] = False + user["user_account_created"] = True + filtered_users.append(user) + email = user.get("data", {}).get("email") + if email: + existing_emails.add(email) + + # 3.5. Add invitations with active+redeemed but no user (user_account_created=False), only once per invitation + for item in invitation_result: + email = item.get("invited_user_email", "") + if ( + not item.get("invited_user_id") + and item.get("active") + and item.get("redeemed_at") + and email not in existing_emails + ): + filtered_users.append({ + "id": None, + "invitation_id": item.get("id"), + "data": { + "name": item.get("nickname", ""), + "email": email + }, + "role": item.get("role"), + "active": item.get("active", False), + "user_new": True, + "token_expiry": item.get("token_expiry"), + "nickname": item.get("nickname", ""), + "user_account_created": False + }) + if email: + existing_emails.add(email) + + # 4. Add invitations without invited_user_id as "new" users + for item in invitation_result: + if ( + not item.get("invited_user_id") + and not item.get("redeemed_at") + ): + token_expiry = item.get("token_expiry") + email = item.get("invited_user_email", "") + filtered_users.append({ + "id": None, + "invitation_id": item.get("id"), + "data": { + "name": "", + "email": email + }, + "role": item.get("role"), + "active": item.get("active", False), + "user_new": True, + "token_expiry": token_expiry, + "nickname": item.get("nickname", "") + }) + if email: + existing_emails.add(email) + + return filtered_users + + except CosmosHttpResponseError: + logging.exception("[get_users] Cosmos error") + except Exception: + logging.exception("[get_users] General error") + + return [] + + +def delete_user(user_id, organization_id): + if not user_id: + return {"error": "User ID not found."} + if not organization_id: + return {"error": "Organization ID not found."} + + logging.info("User ID found. Deleting user: " + user_id+"for this organization: "+ organization_id) + + container = get_cosmos_container("users") + try: + user = container.read_item(item=user_id, partition_key=user_id) + user_email = user["data"]["email"] + logging.info(f"[delete_user] User {user_id} deleted from its organization") + logging.info(f"[delete_user] Deleting all {user_id} active invitations") + inv_container = get_cosmos_container("invitations") + invitations = inv_container.query_items( + query="SELECT * FROM c WHERE c.invited_user_email = @user_email AND c.organization_id = @org_id", + parameters=[ + {"name": "@user_email", "value": user_email} + , {"name": "@org_id", "value": organization_id} + ], + enable_cross_partition_query=True, + ) + for invitation in invitations: + inv_container.delete_item(item=invitation["id"], partition_key=invitation["id"]) + logging.info(f"[delete_user] Invitation {invitation['id']} deleted for user {user_id} for this organization {organization_id}") + + return jsonify("Success") + except CosmosResourceNotFoundError: + logging.warning(f"[delete_user] User not Found.") + raise NotFound + except CosmosHttpResponseError: + logging.warning(f"[delete_user] Unexpected Error in the CosmosDB Database") + except Exception as e: + logging.error(f"[delete_user] delete_user: something went wrong. {str(e)}") + +def delete_invitation(invitation_id): + if not invitation_id: + return {"error": "Invitation ID not provided."} + + container = get_cosmos_container("invitations") + + try: + original_invitation = container.read_item(item=invitation_id, partition_key=invitation_id) + invited_user_email = original_invitation.get("invited_user_email") + organization_id = original_invitation.get("organization_id") + + if not invited_user_email or not organization_id: + logging.warning("[delete_invitation] Missing invited_user_email or organization_id.") + return {"error": "Invalid invitation data."} + + logging.info(f"[delete_invitation] Deleting all invitations for user {invited_user_email} in organization {organization_id}") + + query = """ + SELECT c.id FROM c + WHERE c.invited_user_email = @user_email AND c.organization_id = @org_id + """ + parameters = [ + {"name": "@user_email", "value": invited_user_email}, + {"name": "@org_id", "value": organization_id} + ] + + items = list(container.query_items( + query=query, + parameters=parameters, + enable_cross_partition_query=True + )) + + if not items: + logging.info("[delete_invitation] No matching invitations found.") + return {"status": "no_invitations_found"} + + for item in items: + container.delete_item(item=item["id"], partition_key=item["id"]) + logging.info(f"[delete_invitation] Deleted invitation {item['id']}") + + return {"status": "success", "deleted_count": len(items)} + + except CosmosResourceNotFoundError: + logging.warning("[delete_invitation] Original invitation not found.") + raise NotFound + except CosmosHttpResponseError as e: + logging.error(f"[delete_invitation] Cosmos DB error: {e}") + return {"error": "Cosmos DB error."} + except Exception as e: + logging.error(f"[delete_invitation] Unexpected error: {str(e)}") + return {"error": "Unexpected error."} + +def get_graph_api_token(): + tenant_id = os.getenv("AAD_TENANT_ID") + client_id = os.getenv("AAD_CLIENT_ID") + client_secret = os.getenv("AAD_CLIENT_SECRET") + + url = f"https://login.microsoftonline.com/{tenant_id}/oauth2/v2.0/token" + headers = { "Content-Type": "application/x-www-form-urlencoded" } + data = { + "grant_type": "client_credentials", + "client_id": client_id, + "client_secret": client_secret, + "scope": "https://graph.microsoft.com/.default" + } + + response = requests.post(url, headers=headers, data=data) + + if response.status_code == 200: + return response.json().get("access_token") + else: + logging.error(f"Could not get token: {response.text}") + return None + +def reset_password(user_id, new_password): + token = get_graph_api_token() + GRAPH_API_URL = "https://graph.microsoft.com/v1.0" + if not token: + raise Exception("Could not obtain Graph API token.") + + url = f"{GRAPH_API_URL}/users/{user_id}" + headers = { + "Authorization": f"Bearer {token}", + "Content-Type": "application/json" + } + body = { + "passwordProfile": { + "password": new_password, + "forceChangePasswordNextSignIn": False + } + } + + response = requests.patch(url, headers=headers, json=body) + + if response.status_code == 204: + logging.info(f"[reset_password] Password reset for user {user_id}") + elif response.status_code == 404: + raise NotFound(f"User {user_id} not found.") + else: + logging.error(f"Failed to reset password: {response.text}") + raise Exception("Failed to reset password") + +################################################ +# WEB SCRAPING UTILS +################################################ + + +# delete an url by id and organization id from the container OrganizationWebsites +def delete_url_by_id(url_id, organization_id): + if not url_id or not organization_id: + return {"error": "URL ID and Organization ID are required."} + + logging.info(f"Deleting URL: {url_id} from organization: {organization_id}") + + container = get_cosmos_container("organizationWebsites") + try: + # get the blob path from the url document + url_document = container.read_item(item = url_id, partition_key = organization_id) + blob_path = url_document.get("blobPath") + + # delete the blob from storage if exists + if blob_path: + try: + from financial_doc_processor import BlobStorageManager + blob_storage_manager = BlobStorageManager() + container_client = blob_storage_manager.blob_service_client.get_container_client("documents") + blob_client = container_client.get_blob_client(blob_path) + + if blob_client.exists(): + blob_client.delete_blob() + logging.info(f"[delete_url] Blob {blob_path} deleted successfully") + else: + logging.warning(f"[delete_url] Blob {blob_path} not found in storage") + except Exception as blob_error: + logging.error(f"[delete_url] Error deleting blob {blob_path}: {str(blob_error)}") + + # Delete the URL document from Cosmos DB + container.delete_item(item=url_id, partition_key=organization_id) + logging.info(f"[delete_url] URL {url_id} deleted successfully") + return jsonify("Success") + except CosmosResourceNotFoundError: + logging.warning(f"[delete_url] URL not Found.") + raise NotFound + except CosmosHttpResponseError: + logging.warning(f"[delete_url] Unexpected Error in the CosmosDB Database") + except Exception as e: + logging.error(f"[delete_url] delete_url: something went wrong. {str(e)}") + + +# search urls +def search_urls(search_term, organization_id): + if not search_term or not organization_id: + return {"error": "Search term and Organization ID are required."} + + # Clean and validate input + cleaned_search_term = search_term.strip() + if not cleaned_search_term: + return {"error": "Search term cannot be empty after removing whitespace."} + + # Normalize internal whitespace + cleaned_search_term = " ".join(cleaned_search_term.split()) + + # if len(cleaned_search_term) < 2: + # return {"error": "Search term must be at least 2 characters long."} # not that important + + logging.info( + f"[search_urls] Searching for URLs in organization: {organization_id} with search term: '{cleaned_search_term}'" + ) + + try: + container = get_cosmos_container("organizationWebsites") + + # Split into words + words = cleaned_search_term.split() + + if len(words) == 1: + # Single word search + word = words[0] + url_encoded_word = urllib.parse.quote(word) + + query = """ + SELECT * FROM c + WHERE c.organizationId = @organization_id + AND ( + CONTAINS(LOWER(c.url), LOWER(@word)) + OR CONTAINS(LOWER(c.url), LOWER(@encoded_word)) + ) + """ + parameters = [ + {"name": "@organization_id", "value": organization_id}, + {"name": "@word", "value": word}, + {"name": "@encoded_word", "value": url_encoded_word}, + ] + else: + # Multi-word search with OR logic + word_conditions = [] + parameters = [{"name": "@organization_id", "value": organization_id}] + + for i, word in enumerate(words): + # Add both regular and URL-encoded versions for each word + word_conditions.append( + f"(CONTAINS(LOWER(c.url), LOWER(@word{i})) OR CONTAINS(LOWER(c.url), LOWER(@encoded_word{i})))" + ) + parameters.append({"name": f"@word{i}", "value": word}) + parameters.append( + {"name": f"@encoded_word{i}", "value": urllib.parse.quote(word)} + ) + + # Join with OR - any word match is enough + query = f"SELECT * FROM c WHERE c.organizationId = @organization_id AND ({' OR '.join(word_conditions)})" + + result = list( + container.query_items( + query=query, parameters=parameters, enable_cross_partition_query=False + ) + ) + + logging.info(f"[search_urls] Found {len(result)} URLs matching the search term") + return result + + except Exception as e: + logging.error(f"[search_urls] search_urls: something went wrong. {str(e)}") + return [] + +def modify_url(url_id, organization_id, new_url): + if not url_id or not organization_id or not new_url: + return {"error": "URL ID, Organization ID and new URL are required."} + + logging.info(f"[modify_url] Modifying URL: {url_id} in organization: {organization_id} to {new_url}") + + container = get_cosmos_container("organizationWebsites") + try: + # Step 1: Get existing document using correct partition key + existing_doc = container.read_item(item=url_id, partition_key=organization_id) + + # Step 2: Delete the previous scraped data from blob storage if it exists + old_blob_path = existing_doc.get("blobPath") + if old_blob_path: + try: + from financial_doc_processor import BlobStorageManager + blob_storage_manager = BlobStorageManager() + container_client = blob_storage_manager.blob_service_client.get_container_client("documents") + blob_client = container_client.get_blob_client(old_blob_path) + + if blob_client.exists(): + blob_client.delete_blob() + logging.info(f"[modify_url] Previous scraped data blob {old_blob_path} deleted successfully") + else: + logging.warning(f"[modify_url] Previous scraped data blob {old_blob_path} not found in storage") + except Exception as blob_error: + logging.error(f"[modify_url] Error deleting previous scraped data blob {old_blob_path}: {str(blob_error)}") + + # Step 3: Update the URL field, timestamp, and reset scraping-related fields + existing_doc["url"] = new_url + existing_doc["lastModified"] = datetime.now(timezone.utc).isoformat() + # Reset scraping-related fields since the URL has changed + existing_doc["status"] = "Processing" + existing_doc["result"] = "Pending" + existing_doc["error"] = None + existing_doc["contentLength"] = None + existing_doc["title"] = None + existing_doc["blobPath"] = None + + # Step 4: Replace item with the updated data + container.replace_item(item=url_id, body=existing_doc) + + logging.info(f"[modify_url] URL {url_id} modified successfully") + return {"message": "URL modified successfully"} + + except CosmosResourceNotFoundError: + logging.warning(f"[modify_url] URL not Found.") + raise NotFound + except CosmosHttpResponseError as e: + logging.warning(f"[modify_url] Cosmos HTTP Error: {e}") + raise + except Exception as e: + logging.error(f"[modify_url] modify_url: something went wrong. {str(e)}") + raise + +def validate_url(url: str) -> Tuple[bool, str]: + """ + Validate URL format and scheme. + + Args: + url (str): URL to validate + + Returns: + Tuple[bool, str]: (is_valid, error_message) + """ + if not url or not isinstance(url, str): + return False, "URL must be a non-empty string" + + url = url.strip() + if not url: + return False, "URL cannot be empty" + + try: + parsed = urlparse(url) + if not parsed.scheme or not parsed.netloc: + return False, "URL must include scheme (e.g., https://) and hostname" + if parsed.scheme not in ['http', 'https']: + return False, "URL must use http or https scheme" + return True, "" + except Exception: + return False, "Invalid URL format" + +# get all urls for an organization from the container OrganizationWebsites +def get_organization_urls(organization_id): + if not organization_id: + return {"error": "Organization ID is required."} + + logging.info(f"[get_organization_urls] Getting all URLs for organization: {organization_id}") + + try: + container = get_cosmos_container("organizationWebsites") + + query = "SELECT * FROM c WHERE c.organizationId = @organization_id ORDER BY c.lastModified DESC" + parameters = [{"name": "@organization_id", "value": organization_id}] + + result = list( + container.query_items( + query=query, + parameters=parameters, + enable_cross_partition_query=False + ) + ) + + logging.info(f"[get_organization_urls] Found {len(result)} URLs for organization {organization_id}") + return result + + except Exception as e: + logging.error(f"[get_organization_urls] get_organization_urls: something went wrong. {str(e)}") + return [] + +# Helper function to find existing URL for an organization +def find_existing_url(organization_id, url): + """ + Check if a URL already exists for the given organization. + + Args: + organization_id (str): The organization ID + url (str): The URL to check + + Returns: + dict or None: The existing document if found, None otherwise + """ + if not organization_id or not url: + return None + + try: + container = get_cosmos_container("organizationWebsites") + + query = "SELECT * FROM c WHERE c.organizationId = @organization_id AND c.url = @url" + parameters = [ + {"name": "@organization_id", "value": organization_id}, + {"name": "@url", "value": url} + ] + + result = list( + container.query_items( + query=query, + parameters=parameters, + enable_cross_partition_query=False + ) + ) + + return result[0] if result else None + + except Exception as e: + logging.error(f"[find_existing_url] Error checking existing URL: {str(e)}") + return None + +# Add or update a URL in the container OrganizationWebsites +def add_or_update_organization_url(organization_id, url, scraping_result=None, added_by_id=None, added_by_name=None): + """ + Add a new URL or update an existing one with scraping results. + + Args: + organization_id (str): The organization ID + url (str): The URL to add or update + scraping_result (dict): The scraping result data + added_by_id (str): User ID who added/updated the URL + added_by_name (str): User name who added/updated the URL + + Returns: + dict: Result with message and document ID + """ + if not organization_id or not url: + return {"error": "Organization ID and URL are required."} + + try: + container = get_cosmos_container("organizationWebsites") + + # Check if URL already exists + existing_doc = find_existing_url(organization_id, url) + + if existing_doc: + # Update existing document + logging.info(f"[add_or_update_organization_url] Updating existing URL: {url} in organization: {organization_id} by user: {added_by_name or 'Unknown'}") + + # Update fields with new scraping results + existing_doc["lastModified"] = datetime.now(timezone.utc).isoformat() + existing_doc["status"] = "Processing" if not scraping_result else ("Active" if scraping_result.get("status") == "success" else "Error") + existing_doc["result"] = "Pending" if not scraping_result else ("Success" if scraping_result.get("status") == "success" else "Failed") + existing_doc["error"] = scraping_result.get("error") if scraping_result and scraping_result.get("error") else None + existing_doc["contentLength"] = scraping_result.get("content_length") if scraping_result else None + existing_doc["title"] = scraping_result.get("title") if scraping_result else None + existing_doc["blobPath"] = scraping_result.get("blob_path") if scraping_result else None + + # Replace the document + container.replace_item(item=existing_doc["id"], body=existing_doc) + + logging.info(f"[add_or_update_organization_url] URL {existing_doc['id']} updated successfully by {added_by_name or 'Unknown'}") + return {"message": "URL updated successfully", "id": existing_doc["id"], "action": "updated"} + + else: + # Create new document + logging.info(f"[add_or_update_organization_url] Adding new URL: {url} to organization: {organization_id} by user: {added_by_name or 'Unknown'}") + + # Generate a unique ID for the URL entry + url_id = str(uuid.uuid4()) + + # Create the document + url_document = { + "id": url_id, + "organizationId": organization_id, + "url": url, + "dateAdded": datetime.now(timezone.utc).isoformat(), + "lastModified": datetime.now(timezone.utc).isoformat(), + "status": "Processing" if not scraping_result else ("Active" if scraping_result.get("status") == "success" else "Error"), + "result": "Pending" if not scraping_result else ("Success" if scraping_result.get("status") == "success" else "Failed"), + "error": scraping_result.get("error") if scraping_result and scraping_result.get("error") else None, + "contentLength": scraping_result.get("content_length") if scraping_result else None, + "title": scraping_result.get("title") if scraping_result else None, + "blobPath": scraping_result.get("blob_path") if scraping_result else None, + "addedBy": { + "userId": added_by_id, + "userName": added_by_name, + "dateAdded": datetime.now(timezone.utc).isoformat() + } if added_by_id else None + } + + # Insert the document + container.create_item(body=url_document) + + logging.info(f"[add_or_update_organization_url] URL {url_id} added successfully by {added_by_name or 'Unknown'}") + return {"message": "URL added successfully", "id": url_id, "action": "added"} + + except Exception as e: + logging.error(f"[add_or_update_organization_url] add_or_update_organization_url: something went wrong. {str(e)}") + raise + + +################################################ +# CONVERSATION TIME TRACKING +################################################ + + +def calculate_conversation_duration(conversation_id, user_id): + """ + Calculate the duration of a conversation in seconds. + + Args: + conversation_id (str): The conversation ID + user_id (str): The user ID (partition key) + + Returns: + int: Duration in seconds, or 0 if conversation not found or no messages + """ + try: + if not conversation_id or not user_id: + raise ValueError("conversation_id and user_id are required") + + container = get_cosmos_container("conversations") + conversation = container.read_item(item=conversation_id, partition_key=user_id) + + conversation_data = conversation.get("conversation_data", {}) + start_date_str = conversation_data.get("start_date") + last_message_time_str = conversation_data.get("last_message_time") + + if not start_date_str: + logging.warning(f"Conversation {conversation_id} has no start_date") + return 0 + + # Parse start date + start_date = datetime.fromisoformat(start_date_str.replace("Z", "+00:00")) + + # If we have last_message_time, use it; otherwise use current time + if last_message_time_str: + end_date = datetime.fromisoformat(last_message_time_str.replace("Z", "+00:00")) + else: + end_date = datetime.now(timezone.utc) + + duration = (end_date - start_date).total_seconds() + return max(0, int(duration)) + + except Exception as e: + logging.error(f"Error calculating duration for conversation {conversation_id}: {e}") + return 0 + + +def update_conversation_timestamps(conversation_id, user_id, is_active=True): + """ + Update the last_message_time and duration for a conversation. + + Args: + conversation_id (str): The conversation ID + user_id (str): The user ID (partition key) + is_active (bool): Whether the conversation is still active + + Returns: + dict: Updated conversation document, or None if error + """ + try: + if not conversation_id or not user_id: + raise ValueError("conversation_id and user_id are required") + + container = get_cosmos_container("conversations") + conversation = container.read_item(item=conversation_id, partition_key=user_id) + + conversation_data = conversation.get("conversation_data", {}) + now = datetime.now(timezone.utc).isoformat() + + # Update last_message_time + conversation_data["last_message_time"] = now + conversation_data["is_active"] = is_active + + # If marking as inactive, set end_date + if not is_active and "end_date" not in conversation_data: + conversation_data["end_date"] = now + + # Calculate and update duration + start_date_str = conversation_data.get("start_date") + if start_date_str: + start_date = datetime.fromisoformat(start_date_str.replace("Z", "+00:00")) + end_time = datetime.fromisoformat(now.replace("Z", "+00:00")) + duration_seconds = int((end_time - start_date).total_seconds()) + conversation_data["duration_seconds"] = max(0, duration_seconds) + + conversation["conversation_data"] = conversation_data + + # Upsert the conversation + container.upsert_item(conversation) + logging.info(f"Updated timestamps for conversation {conversation_id}") + return conversation + + except Exception as e: + logging.error(f"Error updating timestamps for conversation {conversation_id}: {e}") + return None + + +def get_conversation_duration_seconds(conversation_id, user_id): + """ + Get the stored duration of a conversation in seconds. + + Args: + conversation_id (str): The conversation ID + user_id (str): The user ID (partition key) + + Returns: + int: Duration in seconds, or calculated duration if not stored + """ + try: + if not conversation_id or not user_id: + raise ValueError("conversation_id and user_id are required") + + container = get_cosmos_container("conversations") + conversation = container.read_item(item=conversation_id, partition_key=user_id) + + conversation_data = conversation.get("conversation_data", {}) + + # Return stored duration if available + stored_duration = conversation_data.get("duration_seconds") + if stored_duration is not None: + return stored_duration + + # Otherwise calculate it + return calculate_conversation_duration(conversation_id, user_id) + + except Exception as e: + logging.error(f"Error getting duration for conversation {conversation_id}: {e}") + return 0 + + +def check_conversation_session_limit(conversation_id, user_id, org_id): + """ + Check if a conversation has exceeded its session time limit. + + Args: + conversation_id (str): The conversation ID + user_id (str): The user ID (partition key) + org_id (str): The organization ID + + Returns: + dict: { + "allowed": bool, + "duration_seconds": int, + "limit_seconds": int, + "remaining_seconds": int, + "exceeded": bool + } + """ + from subscription_tiers import get_max_session_duration_seconds + from shared.cosmo_db import get_organization_subscription + + try: + # Get organization tier + org = get_organization_subscription(org_id) + tier = org.get("subscriptionTier", "free") + + # Get session limit + limit_seconds = get_max_session_duration_seconds(tier) + + # Get current conversation duration + duration_seconds = calculate_conversation_duration(conversation_id, user_id) + + # -1 means unlimited + if limit_seconds == -1: + return { + "allowed": True, + "duration_seconds": duration_seconds, + "limit_seconds": -1, + "remaining_seconds": -1, + "exceeded": False, + "unlimited": True + } + + remaining_seconds = max(0, limit_seconds - duration_seconds) + exceeded = duration_seconds >= limit_seconds + + return { + "allowed": not exceeded, + "duration_seconds": duration_seconds, + "limit_seconds": limit_seconds, + "remaining_seconds": remaining_seconds, + "exceeded": exceeded, + "unlimited": False + } + + except Exception as e: + logging.error(f"Error checking session limit for conversation {conversation_id}: {e}") + # Default to allowing in case of error + return { + "allowed": True, + "duration_seconds": 0, + "limit_seconds": -1, + "remaining_seconds": -1, + "exceeded": False, + "error": str(e) + } + + +def track_conversation_usage(conversation_id, user_id, org_id): + """ + Track conversation usage and update organization usage counters. + This should be called after each message in a conversation. + + Args: + conversation_id (str): The conversation ID + user_id (str): The user ID (partition key) + org_id (str): The organization ID + + Returns: + dict: Usage tracking result with status + """ + from shared.cosmo_db import update_organization_usage, check_organization_limits + + try: + # Update conversation timestamps + conversation = update_conversation_timestamps(conversation_id, user_id, is_active=True) + if not conversation: + return {"success": False, "error": "Failed to update conversation"} + + # Get conversation duration + duration_seconds = get_conversation_duration_seconds(conversation_id, user_id) + + # Check if organization has time remaining + limits_check = check_organization_limits(org_id) + + # Check session limit + session_check = check_conversation_session_limit(conversation_id, user_id, org_id) + + return { + "success": True, + "conversation_duration_seconds": duration_seconds, + "organization_limits": limits_check, + "session_limits": session_check, + "warnings": { + "monthly_limit_warning": limits_check.get("percentage_used", 0) >= 80, + "session_limit_warning": ( + session_check.get("duration_seconds", 0) / session_check.get("limit_seconds", 1) >= 0.8 + if session_check.get("limit_seconds", -1) > 0 else False + ) + } + } + + except Exception as e: + logging.error(f"Error tracking conversation usage for {conversation_id}: {e}") + return {"success": False, "error": str(e)} \ No newline at end of file diff --git a/backend/web.config b/backend/web.config new file mode 100644 index 00000000..706ab756 --- /dev/null +++ b/backend/web.config @@ -0,0 +1,64 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/docs/Nam Endpoint Documentation.md b/docs/Nam Endpoint Documentation.md new file mode 100644 index 00000000..d78d64af --- /dev/null +++ b/docs/Nam Endpoint Documentation.md @@ -0,0 +1,607 @@ +# Nam Endpoint Documentation + + +# 1. Get financial data + +An API endpoint that processes and uploads financial documents from SEC EDGAR. This function handles the downloading, processing, and uploading of SEC filings for specified companies. + + +GET /api/SECEdgar/financialdocuments + + +Request Body JSON payload with the following parameters: +| Parameter | Type | Required | Description | +|-----------|------|----------|-------------| +| equity_id | string | Yes | Stock symbol/ticker (e.g., 'AAPL', 'MSFT') | +| filing_type | string | Yes | Type of SEC filing (Currently supports 10-K, 10-Q, 8-K, DEF 14A) | +| after_date | string | No | Optional date filter in YYYY-MM-DD format | + + +## Example Request + +```bash +{ + "equity_id": "AAPL", + "filing_type": "10-K", + "after_date": "2023-01-01" +} +``` + +## Response + +### Success Response +Returns a JSON object with the processing results: + +```bash +{ + "status": "success", + "code": 200, + "message": "Document processed successfully", + "results": { + "": { + "": { + "blob_path": "financial//.pdf", + "blob_url": "https:///documents/financial//.pdf", + "metadata": { + "equity_id": "", + "filing_type": "", + "source": "SEC EDGAR", + "uploaded_date": "YYYY-MM-DD" + }, + "status": "success" + } + } + } +} +``` + +### Error Response + + +**404 Not Found** + +No document found for the given equity_id and filing_type **after the given date** + +```bash +{ + "code": 404, + "message": "No 10-Q found after for ", + "status": "not_found" +} +``` + +**500 Internal Server Error** + +Returned when server-side processing fails + +```bash +{ + "status": "error", + "message": "", + "code": 500 +} +``` + +Dependencies +- Requires **wkhtmltopdf** to be installed on the system + +**400 Bad Request** +Returned when the request is invalid or missing required parameters + +```bash +{ + "code": 400, + "message": "", + "status": "bad_request" +} +``` + +# 2. Summarization + +Endpoint to generate a summary of financial documents + +POST /api/SECEdgar/financialdocuments/summary + +Request Body JSON payload with the following parameters: + +| Parameter | Type | Required | Description | +|-----------|------|----------|-------------| +| equity_name | string | Yes | Stock symbol/ticker (e.g., 'AAPL', 'MSFT') | +| financial_type | string | Yes | Type of SEC filing (Currently supports 10-K, 10-Q, 8-K, DEF 14A) | + + +### Example Request + +```bash +{ + "equity_name": "", + "financial_type": "" # 10-K, 10-Q, 8-K, DEF 14A +} +``` + +## Response + +### Success Response + + +```bash +{ + "status": "success", + "equity_name": "", + "financial_type": "", + "blob_path": "financial//_summary.pdf", + "remote_blob_url": "https:///documents/financial//_summary.pdf", + "summary": "" +} +``` + +### Error Response + +```bash +# 1. Request Validation Errors (400) +# Invalid JSON +return jsonify({ + 'error': 'Invalid request', + 'details': 'Request body is requred and must be a valid JSON object' +}), 400 + +# Missing fields +return jsonify({ + 'error': 'Missing required fields', + 'details': 'equity_name and financial_type are required' +}), 400 + +# Invalid types +return jsonify({ + 'error': 'Invalid input type', + 'details': 'equity_name and financial_type must be strings' +}), 400 + +# 2. Service Errors (503) +# Connection issues +return jsonify({ + 'error': 'Connection error', + 'details': 'Failed to connect to storage service' +}), 503 + +# 3. Internal Server Errors (500) +# Service initialization +return jsonify({ + 'error': 'Service initialization failed', + 'details': str(e) +}), 500 + +# Directory management +return jsonify({ + 'error': 'Cleanup failed', + 'details': 'Failed to clean up directories to prepare for processing' +}), 500 + +# Generic unexpected errors +return jsonify({ + 'error': 'Internal server error', + 'details': str(e) +}), 500 + +``` + +# 3. Process and Summarize Edgar Financial Documents +Endpoint to process and generate summaries for SEC Edgar financial documents in a single request. + +POST /api/SECEdgar/financialdocuments/process-and-summarize + +### Example Request + +```json +{ +"equity_id": "AAPL", // Stock symbol/ticker +"filing_type": "10-K", // SEC filing type +"after_date": "2023-01-01" // Optional, format: YYYY-MM-DD +} +``` + +### Required Fields +| Field | Type | Description | +|-------|------|-------------| +| equity_id | string | Stock symbol/ticker (e.g., 'AAPL') | +| filing_type | string | Type of SEC filing (must be one of FILING_TYPES) | + +### Optional Fields +| Field | Type | Description | +|-------|------|-------------| +| after_date | string | Filter for filings after this date (YYYY-MM-DD format) | + +## Processing Steps +1. Document Processing: Downloads and processes SEC Edgar document (it uses the financialdocuments endpoint) +2. Summary Generation: Creates a summary of the processed document (it uses the summary endpoint) + +## Responses + +### Success Response + +Returns a JSON object containing both the document processing and summary results: + +```json +{ + "status": "success", + "edgar_data_process": { + "code": 200, + "message": "Document processed successfully", + "status": "success", + "results": { + "": { + "": { + "blob_path": "financial//.pdf", + "blob_url": "https:///documents/financial//.pdf", + "metadata": { + "equity_id": "", + "filing_type": "", + "source": "SEC EDGAR", + "uploaded_date": "YYYY-MM-DD" + }, + "status": "success" + } + } + } + }, + "summary_process": { + "status": "success", + "equity_name": "", + "financial_type": "", + "blob_path": "financial//_summary.pdf", + "remote_blob_url": "https:///documents/financial//_summary.pdf", + "summary": "" + } +} +``` + +#### Response Fields + +##### Top Level +| Field | Type | Description | +|-------|------|-------------| +| status | string | Overall processing status | +| edgar_data_process | object | Results from document processing | +| summary_process | object | Results from summary generation | + +##### Edgar Data Process +| Field | Type | Description | +|-------|------|-------------| +| code | number | HTTP status code (200 for success) | +| message | string | Processing status message | +| status | string | Processing status | +| results | object | Document processing results by equity | + +##### Summary Process +| Field | Type | Description | +|-------|------|-------------| +| status | string | Summary generation status | +| equity_name | string | Stock symbol/ticker | +| financial_type | string | Type of SEC filing | +| blob_path | string | Path to summary file in storage | +| remote_blob_url | string | Full URL to access summary | +| summary | string | Generated text summary | + + + +### Error Responses + +#### 1. Bad Request (400) +Returned for request validation errors: + +```json +{ + "status": "error", + "error": "", + "details": "", + "timestamp": "" +} +``` + +Common 400 error scenarios: +```json +// Missing JSON body +{ + "status": "error", + "error": "Invalid request", + "details": "Request body is required and must be a valid JSON object", + "timestamp": "2024-01-10T12:00:00Z" +} + +// Missing required fields +{ + "status": "error", + "error": "Missing required fields", + "details": "Missing required fields: equity_id, filing_type", + "timestamp": "2024-01-10T12:00:00Z" +} + +// Invalid filing type +{ + "status": "error", + "error": "Invalid filing type", + "details": "Invalid filing type. Must be one of: 10-K, 10-Q, 8-K, DEF 14A", + "timestamp": "2024-01-10T12:00:00Z" +} + +// Invalid date format +{ + "status": "error", + "error": "Invalid date format", + "details": "Use YYYY-MM-DD", + "timestamp": "2024-01-10T12:00:00Z" +} +``` + +#### 2. Not Found (404) +Returned when the requested document cannot be found: + +```json +{ + "status": "not_found", + "error": "No document found for the specified criteria", + "code": 404, + "timestamp": "" +} +``` + +#### 3. Internal Server Error (500) +Returned for processing failures: + +```json +{ + "status": "error", + "error": "", + "details": "", + "timestamp": "" +} +``` + +Common 500 error scenarios: +```json +// Document processing failure +{ + "status": "error", + "error": "Document processing failed", + "details": "Failed to process SEC Edgar document", + "timestamp": "2024-01-10T12:00:00Z" +} + +// Summary generation failure +{ + "status": "error", + "error": "Summary generation failed", + "details": "Failed to generate document summary", + "timestamp": "2024-01-10T12:00:00Z" +} + +// Unexpected error +{ + "status": "error", + "error": "An unexpected error occurred while processing the document", + "details": "", + "timestamp": "2024-01-10T12:00:00Z" +} +``` + +# 4. Curation Report + +Endpoint to generate curated reports based on a specific topic + +POST /api/reports/generate/curation + +### Example Request + +```bash +{ + "report_topic": "" # Monthly_Economics, Weekly_Economics, Ecommerce +} +``` + +## Response + +### Success Response + +```json +{ + "status": "success", + "message": "Report generated for ", + "report_url": "https:///documents/Reports/Curation_Reports///Week_.html" +} +``` +#### Response Fields +| Field | Type | Description | +|-------|------|-------------| +| status | string | Processing status ("success") | +| message | string | Confirmation message including the report type | +| report_url | string | Full URL to access the generated report | + +#### URL Structure +The `report_url` follows this pattern: +- Weekly reports: `.../Reports/Curation_Reports///Week_.html` +- Monthly reports: `.../Reports/Curation_Reports//.html` + +### Error Response + +**Missing required fields** + +```json +{ + "error": "report_topic is required" +} +``` + +**Invalid report type** + +```json +{ +"error": "Invalid report type. Please choose from: []" +} +``` + +**Internal Server Error** + +```json +{ +"error": "An unexpected error occurred while generating the report" +} +``` + +# 5. Send Email Endpoint + +Endpoint to send HTML-formatted emails with optional attachments and storage capabilities. + +POST /api/reports/email + +### Example Request + +```json +{ + "subject": "Email subject", + "html_content": "HTML formatted content", + "recipients": ["email1@domain.com", "email2@domain.com"], + "attachment_path": "path/to/attachment.pdf", // Optional + "save_email": "yes" // Optional, default: "no" +} + +``` +### Required Fields +| Field | Type | Description | +|-------|------|-------------| +| subject | string | Email subject line | +| html_content | string | HTML-formatted email body | +| recipients | array | List of recipient email addresses | + +### Optional Fields +| Field | Type | Description | +|-------|------|-------------| +| attachment_path | string | Path to attachment file (use forward slashes) | +| save_email | string | Whether to save email to blob storage ("yes"/"no") | + +## Responses + +### Success Response + +```json + { + "status": "success", + "message": "Email sent successfully", + "blob_name": "" // Only if save_email="yes", if not then return null + } +``` + +### Error Response + +Returned for validation errors: + +```json +{ +"status": "error", +"message": "" +} +``` + + +Common 400 error messages: +- "No JSON data provided" +- "Missing required fields: subject, html_content, recipients" +- "Recipients must be provided as a list" +- "At least one recipient is required" +- "Attachment file not found: " + +Internal Server Error + +```json +{ +"status": "error", +"message": "An unexpected error occurred while processing the request" +} +``` + + +Common 500 error messages: +- "Email service configuration error" +- "Failed to send email:
" +- "Email has been sent, but failed to upload to blob storage:
" +- "An unexpected error occurred:
" + +## Notes +- Attachments must be accessible from the server's file system +- Windows-style paths are automatically converted to proper format +- Email configuration is managed through environment variables +- Emails can optionally be saved to blob storage +- All operations are logged for debugging purposes + + +# 6. Process and Email Report Digest + +Endpoint to process a report from a blob storage and send it via email + +POST /api/reports/digest + +### Example Request +```json +{ +"blob_link": "https://storage.com/path/to/report", // Required: URL to the report +"recipients": ["email1@domain.com"], // Required: Array of email addresses +"attachment_path": "path/to/attachment.pdf", // Optional: Custom attachment path +"email_subject": "Custom Report Subject", // Optional: Email subject line +"save_email": "yes" // Optional: Save email to storage (default: "yes") +} +``` + + +### Required Fields +| Field | Type | Description | +|-------|------|-------------| +| blob_link | string | Full URL to the report in blob storage | +| recipients | array | List of recipient email addresses | + +### Optional Fields +| Field | Type | Default | Description | +|-------|------|---------|-------------| +| attachment_path | string | blob document | Path to custom attachment (use forward slashes) | +| email_subject | string | auto-generated | Custom email subject line | +| save_email | string | "yes" | Whether to save email to blob storage ("yes"/"no") | + +**IMPORTANT** + +By default, the email will include a PDF version of the report from the provided blob link as an attachment. + + +## Responses + +### Success Response + +```json +{ +"status": "success", +"message": "Report processed and email sent successfully" +} +``` + +### Error Response + +```json +{ +"status": "error", +"message": "" +} +``` + + +Common 400 error messages: +- "No JSON data provided" +- "Missing required fields: blob_link and recipients" + +#### Internal Server Error (500) + +Common 500 error messages: +- "Failed to process report and send email" +- Specific error messages from processing/sending attempts + +## Notes +- By default, the report from the blob_link is attached to the email +- Use attachment_path="no" to disable automatic attachment +- Custom attachments must be accessible from the server +- Emails can be automatically saved to blob storage diff --git a/frontend/.DS_Store b/frontend/.DS_Store new file mode 100644 index 00000000..f5c32f46 Binary files /dev/null and b/frontend/.DS_Store differ diff --git a/frontend/cypress.config.ts b/frontend/cypress.config.ts new file mode 100644 index 00000000..e561b97c --- /dev/null +++ b/frontend/cypress.config.ts @@ -0,0 +1,26 @@ +import { defineConfig } from "cypress"; +import { build, preview } from "vite"; + +// This is "cypress open" when developing tests and "cypress run" when just running tests, e.g. CI +const IS_INTERACTIVE = process.env.npm_lifecycle_script?.includes("cypress open"); + +export default defineConfig({ + e2e: { + baseUrl: "http://localhost:3000", + async setupNodeEvents(on) { + console.log(`Starting Vite server${IS_INTERACTIVE ? " in watch mode" : ""}.`); + const watcher = await build({ build: { watch: IS_INTERACTIVE ? {} : null } }); + const server = await preview({ preview: { port: 3000, strictPort: true } }); + + on("after:run", async () => { + if ("close" in watcher) { + await watcher.close(); + } + + await new Promise((resolve, reject) => { + server.httpServer.close(error => (error ? reject(error) : resolve())); + }); + }); + } + } +}); diff --git a/frontend/cypress/e2e/analysisPanel.cy.ts b/frontend/cypress/e2e/analysisPanel.cy.ts new file mode 100644 index 00000000..d88ee3ac --- /dev/null +++ b/frontend/cypress/e2e/analysisPanel.cy.ts @@ -0,0 +1,121 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; +describe('AnalysisPanel Component', () => { + beforeEach(() => { + setupTestUserAndOrg(); + cy.visit('/'); + }); + + it("should verify the visibility and functionality of the Thought process with subquery conversations", () => { + cy.intercept("GET", "/api/chat-conversation/6e77f115-6df9-40b4-a321-a0a7c700938b", { + statusCode: 200, + body: { + id: "ac6e1d98-1c53-4630-b89f-45f2cea36376", + messages: [ + { + content: "what is the customer pulse segment?", + data_points: "", + role: "user", + thoughts: "" + }, + { + content: + "#### What Is Consumer Pulse Segmentation? \n**Key Takeaway:** \nConsumer Pulse Segmentation is a modern, data-driven approach to dividing the consumer market into actionable groups based on demographics, psychographics, financial situations, and behavioral traits.", + data_points: "", + role: "assistant", + thoughts: { + model_used: "gpt-4.1", + query_category: "General", + original_query: "what is the consumer pulse segmentation", + rewritten_query: "Definition of consumer pulse segmentation in marketing and advertising industry", + mcp_tool_used: "agentic_search", + context_docs: [ + { + content: "Sales Factory Consumer Pulse Segmentation Description\\nSales Factory surveyed 5,600+ US consumers and developed a two-level segmentation solution.", + source: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/Segmentation/Consumer%20Pulse%20Segmentation%20Description.docx" + }, + { + content: "Consumer Pulse Segmentation Summary\\nPrimary Consumer Pulse Segments include Aspiring Singles, Affluent & Educated, Stable Strategists.", + source: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/Segmentation/Consumer%20Pulse%20Segmentation%20Summary.docx" + }, + { + content: "Consumer Pulse Secondary Segments Experiences Shopping And Wellness analysis provides insights into spending habits.", + source: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/Segmentation/Consumer%20Pulse%20Secondary%20Segments%20-%20Experiences%20Shopping%20and%20Wellness%20.docx" + } + ] + } + } + ], + start_date: "2025-07-08 00:40:09", + type: "default" + } + }).as("getChatConversation"); + + cy.get("button[aria-label='Chat History Button']").should("be.visible"); + cy.get("button[aria-label='Chat History Button']").click(); + + cy.get("button[aria-label='Select conversation 6e77f115-6df9-40b4-a321-a0a7c700938b']").should("be.visible"); + cy.get("button[aria-label='Select conversation 6e77f115-6df9-40b4-a321-a0a7c700938b']").click(); + + cy.get("button[aria-label='Show thought process']").should("be.visible"); + cy.get("button[aria-label='Show thought process']").click(); + + cy.contains("Agent Type").should("be.visible"); + cy.contains("agentic_search").should("be.visible"); + + cy.contains("Context Documents").should("be.visible"); + cy.contains("Sales Factory Consumer Pulse Segmentation Description").should("be.visible"); + cy.contains("Consumer Pulse Segmentation Summary").should("be.visible"); + cy.contains("Consumer Pulse Secondary Segments Experiences Shopping And Wellness").should("be.visible"); + }); + + it("should display the thought process with markdown response", () => { + cy.intercept("GET", "/api/chat-conversation/83fef006-4b6e-43df-a989-deebcd250cf2", { + statusCode: 200, + body: { + id: "57884bb7-b799-4de1-b589-f55547aba662", + messages: [ + { + content: "what is the customer pulse segment?", + data_points: "", + role: "user", + thoughts: "" + }, + { + content: + "#### Key Takeaway: \n**33.3% of surveyed customers quit due to bad customer service**—a critical insight for marketers aiming to boost retention and brand loyalty.", + data_points: "", + role: "assistant", + thoughts: { + model_used: "gpt-4.1", + query_category: "General", + original_query: "What is the percent of customer quitting due to bad customer service?", + rewritten_query: "Percent of customers quitting due to bad customer service in the marketing and advertising industry", + mcp_tool_used: "data_analyst", + context_docs: [ + "33.3% of surveyed customers quit due to bad customer service (including service issues, billing issues, or rigid delivery schedule). The pie chart above visualizes this breakdown.", + "Here is the graph/visualization link: organization_files/6c33b530-22f6-49ca-831b-25d587056237/generated_images/assistant-KVzD9fH7ghF7fJ3BV7jkTv.png" + ] + } + } + ], + start_date: "2025-07-08 00:40:09", + type: "default" + } + }).as("getChatConversation"); + + cy.get("button[aria-label='Chat History Button']").should("be.visible"); + cy.get("button[aria-label='Chat History Button']").click(); + + cy.get("button[aria-label='Select conversation 83fef006-4b6e-43df-a989-deebcd250cf2']").should("be.visible"); + cy.get("button[aria-label='Select conversation 83fef006-4b6e-43df-a989-deebcd250cf2']").click(); + + cy.get("button[aria-label='Show thought process']").should("be.visible"); + cy.get("button[aria-label='Show thought process']").click(); + + cy.contains("Agent Type").should("be.visible"); + cy.contains("data_analyst").should("be.visible"); + + cy.contains("Context Documents").should("be.visible"); + cy.contains("33.3% of surveyed customers quit due to bad customer service").should("be.visible"); + }); +}); diff --git a/frontend/cypress/e2e/chat.cy.ts b/frontend/cypress/e2e/chat.cy.ts new file mode 100644 index 00000000..a63161d6 --- /dev/null +++ b/frontend/cypress/e2e/chat.cy.ts @@ -0,0 +1,117 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Main Page (Chat) Test Suite", () => { + beforeEach(() => { + setupTestUserAndOrg(); + + cy.visit("/"); + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + }); + + it("Should verify the visibilty and functionality of the Main Page Chat", () => { + // Verify the AI Chat link is visible + cy.get('a[href="#/"]').contains("AI Chat").should("be.visible"); + + // Click the AI Chat link and verify it navigates to the correct page + cy.get('a[href="#/"]').contains("AI Chat").click(); + + // Assert the current URL to ensure navigation works + cy.url().should("include", "#/"); + + cy.get('textarea[placeholder="Write your question here"]').should("be.visible"); + + cy.contains( + "Your AI-driven Marketing expert who boosts marketing performance by synthesizing multiple data sources to deliver actionable insights." + ).should("be.visible"); + cy.contains("This app is in beta. Responses may not be fully accurate.").should("be.visible"); + }); + + it("Should verify the visibility and functionality of the Chat Input", () => { + // Verify the chat input is visible + cy.get('textarea[placeholder="Write your question here"]').should("be.visible"); + + // Type a message into the chat input + cy.get('textarea[placeholder="Write your question here"]').type("Hello, how can I improve my home?"); + + // Scroll to ensure the input area is in view + cy.get('textarea[placeholder="Write your question here"]').scrollIntoView(); + + // Wait a moment for any animations + cy.wait(300); + + // Click the send button (force click if visibility check fails due to positioning) + cy.get('[aria-label="Ask a question button"]').click({ force: true }); + + // Verify the message appears in the chat + cy.contains("Hello, how can I improve my home?").should("be.visible"); + }); + + it("Should verify the visibility and functionality of the Settings page", () => { + cy.get('[data-testid="settings-button"]').should("be.visible"); + cy.get('[data-testid="settings-button"]').click(); + + cy.contains("Chat Settings").should("be.visible"); + cy.contains("Font Type").should("be.visible"); + cy.contains("Font Size").should("be.visible"); + cy.contains("Model Selection").should("be.visible"); + cy.contains("Creativity Scale").should("be.visible"); + }); + + it("Should verify the visibility and functionality of the Settings page", () => { + cy.get('[data-testid="settings-button"]').should("be.visible"); + cy.get('[data-testid="settings-button"]').click(); + + cy.contains("Chat Settings").should("be.visible"); + cy.contains("Font Type").should("be.visible"); + cy.contains("Font Size").should("be.visible"); + cy.contains("Model Selection").should("be.visible"); + cy.contains("Creativity Scale").should("be.visible"); + }); + + it("Should verify the functionality of the Save Settings button", () => { + cy.get('[data-testid="settings-button"]').should("be.visible"); + cy.get('[data-testid="settings-button"]').click(); + + // Verify the Save Settings button is visible + cy.get('[aria-label="Save settings"]').should("be.visible").and("be.enabled"); + }); + + it("should verify the visibility and functionality of the Chat History", () => { + cy.intercept("GET", "/api/chat-conversation/2d3afddf-8b77-4b53-a415-dcfff81bdb4d", { + statusCode: 200, + body: { + id: "ac6e1d98-1c53-4630-b89f-45f2cea36376", + messages: [ + { + content: "what is the customer pulse segment?", + data_points: "", + role: "user", + thoughts: "" + }, + { + content: + "What Is the Customer Pulse… and Why Does That Even Matter?\nStop.\nBefore we go any further—before we talk about segments, strategies, and spending—lets pause.\nBecause the question isn’t really *what is the Customer Pulse*.\nThe real question is: **why do we care at all?**\nSomewhere on a pale blue dot, spinning silently in the void, billions of humans wake up each day and make choices. What to wear. What to eat. What to believe. What to buy. These choices feel personal, spontaneous—random, even. But zoom out far enough, and patterns appear. Not because we're predictable, but because we're alive. And being alive means needing, wanting, becoming.\nCarl Sagan once said, *“We are a way for the cosmos to know itself.”*\nMaybe, just maybe, all this talk of consumer behavior is another way of tracing that self-awareness—of finding meaning in the noise.\nBecause at the heart of every \"target audience\" is a person staring into their own universe, wondering:\n**Who am I? What do I value? Where am I going?**\nSo ask not just *who your customer is*. Ask *why they are*.\nNot what segment they belong to, but what story they're living.\nAnd then—if you're lucky—your message becomes more than marketing.\nIt becomes resonance.\nAnd isnt that what we all want?\nTo be seen.\nTo be heard.\nTo matter.", + data_points: "", + role: "assistant", + thoughts: ["The agent just think that you look really nice today and you are doing a great test job. Continue thinking....."] + } + ], + start_date: "2025-07-08 00:40:09", + type: "default" + } + }).as("getChatConversation"); + + cy.get("button[aria-label='Chat History Button']").should("be.visible"); + cy.get("button[aria-label='Chat History Button']").click(); + + cy.get("button[aria-label='Select conversation 2d3afddf-8b77-4b53-a415-dcfff81bdb4d']").should("be.visible"); + cy.get("button[aria-label='Select conversation 2d3afddf-8b77-4b53-a415-dcfff81bdb4d']").click(); + + cy.wait("@getChatConversation"); + + cy.contains("what is the customer pulse segment?").should("be.visible"); + + cy.contains("What Is the Customer Pulse…").should("be.visible"); + }); +}); diff --git a/frontend/cypress/e2e/chat_responses.cy.ts b/frontend/cypress/e2e/chat_responses.cy.ts new file mode 100644 index 00000000..c8634b59 --- /dev/null +++ b/frontend/cypress/e2e/chat_responses.cy.ts @@ -0,0 +1,260 @@ +/// +export {}; // Add this line at the top + +/* helper to stub a streaming response */ +function stubStream(alias: string, body: string) { + cy.intercept("POST", "/stream_chatgpt", { + statusCode: 200, + headers: { "content-type": "text/event-stream" }, + body + }).as(alias); + + cy.intercept('GET', '/api/get-storage-account', { statusCode: 200, body: {/* mock data */} }); + cy.intercept('GET', '/api/get-blob', { statusCode: 200, body: {/* mock data */} }); + cy.intercept('GET', '/api/settings', { statusCode: 200, body: {/* mock settings */} }); + cy.intercept('GET', '/api/get-user-organizations', { statusCode: 200, body: {/* mock orgs */} }); + cy.intercept('GET', '/api/chat-history', { statusCode: 200, body: {/* mock chat history */} }); + cy.intercept('GET', '/api/getusers*', { statusCode: 200, body: {/* mock users */} }); + +} + +describe("Answer component rendering tests", () => { + beforeEach(() => cy.openChat()); + + /* ────────────────── Scenario 1 – no citations / sources ────────────────── */ + it("handles response with no citations or sources", () => { + stubStream( + "noCitations", + `{"conversation_id":"7a9","thoughts":["info"]}#### ¡Hola! Bienvenido a tu asistente de marketing FreddAid + +Gracias por tu saludo. Si tienes alguna pregunta sobre estrategias de marketing, optimización de campañas, segmentación de audiencias, o cualquier otro tema relacionado con marketing, estoy aquí para ayudarte. + +¿En qué aspecto de marketing te gustaría enfocarte hoy? Por ejemplo: +- ¿Quieres mejorar la visibilidad de tu marca? +- ¿Buscas ideas para campañas creativas? +- ¿Te interesa analizar el comportamiento de tus clientes? +- ¿Necesitas recomendaciones para segmentar mejor tu audiencia? + +Cuéntame tus objetivos o retos actuales y te proporcionaré recomendaciones accionables y personalizadas para potenciar tus resultados de marketing. + +¡Listo para ayudarte a impulsar tu marca!` + ); + + cy.askChat("hola"); + cy.wait("@noCitations"); + + cy.dataCy("chat-msg") + .should("be.visible") + .within(() => { + cy.contains("¡Hola! Bienvenido").should("be.visible"); + cy.get("h4").contains("¡Hola! Bienvenido").should("be.visible"); + cy.get("li").should("have.length", 4); + cy.get("sup").should("not.exist"); + cy.contains("[[").should("not.exist"); + }); + + cy.dataCy("sources-section").should("not.exist"); + }); + + /* ────────────────── Scenario 2 – with citations & sources ──────────────── */ + it("handles response with citations and sources", () => { + stubStream( + "withCitations", + `{"conversation_id":"cit","thoughts":["docs"]}SalesFactory was founded in 2010 [[1]](Company History.pdf) and has grown significantly [[2]](Annual Report.pdf). The platform serves over 1000 customers [[1]](Company History.pdf) across various industries [[3]](Market Analysis.pdf). + +Our key achievements include: +- Strong market position [[2]](Annual Report.pdf) +- Innovative technology platform [[3]](Market Analysis.pdf) +- Excellent customer satisfaction [[1]](Company History.pdf)` + ); + + cy.askChat("Tell me about SalesFactory"); + cy.wait("@withCitations"); + + cy.dataCy("chat-msg").within(() => { + cy.contains("SalesFactory was founded").should("be.visible"); + cy.get("li").should("have.length", 3); + cy.get("sup").should("have.length.at.least", 6).first().should("contain", "1"); + }); + + cy.dataCy("sources-section") + .should("be.visible") + .within(() => { + cy.contains("Compan...ry.pdf"); + cy.contains("Annual...rt.pdf"); + cy.contains("Market...is.pdf"); + }); + + cy.dataCy("chat-msg").find("sup").first().click(); // click citation + }); + + /* ────────────────── Scenario 3 – basic text ────────────────────────────── */ + it("handles basic text response", () => { + stubStream( + "simple", + `{"conversation_id":"simple"}This is a simple text response without any special formatting. + +It includes multiple paragraphs to test basic text rendering. + +No citations, no special blocks, just plain content with some **bold text** and *italic text*.` + ); + + cy.askChat("Give me simple text"); + cy.wait("@simple"); + + cy.dataCy("chat-msg").within(() => { + cy.contains("simple text response").should("be.visible"); + cy.get("strong").contains("bold text"); + cy.get("em").contains("italic text"); + cy.get("sup").should("not.exist"); + }); + + cy.dataCy("sources-section").should("not.exist"); + }); + + /* ────────────────── Scenario 7 – thought process button ────────────────── */ + it("shows thought-process button when thoughts provided", () => { + stubStream("withThoughts", `{"conversation_id":"th","thoughts":["Detailed reasoning"]}Test response with thoughts`); + + cy.askChat("Test thoughts"); + cy.wait("@withThoughts"); + + cy.get("button[title='Show thought process']").should("be.visible").and("not.be.disabled").click(); + }); + + /* ────────────────── Scenario 10 – long content ─────────────────────────── */ + it("wraps very long content correctly", () => { + const long = "This is a very long sentence that should test text wrapping. ".repeat(10); + stubStream( + "long", + `{"conversation_id":"long"}${long} + +**Long List:** +- ${long} +- ${long} +- ${long} + +Conclusion: ${long}` + ); + + cy.askChat("Give me long content"); + cy.wait("@long"); + + cy.dataCy("chat-msg").within(() => { + cy.contains("Conclusion:").should("be.visible"); + cy.get("li").should("have.length", 3); + cy.get("strong").contains("Long List:"); + }); + }); +}); + +/* helper to stub SSE-style response with image */ +function stubImageResponse(alias: string) { + // Mock the streaming chat response + cy.intercept("POST", "/stream_chatgpt", { + statusCode: 200, + headers: { "content-type": "text/event-stream" }, + body: `{"conversation_id":"img"}Here is a chart:\n\n![Sales chart](https://example.com/sales.png)\n\nNice picture, right?` + }).as(alias); + + // Mock the file blob API call that URLPreviewComponent uses + cy.intercept("POST", "/api/get-blob", { + statusCode: 200, + body: new Blob(['fake-image-data'], { type: 'image/png' }) + }).as('getBlobRequest'); + + // Mock other required API calls + cy.intercept('GET', '/api/get-storage-account', { statusCode: 200, body: {/* mock data */} }); + cy.intercept('GET', '/api/settings', { statusCode: 200, body: {/* mock settings */} }); + cy.intercept('GET', '/api/get-user-organizations', { statusCode: 200, body: {/* mock orgs */} }); + cy.intercept('GET', '/api/chat-history', { statusCode: 200, body: {/* mock chat history */} }); + cy.intercept('GET', '/api/getusers*', { statusCode: 200, body: {/* mock users */} }); +} + +describe("Answer component – image rendering", () => { + beforeEach(() => cy.openChat()); + + it("renders markdown image inside the chat answer", () => { + stubImageResponse("imgResp"); + + cy.askChat("show me a chart"); + cy.wait("@imgResp"); + + cy.dataCy("chat-msg") // our answer container + .should("contain.text", "Here is a chart:") + .should("contain.text", "Nice picture, right?"); + + // Check that URLPreviewComponent is rendered and attempts to load the image + // The component should show an error state since we're using a mock URL + cy.dataCy("chat-msg") + .should("contain.text", "Failed to load preview"); + + // Verify the error icon is displayed + cy.dataCy("chat-msg") + .find("div") + .contains("⚠️") + .should("exist"); + }); +}); + +// TODO: Fix and re-enable these tests in the future +// The following tests are currently failing and need investigation/fixes: + +// TODO: Scenario 4 - should handle markdown formatting correctly +// Issue: Markdown elements (headings, blockquotes, links) may not be rendering correctly +// Need to verify ReactMarkdown configuration and component styling +/* + it.skip("should handle markdown formatting correctly (Scenario 4)", () => { + // Test markdown elements: headings, lists, links, blockquotes, code, etc. + // Currently failing - needs investigation of ReactMarkdown setup + }); + */ + +// TODO: Scenario 5 - should handle repeated citations correctly +// Issue: Citation numbering or deduplication logic may not be working properly +// Need to verify AnswerParser citation handling for repeated documents +/* + it.skip("should handle repeated citations correctly (Scenario 5)", () => { + // Test same document cited multiple times should use same citation number + // Currently failing - needs investigation of citation parsing logic + }); + */ + +// TODO: Scenario 6 - should handle empty response correctly +// Issue: Empty response loading state may not be displaying correctly +// Need to verify Answer component loading state handling +/* + it.skip("should handle empty response correctly (Scenario 6)", () => { + // Test empty answer should show "Generating response" with loading dots + // Currently failing - needs investigation of loading state rendering + }); + */ + +// TODO: Scenario 8 - should handle response with no thoughts (disabled button) +// Issue: Button disabled state logic may not be working correctly +// Need to verify thought process button behavior with empty thoughts array +/* + it.skip("should handle response with no thoughts (disabled button) (Scenario 8)", () => { + // Test thought process button should be disabled when thoughts array is empty + // Currently failing - needs investigation of button state logic + }); + */ + +// TODO: Scenario 9 - should handle citation click functionality +// Issue: Citation click handlers may not be properly wired or accessible +// Need to verify citation click event handling and callback functions +/* + it.skip("should handle citation click functionality (Scenario 9)", () => { + // Test clicking on citation numbers and source links should trigger callbacks + // Currently failing - needs investigation of click event handling + }); + */ + +// NOTES FOR FUTURE DEBUGGING: +// 1. Check ReactMarkdown configuration and plugins (remarkGfm, rehypeRaw) +// 2. Verify AnswerParser citation logic for repeated documents +// 3. Check Answer component loading state conditions +// 4. Verify thought process button disabled state logic +// 5. Check citation click event handlers and accessibility +// 6. Review CSS styles that might be hiding elements +// 7. Check if any async operations are causing timing issues diff --git a/frontend/cypress/e2e/chat_settings_detail_level.cy.ts b/frontend/cypress/e2e/chat_settings_detail_level.cy.ts new file mode 100644 index 00000000..805966eb --- /dev/null +++ b/frontend/cypress/e2e/chat_settings_detail_level.cy.ts @@ -0,0 +1,117 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Chat Settings – Detail Level", () => { + beforeEach(() => { + setupTestUserAndOrg(); + cy.window().then(w => w.localStorage.clear()); + + cy.intercept("GET", "**/api/settings*", { + statusCode: 200, + body: { + model: "gpt-4.1", + temperature: 0.2, + font_size: "16", + font_family: "Arial", + detail_level: "balanced" + } + }).as("getSettings"); + + cy.visit("/"); + cy.get('[data-testid="settings-button"]').should("be.visible").click(); + cy.wait("@getSettings"); + cy.contains("Chat Settings").should("be.visible"); + cy.contains("Detail Level").should("be.visible"); + }); + + it("shows Balanced by default (from backend)", () => { + cy.get('[data-testid="detail-opt-balanced"]').should("have.attr", "aria-pressed", "true"); + cy.get('[data-testid="detail-opt-succinct"]').should("have.attr", "aria-pressed", "false"); + cy.get('[data-testid="detail-opt-detailed"]').should("have.attr", "aria-pressed", "false"); + }); + + it("allows switching to Detailed and highlights the correct button", () => { + cy.get('[data-testid="detail-opt-detailed"]').scrollIntoView().click(); + cy.get('[data-testid="detail-opt-detailed"]').should("have.attr", "aria-pressed", "true"); + cy.get('[data-testid="detail-opt-balanced"]').should("have.attr", "aria-pressed", "false"); + cy.get('[data-testid="detail-opt-succinct"]').should("have.attr", "aria-pressed", "false"); + }); + + it("sends correct value to backend and persists to localStorage on save", () => { + cy.intercept("POST", "**/api/settings*", req => { + expect(req.body.detail_level).to.eq("detailed"); + req.reply({ statusCode: 200, body: { ...req.body } }); + }).as("postSettings"); + + cy.get('[data-testid="detail-opt-detailed"]').click(); + cy.get('[aria-label="Save settings"]').should("be.enabled").click(); + cy.get('[data-testid="confirm-save"]').should("be.visible").click(); + + cy.wait("@postSettings"); + cy.get('[data-testid="settings-overlay"]').should("not.exist"); + + cy.window().then(w => { + expect(w.localStorage.getItem("detail_level")).to.eq("detailed"); + }); + + cy.contains("Settings saved. Creativity will apply to new messages.").should("be.visible"); + }); + + const closeIfOpen = () => { + cy.get("body").then($body => { + if ($body.find('[data-testid="settings-overlay"]').length) { + cy.get('button[aria-label="hide button"]').click({ force: true }); + cy.get('[data-testid="settings-overlay"]').should("not.exist"); + } + }); + }; + + const openSettings = () => { + closeIfOpen(); + + cy.get('[data-testid="settings-button"]').click({ force: true }); + cy.wait("@getSettings"); + cy.contains("Chat Settings").should("be.visible"); + cy.contains("Detail Level").scrollIntoView(); + }; + + it("verifies UI→API mapping for all 3 options", () => { + const cases: Array<{ testid: string; api: "brief" | "balanced" | "detailed" }> = [ + { testid: "detail-opt-succinct", api: "brief" }, + { testid: "detail-opt-balanced", api: "balanced" }, + { testid: "detail-opt-detailed", api: "detailed" } + ]; + + cases.forEach(({ testid, api }) => { + cy.intercept("POST", "**/api/settings*", req => { + expect(req.body.detail_level).to.eq(api); + req.reply({ statusCode: 200, body: { ...req.body } }); + }).as("save-" + api); + + openSettings(); + + cy.get(`[data-testid="${testid}"]`).scrollIntoView().click(); + cy.get('[aria-label="Save settings"]').click(); + cy.get('[data-testid="confirm-save"]').should("be.visible").click(); + + cy.wait("@save-" + api); + + cy.get('[data-testid="settings-overlay"]').should("not.exist"); + + cy.window().then(w => { + expect(w.localStorage.getItem("detail_level")).to.eq(api); + }); + }); + }); + + it("falls back to Balanced when GET fails (render + default)", () => { + cy.get('button[aria-label="hide button"]').click(); + cy.window().then(w => w.localStorage.removeItem("detail_level")); + + cy.intercept("GET", "**/api/settings*", { statusCode: 500 }).as("getSettingsFail"); + + cy.get('[data-testid="settings-button"]').click(); + cy.wait("@getSettingsFail"); + + cy.get('[data-testid="detail-opt-balanced"]').should("have.attr", "aria-pressed", "true"); + }); +}); diff --git a/frontend/cypress/e2e/dashboard.cy.ts b/frontend/cypress/e2e/dashboard.cy.ts new file mode 100644 index 00000000..dbd31c31 --- /dev/null +++ b/frontend/cypress/e2e/dashboard.cy.ts @@ -0,0 +1,177 @@ +export {}; // Add this line at the top + +describe("Agent Section Tests", () => { + beforeEach(() => { + // Replace with the URL of your dashboard + cy.intercept("GET", "/api/auth/user", { + statusCode: 200, + body: { + authenticated: true, + status: "success", + user: { + email: "manuelcastro@hamalsolutions.com", + id: "f048ece8-4730-40ca-b6e1-8db764717459", + name: "Manuel Castro", + organizationId: "0aad82ee-52ec-428e-b211-e9cc34b94457", + role: "platformAdmin" + } + } + }).as("getUser"); // Alias for later reference + // Intercept the /api/get-organization-subscription API call with specific query parameter + cy.intercept("GET", "/api/get-organization-subscription*", { + statusCode: 200, + body: { + id: "0aad82ee-52ec-428e-b211-e9cc34b94457", + name: "Manu dev", + owner: "f048ece8-4730-40ca-b6e1-8db764717459", + sessionId: "cs_test_a1DipoQd3hJrgmGaT1Im2AydoNrK0LJ5GNJKwa13AhsV9KU9Pq1SWYrvtE", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + _rid: "piUFANyBdv5AAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFANyBdv4=/docs/piUFANyBdv5AAAAAAAAAAA==/", + _etag: '"3c01eb3b-0000-0100-0000-677d43240000"', + _attachments: "attachments/", + subscriptionId: "sub_1QeeHXEpF6ccgZLwfCmANnOP", + _ts: 1736262436 + } + }).as("getOrganizationSubscription"); + cy.intercept("GET", "/api/get-user-organizations", { + statusCode: 200, + body: [ + { + id: "0aad82ee-52ec-428e-b211-e9cc34b94457", + name: "Manu dev", + owner: "f048ece8-4730-40ca-b6e1-8db764717459", + sessionId: "cs_test_a1DipoQd3hJrgmGaT1Im2AydoNrK0LJ5GNJKwa13AhsV9KU9Pq1SWYrvtE", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + subscriptionId: "sub_1QeeHXEpF6ccgZLwfCmANnOP" + } + ] + }).as("getUserOrganizations"); + + // Alias for later reference + cy.intercept("GET", "/api/get-users-organizations-role*", { + statusCode: 200, + body: { role: "user" } + }); + // Intercept the /api/subscriptions/sub_1QeeHXEpF6ccgZLwfCmANnOP/tiers API call + cy.intercept("GET", "/api/subscriptions/sub_1QeeHXEpF6ccgZLwfCmANnOP/tiers", { + statusCode: 200, + body: { + subscriptionData: { + current_period_end: 1738940483, + items: [ + { + currency: "usd", + price_id: "price_1QFFxYEpF6ccgZLwkInisIKQ", + price_nickname: "Premium", + product_id: "prod_R05WPWPAgXt6Kj", + product_name: "AI Assistants", + quantity: 1, + unit_amount: 1200000 + }, + { + currency: "usd", + price_id: "price_1QG274EpF6ccgZLw5mfmGyAw", + price_nickname: null, + product_id: "prod_R8IiGUjCNUuE3c", + product_name: "Financial Assistant", + quantity: 1, + unit_amount: 100000 + } + ], + status: "active" + }, + subscriptionId: "sub_1QeeHXEpF6ccgZLwfCmANnOP", + subscriptionTiers: ["Premium", "Financial Assistant", "Premium + Financial Assistant"] + } + }).as("getSubscriptionTiers"); // Alias for later reference + + // Intercept the /api/chat-history API call + cy.intercept("GET", "/api/chat-history", { + statusCode: 200, + body: [ + { + id: "2d3afddf-8b77-4b53-a415-dcfff81bdb4d", + start_date: "2025-01-21 09:09:55", + organization_id: "", + content: "hello", + type: "default" + }, + { + id: "04ec0c95-8d2d-451e-a192-94541dbd5496", + start_date: "2025-01-21 13:12:14", + organization_id: "", + content: "hello", + type: "default" + } + ] + }).as("getChatHistory"); // Alias for later reference + cy.intercept("GET", "/api/getusers*", { + statusCode: 200, + body: [ + { + id: "1", + data: { name: "Albert Wesker", email: "albertumbrella@example.com" }, + role: "admin" + }, + { + id: "2", + data: { name: "Alyx Vance", email: "halflife3isreal@example.com" }, + role: "user" + }, + { + id: "3", + user_new: true, + nickname: "Carl Johnson", + data: { email: "grovestreet4life@invited.com" }, + role: "platformAdmin", + token_expiry: Math.floor(Date.now() / 1000) + 3600 + }, + { + id: "4", + user_new: true, + nickname: "Geralt of Rivia", + data: { email: "imawitcher@expired.com" }, + role: "user", + token_expiry: Math.floor(Date.now() / 1000) - 3600 + } + ] + }).as("getUsers"); + // Start from the web app that triggers the B2C sign-in + cy.visit("/"); // Use the retrieved URL // Verify the button is visible + cy.get("button#headerCollapse").should("be.visible"); + + // Click the button + cy.get("button#headerCollapse").click(); + }); + + it('Should verify the visibility and functionality of the "AI Chat" link', () => { + // Verify the AI Chat link is visible + cy.get('a[href="#/"]').contains("AI Chat").should("be.visible"); + + // Click the AI Chat link and verify it navigates to the correct page + cy.get('a[href="#/"]').contains("AI Chat").click(); + + // Assert the current URL to ensure navigation works + cy.url().should("include", "#/"); + + // Optionally, verify the presence of an element on the AI Chat page + cy.get('textarea[placeholder="Write your question here"]').should("be.visible"); + }); + + it('Should verify the visibility and functionality of the "Notifications" link', () => { + // Verify the Notifications link is visible + cy.get('a[href="#/notification-settings"]').contains("Notifications").should("be.visible"); + + // Click the Notifications link and verify it navigates to the correct page + cy.get('a[href="#/notification-settings"]').contains("Notifications").click(); + + // Assert the current URL to ensure navigation works + cy.url().should("include", "#/notification-settings"); + + // Optionally, verify the presence of an element on the Notifications page + //cy.get("h1").contains("Notification Settings").should("be.visible"); // Update as per your page structure + }); +}); diff --git a/frontend/cypress/e2e/get_user_fails.cy.ts b/frontend/cypress/e2e/get_user_fails.cy.ts new file mode 100644 index 00000000..a64b2fc4 --- /dev/null +++ b/frontend/cypress/e2e/get_user_fails.cy.ts @@ -0,0 +1,13 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Agent Section Tests", () => { + beforeEach(() => { + setupTestUserAndOrg(); + }); + + it('Should fails if the user is registered but can login into his organization ', () => { + cy.visit("/"); + cy.get('._text1_16056_87').should("not.exist") + }); + +}) \ No newline at end of file diff --git a/frontend/cypress/e2e/knowledge_sources.cy.ts b/frontend/cypress/e2e/knowledge_sources.cy.ts new file mode 100644 index 00000000..69aa9f92 --- /dev/null +++ b/frontend/cypress/e2e/knowledge_sources.cy.ts @@ -0,0 +1,236 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Knowledge Sources tests", () => { + beforeEach(() => { + setupTestUserAndOrg(); + cy.intercept('GET', '/api/webscraping/get-urls*', { + statusCode: 200, + body: { + data: [ + { + "addedBy": { + "dateAdded": "2025-07-09T14:56:40.373863+00:00", + "userId": "dummy-user-id-123", + "userName": "Ethan Winters" + }, + "blobPath": "DummyPath.txt", + "contentLength": 50422, + "dateAdded": "2025-07-09T14:56:40.373834+00:00", + "error": null, + "id": "dummy-url-id-1", + "lastModified": "2025-07-09T14:56:40.373854+00:00", + "organizationId": "dummy-org-id-123", + "result": "Success", + "status": "Active", + "title": "Village of Shadows news", + "url": "https://www.google.com/" + }, + { + "addedBy": { + "dateAdded": "2025-07-09T14:56:40.373863+00:00", + "userId": "dummy-user-id-23", + "userName": "Jonathan Joestar" + }, + "blobPath": "DummyPath.txt", + "contentLength": 50422, + "dateAdded": "2025-07-09T14:56:40.373834+00:00", + "error": null, + "id": "dummy-url-id-2", + "lastModified": "2025-07-09T14:56:40.373854+00:00", + "organizationId": "dummy-org-id-123", + "result": "Pending", + "status": "Processing", + "title": "Bizarre Adventure news", + "url": "https://www.google.com/" + }, + { + "addedBy": { + "dateAdded": "2025-07-09T14:56:40.373863+00:00", + "userId": "dummy-user-id-3", + "userName": "James Bond" + }, + "blobPath": "DummyPath.txt", + "contentLength": 50422, + "dateAdded": "2025-07-09T14:56:40.373834+00:00", + "error": null, + "id": "dummy-url-id-3", + "lastModified": "2025-07-09T14:56:40.373854+00:00", + "organizationId": "dummy-org-id-123", + "result": "Failed", + "status": "Error", + "title": "Golden Eye news", + "url": "https://www.cnn.com/" + }, + ], + status: 200 + } + }).as('getOrganizationUrls'); + cy.intercept('GET', '/api/webscraping/search-urls*', { + statusCode: 200, + body: { + data: [ + { + "addedBy": { + "dateAdded": "2025-07-09T14:56:40.373863+00:00", + "userId": "dummy-user-id-123", + "userName": "James Bond" + }, + "blobPath": "DummyPath.txt", + "contentLength": 50422, + "dateAdded": "2025-07-09T14:56:40.373834+00:00", + "error": null, + "id": "dummy-url-id-123", + "lastModified": "2025-07-09T14:56:40.373854+00:00", + "organizationId": "dummy-org-id-123", + "result": "Failed", + "status": "Error", + "title": "Golden Eye news", + "url": "https://www.cnn.com/" + }, + ], + status: 200 + } + }).as('searchOrganizationUrls'); + cy.intercept('POST', '/api/webscraping/scrape-url*', { + statusCode: 200, + body: { + "data": { + "message": "Attempted to scrape 1 URL(s)", + "result": { + "blob_storage_enabled": true, + "blob_storage_results": [ + { + "blob_path": "this is a path.txt", + "content_size_bytes": 50086, + "message": "Successfully uploaded to blob storage", + "status": "success", + "url": "https://www.google.com/" + } + ], + "completed_at": "2025-07-09T16:06:57Z", + "crawler_summary": { + "activity": "scrape_pages", + "closed_reason": null, + "config_name": "configscrape", + "duration": 0.430341, + "end_time": "2025-07-09T16:06:57Z", + "failure": 0, + "log": null, + "new": 0, + "processed": 1, + "start_time": "2025-07-09T16:06:56Z", + "success": 1, + "updated": 1 + }, + "duration_seconds": 0.51, + "message": "Scraped 1 URLs in parallel and uploaded to blob storage", + "request_id": "scrapeid1234567890", + "results": [ + { + "content": "How to make fresh guacamole at home. Use bread", + } + ], + }, + } + } + }).as('scrapeUrls'); + cy.intercept('DELETE', '/api/webscraping/delete-url*', { + statusCode: 200, + body: { + message: "URL deleted successfully" + } + }).as('deleteOrganizationUrl'); + cy.intercept('PUT', '/api/webscraping/modify-url*', { + statusCode: 200, + body: { + message: "URL modified successfully" + } + }).as('updateOrganizationUrl'); + cy.visit("/"); + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + cy.get('span').contains("Control Center").click(); + cy.get('a[href="#/knowledge-sources"]').contains("Knowledge Sources").should("be.visible"); + cy.get('a[href="#/knowledge-sources"]').contains("Knowledge Sources").click(); + cy.url().should("include", "#/knowledge-sources"); + cy.get("button#headerCollapse").click(); + }); + + + it('Should verify the visibility and functionality of the "Knowledge Sources Page" link', () => { + cy.get('span').contains("Knowledge Sources").should("be.visible"); + cy.get('button').contains("Add URL").should("be.visible"); + cy.get('button').contains("All Status").should("be.visible"); + cy.get('input[placeholder="Enter website URL to scrape (e.g., https://example.com)"]').should('be.visible'); + cy.get('input[placeholder="Search knowledge sources..."]').should('be.visible'); + cy.get('span').contains("URL").should("be.visible"); + cy.get('span').contains("Actions").should("be.visible"); + cy.get('button[title="Refresh source"]').should("be.visible"); + cy.get('button[title="Edit source"]').should("be.visible"); + cy.get('button[title="Delete source"]').should("be.visible"); + }); + + it('Should verify the visibility and functionality of the table contents and search of the "Knowledge Sources Page" link', () => { + cy.get('span').contains("Knowledge Sources").should("be.visible"); + cy.get('span').should('contain.text', '3 results'); + cy.get('button').contains("All Status").should("be.visible").click(); + + // Active Status + cy.contains('button', 'Active').click({ force: true }); + cy.get('div').should('contain.text', 'Ethan Winters'); + cy.get('span').should('contain.text', '1 result'); + cy.get('button').contains("Active").should("be.visible").click(); + cy.contains('button', 'All Status').click({ force: true }); + + // Processing Status + cy.get('button').contains("All Status").click(); + cy.contains('button', 'Processing').click({ force: true }); + cy.get('div').should('contain.text', 'Jonathan Joestar'); + cy.get('span').should('contain.text', '1 result'); + cy.get('button').contains("Processing").should("be.visible").click(); + cy.contains('button', 'All Status').click({ force: true }); + + // Error Status + cy.get('button').contains("All Status").click(); + cy.contains('button', 'Error').click({ force: true }); + cy.get('div').should('contain.text', 'James Bond'); + cy.get('span').should('contain.text', '1 result'); + cy.get('button').contains("Error").should("be.visible").click(); + cy.contains('button', 'All Status').click({ force: true }); + + // Search functionality + cy.get('input[placeholder="Search knowledge sources..."]').should('be.visible'); + cy.get('input[placeholder="Search knowledge sources..."]').type('cnn'); + cy.get('div').should('contain.text', 'James Bond'); + cy.get('span').should('contain.text', '1 result'); + cy.get('button[title="Clear search"]').should('be.visible').click(); + cy.get('span').should('contain.text', '3 results'); + + }); + + it('Should verify the functionality of the action buttons for the "Knowledge Sources Page" link', () => { + // Refresh source + cy.get('button[title="Refresh source"]').first().click(); + cy.wait('@getOrganizationUrls'); + cy.get('div').should('contain.text', 'Ethan Winters'); + cy.get('span').should('contain.text', '3 results'); + + // Edit source + cy.get('button[title="Edit source"]').first().click(); + cy.get('input[placeholder="Enter website URL to scrape (e.g., https://example.com)"]').should('be.visible'); + cy.get('button').contains("Save").should("be.visible"); + cy.get('button').contains("Cancel").should("be.visible"); + cy.get('button').contains("Cancel").click(); + cy.get('button[title="Edit source"]').first().click(); + cy.get('input[placeholder="Enter URL"]').clear(); + cy.get('input[placeholder="Enter URL"]').type('https://www.youtube.com') + cy.get('button').contains("Save").click(); + cy.get('div').should('contain.text', 'URL updated successfully. Previous scraped data has been removed. Please refresh source to scrape the new page.'); + + // Delete source + cy.get('button[title="Delete source"]').first().click(); + cy.get('span').should('contain.text', '2 results'); + cy.get('div').should('contain.text', 'URL deleted successfully'); + + }); +}); \ No newline at end of file diff --git a/frontend/cypress/e2e/nav_modals.cy.ts b/frontend/cypress/e2e/nav_modals.cy.ts new file mode 100644 index 00000000..440d807a --- /dev/null +++ b/frontend/cypress/e2e/nav_modals.cy.ts @@ -0,0 +1,85 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Modals Test Suite", ()=> { + beforeEach(() => { + setupTestUserAndOrg() + cy.visit("/") + }) + + it("Should verify the visibility of the Profile Modal", () => { + cy.get("button[aria-label='Profile Card']").should("be.visible") + cy.get("button[aria-label='Profile Card']").click() + + cy.get("button[aria-label='User profile Button']").should("be.visible") + cy.get("button[aria-label='User profile Button']").click() + + cy.get("h2").contains("User Profile").should("be.visible") + cy.get("label").contains("Email Address").should("be.visible") + cy.get("label").contains("Username").should("be.visible") + + cy.get("button").contains("Save Changes").should("be.visible") + cy.get("button").contains("Cancel").should("be.visible") + }) + + it("Should verify the functionality of the Profile Modal", () => { + cy.intercept("PATCH", "/api/user/f048ece8-4730-40ca-b6e1-8db764717459", { + statusCode: 200, + body: { + message: "User data updated successfully" + } + }) + + cy.get("button[aria-label='Profile Card']").should("be.visible") + cy.get("button[aria-label='Profile Card']").click() + + cy.get("button[aria-label='User profile Button']").should("be.visible") + cy.get("button[aria-label='User profile Button']").click() + + cy.get("h2").contains("User Profile").should("be.visible") + cy.get("label").contains("Email Address").should("be.visible") + cy.get("label").contains("Username").should("be.visible") + + + cy.get("input[aria-label='Username Input']").should("be.visible") + cy.wait(30) + cy.get("input[aria-label='Username Input']").type(" The Boss") + + cy.get("button").contains("Save Changes").should("be.visible") + cy.get("button").contains("Save Changes").click() + + }) + + it("should verify the visibility of the Organization Modal", () => { + + cy.get("button[aria-label='Profile Card']").should("be.visible") + cy.get("button[aria-label='Profile Card']").click() + + cy.intercept("GET", "/api/get-user-organizations", { + statusCode: 200, + body: [ + { + id: "0aad82ee-52ec-428e-b211-e9cc34b94457", + name: "Manu dev", + owner: "f048ece8-4730-40ca-b6e1-8db764717459", + sessionId: "cs_test_a1DipoQd3hJrgmGaT1Im2AydoNrK0LJ5GNJKwa13AhsV9KU9Pq1SWYrvtE", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + subscriptionId: "sub_1QeeHXEpF6ccgZLwfCmANnOP", + }, + { + id: "1aad82ee-52ec-428e-b211-e9cc34b94457", + name: "Open18", + owner: "f048ece8-4730-40ca-b6e1-8db764717459", + sessionId: "cs_test_a1DipoQd3hJrgmGaT1Im2AydoNrK0LJ5GNJKwa13AhsV9KU9Pq1SWYrvtE", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + subscriptionId: "sub_1QeeHXEpF6ccgZLwfCmANdhy", + } + ] + }).as("getUserOrganizations2"); + + cy.get("button[aria-label='Organization Button']").should("be.visible") + cy.get("button[aria-label='Organization Button']").click() + + }) +}) \ No newline at end of file diff --git a/frontend/cypress/e2e/onboarding.cy.ts b/frontend/cypress/e2e/onboarding.cy.ts new file mode 100644 index 00000000..4d65dbf1 --- /dev/null +++ b/frontend/cypress/e2e/onboarding.cy.ts @@ -0,0 +1,59 @@ +import { setupTestUserWithoutOrg } from "../fixtures/setupUserWithoutOrg"; + +describe("Onboarding Tests", () => { + beforeEach(() => { + setupTestUserWithoutOrg(); + cy.visit("/"); + cy.intercept('POST', '/api/create-organization', { + statusCode: 201, + body: { + id: "org_123456", + name: "Grove Street Families", + owner: "David Martinez", + created_at: "2025-07-15T12:00:00Z", + status: "pending" + } + }).as('createOrganization'); + cy.url().should("include", "#/onboarding"); + }); + + it("Should verify the onboarding popup content", () => { + // First modal state + cy.get("h1").contains("Welcome to Freddaid!").should("be.visible"); + cy.get("img[alt='Sales Factory logo']").should("be.visible"); + cy.get("p").contains("Let's set up your new organization so Freddaid can help grow your business.").should("be.visible"); + cy.get("button").contains("Cancel").should("be.visible"); + cy.get("button").contains("Next").should("be.visible"); + cy.get("button").contains("Next").click(); + + // Second modal state + cy.get("h2").contains("Organization Name").should("be.visible"); + cy.get("p").contains("How do you want to name your organization?").should("be.visible"); + cy.get("button").contains("Previous").should("be.visible"); + cy.get("button").contains("Next").should("be.visible"); + cy.get("input[placeholder='Organization Name']").should("be.visible").type("Grove Street Families"); + cy.get("input[value='Grove Street Families']").should("be.visible"); + cy.get("button").contains("Next").click(); + + // Third modal state + cy.get("h1").contains("Get a subscription").should("be.visible"); + cy.get("button").contains("Previous").should("be.visible"); + cy.get("button").contains("Subscribe Now!").should("be.visible").click(); + cy.url().should("include", "#/payment"); + + cy.get("h1").contains("Subscription Plans").should("be.visible"); + cy.get("h2").contains("Basic").should("be.visible"); + cy.get("h2").contains("Custom").should("be.visible"); + cy.get("h2").contains("Premium").should("be.visible"); + }); + + it("Should continue and return between modal states", () => { + cy.get("button").contains("Next").click(); + cy.get("button").contains("Previous").click(); + cy.get("button").contains("Next").click(); + cy.get("input[placeholder='Organization Name']").type("Grove Street Families"); + cy.get("button").contains("Next").click(); + cy.get("button").contains("Previous").click(); + + }); +}); \ No newline at end of file diff --git a/frontend/cypress/e2e/sessionMonitor.cy.ts b/frontend/cypress/e2e/sessionMonitor.cy.ts new file mode 100644 index 00000000..e8ff10b8 --- /dev/null +++ b/frontend/cypress/e2e/sessionMonitor.cy.ts @@ -0,0 +1,27 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser" +describe("Session Monitor Test Suite", () => { + beforeEach(() => { + setupTestUserAndOrg() + cy.visit("/") + }) + it("should detect session expiration and show modal", () => { + // Simulate session expiration by manipulating the backend response + cy.intercept("GET", "/api/auth/session/status", { + statusCode: 401, + body: { valid: false }, + }).as("checkSessionStatus") + // Visit a protected page + cy.wait(1000) // Wait for any initial requests + + cy.intercept("GET", "/api/settings", { + statusCode: 401 + }) + + cy.get("button[aria-label='Chat Settings']").click() + + cy.contains("Session Expired").should("be.visible") + cy.contains("Your session has expired due to inactivity. To continue using the application, please refresh your session.").should("be.visible") + + }) + +}) \ No newline at end of file diff --git a/frontend/cypress/e2e/sidebarmenu.cy.ts b/frontend/cypress/e2e/sidebarmenu.cy.ts new file mode 100644 index 00000000..0e9ec897 --- /dev/null +++ b/frontend/cypress/e2e/sidebarmenu.cy.ts @@ -0,0 +1,61 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Sidebar Menu Tests", () => { + beforeEach(() => { + setupTestUserAndOrg(); + cy.visit("/"); + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + }); + + it("Should verify the sidebar menu contents", () => { + cy.get("span").contains("Agent").should("be.visible"); + cy.get("span").contains("AI Chat").should("be.visible"); + cy.get("span").contains("Notifications").should("be.visible"); + cy.get("div").contains("Control Center").should("be.visible"); + cy.get("div").contains("Premium Features").should("be.visible"); + cy.get("span").contains("Help Center").should("be.visible"); + + // Verify the contents of the Control Center + cy.get("div").contains("Control Center").click(); + cy.get("a[href='#/admin']").contains("Team Management").should("be.visible"); + cy.get("a[href='#/organization']").contains("Workspace Governance").should("be.visible"); + cy.get("a[href='#/knowledge-sources']").contains("Knowledge Sources").should("be.visible"); + cy.get("a[href='#/voice-customer']").contains("Voice of Customer").should("be.visible"); + cy.get("a[href='#/subscription-management']").contains("Subscription Plans").should("be.visible"); + + // Verify the contents of the Premium Features + cy.get("div").contains("Premium Features").click(); + cy.get("a[href='#/upload-resources']").contains("File Vault").should("be.visible"); + cy.get("a[href='#/request-studies']").contains("Request Studies").should("be.visible"); + + }); + + it("Should verify the behavior of the highlight", () => { + + // Normal element highlight + cy.get("span").contains("Notifications").click(); + + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + + cy.get("a[href='#/notification-settings']").contains("Notifications").parent().should('have.css', 'background-color', 'rgb(1, 102, 48)'); + cy.get("span").contains("AI Chat").click(); + cy.get("a[href='#/']").contains("AI Chat").parent().should('have.css', 'background-color', 'rgb(1, 102, 48)'); + cy.get("button#headerCollapse").click(); + cy.get("a[href='#/notification-settings']").contains("Notifications").parent().should('have.css', 'background-color', 'rgba(0, 0, 0, 0)'); + + // Subitem element highlight + cy.get("div").contains("Control Center").click(); + cy.get("div").contains("Control Center").parent().should('have.css', 'background-color', 'rgb(1, 102, 48)'); + cy.get("a[href='#/admin']").contains("Team Management").should("be.visible").click(); + cy.get("a[href='#/admin']").contains("Team Management").parent().should('have.css', 'background-color', 'rgb(1, 102, 48)'); + cy.get("a[href='#/organization']").contains("Workspace Governance").should("be.visible").click(); + cy.get("a[href='#/organization']").contains("Workspace Governance").parent().should('have.css', 'background-color', 'rgb(1, 102, 48)'); + cy.get("a[href='#/admin']").contains("Team Management").parent().should('have.css', 'background-color', 'rgba(0, 0, 0, 0)'); + + // Highlight hover + cy.get("a[href='#/organization']").trigger('mouseover').parent().should('have.css', 'background-color', 'rgb(1, 102, 48)'); + }); + +}); diff --git a/frontend/cypress/e2e/subscription_error.cy.ts b/frontend/cypress/e2e/subscription_error.cy.ts new file mode 100644 index 00000000..fffd784f --- /dev/null +++ b/frontend/cypress/e2e/subscription_error.cy.ts @@ -0,0 +1,49 @@ +import { setupSubscriptionError } from "../fixtures/setupSubscriptionError"; + +describe("Subscription Error", () => { + beforeEach(() => { + setupSubscriptionError(); + }); + + it("Should display subscription error message when the subscriptionid is invalid or null", () => { + cy.intercept("GET", "/api/subscriptions/sub_dummy/tiers", { + statusCode: 400, + body: { + error: "Invalid subscription ID provided." + } + }); + cy.visit("/"); + cy.url().should("include", "#/subscription-error"); + cy.contains("Subscription Error"); + cy.contains("Please contact Technical Support to resolve this issue."); + cy.contains("Invalid subscription ID provided."); + }); + + it("Should display subscription error message when Authentication with Stripe's API failed", () => { + cy.intercept("GET", "/api/subscriptions/sub_dummy/tiers", { + statusCode: 401, + body: { + error: "Authentication with Stripe's API failed." + } + }); + cy.visit("/"); + cy.url().should("include", "#/subscription-error"); + cy.contains("Subscription Error"); + cy.contains("Please contact Technical Support to resolve this issue."); + cy.contains("Authentication with Stripe's API failed."); + }); + + it("Should display subscription error message when network communication with Stripe failed", () => { + cy.intercept("GET", "/api/subscriptions/sub_dummy/tiers", { + statusCode: 502, + body: { + error: "Network communication with Stripe failed." + } + }); + cy.visit("/"); + cy.url().should("include", "#/subscription-error"); + cy.contains("Subscription Error"); + cy.contains("Please contact Technical Support to resolve this issue."); + cy.contains("Network communication with Stripe failed."); + }); +}); diff --git a/frontend/cypress/e2e/subscription_management.cy.ts b/frontend/cypress/e2e/subscription_management.cy.ts new file mode 100644 index 00000000..a3313a11 --- /dev/null +++ b/frontend/cypress/e2e/subscription_management.cy.ts @@ -0,0 +1,221 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Subscription Page tests", () => { + beforeEach(() => { + setupTestUserAndOrg(); + cy.intercept( + 'GET', + /\/api\/subscription\/[^/]+\/financialAssistant/, + { + statusCode: 200, + body: { + data: { + financial_assistant_active: true, + subscription: { + id: "sub_123", + status: "active", + price_id: "price_123" + } + } + } + } + ).as('getFinancialAssistant'); + + cy.intercept('GET', '/api/prices*', { + statusCode: 200, + body: { + prices: [ + { + "active": true, + "billing_scheme": "per_unit", + "created": 1736366437, + "currency": "usd", + "custom_unit_amount": null, + "id": "dummy price", + "livemode": false, + "lookup_key": null, + "metadata": { + "FAQ": "*What kind of studies are included?* Our research team will conduct 4 custom studies for your brand annually including brand perception analysis, benefit trade-off research, concept testing, and other tailored insights to enhance your knowledge base with current market intelligence. *How do the tailored answers work?* Our experts will configure the system to understand your specific brand, business context, and industry nuances ensuring every response is uniquely relevant and actionable for your", + "features": "All Custom plan features included, Expanded team access (up to 20 members), Unlimited AI conversations, 4 custom research projects annually with unique insights, Full integration of research findings into your database, Industry-specific responses tailored to your business" + }, + "nickname": "Premium", + "object": "price", + "product": "dummy product", + "recurring": { + "aggregate_usage": null, + "interval": "month", + "interval_count": 1, + "meter": null, + "trial_period_days": null, + "usage_type": "licensed" + }, + "tax_behavior": "unspecified", + "tiers_mode": null, + "transform_quantity": null, + "type": "recurring", + "unit_amount": 2000000, + "unit_amount_decimal": "2000000" + }, + { + "active": true, + "billing_scheme": "per_unit", + "created": 1736366310, + "currency": "usd", + "custom_unit_amount": null, + "id": "dummy price", + "livemode": false, + "lookup_key": null, + "metadata": { + "FAQ": "* How does the custom knowledge integration work? * You can upload your company documents or work directly with one of our experts to integrate your proprietary data and documents for a truly personalized AI experience. * Is there special onboarding for enterprise users? * Yes! Our white-glove onboarding includes personalized training sessions, custom integration support, and a dedicated success manager.", + "features": "All Basic features included,Team access for up to 5 members, Unlimited AI conversations, Custom knowledge integration with your data, Priority technical & content support (12-hr response)" + }, + "nickname": "Custom", + "object": "price", + "product": "dummy product", + "recurring": { + "aggregate_usage": null, + "interval": "month", + "interval_count": 1, + "meter": null, + "trial_period_days": null, + "usage_type": "licensed" + }, + "tax_behavior": "unspecified", + "tiers_mode": null, + "transform_quantity": null, + "type": "recurring", + "unit_amount": 250000, + "unit_amount_decimal": "250000" + }, + { + "active": true, + "billing_scheme": "per_unit", + "created": 1736365726, + "currency": "usd", + "custom_unit_amount": null, + "id": "dummy price", + "livemode": false, + "lookup_key": null, + "metadata": { + "FAQ": "* Can I upgrade to a higher tier later? * Absolutely! You can seamlessly upgrade anytime as your needs grow, with pro-rated billing. * What's included in the standard knowledge database? * Gain immediate access to essential Home Improvement industry intelligence: top players' financial reports, real-time economic indicators, proven marketing frameworks, and our exclusive Consumer Pulse Survey data® and Consumer Pulse Segmentation® — everything you need to make informed decisions.", + "features": "Single user access, Unlimited AI conversations, Standard knowledge database, Email support (24-hour response)" + }, + "nickname": "Basic", + "object": "price", + "product": "dummy product", + "recurring": { + "aggregate_usage": null, + "interval": "month", + "interval_count": 1, + "meter": null, + "trial_period_days": null, + "usage_type": "licensed" + }, + "tax_behavior": "unspecified", + "tiers_mode": null, + "transform_quantity": null, + "type": "recurring", + "unit_amount": 40000, + "unit_amount_decimal": "40000" + } + ] + } + }).as('getProductPrices'); + + cy.intercept('POST', '/api/logs/', { + statusCode: 200, + body: { + data: [ + { + "action": "Subscription Tier Change", + "changeTime": 1751864112, + "current_plan": "Premium", + "id": "dummyid", + "modified_by": "dummyid", + "modified_by_name": "Dante Alighieri", + "organizationName": "Dummy Org", + "organizationOwner": "dummyid", + "organization_id": "dummyid", + "previous_plan": "Basic", + "status_financial_assistant": null, + "subscriptionId": "sub_1" + }, + { + "action": "Subscription Tier Change", + "changeTime": 1751864102, + "current_plan": "Basic", + "id": "dummyid", + "modified_by": "dummyid", + "modified_by_name": "James Sunderland", + "organizationName": "Dummy Org", + "organizationOwner": "dummyid", + "organization_id": "dummyid", + "previous_plan": "Premium", + "status_financial_assistant": null, + "subscriptionId": "sub_1" + }, + { + "action": "Financial Assistant Change", + "changeTime": 1751492487, + "current_plan": "Premium", + "id": "dummyid", + "modified_by": "dummyid", + "modified_by_name": "Hideo Kojima", + "organizationName": "Dummy Org", + "organizationOwner": "dummyid", + "organization_id": "dummyid", + "previous_plan": "Basic", + "status_financial_assistant": "active", + "subscriptionId": "sub_1" + } + ], + status: 200 + } + }).as('getLogs'); + cy.visit("/"); + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + }); + + it('Should verify the visibility and functionality of the "Team Management" link', () => { + cy.get('span').contains("Control Center").click(); + cy.get('a[href="#/subscription-management"]').contains("Subscription Plans").should("be.visible"); + + cy.get('a[href="#/subscription-management"]').contains("Subscription Plans").click(); + + cy.url().should("include", "#/subscription-management"); + cy.get("button#headerCollapse").click(); + + // Verify subscription + cy.get('span').should('contain.text', 'Subscription Management'); + cy.get('div').should('contain.text', 'Premium'); + + // // Verify financial assistant section with an active subscription + // cy.get('h3').should('contain.text', 'Financial Assistant'); + // cy.get('input.form-check-input').click(); + // cy.get('span').should('contain.text', 'Unsubscribe from Financial Assistant'); + // cy.get('button').contains('Yes, Unsubscribe').should('be.visible'); + // cy.get('button').contains('Cancel').should('be.visible').click(); + + // Checks the View Plan information + cy.get('button').contains('View').should('be.visible').click(); + cy.get('h2').should('contain.text', 'Premium'); + cy.get('button').contains('Change payment information').should('be.visible'); + cy.get('h2').should('contain.text', 'Custom'); + cy.get('h2').should('contain.text', 'Basic'); + cy.get('button[aria-label="Close"]').should('be.visible').click(); + + // Recent Changes section + cy.get('button').contains('Recent Changes').should('be.visible').click(); + cy.get('span').contains("Select action to filter").should('be.visible').click(); + cy.contains('span', 'Financial Assistant').click({ force: true }); + cy.get('td').should('contain.text', 'FA Add-On Toggled'); + cy.get('span').contains("Financial Assistant").should('be.visible').click(); + cy.contains('span', 'Subscription Tier').click({ force: true }); + cy.get('td').should('contain.text', 'James Sunderland'); + cy.get('button[aria-label="Close"]').should('be.visible').click(); + + + }); + +}); \ No newline at end of file diff --git a/frontend/cypress/e2e/team_management.cy.ts b/frontend/cypress/e2e/team_management.cy.ts new file mode 100644 index 00000000..0006fe3d --- /dev/null +++ b/frontend/cypress/e2e/team_management.cy.ts @@ -0,0 +1,110 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Agent Section Tests", () => { + beforeEach(() => { + setupTestUserAndOrg(); + cy.intercept('GET', '/api/getusers*', { + statusCode: 200, + body: [ + { + id: '1', + data: { name: 'Albert Wesker', email: 'albertumbrella@example.com' }, + role: 'admin', + user_account_created: true + }, + { + id: '2', + data: { name: 'Alyx Vance', email: 'halflife3isreal@example.com' }, + role: 'user', + user_account_created: true + }, + { + id: '3', + user_new: true, + nickname: 'Carl Johnson', + data: { email: 'grovestreet4life@invited.com' }, + role: 'platformAdmin', + token_expiry: Math.floor(Date.now() / 1000) + 3600, + user_account_created: true + }, + { + id: '4', + user_new: true, + nickname: 'Geralt of Rivia', + data: { email: 'imawitcher@expired.com' }, + role: 'user', + token_expiry: Math.floor(Date.now() / 1000) - 3600, + user_account_created: true + }, + { + id: '5', + user_new: true, + nickname: 'Adamska', + data: { email: 'rocelot@noaccount.com' }, + role: 'user', + user_account_created: false + } + ] + }).as('getUsers'); + cy.visit("/"); + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + }); + + it('Should verify the visibility and functionality of the "Team Management" link', () => { + + cy.get('span').contains("Control Center").click(); + cy.get('a[href="#/admin"]').contains("Team Management").should("be.visible"); + + cy.get('a[href="#/admin"]').contains("Team Management").click(); + + cy.url().should("include", "#/admin"); + cy.wait('@getUsers'); + + cy.get("button#headerCollapse").click(); + + cy.get('button').contains("Create User").should("be.visible"); + cy.get('button').contains("All Roles").should("be.visible"); + + //Table content check + cy.get('span').should('contain.text', 'Albert Wesker'); + cy.get('span').should('contain.text', 'Admin'); + cy.get('span').should('contain.text', 'Active'); + + // Check for invited user without account created + cy.get('span').should('contain.text', 'Adamska'); + cy.get('span').should('contain.text', 'No Account'); + + //Test for the Create User Modal + cy.get('button').contains("Create User").click(); + cy.get('button').contains("Send Invitation").should("be.visible"); + cy.get('button').contains("Cancel").should("be.visible"); + cy.get('button').contains("Send Invitation").click(); + cy.get('div').should('contain.text', 'Please fill in all fields'); + cy.get('button').contains("Cancel").click(); + + //Edit User Modal check + cy.get('button[aria-label="Edit user"]').first().click(); + cy.get('button').contains("Reset Password").should("be.visible"); + cy.get('button').contains("Cancel").click(); + + //Delete User Modal check + cy.get('button[aria-label="Delete user"]').first().click(); + cy.get('button').contains("Yes, Delete").should("be.visible"); + cy.get('button').contains("Cancel").click(); + + //Search functionality check + cy.get('input[placeholder="Search Users..."]').should('be.visible'); + cy.get('input[placeholder="Search Users..."]').type('Alyx'); + cy.get('span').should('contain.text', 'Alyx Vance'); + cy.get('button[aria-label="Clear search"]').should('be.visible').click(); + + //Role filter check + cy.get('button').contains("All Roles").click(); + cy.contains('div', 'Platform Admin').click({ force: true }); + cy.get('span').should('contain.text', 'Platform Admin'); + cy.get('button').contains("Platform Admin").click(); + cy.contains('div', 'All Roles').click({ force: true }); + cy.get('span').should('contain.text', 'Albert Wesker'); + }); +}); diff --git a/frontend/cypress/e2e/thinking-stream.cy.ts b/frontend/cypress/e2e/thinking-stream.cy.ts new file mode 100644 index 00000000..15c4a730 --- /dev/null +++ b/frontend/cypress/e2e/thinking-stream.cy.ts @@ -0,0 +1,58 @@ +/** + * Simple test for thinking stream UI behavior + * Tests the UI components without mocking SSE streams + */ + +describe('Thinking Stream UI', () => { + beforeEach(() => { + cy.openChat(); + }); + + it('should send a message and check if thinking section appears', () => { + // Send a question + cy.askChat('What is artificial intelligence?'); + + // Wait for response + cy.wait(3000); + + // Check if answer appears + cy.dataCy('chat-msg').last().should('exist'); + + // Check if thinking section exists (conditional - may or may not appear) + cy.get('body').then($body => { + if ($body.find('.thinkingContainer').length > 0) { + // Thinking section exists - verify it works + cy.log('✓ Thinking section found'); + + // Verify structure + cy.get('.thinkingContainer').should('be.visible'); + cy.get('.thinkingSummary').should('contain', "Freddaid's Thinking Process"); + cy.get('.thinkingContent').should('exist'); + + // Test collapsible behavior + cy.get('.thinkingSummary').click(); + cy.get('.thinkingContainer').should('not.have.attr', 'open'); + + cy.get('.thinkingSummary').click(); + cy.get('.thinkingContainer').should('have.attr', 'open'); + + cy.log('✓ Thinking section is collapsible'); + } else { + cy.log('ℹ No thinking section (backend may not be configured)'); + } + }); + }); + + it('should clear thinking when starting new chat', () => { + // Send a message + cy.askChat('Test question'); + cy.wait(2000); + + // Start new chat + cy.get('[aria-label="Start a new chat"]').click(); + + // Verify thinking is cleared + cy.get('.thinkingContainer').should('not.exist'); + cy.log('✓ Thinking cleared on new chat'); + }); +}); diff --git a/frontend/cypress/e2e/upload_consumer_pulse.cy.ts b/frontend/cypress/e2e/upload_consumer_pulse.cy.ts new file mode 100644 index 00000000..3f7a4ec4 --- /dev/null +++ b/frontend/cypress/e2e/upload_consumer_pulse.cy.ts @@ -0,0 +1,573 @@ +/// +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Upload Consumer Pulse Data Test Suite", () => { + const setupCommonInterceptsForRole = (role: string) => { + cy.intercept("GET", "/api/auth/user", { + statusCode: 200, + body: { + authenticated: true, + status: "success", + user: { + email: "test@example.com", + id: "test-user-id-123", + name: "Test User", + organizationId: "test-org-id-456", + role: role + } + } + }).as("getUser"); + + cy.intercept("GET", "/api/get-organization-subscription*", { + statusCode: 200, + body: { + id: "test-org-id-456", + name: "Test Organization", + owner: "test-user-id-123", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + subscriptionId: "sub_test123" + } + }).as("getOrganizationSubscription"); + + cy.intercept("GET", "/api/get-user-organizations", { + statusCode: 200, + body: [ + { + id: "test-org-id-456", + name: "Test Organization", + owner: "test-user-id-123", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + subscriptionId: "sub_test123" + } + ] + }).as("getUserOrganizations"); + + cy.intercept("GET", "/api/get-users-organizations-role*", { + statusCode: 200, + body: { role: role } + }).as("getUserOrganizationsRole"); + + cy.intercept("GET", "/api/subscriptions/sub_test123/tiers", { + statusCode: 200, + body: { + subscriptionData: { + current_period_end: 1738940483, + items: [ + { + currency: "usd", + price_id: "price_test123", + price_nickname: "Premium", + product_id: "prod_test123", + product_name: "AI Assistants", + quantity: 1, + unit_amount: 1200000 + } + ], + status: "active" + }, + subscriptionId: "sub_test123", + subscriptionTiers: ["Basic", "Custom", "Premium", "Basic + Financial Assistant", "Custom + Financial Assistant", "Premium + Financial Assistant"] + } + }).as("getSubscriptionTiers"); + + cy.intercept("GET", "/api/chat-history", { + statusCode: 200, + body: [] + }).as("getChatHistory"); + + cy.intercept("GET", "/api/settings", { + statusCode: 200, + body: { font_family: "Arial", font_size: "16", model: "gpt-4", temperature: 0 } + }).as("getSettings"); + + // Add missing intercepts that the app calls + cy.intercept("GET", "/api/getusers*", { + statusCode: 200, + body: [] + }).as("getUsers"); + + cy.intercept("GET", "/api/categories*", { + statusCode: 200, + body: [] + }).as("getCategories"); + }; + + describe("Access Control Tests", () => { + it("Should allow platformAdmin to see Consumer Pulse in sidebar and access the page", () => { + setupCommonInterceptsForRole("platformAdmin"); + + // Visit root first to initialize AppContext + cy.visit("/"); + + // Wait for initial page load + cy.get("textarea[placeholder='Write your question here']", { timeout: 10000 }).should("be.visible"); + + // Open the sidebar by clicking the headerCollapse button + cy.get("#headerCollapse", { timeout: 10000 }).should("be.visible").click(); + + // Wait for sidebar to open + cy.wait(500); + + // Click on "Premium Features" to expand the submenu + cy.contains("Premium Features").should("be.visible").click(); + + // Wait for submenu to expand + cy.wait(300); + + // Verify that "Consumer Pulse" option is visible for platformAdmin + cy.contains("Consumer Pulse").should("be.visible"); + + // Click on "Consumer Pulse" to navigate to the page + cy.contains("Consumer Pulse").click(); + + // Verify the page loads and main elements are visible + cy.contains("Upload Consumer Pulse Data", { timeout: 10000 }).should("be.visible"); + cy.contains("Upload files that will be distributed across all organizations").should("be.visible"); + }); + + it("Should NOT show Consumer Pulse option to admin users", () => { + setupCommonInterceptsForRole("admin"); + + // Visit root first to initialize AppContext + cy.visit("/"); + + // Wait for initial page load + cy.get("textarea[placeholder='Write your question here']", { timeout: 10000 }).should("be.visible"); + + // Open the sidebar by clicking the headerCollapse button + cy.get("#headerCollapse", { timeout: 10000 }).should("be.visible").click(); + + // Wait for sidebar to open + cy.wait(500); + + // Try to find "Premium Features" and click if it exists + cy.get("body").then($body => { + if ($body.text().includes("Premium Features")) { + cy.contains("Premium Features").click(); + cy.wait(300); + } + }); + + // Verify that "Consumer Pulse" option is NOT visible for admin + cy.contains("Consumer Pulse").should("not.exist"); + }); + + it("Should NOT show Consumer Pulse option to regular users", () => { + setupCommonInterceptsForRole("user"); + + // Visit root first to initialize AppContext + cy.visit("/"); + + // Wait for initial page load + cy.get("textarea[placeholder='Write your question here']", { timeout: 10000 }).should("be.visible"); + + // Open the sidebar by clicking the headerCollapse button + cy.get("#headerCollapse", { timeout: 10000 }).should("be.visible").click(); + + // Wait for sidebar to open + cy.wait(500); + + // Try to find "Premium Features" and click if it exists + cy.get("body").then($body => { + if ($body.text().includes("Premium Features")) { + cy.contains("Premium Features").click(); + cy.wait(300); + } + }); + + // Verify that "Consumer Pulse" option is NOT visible for regular user + cy.contains("Consumer Pulse").should("not.exist"); + }); + + it("Should prevent direct URL access for non-platformAdmin users", () => { + setupCommonInterceptsForRole("admin"); + + // Try to navigate directly to the upload consumer pulse page via URL + cy.visit("/#/upload-consumer-pulse"); + + // Wait for auth check + cy.wait("@getUser"); + + // Should be redirected or show access denied + cy.contains("Upload Consumer Pulse Data").should("not.exist"); + }); + }); + + describe("UI Elements Display Tests", () => { + beforeEach(() => { + setupCommonInterceptsForRole("platformAdmin"); + cy.visit("/"); + cy.get("textarea[placeholder='Write your question here']", { timeout: 10000 }).should("be.visible"); + + // Navigate through sidebar + cy.get("#headerCollapse", { timeout: 10000 }).should("be.visible").click(); + cy.wait(500); + cy.contains("Premium Features").should("be.visible").click(); + cy.wait(300); + cy.contains("Consumer Pulse").should("be.visible").click(); + cy.contains("Upload Consumer Pulse Data", { timeout: 10000 }).should("be.visible"); + }); + + it("Should display the page header with title and subtitle", () => { + cy.contains("Upload Consumer Pulse Data").should("be.visible"); + cy.contains("Upload files that will be distributed across all organizations").should("be.visible"); + }); + + it("Should display the dropzone with upload instructions", () => { + cy.contains("Drag and drop a file here, or click to select").should("be.visible"); + cy.contains("Supported formats: PDF, CSV, Excel, Word, PowerPoint").should("be.visible"); + }); + + it("Should display the upload icon", () => { + // Check for the dropzone container + cy.get('[class*="dropzone"]').should("be.visible"); + cy.get('[class*="upload_icon"]').should("exist"); + }); + }); + + describe("File Upload Functionality Tests", () => { + beforeEach(() => { + setupCommonInterceptsForRole("platformAdmin"); + cy.visit("/"); + cy.get("textarea[placeholder='Write your question here']", { timeout: 10000 }).should("be.visible"); + + // Navigate through sidebar + cy.get("#headerCollapse", { timeout: 10000 }).should("be.visible").click(); + cy.wait(500); + cy.contains("Premium Features").should("be.visible").click(); + cy.wait(300); + cy.contains("Consumer Pulse").should("be.visible").click(); + cy.contains("Upload Consumer Pulse Data", { timeout: 10000 }).should("be.visible"); + }); + + it("Should successfully upload a file and show success message", () => { + // Mock successful upload response + cy.intercept("POST", "/api/upload-shared-document", { + statusCode: 200, + body: { + data: { + message: "File uploaded to 3 out of 3 organizations", + filename: "test-file.xlsx", + total_organizations: 3, + successful_uploads: 3, + failed_uploads: 0, + results: { + successful: [ + { organization_id: "org-1", blob_url: "https://example.com/blob1" }, + { organization_id: "org-2", blob_url: "https://example.com/blob2" }, + { organization_id: "org-3", blob_url: "https://example.com/blob3" } + ], + failed: [] + } + }, + status: 200 + } + }).as("uploadSharedDocument"); + + // Select and upload file + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true } + ); + + // Wait for upload to complete + cy.wait("@uploadSharedDocument"); + + // Verify success message + cy.contains("Upload Successful!").should("be.visible"); + cy.contains("Success! File uploaded to all 3 organizations.").should("be.visible"); + + // Verify upload summary details + cy.contains("Total Organizations:").should("be.visible"); + cy.contains("3").should("be.visible"); + cy.contains("Successful Uploads:").should("be.visible"); + + // Verify "Upload Another File" button is visible + cy.contains("Upload Another File").should("be.visible"); + }); + + it("Should show uploading state during file upload", () => { + // Mock upload with delay to see uploading state + cy.intercept("POST", "/api/upload-shared-document", (req) => { + req.reply({ + statusCode: 200, + body: { + data: { + total_organizations: 2, + successful_uploads: 2, + failed_uploads: 0 + } + }, + delay: 1000 // Add delay to see uploading state + }); + }).as("uploadSharedDocument"); + + // Select file + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true } + ); + + // Verify uploading state + cy.contains("Uploading").should("be.visible"); + cy.get('[class*="spinner"]').should("exist"); + }); + + it("Should handle partial upload success (some organizations failed)", () => { + // Mock partial success response + cy.intercept("POST", "/api/upload-shared-document", { + statusCode: 207, // Multi-Status + body: { + data: { + message: "File uploaded to 2 out of 3 organizations", + filename: "test-file.csv", + total_organizations: 3, + successful_uploads: 2, + failed_uploads: 1, + results: { + successful: [ + { organization_id: "org-1", blob_url: "https://example.com/blob1" }, + { organization_id: "org-2", blob_url: "https://example.com/blob2" } + ], + failed: [ + { organization_id: "org-3", error: "Permission denied" } + ] + } + }, + status: 207 + } + }).as("uploadSharedDocument"); + + // Select and upload file + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true } + ); + + cy.wait("@uploadSharedDocument"); + + // Verify partial success message + cy.contains("Upload Successful!").should("be.visible"); + cy.contains("Partially successful").should("be.visible"); + cy.contains("2 out of 3 organizations").should("be.visible"); + + // Verify failed uploads count is shown + cy.contains("Failed Uploads:").should("be.visible"); + cy.contains("1").should("be.visible"); + }); + + it("Should handle upload error and show error message", () => { + // Mock error response + cy.intercept("POST", "/api/upload-shared-document", { + statusCode: 500, + body: { + error: "Internal Server Error" + } + }).as("uploadSharedDocument"); + + // Select and upload file + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true } + ); + + cy.wait("@uploadSharedDocument"); + + // Verify error message + cy.contains("Upload Failed").should("be.visible"); + cy.contains("Server responded with 500").should("be.visible"); + + // Verify "Try Again" button is visible + cy.contains("Try Again").should("be.visible"); + }); + + it("Should handle invalid file type error (422)", () => { + // Mock invalid file type error + cy.intercept("POST", "/api/upload-shared-document", { + statusCode: 422, + body: { + error: "Invalid file type" + } + }).as("uploadSharedDocument"); + + // Select and upload file + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true } + ); + + cy.wait("@uploadSharedDocument"); + + // Verify error message + cy.contains("Upload Failed").should("be.visible"); + cy.contains("File type not allowed").should("be.visible"); + }); + + it("Should reset the upload state when clicking 'Upload Another File'", () => { + // Mock successful upload + cy.intercept("POST", "/api/upload-shared-document", { + statusCode: 200, + body: { + data: { + total_organizations: 2, + successful_uploads: 2, + failed_uploads: 0 + } + } + }).as("uploadSharedDocument"); + + // Upload file + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true } + ); + + cy.wait("@uploadSharedDocument"); + + // Verify success message + cy.contains("Upload Successful!").should("be.visible"); + + // Click "Upload Another File" + cy.contains("Upload Another File").click(); + + // Verify we're back to the initial state + cy.contains("Drag and drop a file here, or click to select").should("be.visible"); + cy.contains("Upload Successful!").should("not.exist"); + }); + + it("Should reset the upload state when clicking 'Try Again' after error", () => { + // Mock error response + cy.intercept("POST", "/api/upload-shared-document", { + statusCode: 500, + body: { + error: "Internal Server Error" + } + }).as("uploadSharedDocument"); + + // Upload file + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true } + ); + + cy.wait("@uploadSharedDocument"); + + // Verify error message + cy.contains("Upload Failed").should("be.visible"); + + // Click "Try Again" + cy.contains("Try Again").click(); + + // Verify we're back to the initial state + cy.contains("Drag and drop a file here, or click to select").should("be.visible"); + cy.contains("Upload Failed").should("not.exist"); + }); + }); + + describe("Dropzone Interaction Tests", () => { + beforeEach(() => { + setupCommonInterceptsForRole("platformAdmin"); + cy.visit("/"); + cy.get("textarea[placeholder='Write your question here']", { timeout: 10000 }).should("be.visible"); + + // Navigate through sidebar + cy.get("#headerCollapse", { timeout: 10000 }).should("be.visible").click(); + cy.wait(500); + cy.contains("Premium Features").should("be.visible").click(); + cy.wait(300); + cy.contains("Consumer Pulse").should("be.visible").click(); + cy.contains("Upload Consumer Pulse Data", { timeout: 10000 }).should("be.visible"); + }); + + it("Should accept file drop via drag and drop", () => { + // Mock successful upload + cy.intercept("POST", "/api/upload-shared-document", { + statusCode: 200, + body: { + data: { + total_organizations: 1, + successful_uploads: 1, + failed_uploads: 0 + } + } + }).as("uploadSharedDocument"); + + // Drag and drop file + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true, action: "drag-drop" } + ); + + cy.wait("@uploadSharedDocument"); + + // Verify upload was triggered + cy.contains("Upload Successful!").should("be.visible"); + }); + + it("Should accept file via click to select", () => { + // Mock successful upload + cy.intercept("POST", "/api/upload-shared-document", { + statusCode: 200, + body: { + data: { + total_organizations: 1, + successful_uploads: 1, + failed_uploads: 0 + } + } + }).as("uploadSharedDocument"); + + // Select file via click + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true } + ); + + cy.wait("@uploadSharedDocument"); + + // Verify upload was triggered + cy.contains("Upload Successful!").should("be.visible"); + }); + }); + + describe("No Organizations Scenario", () => { + beforeEach(() => { + setupCommonInterceptsForRole("platformAdmin"); + cy.visit("/"); + cy.get("textarea[placeholder='Write your question here']", { timeout: 10000 }).should("be.visible"); + + // Navigate through sidebar + cy.get("#headerCollapse", { timeout: 10000 }).should("be.visible").click(); + cy.wait(500); + cy.contains("Premium Features").should("be.visible").click(); + cy.wait(300); + cy.contains("Consumer Pulse").should("be.visible").click(); + cy.contains("Upload Consumer Pulse Data", { timeout: 10000 }).should("be.visible"); + }); + + it("Should handle case when no organizations exist", () => { + // Mock response when no organizations are found + cy.intercept("POST", "/api/upload-shared-document", { + statusCode: 404, + body: { + error: "No organizations found to upload to" + } + }).as("uploadSharedDocument"); + + // Select and upload file + cy.get('input[type="file"]').selectFile( + "./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", + { force: true } + ); + + cy.wait("@uploadSharedDocument"); + + // Verify error message + cy.contains("Upload Failed").should("be.visible"); + cy.contains("404").should("be.visible"); + }); + }); +}); + diff --git a/frontend/cypress/e2e/upload_resources.cy.ts b/frontend/cypress/e2e/upload_resources.cy.ts new file mode 100644 index 00000000..44643b7a --- /dev/null +++ b/frontend/cypress/e2e/upload_resources.cy.ts @@ -0,0 +1,61 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("File Vault Test Suite", () => { + beforeEach(() => { + setupTestUserAndOrg(); + cy.visit("/"); + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + cy.get("span").contains("Premium").click(); + cy.get('a[href="#/upload-resources"]').contains("File Vault").should("be.visible"); + cy.get('a[href="#/upload-resources"]').contains("File Vault").click(); + }); + + it("Should verify the visibilty and functionality of the Main Page Chat", () => { + cy.get("span").contains("File Vault").should("be.visible"); + cy.get("#SearchBox10").should("be.visible"); + cy.get("span").contains("Upload File").should("be.visible"); + }); + + it("Should verify the functionality of the Upload File Button (500 Error Case)", () => { + cy.intercept("POST", "/api/upload-source-document", { + statusCode: 500, + body: {} + }); + + cy.get("span").contains("File Vault").should("be.visible"); + cy.get("span").contains("Upload File").should("be.visible").click(); + + cy.get("button").contains("Browse Files").should("be.visible"); + cy.get("input[aria-label='Dropzone']").selectFile("./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", {force: true, action: "drag-drop"}); + + cy.get("button").contains("Continue Anyway").should("be.visible") + cy.get("button").contains("Continue Anyway").click() + + cy.contains("Error uploading files: Server responded with 500: Internal Server Error").should("be.visible"); + }); + + it("Should verify the functionality of the Upload File Button (500 Error Case)", () => { + cy.intercept("POST", "/api/upload-source-document", { + statusCode: 200, + body: { + data: { + blob_url: + "test_url" + }, + status: 200 + } + }); + + cy.get("span").contains("File Vault").should("be.visible"); + cy.get("span").contains("Upload File").should("be.visible").click(); + + cy.get("button").contains("Browse Files").should("be.visible"); + cy.get("input[aria-label='Dropzone']").selectFile("./cypress/files/Electric_Vehicle_Population_Data copy.xlsx", {force: true, action: "drag-drop"}); + + cy.get("button").contains("Continue Anyway").should("be.visible") + cy.get("button").contains("Continue Anyway").click() + + cy.contains("Files uploaded successfully!").should("be.visible"); + }); +}); diff --git a/frontend/cypress/e2e/voice_customer.cy.ts b/frontend/cypress/e2e/voice_customer.cy.ts new file mode 100644 index 00000000..f6684f11 --- /dev/null +++ b/frontend/cypress/e2e/voice_customer.cy.ts @@ -0,0 +1,330 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +describe("Voice Customer Test Suite", () => { + beforeEach(() => { + setupTestUserAndOrg(); + cy.visit("/"); + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + cy.get("span").contains("Control Center").click(); + cy.get('a[href="#/voice-customer"]').contains("Voice of Customer").should("be.visible"); + cy.get('a[href="#/voice-customer"]').contains("Voice of Customer").click(); + cy.get("button#headerCollapse").click(); + }); + + it("should display the voice customer page", () => { + cy.url().should("include", "#/voice-customer"); + cy.get("h3").contains("Brands").should("be.visible"); + cy.get("h3").contains("Products").should("be.visible"); + cy.get("h3").contains("Competitors").should("be.visible"); + + cy.get("h3").contains("Report Generation Status"); + + cy.get("h4").contains("Real Madrid").should("be.visible"); + cy.get("h4").contains("Kylian Mbappe").should("be.visible"); + cy.get("h4").contains("FC Barcelona").should("be.visible"); + }); + + it("Should verify the functionality of the brand creation", () => { + cy.url().should("include", "#/voice-customer"); + cy.get('[aria-label="create-brands-button"]').should("be.visible"); + cy.get('[aria-label="create-brands-button"]').click(); + + cy.intercept("GET", "/api/voice-customer/organizations/0aad82ee-52ec-428e-b211-e9cc34b94457/brands", { + statusCode: 200, + body: { + data: [ + { + _attachments: "attachments/", + _etag: '"61027b6d-0000-0100-0000-68839e700000"', + _rid: "piUFAJPb450ZAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFAJPb450=/docs/piUFAJPb450ZAAAAAAAAAA==/", + _ts: 1753456240, + createdAt: "2025-07-25T15:10:39.576086+00:00", + description: "Best Team of the world", + id: "a0dc8c96-0fc8-4549-8d34-328ada5aa64b", + name: "Real Madrid", + organizationId: "22552b2f-1e98-4bc0-a252-a782d80201d5", + updatedAt: "2025-07-25T15:10:39.576124+00:00" + }, + { + _attachments: "attachments/", + _etag: '"61027b6d-0000-0100-0000-68839e700001"', + _rid: "piUFAJPb450ZAAAAAAAAAB==", + _self: "dbs/piUFAA==/colls/piUFAJPb450=/docs/piUFAJPb450ZAAAAAAAAAB==/", + _ts: 1753456241, + createdAt: "2025-07-25T15:10:40.576086+00:00", + description: "A top level football club", + id: "b1dc8c96-0fc8-4549-8d34-328ada5aa64c", + name: "Chelsea FC", + organizationId: "22552b2f-1e98-4bc0-a252-a782d80201d5", + updatedAt: "2025-07-25T15:10:40.576124+00:00" + } + ], + status: 200 + } + }).as("getBrands"); + + cy.contains("Add Brand to Track").should("be.visible"); + cy.get('input[placeholder="Enter brand name"]').should("be.visible"); + cy.get('input[placeholder="Enter brand name"]').type("Chelsea FC"); + cy.get("textarea[placeholder='Brief description of the brand']").should("be.visible"); + cy.get("textarea[placeholder='Brief description of the brand']").type("A top level football club"); + cy.get("button[aria-label='add-brand-button']").should("be.visible"); + cy.get("button[aria-label='add-brand-button']").click(); + cy.wait("@getBrands"); + + cy.get("h4").contains("Chelsea FC").should("be.visible"); + }); + + it("Should verify the functionality of the product creation", () => { + cy.url().should("include", "#/voice-customer"); + cy.get('[aria-label="create-products-button"]').should("be.visible"); + cy.get('[aria-label="create-products-button"]').click(); + cy.wait("@getCategories").its("response.statusCode").should("eq", 200); + cy.get("select[aria-label='category-select']") + .find("option") + .should("have.length.greaterThan", 1); + cy.contains("Add Product to Track").should("be.visible"); + cy.get('input[placeholder="Enter product name"]').should("be.visible"); + cy.get('input[placeholder="Enter product name"]').type("Lionel Messi"); + cy.get("select[aria-label='category-select']").select("Player"); + cy.get("select[aria-label='brand-select']").should("be.visible"); + + cy.intercept("GET", "/api/voice-customer/organizations/0aad82ee-52ec-428e-b211-e9cc34b94457/products", { + statusCode: 200, + body: { + data: [ + { + _attachments: "attachments/", + _etag: '"19004a4c-0000-0100-0000-68839ea40000"', + _rid: "piUFAMwF0lwRAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFAMwF0lw=/docs/piUFAMwF0lwRAAAAAAAAAA==/", + _ts: 1753456292, + brandId: "a0dc8c96-0fc8-4549-8d34-328ada5aa64b", + category: "Player", + createdAt: "2025-07-25T15:11:31.903402+00:00", + description: "A mid level player", + id: "9ded4b25-e177-486c-af51-9bb600440b0a", + name: "Kylian Mbappe", + organizationId: "22552b2f-1e98-4bc0-a252-a782d80201d5", + updatedAt: "2025-07-25T15:11:31.903421+00:00" + }, + { + _attachments: "attachments/", + _etag: '"19004a4c-0000-0100-0000-68839ea40001"', + _rid: "piUFAMwF0lwRAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFAMwF0lw=/docs/piUFAMwF0lwRAAAAAAAAAA==/", + _ts: 1753456292, + brandId: "a0dc8c96-0fc8-4549-8d34-328ada5aa64b", + category: "Player", + createdAt: "2025-07-25T15:11:31.903402+00:00", + description: "A top level football player", + id: "9ded4b25-e177-486c-af51-9bb600440b0a", + name: "Lionel Messi", + organizationId: "22552b2f-1e98-4bc0-a252-a782d80201d5", + updatedAt: "2025-07-25T15:11:31.903421+00:00" + } + ], + status: 200 + } + }).as("getProducts2"); + + cy.get("select[aria-label='brand-select']").select("Real Madrid"); + cy.get("textarea[placeholder='Brief description of the product']").should("be.visible"); + cy.get("textarea[placeholder='Brief description of the product']").type("A top level football player"); + cy.get("button[aria-label='add-product-button']").should("be.visible"); + cy.get("button[aria-label='add-product-button']").click(); + + cy.wait("@getProducts2"); + cy.get("h4").contains("Lionel Messi").should("be.visible"); + }); + + it("Should verify the functionality of the competitor creation", () => { + cy.url().should("include", "#/voice-customer"); + cy.get('[aria-label="create-competitors-button"]').should("be.visible"); + cy.get('[aria-label="create-competitors-button"]').click(); + + cy.contains("Add Competitor to Track").should("be.visible"); + cy.get('input[placeholder="Enter competitor name"]').should("be.visible"); + cy.get('input[placeholder="Enter competitor name"]').type("Liverpool FC"); + + cy.intercept("GET", "/api/voice-customer/organizations/0aad82ee-52ec-428e-b211-e9cc34b94457/competitors", { + statusCode: 200, + body: { + data: [ + { + _attachments: "attachments/", + _etag: '"ca06a92d-0000-0100-0000-68839ecd0000"', + _rid: "piUFAIdpn7QWAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFAIdpn7Q=/docs/piUFAIdpn7QWAAAAAAAAAA==/", + _ts: 1753456333, + brands: [ + { + _attachments: "attachments/", + _etag: '"a6037715-0000-0100-0000-68839ece0000"', + _rid: "piUFAILPYeciAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFAILPYec=/docs/piUFAILPYeciAAAAAAAAAA==/", + _ts: 1753456334, + brand_id: "a0dc8c96-0fc8-4549-8d34-328ada5aa64b", + competitor_id: "e2291c49-d922-46ec-b791-9d677c82eed9", + id: "80488059-89c1-43df-a989-806e6ac1e2d7" + } + ], + createdAt: "2025-07-25T15:12:12.666829+00:00", + description: "A mid level football club", + id: "e2291c49-d922-46ec-b791-9d677c82eed9", + name: "FC Barcelona", + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5", + updatedAt: "2025-07-25T15:12:12.666857+00:00" + }, + { + _attachments: "attachments/", + _etag: '"cf06fafc-0000-0100-0000-6883ab480000"', + _rid: "piUFAIdpn7QXAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFAIdpn7Q=/docs/piUFAIdpn7QXAAAAAAAAAA==/", + _ts: 1753459528, + createdAt: "2025-07-25T16:05:28.311778+00:00", + description: "A top level football club", + id: "acc26e1b-4c87-4b92-b845-e906814d345a", + name: "Liverpool FC", + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5", + updatedAt: "2025-07-25T16:05:28.311808+00:00" + } + ], + status: 200 + } + }).as("getCompetitors"); + + cy.get("textarea[placeholder='Brief description of the competitor']").should("be.visible"); + cy.get("textarea[placeholder='Brief description of the competitor']").type("A top level football club"); + + cy.get("button[aria-label='add-competitor-button']").should("be.visible"); + cy.get("button[aria-label='add-competitor-button']").click(); + + cy.wait("@getCompetitors"); + cy.get("h4").contains("Liverpool FC").should("be.visible"); + + }) + + it("Should display report jobs in the Report Generation Status section", () => { + // Mock backend response for report jobs + cy.intercept('GET', /\/api\/report-jobs.*/, { + statusCode: 200, + body: [ + { + id: "job-1", + organization_id: "org-123", + report_name: "Brand Analysis", + report_key: "brand_analysis", + status: "SUCCEEDED", + progress: 100, + created_at: "2025-08-25T18:20:31Z", + updated_at: "2025-08-26T19:10:00Z", + }, + { + id: "job-2", + organization_id: "org-123", + report_name: "Brand Analysis", + report_key: "brand_analysis", + status: "RUNNING", + progress: 65, + created_at: "2025-08-25T18:20:31Z", + updated_at: "2025-08-26T19:10:00Z", + params: { target: "Microsoft" } + }, + { + id: "job-3", + organization_id: "org-123", + report_name: "Brand Analysis", + type: "competitor_analysis", + status: "QUEUED", + progress: 65, + created_at: "2025-08-25T18:20:31Z", + updated_at: "2025-08-26T19:10:00Z", + }, + { + id: "job-4", + organization_id: "org-123", + report_name: "Brand Analysis", + report_key: "product_analysis", + status: "FAILED", + progress: 65, + created_at: "2025-08-25T18:20:31Z", + updated_at: "2025-08-27T19:10:00Z", + } + ] + }).as('fetchReportJobs'); + + cy.reload(); + + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + cy.get('span').contains("Control Center").click(); + cy.get('a[href="#/voice-customer"]').contains("Voice of Customer").should("be.visible"); + cy.get('a[href="#/voice-customer"]').contains("Voice of Customer").click(); + cy.get("button#headerCollapse").click(); + cy.contains("Report Generation Status").should("be.visible"); + + cy.wait('@fetchReportJobs'); + + cy.contains("Brand Analysis").should("exist"); + cy.contains("Completed").should("exist"); + cy.contains("Pending").should("exist"); + cy.contains("In Progress").should("exist"); + cy.contains("Failed").should("exist"); + + cy.contains("2025-08-25").should("exist"); + cy.contains("2025-08-26").should("exist"); + cy.contains("2025-08-27").should("exist"); + }); + + it("Should display the error message when the fetch statuses failed", () => { + cy.intercept('GET', /\/api\/report-jobs.*/, { + statusCode: 500, + body: { error: "Failed to fetch report jobs" } + }).as('fetchReportJobsError'); + + cy.reload(); + + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + cy.get('span').contains("Control Center").click(); + cy.get('a[href="#/voice-customer"]').contains("Voice of Customer").should("be.visible"); + cy.get('a[href="#/voice-customer"]').contains("Voice of Customer").click(); + cy.get("button#headerCollapse").click(); + cy.contains("Report Generation Status").should("be.visible"); + + cy.wait('@fetchReportJobsError'); + + cy.contains("Failed to fetch report jobs").should("be.visible"); + }); + + it('Should show the spinner when reports are loading', () => { + + cy.intercept('GET', /\/api\/report-jobs.*/, (req) => { + return new Promise((resolve) => { + setTimeout(() => { + resolve(req.reply({ statusCode: 200, body: [] })); + }, 1000); + }); + }).as('fetchReportJobsLoading'); + cy.reload(); + + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + cy.get('span').contains("Control Center").click(); + cy.get('a[href="#/voice-customer"]').contains("Voice of Customer").should("be.visible"); + cy.get('a[href="#/voice-customer"]').contains("Voice of Customer").click(); + cy.get("button#headerCollapse").click(); + cy.contains("Report Generation Status").should("be.visible"); + + cy.get('[data-testid="reports-loading"]').should('be.visible'); + + cy.wait(1000); + + // Verify when there is no jobs found + cy.contains("No reports found").should("be.visible"); + }); + +}); diff --git a/frontend/cypress/e2e/workspace_governance.cy.ts b/frontend/cypress/e2e/workspace_governance.cy.ts new file mode 100644 index 00000000..34b998fb --- /dev/null +++ b/frontend/cypress/e2e/workspace_governance.cy.ts @@ -0,0 +1,57 @@ +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +const updatedData = { + brandInformation: "Neo Umbrella Inc.", + industryInformation: "Biotech and Security", + additionalInstructions: "Focus on B.O.W. containment and antivirus research.", + segmentSynonyms: "neo umbrella,umbrella new,biotech corp" +}; + +describe("Agent Section Tests", () => { + beforeEach(() => { + setupTestUserAndOrg(); + cy.intercept("PATCH", "/api/organization/*", {statusCode: 200}).as("updateOrg"); + cy.visit("/"); + cy.get("button#headerCollapse").should("be.visible"); + cy.get("button#headerCollapse").click(); + }); + + it('Should verify the visibility and functionality of the "Workspace Governance Page" link', () => { + // open the workspace governance page + cy.get("span").contains("Control Center").click(); + cy.get('a[href="#/organization"]').contains("Workspace Governance").should("be.visible"); + cy.get('a[href="#/organization"]').contains("Workspace Governance").click(); + cy.url().should("include", "#/organization"); + cy.get("button#headerCollapse").click(); + + //Test for the organization information + cy.get("span").should("contain.text", "Organization"); + cy.get("span").should("contain.text", "Manu dev"); + cy.get("span").should("contain.text", "0aad82ee-52ec-428e-b211-e9cc34b94457"); + cy.get("span").should("contain.text", "sub_1QeeHXEpF6ccgZLwfCmANnOP"); + cy.get("span").should("contain.text", "active"); + cy.get("span").should("contain.text", "f048ece8-4730-40ca-b6e1-8db764717459"); + cy.get("span").should("contain.text", "1/8/2025"); + + // Edit Brand Description + cy.get("span").should("contain.text", "Business Information"); + cy.contains("label", "Brand Description").parent().find("textarea").clear().type(updatedData.brandInformation); + + // Edit Business Description + cy.contains("label", "Business Description").parent().find("textarea").clear().type(updatedData.industryInformation); + + // Edit Additional Instructions + cy.contains("label", "Additional Instructions").parent().find("textarea").clear().type(updatedData.additionalInstructions); + + // Edit Segment Aliases + cy.contains("label", "Segment Aliases").parent().find("textarea").clear().type(updatedData.segmentSynonyms); + + cy.get("button").contains("Save Changes").click(); + + cy.wait("@updateOrg").then(interception => { + console.log("PATCH response body:", interception.response?.body); + cy.wrap(interception.response?.statusCode).should("equal", 200); + cy.wrap(interception.request.body).should("deep.equal", updatedData); + }); + }); +}); diff --git a/frontend/cypress/files/Electric_Vehicle_Population_Data copy.xlsx b/frontend/cypress/files/Electric_Vehicle_Population_Data copy.xlsx new file mode 100644 index 00000000..0ae3d074 Binary files /dev/null and b/frontend/cypress/files/Electric_Vehicle_Population_Data copy.xlsx differ diff --git a/frontend/cypress/fixtures/example.json b/frontend/cypress/fixtures/example.json new file mode 100644 index 00000000..02e42543 --- /dev/null +++ b/frontend/cypress/fixtures/example.json @@ -0,0 +1,5 @@ +{ + "name": "Using fixtures to represent data", + "email": "hello@cypress.io", + "body": "Fixtures are a great way to mock data for responses to routes" +} diff --git a/frontend/cypress/fixtures/setupSubscriptionError.ts b/frontend/cypress/fixtures/setupSubscriptionError.ts new file mode 100644 index 00000000..232d218d --- /dev/null +++ b/frontend/cypress/fixtures/setupSubscriptionError.ts @@ -0,0 +1,58 @@ +/// + +export function setupSubscriptionError() { + cy.intercept("GET", "/api/auth/user", { + statusCode: 200, + body: { + authenticated: true, + status: "success", + user: { + email: "venomsnake@diamondogs.com", + id: "dummyid", + name: "John", + organizationId: "dummyid", + role: "platformAdmin" + } + } + }).as("getUser"); + + cy.intercept("GET", "/api/get-organization-subscription*", { + statusCode: 200, + body: { + id: "dummyid", + name: "Diamond Dogs", + owner: "dummyid", + sessionId: "cs_test_dummy", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + _rid: "piUFANyBdv5AAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFANyBdv4=/docs/piUFANyBdv5AAAAAAAAAAA==/", + _etag: '"3c01eb3b-0000-0100-0000-677d43240000"', + _attachments: "attachments/", + subscriptionId: "sub_dummy", + _ts: 1736262436 + } + }).as("getOrganizationSubscription"); + + cy.intercept("GET", "/api/get-user-organizations", { + statusCode: 200, + body: [ + { + id: "dummyid", + name: "Diamond Dogs", + owner: "dummyid", + sessionId: "cs_test_dummy", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + subscriptionId: "sub_dummy" + } + ] + }).as("getUserOrganizations"); + + cy.intercept("GET", "/api/get-users-organizations-role*", { + statusCode: 200, + body: { role: "admin" } + }); + + +} \ No newline at end of file diff --git a/frontend/cypress/fixtures/setupTestUser.ts b/frontend/cypress/fixtures/setupTestUser.ts new file mode 100644 index 00000000..6e26ef04 --- /dev/null +++ b/frontend/cypress/fixtures/setupTestUser.ts @@ -0,0 +1,407 @@ +/// + +export function setupTestUserAndOrg() { + cy.intercept("GET", "/api/auth/user", { + statusCode: 200, + body: { + authenticated: true, + status: "success", + user: { + email: "manuelcastro@hamalsolutions.com", + id: "f048ece8-4730-40ca-b6e1-8db764717459", + name: "Manuel Castro", + organizationId: "0aad82ee-52ec-428e-b211-e9cc34b94457", + role: "platformAdmin" + } + } + }).as("getUser"); + + cy.intercept("GET", "/api/get-organization-subscription*", { + statusCode: 200, + body: { + id: "0aad82ee-52ec-428e-b211-e9cc34b94457", + name: "Manu dev", + owner: "f048ece8-4730-40ca-b6e1-8db764717459", + sessionId: "cs_test_a1DipoQd3hJrgmGaT1Im2AydoNrK0LJ5GNJKwa13AhsV9KU9Pq1SWYrvtE", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + _rid: "piUFANyBdv5AAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFANyBdv4=/docs/piUFANyBdv5AAAAAAAAAAA==/", + _etag: '"3c01eb3b-0000-0100-0000-677d43240000"', + _attachments: "attachments/", + subscriptionId: "sub_1QeeHXEpF6ccgZLwfCmANnOP", + _ts: 1736262436 + } + }).as("getOrganizationSubscription"); + + cy.intercept("GET", "/api/get-user-organizations", { + statusCode: 200, + body: [ + { + id: "0aad82ee-52ec-428e-b211-e9cc34b94457", + name: "Manu dev", + owner: "f048ece8-4730-40ca-b6e1-8db764717459", + sessionId: "cs_test_a1DipoQd3hJrgmGaT1Im2AydoNrK0LJ5GNJKwa13AhsV9KU9Pq1SWYrvtE", + subscriptionStatus: "active", + subscriptionExpirationDate: 1736348460, + subscriptionId: "sub_1QeeHXEpF6ccgZLwfCmANnOP" + } + ] + }).as("getUserOrganizations"); + + cy.intercept("GET", "/api/get-users-organizations-role*", { + statusCode: 200, + body: { role: "admin" } + }); + + cy.intercept("GET", "/api/subscriptions/sub_1QeeHXEpF6ccgZLwfCmANnOP/tiers", { + statusCode: 200, + body: { + subscriptionData: { + current_period_end: 1738940483, + items: [ + { + currency: "usd", + price_id: "price_1QFFxYEpF6ccgZLwkInisIKQ", + price_nickname: "Premium", + product_id: "prod_R05WPWPAgXt6Kj", + product_name: "AI Assistants", + quantity: 1, + unit_amount: 1200000 + }, + { + currency: "usd", + price_id: "price_1QG274EpF6ccgZLw5mfmGyAw", + price_nickname: null, + product_id: "prod_R8IiGUjCNUuE3c", + product_name: "Financial Assistant", + quantity: 1, + unit_amount: 100000 + } + ], + status: "active" + }, + subscriptionId: "sub_1QeeHXEpF6ccgZLwfCmANnOP", + subscriptionTiers: ["Premium", "Financial Assistant", "Premium + Financial Assistant"] + } + }).as("getSubscriptionTiers"); + + cy.intercept("GET", "/api/chat-history", { + statusCode: 200, + body: [ + { + id: "2d3afddf-8b77-4b53-a415-dcfff81bdb4d", + start_date: "2025-01-21 09:09:55", + content: "What is the customer pulse segment?", + organization_id: "0aad82ee-52ec-428e-b211-e9cc34b94457", + type: "default" + }, + { + id: "04ec0c95-8d2d-451e-a192-94541dbd5496", + start_date: "2025-01-21 13:12:14", + organization_id: "0aad82ee-52ec-428e-b211-e9cc34b94457", + content: "how the customer pulse segment can help to sell a chopping cart?", + type: "default" + }, + { + id: "6e77f115-6df9-40b4-a321-a0a7c700938b", + start_date: "2025-01-21 15:15:00", + organization_id: '0aad82ee-52ec-428e-b211-e9cc34b94457', + content: "What is the customer pulse segmentation?", + type: "default" + }, + { + id: "83fef006-4b6e-43df-a989-deebcd250cf2", + start_date: "2025-01-21 15:15:00", + organization_id: '0aad82ee-52ec-428e-b211-e9cc34b94457', + content: "What is the percent of customer quitting due to bad customer service? please generate a graph to visualize the result", + type: "default" + } + ] + }).as("getChatHistory"); + + cy.intercept("GET", "/api/settings", { + statusCode: 200, + body: { font_family: "Arial", font_size: "16", model: "gpt-4.1", temperature: 0 } + }).as("getSettings"); + + cy.intercept("POST", "/api/settings", { + statusCode: 200, + body: { + client_principal_id: "b808ad31-2df1-41f8-b077-6f0e28b84f46", + client_principal_name: "Victor Maldonado", + font_family: "Arial", + font_size: "16", + model: "Claude-4.5-Sonnet", + temperature: 0 + } + }).as("updateSettings"); + + cy.intercept("GET", "/api/getusers*", { + statusCode: 200, + body: [ + { + id: "1", + data: { name: "Albert Wesker", email: "albertumbrella@example.com" }, + role: "admin" + }, + { + id: "2", + data: { name: "Alyx Vance", email: "halflife3isreal@example.com" }, + role: "user" + }, + { + id: "3", + user_new: true, + nickname: "Carl Johnson", + data: { email: "grovestreet4life@invited.com" }, + role: "platformAdmin", + token_expiry: Math.floor(Date.now() / 1000) + 3600 + }, + { + id: "4", + user_new: true, + nickname: "Geralt of Rivia", + data: { email: "imawitcher@expired.com" }, + role: "user", + token_expiry: Math.floor(Date.now() / 1000) - 3600 + } + ] + }); + + cy.intercept("GET", "/api/categories?organization_id=0aad82ee-52ec-428e-b211-e9cc34b94457*", { + statusCode: 200, + body: [ + { + id: "a22515a1-0f54-482a-93cb-d2b6edd7c335", + organization_id: "0aad82ee-52ec-428e-b211-e9cc34b94457", + name: "Player", + created_at: "2025-09-02T18:00:00+00:00", + updated_at: "2025-09-02T18:00:00+00:00" + }, + { + id: "912515a1-0f54-482a-93cb-d2b6edd7b224", + organization_id: "0aad82ee-52ec-428e-b211-e9cc34b94457", + name: "smartphones", + created_at: "2025-09-02T17:46:41.359841+00:00", + updated_at: "2025-09-02T17:46:41.359841+00:00" + } + ] + }).as("getCategories"); + + cy.intercept("GET", "/api/voice-customer/organizations/0aad82ee-52ec-428e-b211-e9cc34b94457/brands", { + statusCode: 200, + body: { + data: [ + { + id: "a0dc8c96-0fc8-4549-8d34-328ada5aa64b", + name: "Real Madrid", + description: "Best Team of the world" + } + ], + status: 200 + } + }); + + cy.intercept("GET", "/api/voice-customer/organizations/0aad82ee-52ec-428e-b211-e9cc34b94457/products", { + statusCode: 200, + body: { + data: [ + { + id: "9ded4b25-e177-486c-af51-9bb600440b0a", + name: "Kylian Mbappe", + category: "Player" + } + ], + status: 200 + } + }); + + cy.intercept("GET", "/api/voice-customer/organizations/0aad82ee-52ec-428e-b211-e9cc34b94457/competitors", { + statusCode: 200, + body: { + data: [ + { + id: "e2291c49-d922-46ec-b791-9d677c82eed9", + name: "FC Barcelona", + industry: "Football" + } + ], + status: 200 + } + }); + + cy.intercept("POST", "/api/voice-customer/brands", { + statusCode: 201, + body: { + _attachments: "attachments/", + _etag: '"61027b6d-0000-0100-0000-68839e700001"', + _rid: "piUFAJPb450ZAAAAAAAAAB==", + _self: "dbs/piUFAA==/colls/piUFAJPb450=/docs/piUFAJPb450ZAAAAAAAAAB==/", + _ts: 1753456241, + createdAt: "2025-07-25T15:10:40.576086+00:00", + description: "A top level football club", + id: "b1dc8c96-0fc8-4549-8d34-328ada5aa64c", + name: "Chelsea FC", + organizationId: "22552b2f-1e98-4bc0-a252-a782d80201d5", + updatedAt: "2025-07-25T15:10:40.576124+00:00" + } + }).as("addBrand"); + + cy.intercept("POST", "/api/voice-customer/products", { + statusCode: 201, + body: { + _attachments: "attachments/", + _etag: '"19004a4c-0000-0100-0000-68839ea40001"', + _rid: "piUFAMwF0lwRAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFAMwF0lw=/docs/piUFAMwF0lwRAAAAAAAAAA==/", + _ts: 1753456292, + brandId: "a0dc8c96-0fc8-4549-8d34-328ada5aa64b", + category: "Player", + createdAt: "2025-07-25T15:11:31.903402+00:00", + description: "A top level football player", + id: "9ded4b25-e177-486c-af51-9bb600440b0a", + name: "Lionel Messi", + organizationId: "22552b2f-1e98-4bc0-a252-a782d80201d5", + updatedAt: "2025-07-25T15:11:31.903421+00:00" + } + }).as("addProduct"); + + cy.intercept("POST", "/api/voice-customer/competitors", { + statusCode: 201, + body: { + data: { + _attachments: "attachments/", + _etag: '"cf06fafc-0000-0100-0000-6883ab480000"', + _rid: "piUFAIdpn7QXAAAAAAAAAA==", + _self: "dbs/piUFAA==/colls/piUFAIdpn7Q=/docs/piUFAIdpn7QXAAAAAAAAAA==/", + _ts: 1753459528, + createdAt: "2025-07-25T16:05:28.311778+00:00", + description: "A top level football club", + id: "acc26e1b-4c87-4b92-b845-e906814d345a", + industry: "Football Club", + name: "Liverpool", + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5", + updatedAt: "2025-07-25T16:05:28.311808+00:00" + }, + status: 201 + } + }); + + cy.intercept("GET", "/api/voice-customer/organizations/0aad82ee-52ec-428e-b211-e9cc34b94457/industry", { + statusCode: 200, + body: { + data: { + industry_description: "The automotive industry comprises a wide range of companies and organizations involved in the design, development, manufacturing, marketing, and selling of motor vehicles." + }, + status: 200 + } + }).as("getIndustryByOrganization"); + + cy.intercept("GET", "/api/get-source-documents?organization_id=0aad82ee-52ec-428e-b211-e9cc34b94457", { + statusCode: 203, + body: { + data: [ + { + content_type: "application/octet-stream", + created_on: "2025-08-14T02:08:57+00:00", + last_modified: "2025-08-14T02:08:57+00:00", + metadata: { + description: + "This dataset (1054 rows 16 columns) contains monthly sales records for Henkel products, including department, product descriptions, categories, brands, order channels, and sales metrics, intended for sales performance analysis and business decision-making. The most common Henkel category is 'Construction Adhesives', and the majority of sales occur via the 'Store' channel; notably, there are 127 records with negative sales amounts. Key columns: OMNI_DEPT_NBR, OMNI_DEPT_DESC, UPC_LONG_DESC, Henkel category, Henkel brand, Order Channel, WM Full Yr Nbr, WM Mth Nm, Sales Amt, Sales Unit Qty.", + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5" + }, + name: "organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/2025 Sample Test Data (Shopper Behavior) Walmart.xlsx", + size: 1444248, + url: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/2025 Sample Test Data (Shopper Behavior) Walmart.xlsx" + }, + { + content_type: "application/octet-stream", + created_on: "2025-08-12T00:07:06+00:00", + last_modified: "2025-08-12T00:07:06+00:00", + metadata: { + description: + "The dataset contains 24 rows and 2 columns, with columns: DATABOOK NAVIGATION, Unnamed: 1. It appears to include navigation or section headers for a databook, likely intended to organize topics such as Demographics, AI in Online Shopping, and Summer Home Improvement for further analysis. Notably, the most frequently listed category is 'N', indicating a focus on that topic.", + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5" + }, + name: "organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/Copy of Pulse 147 Databook.xlsx", + size: 382836, + url: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/Copy of Pulse 147 Databook.xlsx" + }, + { + content_type: "application/octet-stream", + created_on: "2025-08-12T00:15:36+00:00", + last_modified: "2025-08-12T00:17:49+00:00", + metadata: { + description: + "This dataset contains 28 rows and 17 columns of electric vehicle registration details, with key fields such as VIN (1-10), County, City, State, Model Year, Make, Model, Electric Vehicle Type, Clean Alternative Fuel Vehicle (CAFV) Eligibility, Electric Range. Most vehicles are 'Battery Electric Vehicle (BEV)', with 'TESLA' as a frequent make and 'Kitsap' county commonly represented.", + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5" + }, + name: "organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/Electric_Veh_Population_Data copy.xlsx", + size: 9685, + url: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/Electric_Vehicle_Population_Data copy.xlsx" + }, + { + content_type: "application/octet-stream", + created_on: "2025-08-12T00:08:06+00:00", + last_modified: "2025-08-13T19:34:36+00:00", + metadata: { + description: + "This dataset contains 20528 rows and 28 columns of customer review sentences for various products, including sentiment scores, product details, and review metadata; it is intended for analyzing consumer feedback and sentiment trends. Notable patterns include frequent 'Positive' sentiment labels and recurring themes such as 'Fans / Attractors: Customer Satisfaction', with key columns being Sentence, Sentence Sentiment, Sentence Sentiment Label, Review & Rating ID, Date, Rating, Product, Brand, Category, Review Body.", + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5" + }, + name: "organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/Loctite-GE-OSI 24 month construction adhesive rating & reviews_20250730 JH.xlsx", + size: 2382475, + url: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/Loctite-GE-OSI 24 month construction adhesive rating & reviews_20250730 JH.xlsx" + }, + { + content_type: "application/pdf", + created_on: "2025-08-13T17:00:26+00:00", + last_modified: "2025-08-13T19:14:54+00:00", + metadata: { + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5" + }, + name: "organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/REPORT1.pdf", + size: 58406, + url: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/REPORT1.pdf" + }, + { + content_type: "application/pdf", + created_on: "2025-08-13T17:00:31+00:00", + last_modified: "2025-08-13T18:04:43+00:00", + metadata: { + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5" + }, + name: "organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/WfuUsersChats.pdf", + size: 266392, + url: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/WfuUsersChats.pdf" + }, + { + content_type: "application/octet-stream", + created_on: "2025-08-12T00:29:30+00:00", + last_modified: "2025-08-12T00:29:30+00:00", + metadata: { + description: + "This dataset (10 rows x 14 columns) records time tracking details for Sales Factory AI's Fredd AI project, including the following columns: Date, Client, Project, Project Code, Task, Notes, Hours, Billable?, Invoiced?, Approved?, First Name, Last Name, Employee?, External Reference URL. Most entries are for programming tasks by Victor, with all hours marked as billable but not yet invoiced or approved.", + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5" + }, + name: "organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/harvest_time_report_from2025-08-01to2025-08-31.csv", + size: 2328, + url: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/harvest_time_report_from2025-08-01to2025-08-31.csv" + }, + { + content_type: "application/pdf", + created_on: "2025-08-05T17:28:29+00:00", + last_modified: "2025-08-05T17:28:29+00:00", + metadata: { + organization_id: "22552b2f-1e98-4bc0-a252-a782d80201d5" + }, + name: "organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/linearalgebraanditsapplications.pdf", + size: 13633681, + url: "https://strag0vm2b2htvuuclm.blob.core.windows.net/documents/organization_files/22552b2f-1e98-4bc0-a252-a782d80201d5/linearalgebraanditsapplications.pdf" + } + ], + status: 200 + } + }); +} diff --git a/frontend/cypress/fixtures/setupUserWithoutOrg.ts b/frontend/cypress/fixtures/setupUserWithoutOrg.ts new file mode 100644 index 00000000..25f3e1ce --- /dev/null +++ b/frontend/cypress/fixtures/setupUserWithoutOrg.ts @@ -0,0 +1,135 @@ +/// + +export function setupTestUserWithoutOrg() { + cy.intercept("GET", "/api/auth/user", { + statusCode: 200, + body: { + authenticated: true, + status: "success", + user: { + email: "davidmartinez@nightcity.com", + id: "dummyid", + name: "David Martinez", + organizationId: "null", + role: "platformAdmin" + } + } + }).as("getUser"); + + cy.intercept('GET', '/api/get-organization-subscription*', { + statusCode: 200, + body: { + id: "org_123456", + name: "Grove Street Families", + owner: "David Martinez", + } + }).as('getOrgSubscription'); + + cy.intercept("GET", "/api/stripe", { + statusCode: 200, + body: { + key: "dummy_stripe_key" + } + }).as("getApiKeyPayment"); + + cy.intercept('GET', '/api/prices*', { + statusCode: 200, + body: { + prices: [ + { + "active": true, + "billing_scheme": "per_unit", + "created": 1736366437, + "currency": "usd", + "custom_unit_amount": null, + "id": "dummy price", + "livemode": false, + "lookup_key": null, + "metadata": { + "FAQ": "*What kind of studies are included?* Our research team will conduct 4 custom studies for your brand annually including brand perception analysis, benefit trade-off research, concept testing, and other tailored insights to enhance your knowledge base with current market intelligence. *How do the tailored answers work?* Our experts will configure the system to understand your specific brand, business context, and industry nuances ensuring every response is uniquely relevant and actionable for your", + "features": "All Custom plan features included, Expanded team access (up to 20 members), Unlimited AI conversations, 4 custom research projects annually with unique insights, Full integration of research findings into your database, Industry-specific responses tailored to your business" + }, + "nickname": "Premium", + "object": "price", + "product": "dummy product", + "recurring": { + "aggregate_usage": null, + "interval": "month", + "interval_count": 1, + "meter": null, + "trial_period_days": null, + "usage_type": "licensed" + }, + "tax_behavior": "unspecified", + "tiers_mode": null, + "transform_quantity": null, + "type": "recurring", + "unit_amount": 2000000, + "unit_amount_decimal": "2000000" + }, + { + "active": true, + "billing_scheme": "per_unit", + "created": 1736366310, + "currency": "usd", + "custom_unit_amount": null, + "id": "dummy price", + "livemode": false, + "lookup_key": null, + "metadata": { + "FAQ": "* How does the custom knowledge integration work? * You can upload your company documents or work directly with one of our experts to integrate your proprietary data and documents for a truly personalized AI experience. * Is there special onboarding for enterprise users? * Yes! Our white-glove onboarding includes personalized training sessions, custom integration support, and a dedicated success manager.", + "features": "All Basic features included,Team access for up to 5 members, Unlimited AI conversations, Custom knowledge integration with your data, Priority technical & content support (12-hr response)" + }, + "nickname": "Custom", + "object": "price", + "product": "dummy product", + "recurring": { + "aggregate_usage": null, + "interval": "month", + "interval_count": 1, + "meter": null, + "trial_period_days": null, + "usage_type": "licensed" + }, + "tax_behavior": "unspecified", + "tiers_mode": null, + "transform_quantity": null, + "type": "recurring", + "unit_amount": 250000, + "unit_amount_decimal": "250000" + }, + { + "active": true, + "billing_scheme": "per_unit", + "created": 1736365726, + "currency": "usd", + "custom_unit_amount": null, + "id": "dummy price", + "livemode": false, + "lookup_key": null, + "metadata": { + "FAQ": "* Can I upgrade to a higher tier later? * Absolutely! You can seamlessly upgrade anytime as your needs grow, with pro-rated billing. * What's included in the standard knowledge database? * Gain immediate access to essential Home Improvement industry intelligence: top players' financial reports, real-time economic indicators, proven marketing frameworks, and our exclusive Consumer Pulse Survey data® and Consumer Pulse Segmentation® — everything you need to make informed decisions.", + "features": "Single user access, Unlimited AI conversations, Standard knowledge database, Email support (24-hour response)" + }, + "nickname": "Basic", + "object": "price", + "product": "dummy product", + "recurring": { + "aggregate_usage": null, + "interval": "month", + "interval_count": 1, + "meter": null, + "trial_period_days": null, + "usage_type": "licensed" + }, + "tax_behavior": "unspecified", + "tiers_mode": null, + "transform_quantity": null, + "type": "recurring", + "unit_amount": 40000, + "unit_amount_decimal": "40000" + } + ] + } + }).as('getProductPrices'); +} diff --git a/frontend/cypress/support/commands.ts b/frontend/cypress/support/commands.ts new file mode 100644 index 00000000..232a96d5 --- /dev/null +++ b/frontend/cypress/support/commands.ts @@ -0,0 +1,49 @@ +/// + +import { setupTestUserAndOrg } from "../fixtures/setupTestUser"; + +/* ───────────────────────────── Custom commands ─────────────────────────── */ + +// Update the command implementations: +Cypress.Commands.add("goHome", () => { + cy.url().should("include", "#/"); +}); + +Cypress.Commands.add("focusChatInput", () => { + cy.get("textarea[placeholder*='Write your question']"); +}); + +Cypress.Commands.add("openChat", () => { + setupTestUserAndOrg(); + cy.visit("/"); + cy.get("#headerCollapse").click(); + cy.contains("a", /ai chat/i).click(); + cy.url().should("include", "#/"); +}); + +Cypress.Commands.add("askChat", (message: string) => { + cy.get("textarea[placeholder*='Write your question']").type(message); + cy.get("[aria-label='Ask a question button']").click(); + cy.get("textarea[placeholder*='Write your question']"); // any element to keep chain +}); + +/** + * Shorthand for `[data-cy="value"]`. + * We keep the return type `Chainable>` to satisfy TS. + */ +Cypress.Commands.add("dataCy", (value: string): Cypress.Chainable> => cy.get(`[data-cy="${value}"]`)); + +/* ──────────────────────────── TS augmentation ──────────────────────────── */ +declare global { + namespace Cypress { + // eslint-disable-next-line @typescript-eslint/no-unused-vars + interface Chainable { + openChat(): Chainable; + askChat(message: string): Chainable; + dataCy(value: string): Chainable>; + goHome(): Chainable; + focusChatInput(): Chainable; + } + } +} +export {}; diff --git a/frontend/cypress/support/e2e.ts b/frontend/cypress/support/e2e.ts new file mode 100644 index 00000000..e4e246ec --- /dev/null +++ b/frontend/cypress/support/e2e.ts @@ -0,0 +1,17 @@ +// *********************************************************** +// This example support/e2e.ts is processed and +// loaded automatically before your test files. +// +// This is a great place to put global configuration and +// behavior that modifies Cypress. +// +// You can change the location of this file or turn off +// automatically serving support files with the +// 'supportFile' configuration option. +// +// You can read more here: +// https://on.cypress.io/configuration +// *********************************************************** + +// Import commands.js using ES2015 syntax: +import './commands' \ No newline at end of file diff --git a/frontend/index.html b/frontend/index.html index f158d5a2..1191271d 100644 --- a/frontend/index.html +++ b/frontend/index.html @@ -4,7 +4,85 @@ - Chat On Your Data | Demo + FreddAid + + + + + + + + + + + + + + + + + + + + +
diff --git a/frontend/jest.config.ts b/frontend/jest.config.ts new file mode 100644 index 00000000..9adbffee --- /dev/null +++ b/frontend/jest.config.ts @@ -0,0 +1,14 @@ +// jest.config.ts +import type { Config } from "jest"; + +const config: Config = { + testEnvironment: "jsdom", + setupFilesAfterEnv: ["/src/setupTests.ts"], + moduleNameMapper: { + "^@/(.*)$": "/src/$1" + }, + transform: { + "^.+\\.tsx?$": ["ts-jest", { tsconfig: "./tsconfig.json" }] + } +}; +export default config; diff --git a/frontend/package-lock.json b/frontend/package-lock.json index 528e1489..48f3dc14 100644 --- a/frontend/package-lock.json +++ b/frontend/package-lock.json @@ -1,4097 +1,10157 @@ { - "name": "frontend", - "version": "0.0.0", - "lockfileVersion": 3, - "requires": true, - "packages": { - "": { - "name": "frontend", - "version": "0.0.0", - "dependencies": { - "@cyntler/react-doc-viewer": "^1.14.1", - "@fluentui/react": "^8.105.3", - "@fluentui/react-icons": "^2.0.195", - "@pdftron/webviewer": 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"^18.2.0", - "react-router-dom": "^6.8.1", - "universal-cookie": "^4.0.4" - }, - "devDependencies": { - "@types/dompurify": "^2.4.0", - "@types/react": "^18.0.27", - "@types/react-dom": "^18.0.10", - "@vitejs/plugin-react": "^3.1.0", - "prettier": "^2.8.3", - "typescript": "^4.9.3", - "vite": "^4.1.0" - } + "name": "frontend", + "private": true, + "version": "1.3.4", + "type": "module", + "scripts": { + "test": "jest", + "test:watch": "jest --watch", + "test:coverage": "jest --coverage", + "dev": "vite", + "build": "tsc && vite build", + "watch": "tsc && vite build --watch" + }, + "dependencies": { + "@fluentui/react": "^8.105.3", + "@fluentui/react-icons": "^2.0.195", + "@react-spring/web": "^9.7.1", + "@stripe/react-stripe-js": "^2.7.3", + "@stripe/stripe-js": "^4.1.0", + "@tabler/icons-react": "^3.21.0", + "bootstrap": "^5.3.3", + "docx-preview": "^0.3.5", + "dompurify": "^3.0.1", + "lucide-react": "^0.508.0", + "microsoft-cognitiveservices-speech-sdk": "^1.27.0", + "react": "^18.2.0", + "react-dom": "^18.2.0", + "react-dropzone": "^14.3.8", + "react-markdown": "^9.0.1", + "react-router-dom": "^6.8.1", + "react-toastify": "^10.0.5", + "rehype-raw": "^7.0.0", + "remark-gfm": "^4.0.0", + "universal-cookie": "^4.0.4", + "use-file-picker": "^2.1.2" + }, + "devDependencies": { + "@fullhuman/postcss-purgecss": "^7.0.2", + "@testing-library/jest-dom": "^6.6.4", + "@types/dompurify": "^2.4.0", + "@types/jest": "^30.0.0", + "@types/node": "^20.19.15", + "@types/react": "^18.0.27", + "@types/react-dom": "^18.0.10", + "@vitejs/plugin-react": "^3.1.0", + "autoprefixer": "^10.4.21", + "cypress": "^14.0.0", + "jest": "^30.0.5", + "jest-environment-jsdom": "^30.0.5", + "postcss": "^8.5.6", + "ts-jest": "^29.4.1", + "typescript": "^4.9.3", + "vite": "^4.1.0", + "vite-plugin-compression": "^0.5.1" + } } diff --git a/frontend/postcss.config.js b/frontend/postcss.config.js new file mode 100644 index 00000000..ecd3793f --- /dev/null +++ b/frontend/postcss.config.js @@ -0,0 +1,5 @@ +export default { + plugins: { + autoprefixer: {}, + } +} \ No newline at end of file diff --git a/frontend/public/favicon.ico b/frontend/public/favicon.ico index f1fe5051..c4a182b1 100644 Binary files a/frontend/public/favicon.ico and b/frontend/public/favicon.ico differ diff --git a/frontend/src/App.tsx b/frontend/src/App.tsx new file mode 100644 index 00000000..31c6068f --- /dev/null +++ b/frontend/src/App.tsx @@ -0,0 +1,179 @@ +import { Routes, Route } from "react-router-dom"; +import ProtectedRoute from "./router/ProtectedRoute"; +import NoPage from "./pages/NoPage"; +import AccessDenied from "./pages/AccesDenied"; +import Onboarding from "./pages/onboarding/Onboarding"; +import HelpCenter from "./pages/helpcenter/HelpCenter"; +import RequestStudies from "./pages/studies/RequestStudies"; +import Logout from "./pages/logout/Logout"; +import Notifications from "./pages/notifications/Notifications"; +import { LazyPaymentGateway } from "./components/PaymentGateway/LazyPaymentGateway"; +import SuccessPayment from "./components/PaymentGateway/SuccessPayment"; +// New Routes + +import Layout from "./pages/layout/_Layoutcopy"; +import Chat from "./pages/chat/Chatcopy"; +import Admin from "./pages/admin/Admincopy"; +import Organization from "./pages/organization/Organizationcopy"; + +import UploadResources from "./pages/resources/UploadResources"; +import UploadConsumerPulse from "./pages/consumerpulse/UploadConsumerPulse"; + +import SubscriptionManagement from "./pages/subscriptionmanagement/SubscriptionManagementcopy"; + +import KnowledgeSources from "./pages/knowledgesources/KnowledgeSources"; +import VoiceCustomer from "./pages/voicecustomer/VoiceCustomer"; +import Gallery from "./pages/gallery/Gallery"; +import SubscriptionError from "./pages/SubscriptionError"; + +export default function App() { + return ( + + {/* Public Routes */} + } /> + } /> + } /> + } /> + } /> + + {/* Protected Routes for Authenticated Users (Regular and Admin) */} + + } + > + }> + } /> + } /> + } /> + } /> + } /> + } /> + } /> + + + {/* + } + > + }> + {/* } /> */} + {/* } /> */} + {/* } /> */} + {/* } /> */} + {/* } /> */} + {/* } /> */} + {/* } /> + + */} + + {/* Protected Routes for Admin Only */} + + } + > + }> + } /> + } /> + } /> + } /> + } /> + + + + {/* Protected Routes for Platform Admin Only */} + + } + > + }> + } /> + + + + {/* Protected Routes for Premium Features */} + + } + > + }> + } /> + } /> + + + + {/* Protected Routes for Reports */} + + } + > + }> + + + + } + > + }> + + + {/* Catch-All Route for Undefined Paths */} + } /> + + ); +} diff --git a/frontend/src/api/api.ts b/frontend/src/api/api.ts index 7d666853..ee865f05 100644 --- a/frontend/src/api/api.ts +++ b/frontend/src/api/api.ts @@ -1,55 +1,2156 @@ -import { AskRequest, AskResponse, AskResponseGpt, ChatRequest, ChatRequestGpt } from "./models"; +import { GetSettingsProps, PostSettingsProps, ConversationHistoryItem, ChatTurn, ThoughtProcess, UserInfo, BackendReportStatus, BackendReportJobDoc, Category } from "./models"; +import { SourceDocumentsResponse } from '../types'; +import { fetchWrapper } from './fetchWrapper'; +/** + * API Functions for Frontend + * + * Session Management: + * - Critical auth functions have been migrated to use fetchWrapper (with automatic 401 handling) + * - fetchWrapper automatically intercepts 401 responses and triggers session expiration modal + * - When adding new API functions, use fetchWrapper instead of native fetch for better session handling + * + * Migration Status: + * - ✅ fetchUserOrganizations + * - ✅ fetchUserRoleForOrganization + * - ✅ checkUser + * - ✅ getOrganizationSubscription + * - ⏳ Other functions can be migrated gradually as needed + */ +export async function getUsers({ user }: any): Promise { + const user_id = user ? user.id : "00000000-0000-0000-0000-000000000000"; + const user_name = user ? user.name : "anonymous"; + const user_organizationId = user ? user.organizationId : "00000000-0000-0000-0000-000000000000"; + try { + const response = await fetch("/api/getusers?organizationId=" + user_organizationId, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": user_id, + "X-MS-CLIENT-PRINCIPAL-NAME": user_name + } + }); -export async function chatApiGpt(options: ChatRequestGpt): Promise { - const response = await fetch("/chatgpt", { - method: "POST", - headers: { - "Content-Type": "application/json" - }, - body: JSON.stringify({ - history: options.history, - approach: options.approach, - conversation_id: options.conversation_id, - query: options.query, - overrides: { - semantic_ranker: options.overrides?.semanticRanker, - semantic_captions: options.overrides?.semanticCaptions, - top: options.overrides?.top, - temperature: options.overrides?.temperature, - prompt_template: options.overrides?.promptTemplate, - prompt_template_prefix: options.overrides?.promptTemplatePrefix, - prompt_template_suffix: options.overrides?.promptTemplateSuffix, - exclude_category: options.overrides?.excludeCategory, - suggest_followup_questions: options.overrides?.suggestFollowupQuestions + const parsedResponse = await response.json(); + if (response.status > 299 || !response.ok) { + throw Error("Unknown error in getUsers"); + } + return parsedResponse; + } catch (error) { + console.log("Error fetching users", error); + return { data: null }; + } +} + +export async function getUserById({ user }: any): Promise { + const user_id = user ? user.id : "00000000-0000-0000-0000-000000000000"; + const user_name = user ? user.name : "anonymous"; + + try { + const response = await fetch(`/api/getusers?user_id=${user_id}`, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": user_id, + "X-MS-CLIENT-PRINCIPAL-NAME": user_name } - }) + }); + + const parsedResponse = await response.json(); + if (response.status > 299 || !response.ok) { + throw Error("Unknown error in getUserById"); + } + return parsedResponse; + } catch (error) { + console.log("Error fetching user by ID", error); + return { data: null }; + } +} + +export async function fetchUserOrganizations(userId: string): Promise { + try { + const response = await fetchWrapper(`/api/get-user-organizations`, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId, + } + }); + + if (!response.ok) { + throw new Error("Failed to fetch organizations"); + } + + const organizations = await response.json(); + return organizations; + } catch (error) { + console.error("Error fetching user organizations", error); + return { error: error }; + } +} + +export async function fetchUserRoleForOrganization(userId: string, organizationId: string): Promise<{ role: string } | null> { + try { + const response = await fetchWrapper(`/api/get-users-organizations-role?organization_id=${encodeURIComponent(organizationId)}`, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId, + }, + }); + + if (!response.ok) { + throw new Error(`Failed to fetch role. Status: ${response.status}`); + } + + const data = await response.json(); + return { role: data.role }; + } catch (error) { + console.error("Error fetching user role:", error); + return null; + } +} + +export async function deleteUser({ user, userId, organizationId }: any): Promise { + try { + const response = await fetch(`/api/deleteuser?userId=${userId}&organizationId=${organizationId}`, { + method: "DELETE", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": user.id + } + }); + + /*This is a temporal fix. The deleteuser code in the frontend needs to be refactored*/ + if (response.status === 200 || response.status === 204) { + return { success: true }; + } + + const fetchedData = await response.json(); + return fetchedData; + } catch (error) { + console.error("Error deleting user", error); + return { error: error }; + } +} + +export async function deleteInvitation({ user, invitationId }: any): Promise { + try { + const response = await fetch(`/api/deleteInvitation?invitationId=${invitationId}`, { + method: "DELETE", + headers: { + "X-MS-CLIENT-PRINCIPAL-ID": user.id, + "Content-Type": "application/json", + } + }); + + if (response.status === 200 || response.status === 204) { + return { success: true }; + } + + const fetchedData = await response.json(); + return fetchedData; + } catch (error) { + console.error("Error deleting user", error); + return { error: error }; + } +} + +export async function checkUser({ user }: any): Promise { + const user_id = user ? user.id : "00000000-0000-0000-0000-000000000000"; + const user_name = user ? user.name : "anonymous"; + if (user.email) { + const response = await fetchWrapper("/api/checkuser", { + method: "POST", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": user_id, + "X-MS-CLIENT-PRINCIPAL-NAME": user_name + }, + body: JSON.stringify({ + email: user.email + }) + }); + const parsedResponse = await response.json(); + if (response.status > 299 || !response.ok) { + throw Error("Unknown error in checkUser"); + } + return parsedResponse; + } + + return { data: null }; +} + +export async function getUserInfo(): Promise { + const response = await fetch("/.auth/me"); + if (!response.ok) { + return []; + } + const payload = await response.json(); + return payload; +} + +export async function getSettings({ user }: GetSettingsProps): Promise { + const user_id = user ? user.id : "00000000-0000-0000-0000-000000000000"; + const user_name = user ? user.name : "anonymous"; + try { + const response = await fetchWrapper("/api/settings", { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": user_id, + "X-MS-CLIENT-PRINCIPAL-NAME": user_name + } + }); + const fetchedData = await response.json(); + return fetchedData; + } catch (error) { + console.log("Error fetching settings", error); + return { temperature: "0", presencePenalty: "0", frequencyPenalty: "0" }; + } +} + +export async function postSettings({ user, temperature, model, font_family, font_size, detail_level }: PostSettingsProps): Promise { + const user_id = user ? user.id : "00000000-0000-0000-0000-000000000000"; + const user_name = user ? user.name : "anonymous"; + try { + const response = await fetchWrapper("/api/settings", { + method: "POST", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": user_id, + "X-MS-CLIENT-PRINCIPAL-NAME": user_name + }, + body: JSON.stringify({ + temperature, + model, + font_family, + font_size, + detail_level + }) + }); + const fetchedData = await response.json(); + return fetchedData; + } catch (error) { + console.error("Error posting settings", error); + return {}; + } +} + +export async function getChatFromHistoryPannelById(chatId: string, userId: string): Promise { + const response = await fetch(`/api/chat-conversation/${chatId}`, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId + } }); - const parsedResponse: AskResponseGpt = await response.json(); - if (response.status > 299 || !response.ok) { - throw Error(parsedResponse.error || "Unknown error"); + const responseData = await response.json(); + const messages = responseData.messages; + + const conversationItems: ChatTurn[] = []; + let currentUserMessage = ""; + let currentBotMessage = ""; + let currentBotThoughts: ThoughtProcess = null; + + if (messages) { + messages.forEach((item: any) => { + if (item.role === "user") { + currentUserMessage = item.content; + } else if (item.role === "assistant") { + currentBotMessage = item.content; + currentBotThoughts = item.thoughts; + if (currentUserMessage !== "" || currentBotMessage !== "") { + conversationItems.push({ user: currentUserMessage, bot: { message: currentBotMessage, thoughts: currentBotThoughts } }); + currentUserMessage = ""; + currentBotMessage = ""; + currentBotThoughts = null; + } + } + }); + } + + if (currentUserMessage !== "" || currentBotMessage !== "") { + conversationItems.push({ user: currentUserMessage, bot: { message: currentBotMessage, thoughts: currentBotThoughts } }); + } + + return conversationItems; +} + +export async function deleteChatConversation(chatId: string, userId: string): Promise { + try { + const response = await fetchWrapper(`/api/chat-conversations/${chatId}`, { + method: "DELETE", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId + } + }); + if (!response.ok) { + throw new Error(`Failed to delete conversation. Status: ${response.status}`); + } + } catch (error) { + console.error("Error deleting conversation:", error); + throw new Error("Error deleting conversation"); } +} +export async function getChatHistory(userId: string): Promise { + const response = await fetch("/api/chat-history", { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId + } + }); + const parsedResponse: ConversationHistoryItem[] = await response.json(); + if (response.status > 299 || !response.ok) { + throw Error("Error getting chat history"); + } return parsedResponse; } +// Cache the storage account to avoid repeated API calls +let storageAccountCache: string | null = null; + export function getCitationFilePath(citation: string): string { + // Return cached value if available + if (storageAccountCache) { + return `https://${storageAccountCache}.blob.core.windows.net/documents/${citation}`; + } + var storage_account = "please_check_if_storage_account_is_in_frontend_app_settings"; - + const xhr = new XMLHttpRequest(); xhr.open("GET", "/api/get-storage-account", false); xhr.send(); if (xhr.status > 299) { console.log("Please check if STORAGE_ACCOUNT is in frontend app settings"); - return storage_account + return storage_account; } else { const parsedResponse = JSON.parse(xhr.responseText); - storage_account = parsedResponse['storageaccount']; + storage_account = parsedResponse["storageaccount"]; + storageAccountCache = storage_account; } - console.log('storage account:' + storage_account); return `https://${storage_account}.blob.core.windows.net/documents/${citation}`; -} \ No newline at end of file +} + +export async function getFeedbackUrl(): Promise { + try { + const response = await fetch("/api/get-feedback-url", { + method: "GET", + headers: { + "Content-Type": "application/json" + } + }); + + if (response.status > 299 || !response.ok) { + console.log("Error getting feedback URL"); + return null; + } + + const parsedResponse = await response.json(); + return parsedResponse["feedback_url"] || null; + } catch (error) { + console.error("Error fetching feedback URL:", error); + return null; + } +} + +export function getFilePath(fileUrl: string) { + if (!fileUrl.endsWith(".pdf") || !fileUrl.endsWith(".docx") || fileUrl.endsWith(".doc")) { + return fileUrl; + } + const regex = /documents\/(.*)/; + const match = fileUrl.match(regex); + let filepath = ""; + + if (match && match[1]) { + filepath = match[1]; + } + return filepath; +} + +export async function inviteUser({ username, email, organizationId, organizationName }: any): Promise { + try { + const response = await fetch("/api/inviteUser", { + method: "POST", + headers: { + "Content-Type": "application/json" + }, + body: JSON.stringify({ + username, + email, + organizationId, + organizationName + }) + }); + const fetchedData = await response.json(); + return fetchedData; + } catch (error) { + console.error("Error inviting user", error); + return { error: error }; + } +} + +interface User { + id: string; + name: string; + organizationId: string; +} + +interface SubscriptionResponse { + data: { + message: string; + subscription: { + id: string; + status: string; + current_period_end: number; + }; + }; + status: number; +} + +export async function getFinancialAssistant({ user, subscriptionId }: { user?: User; subscriptionId: string }): Promise { + const userId = user?.id ?? "00000000-0000-0000-0000-000000000000"; + + try { + const response = await fetch(`/api/subscription/${subscriptionId}/financialAssistant`, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId + } + }); + + if (!response.ok) { + const error = new Error(`Failed to check financial assistant status: ${response.status}`); + (error as any).status = response.status; // Añade el código de estado al error + throw error; + } + + const parsedResponse = await response.json(); + return parsedResponse.data; + } catch (error) { + console.error("Error verifying the Financial Assistant: ", error instanceof Error ? error.message : error); + throw error; + } +} + +export async function upgradeSubscription({ user, subscriptionId }: { user?: User; subscriptionId: string }): Promise { + const userId = user?.id ?? "00000000-0000-0000-0000-000000000000"; + const userName = user?.name ?? "anonymous"; + const userOrganizationId = user?.organizationId ?? "00000000-0000-0000-0000-000000000000"; + + try { + const response = await fetch(`/api/subscription/${subscriptionId}/financialAssistant`, { + method: "PUT", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId, + "X-MS-CLIENT-PRINCIPAL-NAME": userName + }, + body: JSON.stringify({ + organizationId: userOrganizationId, + activateFinancialAssistant: true + }) + }); + + if (!response.ok) { + throw new Error(`Subscription upgrade failed: ${response.status} ${response.statusText}`); + } + + const parsedResponse: SubscriptionResponse = await response.json(); + const { message, subscription } = parsedResponse.data; + + console.log("Subscription upgraded successfully:", message); + return subscription; + } catch (error) { + console.error("Error upgrading subscription:", error instanceof Error ? error.message : error); + throw error; + } +} + +export async function removeFinancialAssistant({ user, subscriptionId }: { user?: User; subscriptionId: string }): Promise { + const userId = user?.id ?? "00000000-0000-0000-0000-000000000000"; + const userName = user?.name ?? "anonymous"; + try { + const response = await fetch(`/api/subscription/${subscriptionId}/financialAssistant`, { + method: "DELETE", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId, + "X-MS-CLIENT-PRINCIPAL-NAME": userName + } + }); + + if (!response.ok) { + throw new Error(`Subscription removal failed: ${response.status} ${response.statusText}`); + } + + const parsedResponse: SubscriptionResponse = await response.json(); + const { message, subscription } = parsedResponse.data; + + console.log("Financial Assistant removed successfully:", message); + return subscription; + } catch (error) { + console.error("Error removing Financial Assistant:", error instanceof Error ? error.message : error); + throw error; + } +} + +export async function createInvitation({ organizationId, invitedUserEmail, userId, role, nickname }: any): Promise { + try { + const response = await fetch("/api/createInvitation", { + method: "POST", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId + }, + body: JSON.stringify({ + organizationId, + invitedUserEmail, + nickname, + role + }) + }); + const fetchedData = await response.json(); + return fetchedData; + } catch (error) { + console.error("Error creating invitation", error); + return { error: error }; + } +} +export async function getApiKeyPayment(): Promise { + const response = await fetch("/api/stripe", { + method: "GET", + headers: { + "Content-Type": "application/json" + } + }); + + if (response.status > 299 || !response.ok) { + throw Error("Error getting Api key payment"); + } + + const apiKey = await response.text(); + return apiKey; +} + +export async function getSourceFileFromBlob( + organizationId: string, + folderPath: string = "", + category: string = "all", + order: "newest" | "oldest" = "newest", + signal?: AbortSignal +): Promise { + const url = new URL('/api/get-source-documents', window.location.origin); + url.searchParams.append('organization_id', organizationId); + if (folderPath) { + url.searchParams.append('folder_path', folderPath); + } + if (category && category !== 'all') { + url.searchParams.append('category', category); + } + if (order) { + url.searchParams.append('order', order); + } + + const response = await fetch(url.toString(), { + method: "GET", + headers: { + "Content-Type": "application/json" + }, + signal + }); + if (!response.ok) { + console.log("Error fetching files:", response.statusText); + throw new Error(`Server responded with ${response.status}: ${response.statusText}`); + } + const result = await response.json(); + return result?.data ?? result; +} + +export async function uploadSourceFileToBlob(file: any, organizationId: string, folderPath: string = "") { + const formdata = new FormData(); + formdata.append("file", file); + formdata.append("organization_id", organizationId); + formdata.append("MIME_type", file.type); + formdata.append("folder_path", folderPath); + + try { + const response = await fetch("/api/upload-source-document", { + method: "POST", + body: formdata, + redirect: "follow" + }); + if (!response.ok) { + console.log("Error uploading file:", response.statusText); + if (response.status === 422) { + throw new Error("File type not allowed. Please upload a valid file."); + } + throw new Error(`Server responded with ${response.status}: ${response.statusText}`); + } + const result = await response.json(); + return result; + } catch (error) { + console.error("Error uploading file:", error); + throw error; + } +} + +export async function deleteSourceFileFromBlob(blob_name: string) { + const response = await fetch(`/api/delete-source-document?blob_name=${blob_name}`, { + method: "DELETE", + headers: { + "Content-Type": "application/json" + } + }); + if (!response.ok) { + console.log("Error deleting file:", response.statusText); + throw new Error(`Server responded with ${response.status}: ${response.statusText}`); + } + const result = await response.json(); + return result; +} + +export async function createFolder(organizationId: string, folderName: string, currentPath: string = "") { + const response = await fetch("/api/create-folder", { + method: "POST", + headers: { + "Content-Type": "application/json" + }, + body: JSON.stringify({ + organization_id: organizationId, + folder_name: folderName, + current_path: currentPath + }) + }); + + if (!response.ok) { + const errorData = await response.json().catch(() => ({ message: "Unknown error" })); + + // Handle specific error cases + if (response.status === 409) { + throw new Error("A folder with this name already exists"); + } + + throw new Error(errorData.message || `Server responded with ${response.status}: ${response.statusText}`); + } + + const result = await response.json(); + return result; +} + +export async function moveFile(organizationId: string, sourceBlobName: string, destinationFolderPath: string = "") { + const response = await fetch("/api/move-file", { + method: "POST", + headers: { + "Content-Type": "application/json" + }, + body: JSON.stringify({ + organization_id: organizationId, + source_blob_name: sourceBlobName, + destination_folder_path: destinationFolderPath + }) + }); + + if (!response.ok) { + const errorData = await response.json().catch(() => ({ message: "Unknown error" })); + + // Handle specific error cases + if (response.status === 403) { + throw new Error("Unauthorized: You do not have permission to move this file"); + } + + if (response.status === 404) { + throw new Error("Source file not found"); + } + + if (response.status === 409) { + throw new Error("A file with this name already exists in the destination folder"); + } + + throw new Error(errorData.message || `Server responded with ${response.status}: ${response.statusText}`); + } + + const result = await response.json(); + return result; +} + +export async function renameFile( + organizationId: string, + sourceBlobName: string, + newFileName: string +) { + const response = await fetch("/api/rename-file", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ + organization_id: organizationId, + source_blob_name: sourceBlobName, + new_file_name: newFileName, + }), + }); + + if (!response.ok) { + const errorData = await response.json().catch(() => ({ message: "Unknown error" })); + + if (response.status === 400) throw new Error("Invalid request to rename file"); + if (response.status === 403) throw new Error("Unauthorized: You do not have permission to rename this file"); + if (response.status === 404) throw new Error("Source file not found"); + if (response.status === 409) throw new Error("A file with this name already exists in this folder"); + if (response.status === 422) throw new Error("Invalid file name"); + + throw new Error(errorData.message || `Server responded with ${response.status}: ${response.statusText}`); + } + + return response.json(); +} + +export async function renameFolder( + organizationId: string, + folderFullPath: string, + newFolderName: string +) { + const response = await fetch("/api/rename-folder", { + method: "POST", + headers: { "Content-Type": "application/json" }, + body: JSON.stringify({ + organization_id: organizationId, + folder_full_path: folderFullPath, + new_folder_name: newFolderName, + }), + }); + + if (!response.ok) { + const errorData = await response.json().catch(() => ({ message: "Unknown error" })); + + if (response.status === 400) throw new Error("Invalid request to rename folder"); + if (response.status === 403) throw new Error("Unauthorized: You do not have permission to rename this folder"); + if (response.status === 404) throw new Error("Folder not found"); + if (response.status === 409) throw new Error("A folder with this name already exists at this level"); + if (response.status === 422) throw new Error("Invalid folder name"); + + throw new Error(errorData.message || `Server responded with ${response.status}: ${response.statusText}`); + } + + return response.json(); +} + + +export async function deleteFolder(organizationId: string, folderPath: string) { + const response = await fetch("/api/delete-folder", { + method: "DELETE", + headers: { + "Content-Type": "application/json" + }, + body: JSON.stringify({ + organization_id: organizationId, + folder_path: folderPath + }) + }); + + if (!response.ok) { + const errorData = await response.json().catch(() => ({ message: "Unknown error" })); + + // Handle specific error cases + if (response.status === 403) { + throw new Error("Unauthorized: You do not have permission to delete this folder"); + } + + if (response.status === 404) { + throw new Error("Folder not found"); + } + + if (response.status === 400) { + throw new Error(errorData.message || "Invalid request"); + } + + throw new Error(errorData.message || `Server responded with ${response.status}: ${response.statusText}`); + } + + const result = await response.json(); + return result; +} + +export async function uploadFile(file: any) { + const formdata = new FormData(); + formdata.append("file", file); + try { + const response = await fetch("/api/upload-blob", { + method: "POST", + body: formdata, + redirect: "follow" + }); + if (!response.ok) { + throw new Error(`Server responded with ${response.status}: ${response.statusText}`); + } + const result = await response.json(); + return result; + } catch (error) { + console.error("Error uploading file:", error); + throw error; + } +} + +export async function createCheckoutSession({ userId, priceId, successUrl, cancelUrl, organizationId, userName, organizationName }: any) { + const response = await fetch("/create-checkout-session", { + method: "POST", + headers: { + "Content-Type": "application/json" + }, + body: JSON.stringify({ + userId, + priceId, + successUrl, + cancelUrl, + organizationId, + userName, + organizationName + }) + }); + if (response.status > 299 || !response.ok) { + throw Error("Error creating checkout session"); + } + + const session = await response.json(); + return session; +} + +export async function getCustomerId({ subscriptionId }: { subscriptionId: string }): Promise { + const response = await fetch("/get-customer", { + method: "POST", + headers: { + "Content-Type": "application/json" + }, + body: JSON.stringify({ + subscription_id: subscriptionId + }) + }); + if (response.status > 299 || !response.ok) { + throw Error("Error creating checkout session") + } + + const data = await response.json(); + return data.customer_id; +} + +interface CustomerPortalSession { + url: string; +} + +export async function createCustomerPortalSession({ + customerId, + return_url, + subscription_id +}: { + customerId: string; + return_url: string; + subscription_id: string; +}): Promise { + const response = await fetch("/create-customer-portal-session", { + method: "POST", + headers: { + "Content-Type": "application/json" + }, + body: JSON.stringify({ + customer: customerId, + return_url, + subscription_id + }) + }); + if (response.status > 299 || !response.ok) { + throw Error("Error creating checkout session"); + } + + if (!response.ok) { + throw new Error("Error creating customer portal session"); + } + + const session = await response.json(); + return session; + +} + +export async function getProductPrices({ user }: { user: any }): Promise { + const user_id = user ? user.id : "00000000-0000-0000-0000-000000000000"; + const user_name = user ? user.name : "anonymous"; + try { + const response = await fetch(`/api/prices`, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": user_id, + "X-MS-CLIENT-PRINCIPAL-NAME": user_name + } + }); + const fetchedData = await response.json(); + return fetchedData; + } catch (error) { + console.log("Error fetching product prices", error); + return { prices: [] }; + } +} + +export async function getOrganizationSubscription({ userId, organizationId }: any) { + const response = await fetchWrapper("/api/get-organization-subscription?organizationId=" + organizationId, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId + } + }); + + if (response.status > 299 || !response.ok) { + throw Error("Error getting organization subscription"); + } + + const subscription = await response.json(); + return subscription; +} + +export const createOrganization = async ({ userId, organizationName }: any) => { + const response = await fetch("/api/create-organization", { + method: "POST", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId + }, + body: JSON.stringify({ + organizationName + }) + }); + + if (response.status > 299 || !response.ok) { + throw Error("Error creating organization"); + } + + const organization = await response.json(); + return organization; +}; + +export async function getInvitations({ user }: any): Promise { + const user_id = user ? user.id : "00000000-0000-0000-0000-000000000000"; + const user_username = user ? user.username : "anonymous"; + const user_organizationId = user ? user.organizationId : "00000000-0000-0000-0000-000000000000"; + try { + const response = await fetch("/api/getInvitations?organizationId=" + user_organizationId, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": user_id, + "X-MS-CLIENT-PRINCIPAL-NAME": user_username + } + }); + + const parsedResponse = await response.json(); + if (response.status > 299 || !response.ok) { + throw Error("Unknown error in getUsers"); + } + return parsedResponse; + } catch (error) { + console.log("Error fetching users", error); + return { data: null }; + } +} + +export async function updateUser({ userId, updatedData }: { userId: string; updatedData: object }) { + const response = await fetch(`/api/user/${encodeURIComponent(userId)}`, { + method: "PUT", + headers: { + "Content-Type": "application/json", + }, + body: JSON.stringify(updatedData) + }); + + if (response.status === 404) { + throw Error(`User with ID ${userId} not found`); + } + + if (response.status > 299 || !response.ok) { + throw Error(`Error updating user with ID ${userId}`); + } +} + +export async function updateOrganizationInfo({ orgId, patchData }: { orgId: string; patchData: object }) { + const response = await fetch(`/api/organization/${encodeURIComponent(orgId)}`, { + method: "PATCH", + headers: { + "Content-Type": "application/json", + }, + body: JSON.stringify(patchData), + }); + + if (response.status === 404) { + throw Error(`Organization with ID ${orgId} not found`); + } + + if (response.status > 299 || !response.ok) { + throw Error(`Error updating organization data of ID ${orgId}`); + } + + return response.json(); +} + +export async function updateUserData({ userId, patchData }: { userId: string; patchData: object }) { + const response = await fetch(`/api/user/${encodeURIComponent(userId)}`, { + method: "PATCH", + headers: { + "Content-Type": "application/json", + }, + body: JSON.stringify(patchData) + }); + + if (response.status === 404) { + throw Error(`User with ID ${userId} not found`); + } + + if (response.status > 299 || !response.ok) { + throw Error(`Error updating user data of ID ${userId}`); + } +} + +export async function resetUserPassword({ userId, newPassword }: { userId: string; newPassword: string }) { + const response = await fetch(`/api/user/${encodeURIComponent(userId)}/reset-password`, { + method: "PATCH", + headers: { + "Content-Type": "application/json", + }, + body: JSON.stringify({ "new_password": newPassword }) + }); + + if (response.status === 404) { + throw Error(`User with ID ${userId} not found`); + } + + if (response.status > 299 || !response.ok) { + throw Error(`Error resetting password for user with ID ${userId}`); + } + + return response.json(); +} + +export async function changeSubscription({ subscriptionId, newPlanId, user }: { subscriptionId: string; newPlanId: string; user: any; }): Promise { + const userId = user ? user.id : "00000000-0000-0000-0000-000000000000"; + const userName = user ? user.name : "anonymous"; + try { + const response = await fetch(`/api/subscriptions/${subscriptionId}/change`, { + method: "PUT", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId, + "X-MS-CLIENT-PRINCIPAL-NAME": userName + }, + body: JSON.stringify({ + new_plan_id: newPlanId, + }), + }); + + if (!response.ok) { + const errorText = await response.text(); + throw new Error(`Subscription change failed: ${response.status} ${response.statusText} - ${errorText}`); + } + + const result: { message: string; subscription: any; } = await response.json(); + + console.log("Subscription changed successfully:", result.message); + return result.subscription; + } catch (error) { + console.error( + "Error changing subscription:", + error instanceof Error ? error.message : error + ); + throw error; + } +} + +export async function getLogs(organizationId: string): Promise { + try { + const response = await fetch('/api/logs/', { + method: 'POST', + headers: { + "Content-Type": "application/json" + }, + body: JSON.stringify({ + organization_id: organizationId + }) + }) + + if (!response.ok) { + throw new Error(`Error getting logs: ${response.status} ${response.statusText}`); + } + + if (response.status === 204) { + return []; + } + + const logs = await response.json(); + if (!logs.data || !Array.isArray(logs.data)) { + return []; + } + // order data using timestamp in descending order + const orderedLogs = logs.data.sort((a: any, b: any) => { + return new Date(b.changeTime).getTime() - new Date(a.changeTime).getTime(); + }); + return orderedLogs; + } catch (error: any) { + if (error instanceof TypeError) { + console.error('Network error: Unable to reach logs API.') + throw new Error('Network error: Unable to reach logs API. ') + } + console.error("API request failed:", error) + throw new Error(error.message || "Unexpected error fetching logs.") + } +} + +export async function scrapeUrls(url: string, organizationId?: string, user?: any): Promise { + try { + const payload: any = { url }; + + // Include organization_id if provided to save URLs to database + if (organizationId) { + payload.organization_id = organizationId; + } + + const headers: any = { + "Content-Type": "application/json", + }; + + // Add user authentication headers if user is provided + if (user) { + headers["X-MS-CLIENT-PRINCIPAL-ID"] = user.id; + headers["X-MS-CLIENT-PRINCIPAL-NAME"] = user.name; + } + + const response = await fetch("/api/webscraping/scrape-url", { + method: "POST", + headers, + body: JSON.stringify(payload) + }); + + if (!response.ok) { + throw new Error(`HTTP error! status: ${response.status}`); + } + + const result = await response.json(); + + // Return the detailed result which should include success/failure info for each URL + return result; + } catch (error) { + console.error("Error scraping URL:", error); + throw error; + } +} + +export async function scrapeUrlsMultipage(url: string, organizationId?: string, user?: any): Promise { + try { + const payload: any = { url }; + + // Include organization_id if provided to save URLs to database + if (organizationId) { + payload.organization_id = organizationId; + } + + const headers: any = { + "Content-Type": "application/json", + }; + + // Add user authentication headers if user is provided + if (user) { + headers["X-MS-CLIENT-PRINCIPAL-ID"] = user.id; + headers["X-MS-CLIENT-PRINCIPAL-NAME"] = user.name; + } + + const response = await fetch("/api/webscraping/multipage-scrape", { + method: "POST", + headers, + body: JSON.stringify(payload) + }); + + if (!response.ok) { + throw new Error(`HTTP error! status: ${response.status}`); + } + + const result = await response.json(); + + // Return the detailed result which should include success/failure info for each URL + return result; + } catch (error) { + console.error("Error scraping URL with multipage:", error); + throw error; + } +} + +// Knowledge Sources API functions +export async function getOrganizationUrls(organizationId: string): Promise { + try { + const response = await fetch(`/api/webscraping/get-urls?organization_id=${encodeURIComponent(organizationId)}`, { + method: "GET", + headers: { + "Content-Type": "application/json", + } + }); + + if (!response.ok) { + throw new Error(`HTTP error! status: ${response.status}`); + } + + const result = await response.json(); + return result; + } catch (error) { + console.error("Error fetching organization URLs:", error); + throw error; + } +} + +export async function deleteOrganizationUrl(urlId: string, organizationId: string): Promise { + try { + const response = await fetch(`/api/webscraping/delete-url?url_id=${encodeURIComponent(urlId)}&organization_id=${encodeURIComponent(organizationId)}`, { + method: "DELETE", + headers: { + "Content-Type": "application/json", + } + }); + + if (!response.ok) { + throw new Error(`HTTP error! status: ${response.status}`); + } + + const result = await response.json(); + return result; + } catch (error) { + console.error("Error deleting organization URL:", error); + throw error; + } +} + +export async function updateOrganizationUrl(urlId: string, organizationId: string, newUrl: string): Promise { + try { + const response = await fetch("/api/webscraping/modify-url", { + method: "PUT", + headers: { + "Content-Type": "application/json", + }, + body: JSON.stringify({ + url_id: urlId, + organization_id: organizationId, + new_url: newUrl + }) + }); + + if (!response.ok) { + throw new Error(`HTTP error! status: ${response.status}`); + } + + const result = await response.json(); + return result; + } catch (error) { + console.error("Error updating organization URL:", error); + throw error; + } +} + +export async function searchOrganizationUrls(organizationId: string, searchTerm: string): Promise { + try { + const response = await fetch(`/api/webscraping/search-urls?organization_id=${encodeURIComponent(organizationId)}&search_term=${encodeURIComponent(searchTerm)}`, { + method: "GET", + headers: { + "Content-Type": "application/json", + } + }); + + if (!response.ok) { + throw new Error(`HTTP error! status: ${response.status}`); + } + + const result = await response.json(); + return result; + } catch (error) { + console.error("Error searching organization URLs:", error); + throw error; + } +} + +export interface ConversationExportResponse { + success: boolean; + share_url: string; + filename: string; + format: string; + message_count: number; + export_date: string; +} + +export async function exportConversation(conversationId: string, userId: string, format: string = "html"): Promise { + try { + const requestBody = { + id: conversationId, + user_id: userId, + format: format + }; + + const response = await fetch("/api/conversations/export", { + method: "POST", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": userId + }, + body: JSON.stringify(requestBody) + }); + + if (!response.ok) { + throw new Error(`Export failed: ${response.status} ${response.statusText}`); + } + + const result: ConversationExportResponse = await response.json(); + + console.log("Export response from server:", result); + + if (!result.success) { + throw new Error("Export failed: Server returned unsuccessful response"); + } + + return result; + } catch (error) { + console.error("Error exporting conversation:", error); + throw error; + } +} + +// Create a brand +export async function createBrand({ + brand_name, + brand_description, + organization_id, + user, +}: { + brand_name: string; + brand_description: string; + organization_id: string; + user: any; +}): Promise { + const response = await fetch('/api/voice-customer/brands', { + method: 'POST', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + body: JSON.stringify({ brand_name, brand_description, organization_id }), + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error creating brand'); + } + return data; +} + +// Delete a brand +export async function deleteBrand({ + brand_id, + user, + organization_id, +}: { + brand_id: string; + user: any; + organization_id: string; +}): Promise { + const response = await fetch(`/api/voice-customer/brands/${encodeURIComponent(brand_id)}`, { + method: 'DELETE', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + body: JSON.stringify({ organization_id }), + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error deleting brand'); + } + return data; +} + +// Get brands by organization +export async function getBrandsByOrganization({ + organization_id, + user, +}: { + organization_id: string; + user: any; +}): Promise { + const response = await fetch(`/api/voice-customer/organizations/${encodeURIComponent(organization_id)}/brands`, { + method: 'GET', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error fetching brands'); + } + return data.data || []; +} + +// Update a brand +export async function updateBrand({ + brand_id, + brand_name, + brand_description, + user, + organization_id, +}: { + brand_id: string; + brand_name: string; + brand_description: string; + user: any; + organization_id: string; +}): Promise { + const response = await fetch(`/api/voice-customer/brands/${encodeURIComponent(brand_id)}`, { + method: 'PATCH', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + body: JSON.stringify({ brand_name, brand_description, organization_id }), + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error updating brand'); + } + return data; +} + +// Create a product +export async function createProduct({ + product_name, + product_description, + brand_id, + organization_id, + user, + category, +}: { + product_name: string; + product_description: string; + brand_id: string; + organization_id: string; + user: any; + category: string; +}): Promise { + const response = await fetch('/api/voice-customer/products', { + method: 'POST', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + body: JSON.stringify({ + product_name, + product_description, + brand_id, + organization_id, + category, + }), + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error creating product'); + } + return data; +} + +// Delete a product +export async function deleteProduct({ + product_id, + user, + organization_id, +}: { + product_id: string; + user: any; + organization_id: string; +}): Promise { + const response = await fetch(`/api/voice-customer/products/${encodeURIComponent(product_id)}`, { + method: 'DELETE', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + body: JSON.stringify({ organization_id }), + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error deleting product'); + } + return data; +} + +// Get products by organization +export async function getProductsByOrganization({ + organization_id, + user, +}: { + organization_id: string; + user: any; +}): Promise { + const response = await fetch(`/api/voice-customer/organizations/${encodeURIComponent(organization_id)}/products`, { + method: 'GET', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error fetching products'); + } + return data.data || []; +} + +// Update a product +export async function updateProduct({ + product_id, + product_name, + product_description, + brand_id, + user, + organization_id, + category, +}: { + product_id: string; + product_name: string; + product_description: string; + brand_id: string; + user: any; + organization_id: string; + category: string; +}): Promise { + const response = await fetch(`/api/voice-customer/products/${encodeURIComponent(product_id)}`, { + method: 'PATCH', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + body: JSON.stringify({ + product_name, + product_description, + brand_id, + organization_id, + category, + }), + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error updating product'); + } + return data; +} + +// Create a competitor +export async function createCompetitor({ + competitor_name, + competitor_description, + brands_id, + organization_id, + user, +}: { + competitor_name: string; + competitor_description: string; + brands_id: string[]; + organization_id: string; + user: any; +}): Promise { + const response = await fetch('/api/voice-customer/competitors', { + method: 'POST', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + body: JSON.stringify({ + competitor_name, + competitor_description, + brands_id, + organization_id, + }), + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error creating competitor'); + } + return data; +} + +// Delete a competitor +export async function deleteCompetitor({ + competitor_id, + user, + organization_id, +}: { + competitor_id: string; + user: any; + organization_id: string; +}): Promise { + const response = await fetch(`/api/voice-customer/competitors/${encodeURIComponent(competitor_id)}`, { + method: 'DELETE', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + body: JSON.stringify({ organization_id }), + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error deleting competitor'); + } + return data; +} + +// Get competitors by organization +export async function getCompetitorsByOrganization({ + organization_id, + user, +}: { + organization_id: string; + user: any; +}): Promise { + const response = await fetch(`/api/voice-customer/organizations/${encodeURIComponent(organization_id)}/competitors`, { + method: 'GET', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error fetching competitors'); + } + return data.data || []; +} + +// Update a competitor +export async function updateCompetitor({ + competitor_id, + competitor_name, + competitor_description, + user, + organization_id, +}: { + competitor_id: string; + competitor_name: string; + competitor_description: string; + user: any; + organization_id: string; +}): Promise { + const response = await fetch(`/api/voice-customer/competitors/${encodeURIComponent(competitor_id)}`, { + method: 'PATCH', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + body: JSON.stringify({ + competitor_name, + competitor_description, + organization_id, + }), + }); + const data = await response.json(); + if (!response.ok) { + throw new Error(data?.message || data?.error || 'Error updating competitor'); + } + return data; +} + +// This needs to be implemented in the future with a Delete Modal in Voice of Customer. DO NOT DELETE +export async function getItemsToDeleteByBrand({ brand_id, user, organization_id }: { brand_id: string; user: any, organization_id: string }): Promise { + const response = await fetch(`/api/voice-customer/organization/${encodeURIComponent(organization_id)}/brands/${encodeURIComponent(brand_id)}/items-to-delete/`, { + method: 'GET', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + }); + + if (!response.ok) { + throw new Error(`Failed to fetch items to delete for brand ${brand_id}: ${response.statusText}`); + } + + const result = await response.json(); + + return result.data; +} + +/** + * Generic function for fetching any file type from Azure blob storage + * @param fileName - The name/path of the file to fetch + * @param container - The container name (defaults to "documents") + * @returns Promise - The file blob data + */ +export async function getFileBlob(fileName: string, container: string = "documents"): Promise { + // Clean prefix 'documents/' if present + const cleanedFileName = fileName.startsWith('documents/') + ? fileName.slice('documents/'.length) + : fileName; + + try { + const response = await fetch('/api/get-blob', { + method: 'POST', + headers: { + 'Content-Type': 'application/json' + }, + body: JSON.stringify({ + container: container, + blob_name: cleanedFileName + }) + }); + + if (!response.ok) { + throw new Error(`Error fetching file: ${response.status} ${response.statusText}`); + } + + return await response.blob(); + } catch (error) { + console.error('Error fetching file blob:', error); + throw new Error('Error fetching file.'); + } +} + +/** + * @param filePath - The file path/URL for the Excel file + * @returns Promise with download URL and metadata + */ +export async function generateExcelDownloadUrl(filePath: string): Promise<{ + success: boolean; + download_url: string; + preview_url?: string; + sas_url?: string; // fallback public blob SAS (Excel only) + filename: string; + expires_in_days: number; +}> { + try { + const response = await fetch('/api/download-excel-citation', { + method: 'POST', + headers: { + 'Content-Type': 'application/json' + }, + body: JSON.stringify({ + file_path: filePath + }) + }); + + if (!response.ok) { + const errorData = await response.json().catch(() => ({ error: 'Unknown error' })); + throw new Error(errorData.error || `HTTP ${response.status}: ${response.statusText}`); + } + + return await response.json(); + } catch (error) { + throw error; + } +} + +export async function getGalleryItems( + organization_id: string, + params: { + user: any; + uploader_id?: string | null; + order?: "newest" | "oldest"; + query?: string; + page?: number; + limit?: number; + signal?: AbortSignal; + } +): Promise<{ + items: any[]; + total: number; + page: number; + limit: number; + total_pages: number; + has_next: boolean; + has_prev: boolean; +}> { + const qs = new URLSearchParams(); + if (params.uploader_id) qs.set("uploader_id", params.uploader_id); + if (params.order) qs.set("order", params.order); + if (params.query) qs.set("query", params.query); + if (params.page) qs.set("page", params.page.toString()); + if (params.limit) qs.set("limit", params.limit.toString()); + + const url = `/api/organization/${encodeURIComponent(organization_id)}/gallery${qs.toString() ? `?${qs.toString()}` : ""}`; + + const response = await fetch(url, { + method: "GET", + headers: { + "X-MS-CLIENT-PRINCIPAL-ID": params.user?.id ?? "00000000-0000-0000-0000-000000000000", + "X-MS-CLIENT-PRINCIPAL-NAME": params.user?.name ?? "anonymous", + Accept: "application/json" + }, + signal: params.signal + }); + + if (!response.ok) { + const bodyText = await response.text().catch(() => ""); + console.error(`Failed to fetch gallery items: ${response.status} ${response.statusText}`, bodyText); + throw new Error(`Failed to fetch gallery items: ${response.status}`); + } + + const contentType = response.headers.get("content-type") || ""; + if (!contentType.includes("application/json")) { + const bodyText = await response.text().catch(() => ""); + console.error("Unexpected non-JSON response from gallery API:", bodyText); + throw new Error("Invalid response from gallery API (expected JSON)"); + } + + const data = await response.json().catch((err) => { + console.error("Error parsing gallery JSON response:", err); + throw new Error("Invalid JSON from gallery API"); + }); + + const result = data?.data ?? data ?? {}; + return { + items: result.items ?? [], + total: result.total ?? 0, + page: result.page ?? 1, + limit: result.limit ?? 10, + total_pages: result.total_pages ?? 0, + has_next: result.has_next ?? false, + has_prev: result.has_prev ?? false + }; +} + +export async function fetchReportJobs({ + organization_id, + user, + limit = 10, + status, +}: { + organization_id: string; + user: any; + limit?: number; + status?: BackendReportStatus; +}): Promise { + const params = new URLSearchParams({ + organization_id, + limit: String(limit), + }); + if (status) params.set("status", status); + + const headers: Record = { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": user?.id ?? "00000000-0000-0000-0000-000000000000", + "X-MS-CLIENT-PRINCIPAL-NAME": user?.name ?? "anonymous", + }; + + const res = await fetch(`/api/report-jobs?${params.toString()}`, { method: "GET", headers }); + const data = await res.json().catch(() => null); + + if (!res.ok) { + const msg = (data && (data.message || data.error)) || `Failed to fetch report jobs (${res.status})`; + throw new Error(msg); + } + + return Array.isArray(data) ? data : []; +} + + +export async function getIndustryByOrganization({ organization_id, user }: { organization_id: string; user?: any }): Promise<{ industry_description?: string } | null> { + const response = await fetch(`/api/voice-customer/organizations/${organization_id}/industry`, { + method: 'GET', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + 'X-MS-CLIENT-PRINCIPAL-ORGANIZATION': user?.organizationId ?? '00000000-0000-0000-0000-000000000000', + }, + }); + + if (response.status === 404) return null; + const res = await response.json(); + + if (response.status > 299 || !response.ok) throw new Error('Failed to fetch industry'); + return res.data; +} + +export async function upsertIndustry({ organization_id, industry_description, user }: { organization_id: string | number; industry_description: string; user?: any }): Promise { + const payload = { "industry_description": industry_description }; + const response = await fetch(`/api/voice-customer/organizations/${organization_id}/industry`, { + method: 'POST', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + 'X-MS-CLIENT-PRINCIPAL-ORGANIZATION': user?.organizationId ?? '00000000-0000-0000-0000-000000000000', + }, + body: JSON.stringify(payload), + }); + + if (response.status > 299 || !response.ok) throw new Error('Failed to upsert industry'); + return await response.json(); +} + + +export async function createCategory({ + organization_id, + user, + name, + description, + metadata, +}: { + organization_id: string; + user: any; + name: string; + description?: string; + metadata?: object; +}): Promise { + const res = await fetch("/api/categories", { + method: "POST", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": + user?.id ?? "00000000-0000-0000-0000-000000000000", + "X-MS-CLIENT-PRINCIPAL-NAME": user?.name ?? "anonymous", + }, + body: JSON.stringify({ organization_id, name, description, metadata }), + }); + + const data = await res.json().catch(() => null); + if (!res.ok) throw new Error(data?.message || data?.error || "Error creating category"); + return data as Category; +} + + +export async function getCategory(categoryId: string, organizationId: string): Promise { + const response = await fetch(`/api/categories/${categoryId}?organization_id=${organizationId}`, { + method: 'GET', + headers: { + 'Content-Type': 'application/json' + } + }); + + if (!response.ok) { + const error = await response.json(); + throw new Error(error.message || `Error fetching category: ${response.statusText}`); + } + + return response.json(); +} + + +export async function getCategoriesByOrganization({ + organization_id, + user, + limit = 50, +}: { + organization_id: string; + user: any; + limit?: number; +}): Promise { + const params = new URLSearchParams({ + organization_id, + limit: String(limit), + }); + + const res = await fetch(`/api/categories?${params.toString()}`, { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": + user?.id ?? "00000000-0000-0000-0000-000000000000", + "X-MS-CLIENT-PRINCIPAL-NAME": user?.name ?? "anonymous", + }, + }); + + const data = await res.json().catch(() => null); + if (!res.ok) { + throw new Error(data?.message || data?.error || "Error fetching categories"); + } + return Array.isArray(data) ? data : []; +} + + +export async function deleteCategory({ + category_id, + organization_id, + user, +}: { + category_id: string; + organization_id: string; + user: any; +}): Promise { + const res = await fetch( + `/api/categories/${encodeURIComponent(category_id)}?organization_id=${encodeURIComponent(organization_id)}`, + { + method: "DELETE", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": + user?.id ?? "00000000-0000-0000-0000-000000000000", + "X-MS-CLIENT-PRINCIPAL-NAME": user?.name ?? "anonymous", + }, + } + ); + if (res.status !== 204 && !res.ok) { + const data = await res.json().catch(() => null); + throw new Error(data?.message || data?.error || "Error deleting category"); + } +} + +export async function uploadUserDocument({ + file, + conversationId, + user +}: { + file: File; + conversationId: string; + user: any; +}): Promise<{ blob_url: string; blob_name: string; saved_filename: string; original_filename: string }> { + const formData = new FormData(); + formData.append('file', file); + formData.append('conversation_id', conversationId); + + try { + const response = await fetch('/api/upload-user-document', { + method: 'POST', + headers: { + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + 'X-MS-CLIENT-PRINCIPAL-ORGANIZATION': user?.organizationId ?? '' + }, + body: formData + }); + + if (!response.ok) { + const errorData = await response.json().catch(() => null); + throw new Error(errorData?.error?.message || `Upload failed: ${response.status}`); + } + + const result = await response.json(); + const payload = result?.data ?? result; //{ data: { ... }, status } + return payload; + } catch (error) { + console.error('Error uploading user document:', error); + throw error; + } +} + +export async function deleteUserDocument({ + blobName, + conversationId, + user +}: { + blobName: string; + conversationId: string; + user: any; +}): Promise<{ message: string }> { + const res = await fetch('/api/delete-user-document', { + method: 'DELETE', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + 'X-MS-CLIENT-PRINCIPAL-ORGANIZATION': user?.organizationId ?? '' + }, + body: JSON.stringify({ + blob_name: blobName, + conversation_id: conversationId + }) + }); + + const data = await res.json().catch(() => null); + if (!res.ok) { + throw new Error(data?.error || data?.message || 'Error deleting user document'); + } + return data?.data ?? data; +} + +export async function listUserDocuments({ + conversationId, + user +}: { + conversationId: string; + user: any; +}): Promise> { + const params = new URLSearchParams({ + conversation_id: conversationId, + }); + + const res = await fetch(`/api/list-user-documents?${params.toString()}`, { + method: 'GET', + headers: { + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + 'X-MS-CLIENT-PRINCIPAL-ORGANIZATION': user?.organizationId ?? '' + } + }); + + const json = await res.json().catch(() => null); + if (!res.ok) { + throw new Error(json?.error?.message || json?.message || 'Error listing user documents'); + } + const files = json?.data?.files ?? []; + return Array.isArray(files) ? files : []; +} + + +export async function getStorageUsageByOrganization(organization_id: string, user?: any) { + const response = await fetch(`/api/organizations/${encodeURIComponent(organization_id)}/storage-usage`, { + method: 'GET', + headers: { + 'Content-Type': 'application/json', + 'X-MS-CLIENT-PRINCIPAL-ID': user?.id ?? '00000000-0000-0000-0000-000000000000', + 'X-MS-CLIENT-PRINCIPAL-NAME': user?.name ?? 'anonymous', + }, + }); + + if (!response.ok) { + const error = await response.json(); + throw new Error(error.message || `Error fetching storage usage: ${response.statusText}`); + } + + return response.json(); +} + +export async function uploadSharedDocument(file: File) { + const formdata = new FormData(); + formdata.append("file", file); + + try { + const response = await fetchWrapper("/api/upload-shared-document", { + method: "POST", + body: formdata + }); + + if (!response.ok) { + console.log("Error uploading shared file:", response.statusText); + if (response.status === 422) { + throw new Error("File type not allowed. Please upload a valid file."); + } + throw new Error(`Server responded with ${response.status}: ${response.statusText}`); + } + + const result = await response.json(); + return result; + } catch (error) { + console.error("Error uploading shared file:", error); + throw error; + } +} +/* NOTE: Take Into consideration the difference between Fetch and FetchWrapper when adding new API functions + FetchWrapper includes automatic session validation and retry logic and error handling. + Use FetchWrapper for all new API calls if you need automatic session management... + if you're gonna make a lot of recurrent calls to the API in a short time frame. You should use Fetch instead of FetchWrapper +*/ + diff --git a/frontend/src/api/fetchWrapper.ts b/frontend/src/api/fetchWrapper.ts new file mode 100644 index 00000000..59aa872d --- /dev/null +++ b/frontend/src/api/fetchWrapper.ts @@ -0,0 +1,147 @@ +/** + * Enhanced fetch wrapper with automatic session expiration handling + * + * This wrapper provides: + * - Automatic 401 (Unauthorized) response interception + * - Session validation on auth failures + * - Global error handling for expired sessions + * - Consistent credential handling + */ + +export interface FetchWrapperOptions extends RequestInit { + skipAuthCheck?: boolean; // Skip 401 handling for specific requests +} + +export interface SessionExpirationHandler { + onSessionExpired: () => void; +} + +// Global session expiration handler - will be set by useSessionManager hook +let sessionExpirationHandler: SessionExpirationHandler | null = null; + +/** + * Register a handler for session expiration events + */ +export function registerSessionExpirationHandler(handler: SessionExpirationHandler) { + sessionExpirationHandler = handler; +} + +/** + * Unregister the session expiration handler + */ +export function unregisterSessionExpirationHandler() { + sessionExpirationHandler = null; +} + +/** + * Validate if the current session is still active + * @returns Promise - true if session is valid, false otherwise + */ +async function validateSession(): Promise { + try { + const response = await fetch("/api/auth/session/status", { + method: "GET", + credentials: "include", + }); + + return response.ok && response.status === 200; + } catch (error) { + console.error("[fetchWrapper] Session validation failed:", error); + return false; + } +} + +/** + * Enhanced fetch wrapper with automatic 401 handling + * + * @param url - The URL to fetch + * @param options - Fetch options with optional skipAuthCheck flag + * @returns Promise + */ +export async function fetchWrapper( + url: string, + options: FetchWrapperOptions = {} +): Promise { + const { skipAuthCheck = false, ...fetchOptions } = options; + + // Always include credentials for session cookies + const enhancedOptions: RequestInit = { + ...fetchOptions, + credentials: "include", + }; + + try { + const response = await fetch(url, enhancedOptions); + + // Handle 401 Unauthorized responses + if (response.status === 401 && !skipAuthCheck) { + console.warn("[fetchWrapper] Received 401 response, validating session..."); + + // Validate if session is truly expired or if it's a transient error + const isSessionValid = await validateSession(); + + if (!isSessionValid) { + console.error("[fetchWrapper] Session validation failed - session expired"); + + // Trigger session expiration handler if registered + if (sessionExpirationHandler) { + sessionExpirationHandler.onSessionExpired(); + } + + // Return the 401 response to let caller handle it appropriately + return response; + } else { + console.log("[fetchWrapper] Session is valid, retrying original request..."); + + // Session is valid, retry the original request + const retryResponse = await fetch(url, enhancedOptions); + return retryResponse; + } + } + + return response; + } catch (error) { + console.error("[fetchWrapper] Fetch error:", error); + throw error; + } +} + +/** + * Helper function to check if a response indicates session expiration + * @param response - The fetch response + * @returns boolean - true if session is expired + */ +export function isSessionExpired(response: Response): boolean { + return response.status === 401; +} + +/** + * Helper function to handle common error responses + * @param response - The fetch response + * @returns Promise - Formatted error with helpful message + */ +export async function handleErrorResponse(response: Response): Promise { + const status = response.status; + + switch (status) { + case 401: + return new Error("Session expired. Please refresh the page to continue."); + case 403: + return new Error("You do not have permission to perform this action."); + case 404: + return new Error("The requested resource was not found."); + case 409: + return new Error("A conflict occurred. The resource may already exist."); + case 422: + return new Error("Invalid request. Please check your input."); + case 500: + return new Error("Server error. Please try again later."); + default: + try { + const errorData = await response.json(); + return new Error(errorData.error || errorData.message || "An unexpected error occurred"); + } catch { + return new Error(`Request failed with status ${status}`); + } + } +} diff --git a/frontend/src/api/models.ts b/frontend/src/api/models.ts index 74b0a639..88b8440b 100644 --- a/frontend/src/api/models.ts +++ b/frontend/src/api/models.ts @@ -1,9 +1,33 @@ +export type UserInfo = { + access_token: string; + expires_on: string; + id_token: string; + provider_name: string; + user_claims: any[]; + user_id: string; +}; + export const enum Approaches { RetrieveThenRead = "rtr", ReadRetrieveRead = "rrr", ReadDecomposeAsk = "rda" } +export type ConversationHistoryItem = { + id: string; + start_date: string; + content: string; + type: string; + organization_id: string; +}; + +export type ConversationChatItem = { + role: string; + content: string; +}; + +export type ThoughtProcess = string | string[] | Record | null; + export type AskRequestOverrides = { semanticRanker?: boolean; semanticCaptions?: boolean; @@ -24,7 +48,7 @@ export type AskRequest = { export type AskResponse = { answer: string; - thoughts: string | null; + thoughts: ThoughtProcess; data_points: string[]; error?: string; }; @@ -33,13 +57,13 @@ export type TransactionData = { cuenta_origen: string; monto: string; telefono_destino: string; -} +}; -export type AskResponseGpt= { +export type AskResponseGpt = { conversation_id: string; answer: string; current_state: string; - thoughts: string | null; + thoughts: ThoughtProcess; data_points: string[]; transaction_data?: TransactionData; error?: string; @@ -47,7 +71,10 @@ export type AskResponseGpt= { export type ChatTurn = { user: string; - bot?: string; + bot?: { + message: string; + thoughts: ThoughtProcess; + } | null; }; export type ChatRequest = { @@ -62,5 +89,51 @@ export type ChatRequestGpt = { conversation_id: string; query: string; overrides?: AskRequestOverrides; + agent: string; }; +export type GetSettingsProps = { + user: { + id: string; + name: string; + } | null; +}; + +export type DetailLevel = "brief" | "balanced" | "detailed"; + +export type PostSettingsProps = { + user: { + id: string; + name: string; + } | null; + temperature: number; + model: string; + font_family: string; + font_size: string; + detail_level?: DetailLevel; +}; + +export interface Category { + id: string; + organization_id: string; + name: string; + description?: string; + metadata?: Record; + created_at: string; + updated_at: string; +} + + +// ---- Report Jobs (status) ---- +export type BackendReportStatus = "SUCCEEDED" | "RUNNING" | "QUEUED" | "FAILED"; + +export interface BackendReportJobDoc { + id: string; + report_key?: string; + report_name?: string; + status?: BackendReportStatus | string; + progress?: number; + created_at?: string | null; + updated_at?: string | null; + params?: { target?: string }; +} diff --git a/frontend/src/api/tests/reportStatuses.test.ts b/frontend/src/api/tests/reportStatuses.test.ts new file mode 100644 index 00000000..ce7c9bdd --- /dev/null +++ b/frontend/src/api/tests/reportStatuses.test.ts @@ -0,0 +1,205 @@ +import { fetchReportJobs } from "../api"; + +const mockFetch = jest.fn(); +global.fetch = mockFetch; + +const mockUser = { + id: "12345678-1234-1234-1234-123456789012", + name: "Test User" +}; + +const mockReportJobs = [ + { + id: "job-1", + organization_id: "org-123", + status: "completed", + created_at: "2024-01-01T00:00:00Z" + }, + { + id: "job-2", + organization_id: "org-123", + status: "pending", + created_at: "2024-01-02T00:00:00Z" + } +]; + +describe("fetchReportJobs", () => { + beforeEach(() => { + mockFetch.mockClear(); + }); + + it("makes GET request with correct URL and headers", async () => { + mockFetch.mockResolvedValueOnce({ + ok: true, + json: jest.fn().mockResolvedValue(mockReportJobs) + }); + + await fetchReportJobs({ + organization_id: "org-123", + user: mockUser, + limit: 10 + }); + + expect(mockFetch).toHaveBeenCalledWith("/api/report-jobs?organization_id=org-123&limit=10", { + method: "GET", + headers: { + "Content-Type": "application/json", + "X-MS-CLIENT-PRINCIPAL-ID": "12345678-1234-1234-1234-123456789012", + "X-MS-CLIENT-PRINCIPAL-NAME": "Test User" + } + }); + }); + + it("includes status parameter when provided", async () => { + mockFetch.mockResolvedValueOnce({ + ok: true, + json: jest.fn().mockResolvedValue(mockReportJobs) + }); + + await fetchReportJobs({ + organization_id: "org-123", + user: mockUser, + status: "SUCCEEDED" + }); + + expect(mockFetch).toHaveBeenCalledWith("/api/report-jobs?organization_id=org-123&limit=10&status=SUCCEEDED", expect.any(Object)); + }); + + it("uses default values when user is null", async () => { + mockFetch.mockResolvedValueOnce({ + ok: true, + json: jest.fn().mockResolvedValue(mockReportJobs) + }); + + await fetchReportJobs({ + organization_id: "org-123", + user: null + }); + + expect(mockFetch).toHaveBeenCalledWith( + expect.any(String), + expect.objectContaining({ + headers: expect.objectContaining({ + "X-MS-CLIENT-PRINCIPAL-ID": "00000000-0000-0000-0000-000000000000", + "X-MS-CLIENT-PRINCIPAL-NAME": "anonymous" + }) + }) + ); + }); + + it("uses default limit of 10 when not provided", async () => { + mockFetch.mockResolvedValueOnce({ + ok: true, + json: jest.fn().mockResolvedValue(mockReportJobs) + }); + + await fetchReportJobs({ + organization_id: "org-123", + user: mockUser + }); + + expect(mockFetch).toHaveBeenCalledWith("/api/report-jobs?organization_id=org-123&limit=10", expect.any(Object)); + }); + + it("returns data array when response is ok", async () => { + mockFetch.mockResolvedValueOnce({ + ok: true, + json: jest.fn().mockResolvedValue(mockReportJobs) + }); + + const result = await fetchReportJobs({ + organization_id: "org-123", + user: mockUser + }); + + expect(result).toEqual(mockReportJobs); + }); + + it("returns empty array when data is not array", async () => { + mockFetch.mockResolvedValueOnce({ + ok: true, + json: jest.fn().mockResolvedValue({ message: "success" }) + }); + + const result = await fetchReportJobs({ + organization_id: "org-123", + user: mockUser + }); + + expect(result).toEqual([]); + }); + + it("throws error when response is not ok with message from data", async () => { + mockFetch.mockResolvedValueOnce({ + ok: false, + status: 400, + json: jest.fn().mockResolvedValue({ message: "Invalid request" }) + }); + + await expect( + fetchReportJobs({ + organization_id: "org-123", + user: mockUser + }) + ).rejects.toThrow("Invalid request"); + }); + + it("throws error when response is not ok with error from data", async () => { + mockFetch.mockResolvedValueOnce({ + ok: false, + status: 500, + json: jest.fn().mockResolvedValue({ error: "Internal server error" }) + }); + + await expect( + fetchReportJobs({ + organization_id: "org-123", + user: mockUser + }) + ).rejects.toThrow("Internal server error"); + }); + + it("throws default error when response is not ok and no data message", async () => { + mockFetch.mockResolvedValueOnce({ + ok: false, + status: 404, + json: jest.fn().mockResolvedValue({}) + }); + + await expect( + fetchReportJobs({ + organization_id: "org-123", + user: mockUser + }) + ).rejects.toThrow("Failed to fetch report jobs (404)"); + }); + + it("handles json parsing failure gracefully", async () => { + mockFetch.mockResolvedValueOnce({ + ok: false, + status: 500, + json: jest.fn().mockRejectedValue(new Error("Invalid JSON")) + }); + + await expect( + fetchReportJobs({ + organization_id: "org-123", + user: mockUser + }) + ).rejects.toThrow("Failed to fetch report jobs (500)"); + }); + + it("returns empty array when json parsing fails for successful response", async () => { + mockFetch.mockResolvedValueOnce({ + ok: true, + json: jest.fn().mockRejectedValue(new Error("Invalid JSON")) + }); + + const result = await fetchReportJobs({ + organization_id: "org-123", + user: mockUser + }); + + expect(result).toEqual([]); + }); +}); diff --git a/frontend/src/assets/check.png b/frontend/src/assets/check.png new file mode 100644 index 00000000..da826287 Binary files /dev/null and b/frontend/src/assets/check.png differ diff --git a/frontend/src/assets/close.png b/frontend/src/assets/close.png new file mode 100644 index 00000000..6847dbca Binary files /dev/null and b/frontend/src/assets/close.png differ diff --git a/frontend/src/assets/pencil.png b/frontend/src/assets/pencil.png new file mode 100644 index 00000000..a3648d8b Binary files /dev/null and b/frontend/src/assets/pencil.png differ diff --git a/frontend/src/assets/person.png b/frontend/src/assets/person.png new file mode 100644 index 00000000..b72cbcee Binary files /dev/null and b/frontend/src/assets/person.png differ diff --git a/frontend/src/assets/trash.png b/frontend/src/assets/trash.png new file mode 100644 index 00000000..813612ce Binary files /dev/null and b/frontend/src/assets/trash.png differ diff --git a/frontend/src/components/AnalysisPanel/AnalysisPanel.module.css b/frontend/src/components/AnalysisPanel/AnalysisPanel.module.css index 909ac03d..25c428e6 100644 --- a/frontend/src/components/AnalysisPanel/AnalysisPanel.module.css +++ b/frontend/src/components/AnalysisPanel/AnalysisPanel.module.css @@ -1,6 +1,26 @@ .thoughtProcess { - font-family: source-code-pro, Menlo, Monaco, Consolas, "Courier New", monospace; word-wrap: break-word; padding-top: 12px; padding-bottom: 12px; + padding-left: 35px; + padding-right: 35px; } + +.sectionCard{ + background-color: #f9fafb; + padding: 12px; + border-radius: 6px; +} + +.headerCard{ + margin: 0; + color: rgb(51, 51, 51); + font-size: 1rem; + font-weight: 600; +} + +.contentCard{ + margin: 6px 0 0; + color: #374151; + font-size: 14px; +} \ No newline at end of file diff --git a/frontend/src/components/AnalysisPanel/AnalysisPanel.tsx b/frontend/src/components/AnalysisPanel/AnalysisPanel.tsx index 00763b96..d1843e78 100644 --- a/frontend/src/components/AnalysisPanel/AnalysisPanel.tsx +++ b/frontend/src/components/AnalysisPanel/AnalysisPanel.tsx @@ -1,11 +1,13 @@ -import React, { Suspense, lazy, useState, useEffect } from "react"; +import React, { Suspense, lazy } from "react"; import { Pivot, PivotItem } from "@fluentui/react"; -import DOMPurify from "dompurify"; import styles from "./AnalysisPanel.module.css"; -import { SupportingContent } from "../SupportingContent"; import { AskResponse } from "../../api"; import { AnalysisPanelTabs } from "./AnalysisPanelTabs"; -import { getPage, getFileType } from "../../utils/functions"; +import { getPage } from "../../utils/functions"; +import { DismissCircleFilled } from "@fluentui/react-icons"; +import { mergeStyles } from "@fluentui/react/lib/Styling"; +import { Brain, BookOpen } from "lucide-react"; +import { rawThoughtsToString, extractPreContent, parseMeta, toPlainText, sourcePlain, extractContextDocs } from "../../utils/formattingUtils"; const LazyViewer = lazy(() => import("../DocView/DocView")); @@ -17,41 +19,261 @@ interface Props { citationHeight: string; answer: AskResponse; fileType: string; + onHideTab: () => void; + spreadsheetDownloadUrl?: string; + spreadsheetFileName?: string; + onCitationClicked?: (citation: string, fileName: string) => void; } const pivotItemDisabledStyle = { disabled: true, style: { color: "grey" } }; -export const AnalysisPanel = ({ answer, activeTab, activeCitation, citationHeight, className, onActiveTabChanged, fileType }: Props) => { - const isDisabledThoughtProcessTab: boolean = !answer.thoughts; - const isDisabledSupportingContentTab: boolean = !answer.data_points.length; +const closeButtonStyle = { + style: { + backgroundColor: "transparent", + color: "black", + borderColor: "transparent", + padding: "0px", + position: "absolute", + right: "0px", + top: "0px", + cursor: "pointer" + } +}; + +export const AnalysisPanel = ({ answer, activeTab, activeCitation, citationHeight, className, onActiveTabChanged, fileType, onHideTab, spreadsheetDownloadUrl, spreadsheetFileName, onCitationClicked }: Props) => { const isDisabledCitationTab: boolean = !activeCitation; const page = getPage(answer.data_points.toString()); - const sanitizedThoughts = DOMPurify.sanitize(answer.thoughts!); + const preContent = extractPreContent(rawThoughtsToString(answer.thoughts)); + const meta = parseMeta(preContent); + const agentType = meta.agentType || meta.mcpToolUsed || meta.mcpToolsUsed; + const contextDocs = extractContextDocs(answer.thoughts); + + const metaCards = [ + { key: "model", label: "Model Used", value: meta.modelUsed }, + { key: "agent", label: "Agent Type", value: agentType }, + { key: "tool", label: "Tool Used", value: meta.toolSelected }, + { key: "category", label: "Query Category", value: meta.queryCategory }, + { key: "original", label: "Original Query", value: meta.originalQuery }, + { key: "rewritten", label: "Rewritten Query", value: meta.rewrittenQuery } + ]; + + const visibleMetaCards = metaCards.filter(card => !!card.value); + const hasAnyMeta = visibleMetaCards.length > 0; + const hasContextDocs = contextDocs.length > 0; + const hasThoughtProcessContent = hasAnyMeta || hasContextDocs; + const isDisabledThoughtProcessTab: boolean = !hasThoughtProcessContent; + + // Helpers to sanitize and render sources + const toHref = (val: unknown): string | null => { + const s = sourcePlain(val); + if (!s) return null; + if (/^https?:\/\//i.test(s)) return s; + if (/^www\./i.test(s)) return `https://${s}`; + if (/^[a-z0-9.-]+\.[a-z]{2,}(?:\/[^\s]*)?$/i.test(s)) return `https://${s}`; + return null; + }; + + // Check if a URL is a blob storage URL (not a public website) + const isBlobStorageUrl = (url: string): boolean => { + if (!url) return false; + const lowerUrl = url.toLowerCase(); + // Check if it's a blob storage URL + const isBlobStorage = lowerUrl.includes('.blob.core.windows.net'); + // Check if it has document extensions + const hasDocExtension = /\.(pdf|docx?|xlsx?|csv|pptx?|txt)($|\?)/i.test(lowerUrl); + return isBlobStorage || hasDocExtension; + }; + + // Handle source click - either open in panel or open in new tab + const handleSourceClick = (e: React.MouseEvent, href: string, label: string) => { + if (isBlobStorageUrl(href) && onCitationClicked) { + e.preventDefault(); + onCitationClicked(href, label); + } + // Otherwise, let the default behavior happen (open in new tab) + }; return ( - pivotItem && onActiveTabChanged(pivotItem.props.itemKey! as AnalysisPanelTabs)} - > - + pivotItem && onActiveTabChanged(pivotItem.props.itemKey! as AnalysisPanelTabs)} + aria-label="Analysis Panel" + styles={{ + linkIsSelected: { + color: "#0E7C3A", + fontSize: "15px", + selectors: { + ":before": { + backgroundColor: "#0E7C3A" + }, + ":hover": { + color: "#0E7C3A", + backgroundColor: "#E8F5ED" + } + } + } + }} > -
- + ( + + + Thought Process + + )} + > + + - - Cargando...

}> - - - - + ( + + + Doc Preview + + )} + > + {fileType?.toLowerCase() === "spreadsheet-embed" && activeCitation ? ( +
+
+
{spreadsheetFileName || "Excel Preview"}
+
+ {spreadsheetDownloadUrl && ( + + Download + + )} +
+
+