- Allowing for multiple types of Catalogs

- Introduction of retrievers
- Ensuring processing information is collected from Catalog iso Tenant
- Introduction of a generic Form class to enable dynamic fields based on a configuration
- Realisation of Retriever functionality to support dynamic fields

common/langchain/eveai_default_rag_retriever.py

@@ -0,0 +1,145 @@
+from langchain_core.retrievers import BaseRetriever
+from sqlalchemy import func, and_, or_, desc
+from sqlalchemy.exc import SQLAlchemyError
+from pydantic import BaseModel, Field, PrivateAttr
+from typing import Any, Dict
+from flask import current_app
+
+from common.extensions import db
+from common.models.document import Document, DocumentVersion
+from common.utils.datetime_utils import get_date_in_timezone
+from common.utils.model_utils import ModelVariables
+
+
+class EveAIDefaultRagRetriever(BaseRetriever, BaseModel):
+    _catalog_id: int = PrivateAttr()
+    _model_variables: ModelVariables = PrivateAttr()
+    _tenant_info: Dict[str, Any] = PrivateAttr()
+
+    def __init__(self, catalog_id: int, model_variables: ModelVariables, tenant_info: Dict[str, Any]):
+        super().__init__()
+        current_app.logger.debug(f'Model variables type: {type(model_variables)}')
+        self._catalog_id = catalog_id
+        self._model_variables = model_variables
+        self._tenant_info = tenant_info
+
+    @property
+    def catalog_id(self) -> int:
+        return self._catalog_id
+
+    @property
+    def model_variables(self) -> ModelVariables:
+        return self._model_variables
+
+    @property
+    def tenant_info(self) -> Dict[str, Any]:
+        return self._tenant_info
+
+    def _get_relevant_documents(self, query: str):
+        current_app.logger.debug(f'Retrieving relevant documents for query: {query}')
+        query_embedding = self._get_query_embedding(query)
+        current_app.logger.debug(f'Model Variables Private: {type(self._model_variables)}')
+        current_app.logger.debug(f'Model Variables Property: {type(self.model_variables)}')
+        db_class = self.model_variables['embedding_db_model']
+        similarity_threshold = self.model_variables['similarity_threshold']
+        k = self.model_variables['k']
+
+        if self.model_variables['rag_tuning']:
+            try:
+                current_date = get_date_in_timezone(self.tenant_info['timezone'])
+                current_app.rag_tuning_logger.debug(f'Current date: {current_date}\n')
+
+                # Debug query to show similarity for all valid documents (without chunk text)
+                debug_query = (
+                    db.session.query(
+                        Document.id.label('document_id'),
+                        DocumentVersion.id.label('version_id'),
+                        db_class.id.label('embedding_id'),
+                        (1 - db_class.embedding.cosine_distance(query_embedding)).label('similarity')
+                    )
+                    .join(DocumentVersion, db_class.doc_vers_id == DocumentVersion.id)
+                    .join(Document, DocumentVersion.doc_id == Document.id)
+                    .filter(
+                        or_(Document.valid_from.is_(None), func.date(Document.valid_from) <= current_date),
+                        or_(Document.valid_to.is_(None), func.date(Document.valid_to) >= current_date)
+                    )
+                    .order_by(desc('similarity'))
+                )
+
+                debug_results = debug_query.all()
+
+                current_app.logger.debug("Debug: Similarity for all valid documents:")
+                for row in debug_results:
+                    current_app.rag_tuning_logger.debug(f"Doc ID: {row.document_id}, "
+                                                        f"Version ID: {row.version_id}, "
+                                                        f"Embedding ID: {row.embedding_id}, "
+                                                        f"Similarity: {row.similarity}")
+                current_app.rag_tuning_logger.debug(f'---------------------------------------\n')
+            except SQLAlchemyError as e:
+                current_app.logger.error(f'Error generating overview: {e}')
+                db.session.rollback()
+
+        if self.model_variables['rag_tuning']:
+            current_app.rag_tuning_logger.debug(f'Parameters for Retrieval of documents: \n')
+            current_app.rag_tuning_logger.debug(f'Similarity Threshold: {similarity_threshold}\n')
+            current_app.rag_tuning_logger.debug(f'K: {k}\n')
+            current_app.rag_tuning_logger.debug(f'---------------------------------------\n')
+
+        try:
+            current_date = get_date_in_timezone(self.tenant_info['timezone'])
+            # Subquery to find the latest version of each document
+            subquery = (
+                db.session.query(
+                    DocumentVersion.doc_id,
+                    func.max(DocumentVersion.id).label('latest_version_id')
+                )
+                .group_by(DocumentVersion.doc_id)
+                .subquery()
+            )
+            # Main query to filter embeddings
+            query_obj = (
+                db.session.query(db_class,
+                                 (1 - db_class.embedding.cosine_distance(query_embedding)).label('similarity'))
+                .join(DocumentVersion, db_class.doc_vers_id == DocumentVersion.id)
+                .join(Document, DocumentVersion.doc_id == Document.id)
+                .join(subquery, DocumentVersion.id == subquery.c.latest_version_id)
+                .filter(
+                    or_(Document.valid_from.is_(None), func.date(Document.valid_from) <= current_date),
+                    or_(Document.valid_to.is_(None), func.date(Document.valid_to) >= current_date),
+                    (1 - db_class.embedding.cosine_distance(query_embedding)) > similarity_threshold,
+                    Document.catalog_id == self._catalog_id
+                )
+                .order_by(desc('similarity'))
+                .limit(k)
+            )
+
+            if self.model_variables['rag_tuning']:
+                current_app.rag_tuning_logger.debug(f'Query executed for Retrieval of documents: \n')
+                current_app.rag_tuning_logger.debug(f'{query_obj.statement}\n')
+                current_app.rag_tuning_logger.debug(f'---------------------------------------\n')
+
+            res = query_obj.all()
+
+            if self.model_variables['rag_tuning']:
+                current_app.rag_tuning_logger.debug(f'Retrieved {len(res)} relevant documents \n')
+                current_app.rag_tuning_logger.debug(f'Data retrieved: \n')
+                current_app.rag_tuning_logger.debug(f'{res}\n')
+                current_app.rag_tuning_logger.debug(f'---------------------------------------\n')
+
+            result = []
+            for doc in res:
+                if self.model_variables['rag_tuning']:
+                    current_app.rag_tuning_logger.debug(f'Document ID: {doc[0].id} - Distance: {doc[1]}\n')
+                    current_app.rag_tuning_logger.debug(f'Chunk: \n {doc[0].chunk}\n\n')
+                result.append(f'SOURCE: {doc[0].id}\n\n{doc[0].chunk}\n\n')
+
+        except SQLAlchemyError as e:
+            current_app.logger.error(f'Error retrieving relevant documents: {e}')
+            db.session.rollback()
+            return []
+        return result
+
+    def _get_query_embedding(self, query: str):
+        embedding_model = self.model_variables['embedding_model']
+        query_embedding = embedding_model.embed_query(query)
+        return query_embedding

common/langchain/eveai_retriever.py

@@ -1,138 +1,39 @@
-from langchain_core.retrievers import BaseRetriever
-from sqlalchemy import func, and_, or_, desc
-from sqlalchemy.exc import SQLAlchemyError
-from pydantic import BaseModel, Field, PrivateAttr
-from typing import Any, Dict
-from flask import current_app
+from pydantic import BaseModel, PrivateAttr
+from typing import Dict, Any
 
-from common.extensions import db
-from common.models.document import Document, DocumentVersion
-from common.utils.datetime_utils import get_date_in_timezone
 from common.utils.model_utils import ModelVariables
 
 
-class EveAIRetriever(BaseRetriever, BaseModel):
-    _model_variables: ModelVariables = PrivateAttr()
+class EveAIRetriever(BaseModel):
+    _catalog_id: int = PrivateAttr()
+    _user_metadata: Dict[str, Any] = PrivateAttr()
+    _system_metadata: Dict[str, Any] = PrivateAttr()
+    _configuration: Dict[str, Any] = PrivateAttr()
     _tenant_info: Dict[str, Any] = PrivateAttr()
+    _model_variables: ModelVariables = PrivateAttr()
 
-    def __init__(self, model_variables: ModelVariables, tenant_info: Dict[str, Any]):
+    def __init__(self, catalog_id: int, user_metadata: Dict[str, Any], system_metadata: Dict[str, Any],
+                 configuration: Dict[str, Any]):
         super().__init__()
-        current_app.logger.debug(f'Model variables type: {type(model_variables)}')
-        self._model_variables = model_variables
-        self._tenant_info = tenant_info
+        self._catalog_id = catalog_id
+        self._user_metadata = user_metadata
+        self._system_metadata = system_metadata
+        self._configuration = configuration
 
     @property
-    def model_variables(self) -> ModelVariables:
-        return self._model_variables
+    def catalog_id(self):
+        return self._catalog_id
 
     @property
-    def tenant_info(self) -> Dict[str, Any]:
-        return self._tenant_info
+    def user_metadata(self):
+        return self._user_metadata
 
-    def _get_relevant_documents(self, query: str):
-        current_app.logger.debug(f'Retrieving relevant documents for query: {query}')
-        query_embedding = self._get_query_embedding(query)
-        current_app.logger.debug(f'Model Variables Private: {type(self._model_variables)}')
-        current_app.logger.debug(f'Model Variables Property: {type(self.model_variables)}')
-        db_class = self.model_variables['embedding_db_model']
-        similarity_threshold = self.model_variables['similarity_threshold']
-        k = self.model_variables['k']
+    @property
+    def system_metadata(self):
+        return self._system_metadata
 
-        if self.model_variables['rag_tuning']:
-            try:
-                current_date = get_date_in_timezone(self.tenant_info['timezone'])
-                current_app.rag_tuning_logger.debug(f'Current date: {current_date}\n')
+    @property
+    def configuration(self):
+        return self._configuration
 
-                # Debug query to show similarity for all valid documents (without chunk text)
-                debug_query = (
-                    db.session.query(
-                        Document.id.label('document_id'),
-                        DocumentVersion.id.label('version_id'),
-                        db_class.id.label('embedding_id'),
-                        (1 - db_class.embedding.cosine_distance(query_embedding)).label('similarity')
-                    )
-                    .join(DocumentVersion, db_class.doc_vers_id == DocumentVersion.id)
-                    .join(Document, DocumentVersion.doc_id == Document.id)
-                    .filter(
-                        or_(Document.valid_from.is_(None), func.date(Document.valid_from) <= current_date),
-                        or_(Document.valid_to.is_(None), func.date(Document.valid_to) >= current_date)
-                    )
-                    .order_by(desc('similarity'))
-                )
-
-                debug_results = debug_query.all()
-
-                current_app.logger.debug("Debug: Similarity for all valid documents:")
-                for row in debug_results:
-                    current_app.rag_tuning_logger.debug(f"Doc ID: {row.document_id}, "
-                                                        f"Version ID: {row.version_id}, "
-                                                        f"Embedding ID: {row.embedding_id}, "
-                                                        f"Similarity: {row.similarity}")
-                current_app.rag_tuning_logger.debug(f'---------------------------------------\n')
-            except SQLAlchemyError as e:
-                current_app.logger.error(f'Error generating overview: {e}')
-                db.session.rollback()
-
-        if self.model_variables['rag_tuning']:
-            current_app.rag_tuning_logger.debug(f'Parameters for Retrieval of documents: \n')
-            current_app.rag_tuning_logger.debug(f'Similarity Threshold: {similarity_threshold}\n')
-            current_app.rag_tuning_logger.debug(f'K: {k}\n')
-            current_app.rag_tuning_logger.debug(f'---------------------------------------\n')
-
-        try:
-            current_date = get_date_in_timezone(self.tenant_info['timezone'])
-            # Subquery to find the latest version of each document
-            subquery = (
-                db.session.query(
-                    DocumentVersion.doc_id,
-                    func.max(DocumentVersion.id).label('latest_version_id')
-                )
-                .group_by(DocumentVersion.doc_id)
-                .subquery()
-            )
-            # Main query to filter embeddings
-            query_obj = (
-                db.session.query(db_class,
-                                 (1 - db_class.embedding.cosine_distance(query_embedding)).label('similarity'))
-                .join(DocumentVersion, db_class.doc_vers_id == DocumentVersion.id)
-                .join(Document, DocumentVersion.doc_id == Document.id)
-                .join(subquery, DocumentVersion.id == subquery.c.latest_version_id)
-                .filter(
-                    or_(Document.valid_from.is_(None), func.date(Document.valid_from) <= current_date),
-                    or_(Document.valid_to.is_(None), func.date(Document.valid_to) >= current_date),
-                    (1 - db_class.embedding.cosine_distance(query_embedding)) > similarity_threshold
-                )
-                .order_by(desc('similarity'))
-                .limit(k)
-            )
-
-            if self.model_variables['rag_tuning']:
-                current_app.rag_tuning_logger.debug(f'Query executed for Retrieval of documents: \n')
-                current_app.rag_tuning_logger.debug(f'{query_obj.statement}\n')
-                current_app.rag_tuning_logger.debug(f'---------------------------------------\n')
-
-            res = query_obj.all()
-
-            if self.model_variables['rag_tuning']:
-                current_app.rag_tuning_logger.debug(f'Retrieved {len(res)} relevant documents \n')
-                current_app.rag_tuning_logger.debug(f'Data retrieved: \n')
-                current_app.rag_tuning_logger.debug(f'{res}\n')
-                current_app.rag_tuning_logger.debug(f'---------------------------------------\n')
-
-            result = []
-            for doc in res:
-                if self.model_variables['rag_tuning']:
-                    current_app.rag_tuning_logger.debug(f'Document ID: {doc[0].id} - Distance: {doc[1]}\n')
-                    current_app.rag_tuning_logger.debug(f'Chunk: \n {doc[0].chunk}\n\n')
-                result.append(f'SOURCE: {doc[0].id}\n\n{doc[0].chunk}\n\n')
-
-        except SQLAlchemyError as e:
-            current_app.logger.error(f'Error retrieving relevant documents: {e}')
-            db.session.rollback()
-            return []
-        return result
-
-    def _get_query_embedding(self, query: str):
-        embedding_model = self.model_variables['embedding_model']
-        query_embedding = embedding_model.embed_query(query)
-        return query_embedding
+    # Any common methods that should be shared among retrievers can go here.

common/models/document.py

@@ -8,8 +8,10 @@ import sqlalchemy as sa
 
 class Catalog(db.Model):
     id = db.Column(db.Integer, primary_key=True)
+    parent_id = db.Column(db.Integer, db.ForeignKey('catalog.id'), nullable=True)
     name = db.Column(db.String(50), nullable=False)
     description = db.Column(db.Text, nullable=True)
+    type = db.Column(db.String(50), nullable=False, default="DEFAULT_CATALOG")
 
     # Embedding variables
     html_tags = db.Column(ARRAY(sa.String(10)), nullable=True, default=['p', 'h1', 'h2', 'h3', 'h4', 'h5', 'h6', 'li'])
@@ -21,17 +23,36 @@ class Catalog(db.Model):
     min_chunk_size = db.Column(db.Integer, nullable=True, default=2000)
     max_chunk_size = db.Column(db.Integer, nullable=True, default=3000)
 
-    # Embedding search variables ==> move to specialist?
-    es_k = db.Column(db.Integer, nullable=True, default=8)
-    es_similarity_threshold = db.Column(db.Float, nullable=True, default=0.4)
-
     # Chat variables ==> Move to Specialist?
     chat_RAG_temperature = db.Column(db.Float, nullable=True, default=0.3)
     chat_no_RAG_temperature = db.Column(db.Float, nullable=True, default=0.5)
 
     # Tuning enablers
     embed_tuning = db.Column(db.Boolean, nullable=True, default=False)
-    rag_tuning = db.Column(db.Boolean, nullable=True, default=False)    # Move to Specialist?
+
+    # Meta Data
+    user_metadata = db.Column(JSONB, nullable=True)
+    system_metadata = db.Column(JSONB, nullable=True)
+    configuration = db.Column(JSONB, nullable=True)
+
+    # Versioning Information
+    created_at = db.Column(db.DateTime, nullable=False, server_default=db.func.now())
+    created_by = db.Column(db.Integer, db.ForeignKey(User.id), nullable=True)
+    updated_at = db.Column(db.DateTime, nullable=False, server_default=db.func.now(), onupdate=db.func.now())
+    updated_by = db.Column(db.Integer, db.ForeignKey(User.id))
+
+
+class Retriever(db.Model):
+    id = db.Column(db.Integer, primary_key=True)
+    name = db.Column(db.String(50), nullable=False)
+    description = db.Column(db.Text, nullable=True)
+    catalog_id = db.Column(db.Integer, db.ForeignKey('catalog.id'), nullable=True)
+    type = db.Column(db.String(50), nullable=False, default="DEFAULT_RAG")
+
+    # Meta Data
+    user_metadata = db.Column(JSONB, nullable=True)
+    system_metadata = db.Column(JSONB, nullable=True)
+    configuration = db.Column(JSONB, nullable=True)
 
     # Versioning Information
     created_at = db.Column(db.DateTime, nullable=False, server_default=db.func.now())

config/catalog_types.py

@@ -0,0 +1,11 @@
+# Catalog Types
+CATALOG_TYPES = {
+    "DEFAULT": {
+        "name": "Default Catalog",
+        "Description": "Default Catalog"
+    },
+    "DOSSIER": {
+        "name": "Dossier Catalog",
+        "Description": "A Catalog in which several Dossiers can be stored"
+    },
+}

config/retriever_types.py

@@ -0,0 +1,30 @@
+# Retriever Types
+RETRIEVER_TYPES = {
+    "DEFAULT_RAG": {
+        "name": "Default RAG",
+        "description": "Retrieving all embeddings conform the query",
+        "configuration": {
+            "es_k": {
+                "name": "es_k",
+                "type": "int",
+                "description": "K-value to retrieve embeddings (max embeddings retrieved)",
+                "required": True,
+                "default": 8,
+            },
+            "es_similarity_threshold": {
+                "name": "es_similarity_threshold",
+                "type": "float",
+                "description": "Similarity threshold for retrieving embeddings",
+                "required": True,
+                "default": 0.3,
+            },
+            "rag_tuning": {
+                "name": "rag_tuning",
+                "type": "boolean",
+                "description": "Whether to do tuning logging or not.",
+                "required": False,
+                "default": False,
+            }
+        }
+    }
+}

eveai_app/templates/document/edit_catalog.html

@@ -16,7 +16,7 @@ When you change chunking of embedding information, you'll need to manually refre
         {% for field in form %}
             {{ render_field(field, disabled_fields, exclude_fields) }}
         {% endfor %}
-        <button type="submit" class="btn btn-primary">Register Catalog</button>
+        <button type="submit" class="btn btn-primary">Save Catalog</button>
     </form>
 {% endblock %}
 

eveai_app/templates/document/edit_retriever.html

@@ -0,0 +1,31 @@
+{% extends 'base.html' %}
+{% from "macros.html" import render_field2, render_dynamic_fields %}
+
+{% block title %}Edit Retriever{% endblock %}
+
+{% block content_title %}Edit Retriever{% endblock %}
+{% block content_description %}Edit a Retriever (for a Catalog){% endblock %}
+
+{% block content %}
+    <form method="post">
+        {{ form.hidden_tag() }}
+        {% set disabled_fields = ['type'] %}
+        {% set exclude_fields = [] %}
+        <!-- Render Static Fields -->
+        {% for field in form.get_static_fields() %}
+            {{ render_field2(field, disabled_fields, exclude_fields) }}
+        {% endfor %}
+        <!-- Render Dynamic Fields -->
+        {% for collection_name, fields in form.get_dynamic_fields().items() %}
+            <h4 class="mt-4">{{ collection_name }}</h4>
+            {% for field in fields %}
+                {{ render_field2(field, disabled_fields, exclude_fields) }}
+            {% endfor %}
+        {% endfor %}
+        <button type="submit" class="btn btn-primary">Save Retriever</button>
+    </form>
+{% endblock %}
+
+{% block content_footer %}
+
+{% endblock %}

eveai_app/templates/document/retriever.html

@@ -0,0 +1,23 @@
+{% extends 'base.html' %}
+{% from "macros.html" import render_field %}
+
+{% block title %}Retriever Registration{% endblock %}
+
+{% block content_title %}Register Retriever{% endblock %}
+{% block content_description %}Define a new retriever (for a catalog){% endblock %}
+
+{% block content %}
+    <form method="post">
+        {{ form.hidden_tag() }}
+        {%  set disabled_fields = [] %}
+        {%  set exclude_fields = [] %}
+        {% for field in form %}
+            {{ render_field(field, disabled_fields, exclude_fields) }}
+        {% endfor %}
+        <button type="submit" class="btn btn-primary">Register Retriever</button>
+    </form>
+{% endblock %}
+
+{% block content_footer %}
+
+{% endblock %}

eveai_app/templates/document/retrievers.html

@@ -0,0 +1,23 @@
+{% extends 'base.html' %}
+{%  from 'macros.html' import render_selectable_table, render_pagination %}
+
+{% block title %}Retrievers{% endblock %}
+
+{% block content_title %}Retrievers{% endblock %}
+{% block content_description %}View Retrieers for Tenant{% endblock %}
+{% block content_class %}<div class="col-xl-12 col-lg-5 col-md-7 mx-auto"></div>{% endblock %}
+
+{% block content %}
+<div class="container">
+    <form method="POST" action="{{ url_for('document_bp.handle_retriever_selection') }}">
+        {{ render_selectable_table(headers=["Retriever ID", "Name", "Type", "Catalog ID"], rows=rows, selectable=True, id="retrieverssTable") }}
+        <div class="form-group mt-3">
+            <button type="submit" name="action" value="edit_retriever" class="btn btn-primary">Edit Retriever</button>
+        </div>
+    </form>
+</div>
+{% endblock %}
+
+{% block content_footer %}
+    {{ render_pagination(pagination, 'document_bp.retrievers') }}
+{% endblock %}

eveai_app/templates/macros.html

@@ -23,6 +23,43 @@
     {% endif %}
 {% endmacro %}
 
+{% macro render_field2(field, disabled_fields=[], exclude_fields=[], class='') %}
+    <!-- Debug info -->
+    <!-- Field name: {{ field.name }}, Field type: {{ field.__class__.__name__ }} -->
+
+    {% set disabled = field.name in disabled_fields %}
+    {% set exclude_fields = exclude_fields + ['csrf_token', 'submit'] %}
+    {% if field.name not in exclude_fields %}
+        {% if field.type == 'BooleanField' %}
+            <div class="form-group">
+                <div class="form-check form-switch">
+                    {{ field(class="form-check-input " + class, disabled=disabled) }}
+                    {{ field.label(class="form-check-label") }}
+                </div>
+                {% if field.errors %}
+                    <div class="invalid-feedback d-block">
+                        {% for error in field.errors %}
+                            {{ error }}
+                        {% endfor %}
+                    </div>
+                {% endif %}
+            </div>
+        {% else %}
+            <div class="form-group">
+                {{ field.label(class="form-label") }}
+                {{ field(class="form-control " + class, disabled=disabled) }}
+                {% if field.errors %}
+                    <div class="invalid-feedback d-block">
+                        {% for error in field.errors %}
+                            {{ error }}
+                        {% endfor %}
+                    </div>
+                {% endif %}
+            </div>
+        {% endif %}
+    {% endif %}
+{% endmacro %}
+
 {% macro render_included_field(field, disabled_fields=[], include_fields=[]) %}
     {% set disabled = field.name in disabled_fields %}
     {% if field.name in include_fields %}

eveai_app/templates/navbar.html

@@ -83,6 +83,8 @@
                                 {{ dropdown('Document Mgmt', 'note_stack', [
                                     {'name': 'Add Catalog', 'url': '/document/catalog', 'roles': ['Super User', 'Tenant Admin']},
                                     {'name': 'All Catalogs', 'url': '/document/catalogs', 'roles': ['Super User', 'Tenant Admin']},
+                                    {'name': 'Add Retriever', 'url': '/document/retriever', 'roles': ['Super User', 'Tenant Admin']},
+                                    {'name': 'All Retrievers', 'url': '/document/retrievers', 'roles': ['Super User', 'Tenant Admin']},
                                     {'name': 'Add Document', 'url': '/document/add_document', 'roles': ['Super User', 'Tenant Admin']},
                                     {'name': 'Add URL', 'url': '/document/add_url', 'roles': ['Super User', 'Tenant Admin']},
                                     {'name': 'Add a list of URLs', 'url': '/document/add_urls', 'roles': ['Super User', 'Tenant Admin']},

eveai_app/views/document_forms.py

@@ -1,4 +1,4 @@
-from flask import session, current_app
+from flask import session, current_app, request
 from flask_wtf import FlaskForm
 from wtforms import (StringField, BooleanField, SubmitField, DateField, IntegerField, FloatField, SelectMultipleField,
                      SelectField, FieldList, FormField, TextAreaField, URLField)
@@ -6,6 +6,14 @@ from wtforms.validators import DataRequired, Length, Optional, URL, ValidationEr
 from flask_wtf.file import FileField, FileAllowed, FileRequired
 import json
 
+from wtforms_sqlalchemy.fields import QuerySelectField
+
+from common.models.document import Catalog
+
+from config.catalog_types import CATALOG_TYPES
+from config.retriever_types import RETRIEVER_TYPES
+from .dynamic_form_base import DynamicFormBase
+
 
 def allowed_file(form, field):
     if field.data:
@@ -26,6 +34,23 @@ def validate_json(form, field):
 class CatalogForm(FlaskForm):
     name = StringField('Name', validators=[DataRequired(), Length(max=50)])
     description = TextAreaField('Description', validators=[Optional()])
+    # Parent ID (Optional for root-level catalogs)
+    parent = QuerySelectField(
+        'Parent Catalog',
+        query_factory=lambda: Catalog.query.all(),
+        allow_blank=True,
+        get_label='name',
+        validators=[Optional()],
+    )
+
+    # Select Field for Catalog Type (Uses the CATALOG_TYPES defined in config)
+    type = SelectField('Catalog Type', validators=[DataRequired()])
+
+    # Metadata fields
+    user_metadata = TextAreaField('User Metadata', validators=[Optional(), validate_json])
+    system_metadata = TextAreaField('System Metadata', validators=[Optional(), validate_json])
+    configuration = TextAreaField('Configuration', validators=[Optional(), validate_json])
+
     # HTML Embedding Variables
     html_tags = StringField('HTML Tags', validators=[DataRequired()],
                             default='p, h1, h2, h3, h4, h5, h6, li, , tbody, tr, td')
@@ -38,19 +63,65 @@ class CatalogForm(FlaskForm):
                                   default=2000)
     max_chunk_size = IntegerField('Maximum Chunk Size (3000)', validators=[NumberRange(min=0), Optional()],
                                   default=3000)
-    # Embedding Search variables
-    es_k = IntegerField('Limit for Searching Embeddings (5)',
-                        default=5,
-                        validators=[NumberRange(min=0)])
-    es_similarity_threshold = FloatField('Similarity Threshold for Searching Embeddings (0.5)',
-                                         default=0.5,
-                                         validators=[NumberRange(min=0, max=1)])
     # Chat Variables
     chat_RAG_temperature = FloatField('RAG Temperature', default=0.3, validators=[NumberRange(min=0, max=1)])
     chat_no_RAG_temperature = FloatField('No RAG Temperature', default=0.5, validators=[NumberRange(min=0, max=1)])
     # Tuning variables
     embed_tuning = BooleanField('Enable Embedding Tuning', default=False)
-    rag_tuning = BooleanField('Enable RAG Tuning', default=False)
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        # Dynamically populate the 'type' field using the constructor
+        self.type.choices = [(key, value['name']) for key, value in CATALOG_TYPES.items()]
+
+
+class RetrieverForm(FlaskForm):
+    name = StringField('Name', validators=[DataRequired(), Length(max=50)])
+    description = TextAreaField('Description', validators=[Optional()])
+    # Catalog for the Retriever
+    catalog = QuerySelectField(
+        'Catalog ID',
+        query_factory=lambda: Catalog.query.all(),
+        allow_blank=True,
+        get_label='name',
+        validators=[Optional()],
+    )
+    # Select Field for Retriever Type (Uses the RETRIEVER_TYPES defined in config)
+    type = SelectField('Retriever Type', validators=[DataRequired()])
+
+    # Metadata fields
+    user_metadata = TextAreaField('User Metadata', validators=[Optional(), validate_json])
+    system_metadata = TextAreaField('System Metadata', validators=[Optional(), validate_json])
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        # Dynamically populate the 'type' field using the constructor
+        self.type.choices = [(key, value['name']) for key, value in RETRIEVER_TYPES.items()]
+
+
+class EditRetrieverForm(DynamicFormBase):
+    name = StringField('Name', validators=[DataRequired(), Length(max=50)])
+    description = TextAreaField('Description', validators=[Optional()])
+    # Catalog for the Retriever
+    catalog = QuerySelectField(
+        'Catalog ID',
+        query_factory=lambda: Catalog.query.all(),
+        allow_blank=True,
+        get_label='name',
+        validators=[Optional()],
+    )
+    # Select Field for Retriever Type (Uses the RETRIEVER_TYPES defined in config)
+    type = SelectField('Retriever Type', validators=[DataRequired()], render_kw={'readonly': True})
+
+    # Metadata fields
+    user_metadata = TextAreaField('User Metadata', validators=[Optional(), validate_json])
+    system_metadata = TextAreaField('System Metadata', validators=[Optional(), validate_json])
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+
+        # Set the retriever type choices (loaded from config)
+        self.type.choices = [(key, value['name']) for key, value in RETRIEVER_TYPES.items()]
 
 
 class AddDocumentForm(FlaskForm):

eveai_app/views/document_views.py

@@ -14,7 +14,7 @@ from urllib.parse import urlparse, unquote
 import io
 import json
 
-from common.models.document import Document, DocumentVersion, Catalog
+from common.models.document import Document, DocumentVersion, Catalog, Retriever
 from common.extensions import db, minio_client
 from common.utils.document_utils import validate_file_type, create_document_stack, start_embedding_task, process_url, \
     process_multiple_urls, get_documents_list, edit_document, \
@@ -22,7 +22,7 @@ from common.utils.document_utils import validate_file_type, create_document_stac
 from common.utils.eveai_exceptions import EveAIInvalidLanguageException, EveAIUnsupportedFileType, \
     EveAIDoubleURLException
 from .document_forms import AddDocumentForm, AddURLForm, EditDocumentForm, EditDocumentVersionForm, AddURLsForm, \
-    CatalogForm
+    CatalogForm, RetrieverForm, EditRetrieverForm
 from common.utils.middleware import mw_before_request
 from common.utils.celery_utils import current_celery
 from common.utils.nginx_utils import prefixed_url_for
@@ -30,6 +30,8 @@ from common.utils.view_assistants import form_validation_failed, prepare_table_f
 from .document_list_view import DocumentListView
 from .document_version_list_view import DocumentVersionListView
 
+from config.retriever_types import RETRIEVER_TYPES
+
 document_bp = Blueprint('document_bp', __name__, url_prefix='/document')
 
 
@@ -65,6 +67,7 @@ def catalog():
         tenant_id = session.get('tenant').get('id')
         new_catalog = Catalog()
         form.populate_obj(new_catalog)
+        new_catalog.parent_id = form.parent.data.get('id')
         # Handle Embedding Variables
         new_catalog.html_tags = [tag.strip() for tag in form.html_tags.data.split(',')] if form.html_tags.data else []
         new_catalog.html_end_tags = [tag.strip() for tag in form.html_end_tags.data.split(',')] \
@@ -103,7 +106,7 @@ def catalogs():
     the_catalogs = pagination.items
 
     # prepare table data
-    rows = prepare_table_for_macro(the_catalogs, [('id', ''), ('name', '')])
+    rows = prepare_table_for_macro(the_catalogs, [('id', ''), ('name', ''), ('type', '')])
 
     # Render the catalogs in a template
     return render_template('document/catalogs.html', rows=rows, pagination=pagination)
@@ -173,6 +176,121 @@ def edit_catalog(catalog_id):
     return render_template('document/edit_catalog.html', form=form, catalog_id=catalog_id)
 
 
+@document_bp.route('/retriever', methods=['GET', 'POST'])
+@roles_accepted('Super User', 'Tenant Admin')
+def retriever():
+    form = RetrieverForm()
+
+    if form.validate_on_submit():
+        tenant_id = session.get('tenant').get('id')
+        new_retriever = Retriever()
+        form.populate_obj(new_retriever)
+        new_retriever.catalog_id = form.catalog.data.id
+
+        set_logging_information(new_retriever, dt.now(tz.utc))
+
+        try:
+            db.session.add(new_retriever)
+            db.session.commit()
+            flash('Retriever successfully added!', 'success')
+            current_app.logger.info(f'Catalog {new_retriever.name} successfully added for tenant {tenant_id}!')
+        except SQLAlchemyError as e:
+            db.session.rollback()
+            flash(f'Failed to add retriever. Error: {e}', 'danger')
+            current_app.logger.error(f'Failed to add retriever {new_retriever.name}'
+                                     f'for tenant {tenant_id}. Error: {str(e)}')
+
+        # Enable step 2 of creation of retriever - add configuration of the retriever (dependent on type)
+        return redirect(prefixed_url_for('document_bp.retriever', retriever_id=new_retriever.id))
+
+    return render_template('document/retriever.html', form=form)
+
+
+@document_bp.route('/retriever/<int:retriever_id>', methods=['GET', 'POST'])
+@roles_accepted('Super User', 'Tenant Admin')
+def edit_retriever(retriever_id):
+    """Edit an existing retriever configuration."""
+    current_app.logger.debug(f"Editing Retriever {retriever_id}")
+
+    # Get the retriever or return 404
+    retriever = Retriever.query.get_or_404(retriever_id)
+
+    if retriever.catalog_id:
+        # If catalog_id is just an ID, fetch the Catalog object
+        retriever.catalog = Catalog.query.get(retriever.catalog_id)
+    else:
+        retriever.catalog = None
+
+    # Create form instance with the retriever
+    form = EditRetrieverForm(request.form, obj=retriever)
+
+    configuration_config = RETRIEVER_TYPES[retriever.type]["configuration"]
+    current_app.logger.debug(f"Configuration {configuration_config}")
+    form.add_dynamic_fields("configuration", configuration_config, retriever.configuration)
+
+    if form.validate_on_submit():
+        # Update basic fields
+        form.populate_obj(retriever)
+        retriever.configuration = form.get_dynamic_data('configuration')
+
+        # Update catalog relationship
+        retriever.catalog_id = form.catalog.data.id if form.catalog.data else None
+
+        # Update logging information
+        update_logging_information(retriever, dt.now(tz.utc))
+
+        # Save changes to database
+        try:
+            db.session.add(retriever)
+            db.session.commit()
+            flash('Retriever updated successfully!', 'success')
+            current_app.logger.info(f'Retriever {retriever.id} updated successfully')
+        except SQLAlchemyError as e:
+            db.session.rollback()
+            flash(f'Failed to update retriever. Error: {str(e)}', 'danger')
+            current_app.logger.error(f'Failed to update retriever {retriever_id}. Error: {str(e)}')
+            return render_template('document/edit_retriever.html', form=form, retriever_id=retriever_id)
+
+        return redirect(prefixed_url_for('document_bp.retrievers'))
+    else:
+        form_validation_failed(request, form)
+
+    current_app.logger.debug(f"Rendering Template for {retriever_id}")
+    return render_template('document/edit_retriever.html', form=form, retriever_id=retriever_id)
+
+
+@document_bp.route('/retrievers', methods=['GET', 'POST'])
+@roles_accepted('Super User', 'Tenant Admin')
+def retrievers():
+    page = request.args.get('page', 1, type=int)
+    per_page = request.args.get('per_page', 10, type=int)
+
+    query = Retriever.query.order_by(Retriever.id)
+
+    pagination = query.paginate(page=page, per_page=per_page)
+    the_retrievers = pagination.items
+
+    # prepare table data
+    rows = prepare_table_for_macro(the_retrievers,
+                                   [('id', ''), ('name', ''), ('type', ''), ('catalog_id', '')])
+
+    # Render the catalogs in a template
+    return render_template('document/retrievers.html', rows=rows, pagination=pagination)
+
+
+@document_bp.route('/handle_retriever_selection', methods=['POST'])
+@roles_accepted('Super User', 'Tenant Admin')
+def handle_retriever_selection():
+    retriever_identification = request.form.get('selected_row')
+    retriever_id = ast.literal_eval(retriever_identification).get('value')
+    action = request.form['action']
+
+    if action == 'edit_retriever':
+        return redirect(prefixed_url_for('document_bp.edit_retriever', retriever_id=retriever_id))
+
+    return redirect(prefixed_url_for('document_bp.retrievers'))
+
+
 @document_bp.route('/add_document', methods=['GET', 'POST'])
 @roles_accepted('Super User', 'Tenant Admin')
 def add_document():

eveai_app/views/dynamic_form_base.py

@@ -0,0 +1,92 @@
+from flask_wtf import FlaskForm
+from wtforms import IntegerField, FloatField, BooleanField, StringField, validators
+from flask import current_app
+
+class DynamicFormBase(FlaskForm):
+    def __init__(self, formdata=None, *args, **kwargs):
+        super(DynamicFormBase, self).__init__(*args, **kwargs)
+        # Maps collection names to lists of field names
+        self.dynamic_fields = {}
+        # Store formdata for later use
+        self.formdata = formdata
+
+    def add_dynamic_fields(self, collection_name, config, initial_data=None):
+        """Add dynamic fields to the form based on the configuration."""
+        self.dynamic_fields[collection_name] = []
+        for field_name, field_def in config.items():
+            current_app.logger.debug(f"{field_name}: {field_def}")
+            # Prefix the field name with the collection name
+            full_field_name = f"{collection_name}_{field_name}"
+            field_type = field_def.get('type')
+            description = field_def.get('description', '')
+            required = field_def.get('required', False)
+            default = field_def.get('default')
+
+            # Determine validators
+            field_validators = [validators.InputRequired()] if required else [validators.Optional()]
+
+            # Map the field type to WTForms field classes
+            field_class = {
+                'int': IntegerField,
+                'float': FloatField,
+                'boolean': BooleanField,
+                'string': StringField,
+            }.get(field_type, StringField)
+
+            # Create the field instance
+            unbound_field = field_class(
+                label=description,
+                validators=field_validators,
+                default=default
+            )
+
+            # Bind the field to the form
+            bound_field = unbound_field.bind(form=self, name=full_field_name)
+
+            # Process the field with formdata
+            if self.formdata and full_field_name in self.formdata:
+                # If formdata is available and contains the field
+                bound_field.process(self.formdata)
+            elif initial_data and field_name in initial_data:
+                # Use initial data if provided
+                bound_field.process(formdata=None, data=initial_data[field_name])
+            else:
+                # Use default value
+                bound_field.process(formdata=None, data=default)
+
+            # Set collection name attribute for identification
+            # bound_field.collection_name = collection_name
+
+            # Add the field to the form
+            setattr(self, full_field_name, bound_field)
+            self._fields[full_field_name] = bound_field
+            self.dynamic_fields[collection_name].append(full_field_name)
+
+    def get_static_fields(self):
+        """Return a list of static field instances."""
+        # Get names of dynamic fields
+        dynamic_field_names = set()
+        for field_list in self.dynamic_fields.values():
+            dynamic_field_names.update(field_list)
+
+        # Return all fields that are not dynamic
+        return [field for name, field in self._fields.items() if name not in dynamic_field_names]
+
+    def get_dynamic_fields(self):
+        """Return a dictionary of dynamic fields per collection."""
+        result = {}
+        for collection_name, field_names in self.dynamic_fields.items():
+            result[collection_name] = [getattr(self, name) for name in field_names]
+        return result
+
+    def get_dynamic_data(self, collection_name):
+        """Retrieve the data from dynamic fields of a specific collection."""
+        data = {}
+        if collection_name not in self.dynamic_fields:
+            return data
+        prefix_length = len(collection_name) + 1  # +1 for the underscore
+        for full_field_name in self.dynamic_fields[collection_name]:
+            original_field_name = full_field_name[prefix_length:]
+            field = getattr(self, full_field_name)
+            data[original_field_name] = field.data
+        return data

eveai_chat_workers/tasks.py

@@ -22,7 +22,7 @@ from common.models.interaction import ChatSession, Interaction, InteractionEmbed
 from common.extensions import db
 from common.utils.celery_utils import current_celery
 from common.utils.model_utils import select_model_variables, create_language_template, replace_variable_in_template
-from common.langchain.eveai_retriever import EveAIRetriever
+from common.langchain.eveai_default_rag_retriever import EveAIDefaultRagRetriever
 from common.langchain.eveai_history_retriever import EveAIHistoryRetriever
 from common.utils.business_event import BusinessEvent
 from common.utils.business_event_context import current_event
@@ -139,7 +139,7 @@ def answer_using_tenant_rag(question, language, tenant, chat_session):
         new_interaction.detailed_question_at = dt.now(tz.utc)
 
     with current_event.create_span("Generate Answer using RAG"):
-        retriever = EveAIRetriever(model_variables, tenant_info)
+        retriever = EveAIDefaultRagRetriever(model_variables, tenant_info)
         llm = model_variables['llm']
         template = model_variables['rag_template']
         language_template = create_language_template(template, language)
@@ -243,7 +243,7 @@ def answer_using_llm(question, language, tenant, chat_session):
         new_interaction.detailed_question_at = dt.now(tz.utc)
 
     with current_event.create_span("Detail Answer using LLM"):
-        retriever = EveAIRetriever(model_variables, tenant_info)
+        retriever = EveAIDefaultRagRetriever(model_variables, tenant_info)
         llm = model_variables['llm_no_rag']
         template = model_variables['encyclopedia_template']
         language_template = create_language_template(template, language)

migrations/tenant/versions/3717364e6429_add_retriever_model.py

@@ -0,0 +1,56 @@
+"""Add Retriever Model
+
+Revision ID: 3717364e6429
+Revises: 7b7b566e667f
+Create Date: 2024-10-21 14:22:30.258679
+
+"""
+from alembic import op
+import sqlalchemy as sa
+import pgvector
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = '3717364e6429'
+down_revision = '7b7b566e667f'
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table('retriever',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('name', sa.String(length=50), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('catalog_id', sa.Integer(), nullable=True),
+    sa.Column('type', sa.String(length=50), nullable=False),
+    sa.Column('user_metadata', postgresql.JSONB(astext_type=sa.Text()), nullable=True),
+    sa.Column('system_metadata', postgresql.JSONB(astext_type=sa.Text()), nullable=True),
+    sa.Column('configuration', postgresql.JSONB(astext_type=sa.Text()), nullable=True),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=False),
+    sa.Column('created_by', sa.Integer(), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=False),
+    sa.Column('updated_by', sa.Integer(), nullable=True),
+    sa.ForeignKeyConstraint(['catalog_id'], ['catalog.id'], ),
+    sa.ForeignKeyConstraint(['created_by'], ['public.user.id'], ),
+    sa.ForeignKeyConstraint(['updated_by'], ['public.user.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.drop_column('catalog', 'es_similarity_threshold')
+    op.drop_column('catalog', 'es_k')
+    op.drop_column('catalog', 'rag_tuning')
+    # ### end Alembic commands ###
+
+
+def downgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('catalog', sa.Column('rag_tuning', sa.BOOLEAN(), autoincrement=False, nullable=True))
+    op.add_column('catalog', sa.Column('es_k', sa.INTEGER(), autoincrement=False, nullable=True))
+    op.add_column('catalog', sa.Column('es_similarity_threshold', sa.DOUBLE_PRECISION(precision=53), autoincrement=False, nullable=True))
+    op.drop_constraint(None, 'catalog', type_='foreignkey')
+    op.drop_constraint(None, 'catalog', type_='foreignkey')
+    op.create_foreign_key('catalog_updated_by_fkey', 'catalog', 'user', ['updated_by'], ['id'])
+    op.create_foreign_key('catalog_created_by_fkey', 'catalog', 'user', ['created_by'], ['id'])
+    op.drop_table('retriever')
+    # ### end Alembic commands ###

migrations/tenant/versions/7b7b566e667f_extensions_for_more_catalog_types_in_.py

@@ -0,0 +1,46 @@
+"""Extensions for more Catalog Types in Catalog Model
+
+Revision ID: 7b7b566e667f
+Revises: 28984b05d396
+Create Date: 2024-10-21 07:39:52.260054
+
+"""
+from alembic import op
+import sqlalchemy as sa
+import pgvector
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = '7b7b566e667f'
+down_revision = '28984b05d396'
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('catalog', sa.Column('parent_id', sa.Integer(), nullable=True))
+
+    op.add_column('catalog', sa.Column('type', sa.String(length=50), nullable=False, server_default='DEFAULT'))
+    # Update all existing rows to have the 'type' set to 'DEFAULT'
+    op.execute("UPDATE catalog SET type='DEFAULT' WHERE type IS NULL")
+    # Remove the server default (optional but recommended)
+    op.alter_column('catalog', 'type', server_default=None)
+
+    op.add_column('catalog', sa.Column('user_metadata', postgresql.JSONB(astext_type=sa.Text()), nullable=True))
+    op.add_column('catalog', sa.Column('system_metadata', postgresql.JSONB(astext_type=sa.Text()), nullable=True))
+    op.add_column('catalog', sa.Column('configuration', postgresql.JSONB(astext_type=sa.Text()), nullable=True))
+    op.create_foreign_key(None, 'catalog', 'catalog', ['parent_id'], ['id'])
+
+    # ### end Alembic commands ###
+
+
+def downgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_constraint(None, 'catalog', type_='foreignkey')
+    op.drop_column('catalog', 'configuration')
+    op.drop_column('catalog', 'system_metadata')
+    op.drop_column('catalog', 'user_metadata')
+    op.drop_column('catalog', 'type')
+    op.drop_column('catalog', 'parent_id')
+    # ### end Alembic commands ###

requirements.txt

@@ -82,3 +82,4 @@ prometheus-client~=0.20.0
 flower~=2.0.1
 psutil~=6.0.0
 celery-redbeat~=2.2.0
+WTForms-SQLAlchemy~=0.4.1