updates

app.py

@@ -3,9 +3,7 @@ from omegaconf import OmegaConf
 import streamlit as st
 import os
 from PIL import Image
-import re
 import sys
-import datetime
 import pandas as pd
 import requests
 from dotenv import load_dotenv
@@ -78,7 +76,7 @@ def create_tools(cfg):
 
     class QueryTranscriptsArgs(BaseModel):
         query: str = Field(..., description="The user query.")
-        year: int = Field(..., description=f"The year. an integer between {min(years)} and {max(years)}.")
+        year: int = Field(..., description=f"The year. An integer between {min(years)} and {max(years)}.")
         ticker: str = Field(..., description=f"The company ticker. Must be a valid ticket symbol from the list {tickers.keys()}.")
 
     tools_factory = ToolsFactory(vectara_api_key=cfg.api_key, 
@@ -90,14 +88,14 @@ def create_tools(cfg):
         Given a company name and year, 
         returns a response (str) to a user question about a company, based on analyst call transcripts about the company's financial reports for that year.
         You can ask this tool any question about the compaany including risks, opportunities, financial performance, competitors and more.
-        make sure to provide the a valid company ticker and year.
+        make sure to provide a valid company ticker and year.
         """,
         tool_args_schema = QueryTranscriptsArgs,
-        tool_filter_template = "doc.year = {year} and doc.ticker = '{ticker}'",
         reranker = "multilingual_reranker_v1", rerank_k = 100, 
-        n_sentences_before = 2, n_sentences_after = 2, lambda_val = 0.01,
+        n_sentences_before = 2, n_sentences_after = 2, lambda_val = 0.005,
         summary_num_results = 10,
         vectara_summarizer = 'vectara-summary-ext-24-05-med-omni',
+        include_citations = False,
     )
 
     return (tools_factory.get_tools(
@@ -114,18 +112,14 @@ def create_tools(cfg):
     )
 
 def initialize_agent(_cfg):
-    date = datetime.datetime.now().strftime("%Y-%m-%d")
-    financial_bot_instructions = f"""
-    - You are a helpful financial assistant, with expertise in finanal reporting, in conversation with a user. 
-    - Today's date is {date}.
-    - Guardrails: never discuss politics, and always respond politely.
+    financial_bot_instructions = """
+    - You are a helpful financial assistant, with expertise in financial reporting, in conversation with a user. 
+    - Never discuss politics, and always respond politely.
     - Respond in a compact format by using appropriate units of measure (e.g., K for thousands, M for millions, B for billions). 
       Do not report the same number twice (e.g. $100K and 100,000 USD).
-    - Use tools when available instead of depending on your own knowledge.
-    - If a tool cannot respond properly, retry with a rephrased question or ask the user for more information.
+    - Always check the get_company_info and get_valid_years tools to validate company and year are valid.
     - When querying a tool for a numeric value or KPI, use a concise and non-ambiguous description of what you are looking for. 
     - If you calculate a metric, make sure you have all the necessary information to complete the calculation. Don't guess.
-    - Be very careful not to report results you are not confident about.
     """
 
     def update_func(status_type: AgentStatusType, msg: str):
@@ -140,13 +134,16 @@ def initialize_agent(_cfg):
     )
     return agent
 
+
+def toggle_logs():
+    st.session_state.show_logs = not st.session_state.show_logs
+
 def launch_bot():
     def reset():
-        cfg = st.session_state.cfg
         st.session_state.messages = [{"role": "assistant", "content": initial_prompt, "avatar": "🦖"}]
         st.session_state.thinking_message = "Agent at work..."
-        st.session_state.agent = initialize_agent(cfg)
         st.session_state.log_messages = []
+        st.session_state.prompt = None
         st.session_state.show_logs = False
 
     st.set_page_config(page_title="Financial Assistant", layout="wide")
@@ -158,7 +155,10 @@ def launch_bot():
         })
         st.session_state.cfg = cfg
         reset()
+
     cfg = st.session_state.cfg
+    if 'agent' not in st.session_state:
+        st.session_state.agent = initialize_agent(cfg)
 
     # left side content
     with st.sidebar:
@@ -171,13 +171,10 @@ def launch_bot():
         )
 
         st.markdown("\n\n")
-        bc1, bc2 = st.columns([1, 1])
+        bc1, _ = st.columns([1, 1])
         with bc1:
             if st.button('Start Over'):
                 reset()
-        with bc2:
-            if st.button('Show Logs'):
-                st.session_state.show_logs = not st.session_state.show_logs
 
         st.markdown("---")
         st.markdown(
@@ -187,10 +184,9 @@ def launch_bot():
         )
         st.markdown("---")
 
-
     if "messages" not in st.session_state.keys():
         reset()
-
+    
     # Display chat messages
     for message in st.session_state.messages:
         with st.chat_message(message["role"], avatar=message["avatar"]):
@@ -199,28 +195,33 @@ def launch_bot():
     # User-provided prompt
     if prompt := st.chat_input():
         st.session_state.messages.append({"role": "user", "content": prompt, "avatar": '🧑‍💻'})
+        st.session_state.prompt = prompt  # Save the prompt in session state
+        st.session_state.log_messages = []
+        st.session_state.show_logs = False
         with st.chat_message("user", avatar='🧑‍💻'):
             print(f"Starting new question: {prompt}\n")
             st.write(prompt)
-    
+        
     # Generate a new response if last message is not from assistant
-    if st.session_state.messages[-1]["role"] != "assistant":
+    if st.session_state.prompt:
         with st.chat_message("assistant", avatar='🤖'):
             with st.spinner(st.session_state.thinking_message):
-                res = st.session_state.agent.chat(prompt)
-                cleaned = re.sub(r'\[\d+\]', '', res).replace('$', '\\$')
-            message = {"role": "assistant", "content": cleaned, "avatar": '🤖'}
+                res = st.session_state.agent.chat(st.session_state.prompt)
+                res = res.replace('$', '\\$')  # escape dollar sign for markdown
+            message = {"role": "assistant", "content": res, "avatar": '🤖'}
             st.session_state.messages.append(message)
-            st.rerun()
+            st.markdown(res)
+            st.session_state.prompt = None
 
-    # Display log messages in an expander
-    if st.session_state.show_logs:
-        with st.expander("Agent Log Messages", expanded=True):
+    log_placeholder = st.empty()
+    with log_placeholder.container():
+        if st.session_state.show_logs:
+            st.button("Hide Logs", on_click=toggle_logs)
             for msg in st.session_state.log_messages:
                 st.write(msg)
-            if st.button('Close Logs'):
-                st.session_state.show_logs = False
-                st.rerun()
+        else:
+            if len(st.session_state.log_messages) > 0:
+                st.button("Show Logs", on_click=toggle_logs)
 
     sys.stdout.flush()