- Started addition of Assets (to e.g. handle document templates).

- To be continued (Models, first views are ready)

common/utils/asset_utils.py

@@ -0,0 +1,62 @@
+from datetime import datetime as dt, timezone as tz
+
+from flask import current_app
+from sqlalchemy.exc import SQLAlchemyError
+
+from common.extensions import cache_manager, minio_client, db
+from common.models.interaction import EveAIAsset, EveAIAssetVersion
+from common.utils.document_utils import mark_tenant_storage_dirty
+from common.utils.model_logging_utils import set_logging_information
+
+
+def create_asset_stack(api_input, tenant_id):
+    type_version = cache_manager.assets_version_tree_cache.get_latest_version(api_input['type'])
+    api_input['type_version'] = type_version
+    new_asset = create_asset(api_input, tenant_id)
+    new_asset_version = create_version_for_asset(new_asset, tenant_id)
+    db.session.add(new_asset)
+    db.session.add(new_asset_version)
+
+    try:
+        db.session.commit()
+    except SQLAlchemyError as e:
+        current_app.logger.error(f"Could not add asset for tenant {tenant_id}: {str(e)}")
+        db.session.rollback()
+        raise e
+
+    return new_asset, new_asset_version
+
+
+def create_asset(api_input, tenant_id):
+    new_asset = EveAIAsset()
+    new_asset.name = api_input['name']
+    new_asset.description = api_input['description']
+    new_asset.type = api_input['type']
+    new_asset.type_version = api_input['type_version']
+    if api_input['valid_from'] and api_input['valid_from'] != '':
+        new_asset.valid_from = api_input['valid_from']
+    else:
+        new_asset.valid_from = dt.now(tz.utc)
+    new_asset.valid_to = api_input['valid_to']
+    set_logging_information(new_asset, dt.now(tz.utc))
+
+    return new_asset
+
+
+def create_version_for_asset(asset, tenant_id):
+    new_asset_version = EveAIAssetVersion()
+    new_asset_version.asset = asset
+    new_asset_version.bucket_name = minio_client.create_tenant_bucket(tenant_id)
+    set_logging_information(new_asset_version, dt.now(tz.utc))
+
+    return new_asset_version
+
+
+def add_asset_version_file(asset_version, field_name, file, tenant_id):
+    object_name, file_size = minio_client.upload_file(asset_version.bucket_name, asset_version.id, field_name,
+                                                      file.content_type)
+    mark_tenant_storage_dirty(tenant_id)
+    return object_name
+
+
+

common/utils/business_event.py

@@ -1,4 +1,5 @@
 import os
+import time
 import uuid
 from contextlib import contextmanager
 from datetime import datetime
@@ -82,15 +83,21 @@ class BusinessEvent:
         self.span_name = span_name
         self.parent_span_id = parent_span_id
 
+        # Track start time for the span
+        span_start_time = time.time()
+
         self.log(f"Start")
 
         try:
             yield
         finally:
+            # Calculate total time for this span
+            span_total_time = time.time() - span_start_time
+
             if self.llm_metrics['call_count'] > 0:
                 self.log_final_metrics()
                 self.reset_llm_metrics()
-            self.log(f"End")
+            self.log(f"End", extra_fields={'span_duration': span_total_time})
             # Restore the previous span info
             if self.spans:
                 self.span_id, self.span_name, self.parent_span_id = self.spans.pop()
@@ -99,7 +106,7 @@ class BusinessEvent:
                 self.span_name = None
                 self.parent_span_id = None
 
-    def log(self, message: str, level: str = 'info'):
+    def log(self, message: str, level: str = 'info', extra_fields: Dict[str, Any] = None):
         log_data = {
             'timestamp': dt.now(tz=tz.utc),
             'event_type': self.event_type,
@@ -115,6 +122,15 @@ class BusinessEvent:
             'environment': self.environment,
             'message': message,
         }
+        # Add any extra fields
+        if extra_fields:
+            for key, value in extra_fields.items():
+                # For span/trace duration, use the llm_metrics_total_time field
+                if key == 'span_duration' or key == 'trace_duration':
+                    log_data['llm_metrics_total_time'] = value
+                else:
+                    log_data[key] = value
+
         self._log_buffer.append(log_data)
 
     def log_llm_metrics(self, metrics: dict, level: str = 'info'):
@@ -226,13 +242,17 @@ class BusinessEvent:
             self._log_buffer = []
 
     def __enter__(self):
+        self.trace_start_time = time.time()
         self.log(f'Starting Trace for {self.event_type}')
         return BusinessEventContext(self).__enter__()
 
     def __exit__(self, exc_type, exc_val, exc_tb):
+        trace_total_time = time.time() - self.trace_start_time
+
         if self.llm_metrics['call_count'] > 0:
             self.log_final_metrics()
             self.reset_llm_metrics()
-        self.log(f'Ending Trace for {self.event_type}')
+
+        self.log(f'Ending Trace for {self.event_type}', extra_fields={'trace_duration': trace_total_time})
         self._flush_log_buffer()
         return BusinessEventContext(self).__exit__(exc_type, exc_val, exc_tb)

common/utils/minio_utils.py

@@ -33,6 +33,9 @@ class MinioClient:
     def generate_object_name(self, document_id, language, version_id, filename):
         return f"{document_id}/{language}/{version_id}/{filename}"
 
+    def generate_asset_name(self, asset_version_id, file_name, content_type):
+        return f"assets/{asset_version_id}/{file_name}.{content_type}"
+
     def upload_document_file(self, tenant_id, document_id, language, version_id, filename, file_data):
         bucket_name = self.generate_bucket_name(tenant_id)
         object_name = self.generate_object_name(document_id, language, version_id, filename)
@@ -54,6 +57,26 @@ class MinioClient:
         except S3Error as err:
             raise Exception(f"Error occurred while uploading file: {err}")
 
+    def upload_asset_file(self, bucket_name, asset_version_id, file_name, file_type, file_data):
+        object_name = self.generate_asset_name(asset_version_id, file_name, file_type)
+
+        try:
+            if isinstance(file_data, FileStorage):
+                file_data = file_data.read()
+            elif isinstance(file_data, io.BytesIO):
+                file_data = file_data.getvalue()
+            elif isinstance(file_data, str):
+                file_data = file_data.encode('utf-8')
+            elif not isinstance(file_data, bytes):
+                raise TypeError('Unsupported file type. Expected FileStorage, BytesIO, str, or bytes.')
+
+            self.client.put_object(
+                bucket_name, object_name, io.BytesIO(file_data), len(file_data)
+            )
+            return object_name, len(file_data)
+        except S3Error as err:
+            raise Exception(f"Error occurred while uploading asset: {err}")
+
     def download_document_file(self, tenant_id, bucket_name, object_name):
         try:
             response = self.client.get_object(bucket_name, object_name)

config/assets/DOCUMENT_TEMPLATE/1.0.0.yaml

@@ -0,0 +1,18 @@
+version: "1.0.0"
+name: "Document Template"
+configuration:
+  argument_definition:
+    name: "variable_defition"
+    type: "file"
+    description: "Yaml file defining the arguments in the Document Template."
+    required: True
+  content_markdown:
+    name: "content_markdown"
+    type: "str"
+    description: "Actual template file in markdown format."
+    required: True
+metadata:
+  author: "Josako"
+  date_added: "2025-03-12"
+  description: "Asset that defines a template in markdown a specialist can process"
+  changes: "Initial version"

config/type_defs/asset_types.py

@@ -0,0 +1,7 @@
+# Agent Types
+AGENT_TYPES = {
+    "DOCUMENT_TEMPLATE": {
+        "name": "Document Template",
+        "description": "Asset that defines a template in markdown a specialist can process",
+    },
+}

eveai_app/views/dynamic_form_base.py

@@ -1,5 +1,6 @@
 from flask_wtf import FlaskForm
-from wtforms import IntegerField, FloatField, BooleanField, StringField, TextAreaField, validators, ValidationError
+from wtforms import (IntegerField, FloatField, BooleanField, StringField, TextAreaField, FileField,
+                     validators, ValidationError)
 from flask import current_app
 import json
 
@@ -264,6 +265,7 @@ class DynamicFormBase(FlaskForm):
                     'string': StringField,
                     'text': TextAreaField,
                     'date': DateField,
+                    'file': FileField,
                 }.get(field_type, StringField)
                 field_kwargs = {}
 

eveai_app/views/interaction_forms.py

@@ -1,5 +1,6 @@
 from flask_wtf import FlaskForm
 from wtforms import (StringField, BooleanField, SelectField, TextAreaField)
+from wtforms.fields.datetime import DateField
 from wtforms.validators import DataRequired, Length, Optional
 
 from wtforms_sqlalchemy.fields import QuerySelectMultipleField
@@ -94,3 +95,32 @@ class EditEveAITaskForm(BaseEditComponentForm):
 class EditEveAIToolForm(BaseEditComponentForm):
     pass
 
+
+class AddEveAIAssetForm(FlaskForm):
+    name = StringField('Name', validators=[DataRequired(), Length(max=50)])
+    description = TextAreaField('Description', validators=[Optional()])
+    type = SelectField('Type', validators=[DataRequired()])
+    valid_from = DateField('Valid From', id='form-control datepicker', validators=[Optional()])
+    valid_to = DateField('Valid To', id='form-control datepicker', validators=[Optional()])
+
+    def __init__(self, *args, **kwargs):
+        super().__init__(*args, **kwargs)
+        types_dict = cache_manager.assets_types_cache.get_types()
+        self.type.choices = [(key, value['name']) for key, value in types_dict.items()]
+
+
+class EditEveAIAssetForm(FlaskForm):
+    name = StringField('Name', validators=[DataRequired(), Length(max=50)])
+    description = TextAreaField('Description', validators=[Optional()])
+    type = SelectField('Type', validators=[DataRequired()], render_kw={'readonly': True})
+    type_version = StringField('Type Version', validators=[DataRequired()], render_kw={'readonly': True})
+    valid_from = DateField('Valid From', id='form-control datepicker', validators=[Optional()])
+    valid_to = DateField('Valid To', id='form-control datepicker', validators=[Optional()])
+
+
+class EditEveAIAssetVersionForm(DynamicFormBase):
+    asset_name = StringField('Asset Name', validators=[DataRequired()], render_kw={'readonly': True})
+    asset_type = StringField('Asset Type', validators=[DataRequired()], render_kw={'readonly': True})
+    asset_type_version = StringField('Asset Type Version', validators=[DataRequired()], render_kw={'readonly': True})
+    bucket_name = StringField('Bucket Name', validators=[DataRequired()], render_kw={'readonly': True})
+

eveai_app/views/interaction_views.py

@@ -6,12 +6,15 @@ from flask_security import roles_accepted
 from langchain.agents import Agent
 from sqlalchemy import desc
 from sqlalchemy.exc import SQLAlchemyError
+from werkzeug.datastructures import FileStorage
+from werkzeug.utils import secure_filename
 
 from common.models.document import Embedding, DocumentVersion, Retriever
 from common.models.interaction import (ChatSession, Interaction, InteractionEmbedding, Specialist, SpecialistRetriever,
-                                       EveAIAgent, EveAITask, EveAITool)
+                                       EveAIAgent, EveAITask, EveAITool, EveAIAssetVersion)
 
 from common.extensions import db, cache_manager
+from common.utils.asset_utils import create_asset_stack, add_asset_version_file
 from common.utils.model_logging_utils import set_logging_information, update_logging_information
 
 from common.utils.middleware import mw_before_request
@@ -22,7 +25,7 @@ from common.utils.specialist_utils import initialize_specialist
 from config.type_defs.specialist_types import SPECIALIST_TYPES
 
 from .interaction_forms import (SpecialistForm, EditSpecialistForm, EditEveAIAgentForm, EditEveAITaskForm,
-                                EditEveAIToolForm)
+                                EditEveAIToolForm, AddEveAIAssetForm, EditEveAIAssetVersionForm)
 
 interaction_bp = Blueprint('interaction_bp', __name__, url_prefix='/interaction')
 
@@ -37,6 +40,7 @@ def log_after_request(response):
     return response
 
 
+# Routes for Chat Session Management --------------------------------------------------------------
 @interaction_bp.before_request
 def before_request():
     try:
@@ -129,6 +133,7 @@ def show_chat_session(chat_session):
     return render_template('interaction/view_chat_session.html', chat_session=chat_session, interactions=interactions)
 
 
+# Routes for Specialist Management ----------------------------------------------------------------
 @interaction_bp.route('/specialist', methods=['GET', 'POST'])
 @roles_accepted('Super User', 'Tenant Admin')
 def specialist():
@@ -142,7 +147,8 @@ def specialist():
             # Populate fields individually instead of using populate_obj (gives problem with QueryMultipleSelectField)
             new_specialist.name = form.name.data
             new_specialist.type = form.type.data
-            new_specialist.type_version = cache_manager.specialists_version_tree_cache.get_latest_version(new_specialist.type)
+            new_specialist.type_version = cache_manager.specialists_version_tree_cache.get_latest_version(
+                new_specialist.type)
             new_specialist.tuning = form.tuning.data
 
             set_logging_information(new_specialist, dt.now(tz.utc))
@@ -252,7 +258,7 @@ def edit_specialist(specialist_id):
                                    task_rows=task_rows,
                                    tool_rows=tool_rows,
                                    prefixed_url_for=prefixed_url_for,
-                                   svg_path=svg_path,)
+                                   svg_path=svg_path, )
     else:
         form_validation_failed(request, form)
 
@@ -263,7 +269,7 @@ def edit_specialist(specialist_id):
                            task_rows=task_rows,
                            tool_rows=tool_rows,
                            prefixed_url_for=prefixed_url_for,
-                           svg_path=svg_path,)
+                           svg_path=svg_path, )
 
 
 @interaction_bp.route('/specialists', methods=['GET', 'POST'])
@@ -298,7 +304,7 @@ def handle_specialist_selection():
     return redirect(prefixed_url_for('interaction_bp.specialists'))
 
 
-# Routes for Agent management
+# Routes for Agent management ---------------------------------------------------------------------
 @interaction_bp.route('/agent/<int:agent_id>/edit', methods=['GET'])
 @roles_accepted('Super User', 'Tenant Admin')
 def edit_agent(agent_id):
@@ -338,7 +344,7 @@ def save_agent(agent_id):
     return jsonify({'success': False, 'message': 'Validation failed'})
 
 
-# Routes for Task management
+# Routes for Task management ----------------------------------------------------------------------
 @interaction_bp.route('/task/<int:task_id>/edit', methods=['GET'])
 @roles_accepted('Super User', 'Tenant Admin')
 def edit_task(task_id):
@@ -374,7 +380,7 @@ def save_task(task_id):
     return jsonify({'success': False, 'message': 'Validation failed'})
 
 
-# Routes for Tool management
+# Routes for Tool management ----------------------------------------------------------------------
 @interaction_bp.route('/tool/<int:tool_id>/edit', methods=['GET'])
 @roles_accepted('Super User', 'Tenant Admin')
 def edit_tool(tool_id):
@@ -410,7 +416,7 @@ def save_tool(tool_id):
     return jsonify({'success': False, 'message': 'Validation failed'})
 
 
-# Component selection handlers
+# Component selection handlers --------------------------------------------------------------------
 @interaction_bp.route('/handle_agent_selection', methods=['POST'])
 @roles_accepted('Super User', 'Tenant Admin')
 def handle_agent_selection():
@@ -448,3 +454,92 @@ def handle_tool_selection():
         return redirect(prefixed_url_for('interaction_bp.edit_tool', tool_id=tool_id))
 
     return redirect(prefixed_url_for('interaction_bp.edit_specialist'))
+
+
+# Routes for Asset management ---------------------------------------------------------------------
+@interaction_bp.route('/add_asset', methods=['GET', 'POST'])
+@roles_accepted('Super User', 'Tenant Admin')
+def add_asset():
+    form = AddEveAIAssetForm(request.form)
+    tenant_id = session.get('tenant').get('id')
+
+    if form.validate_on_submit():
+        try:
+            current_app.logger.info(f"Adding asset for tenant {tenant_id}")
+
+            api_input = {
+                'name': form.name.data,
+                'description': form.description.data,
+                'type': form.type.data,
+                'valid_from': form.valid_from.data,
+                'valid_to': form.valid_to.data,
+            }
+            new_asset, new_asset_version = create_asset_stack(api_input, tenant_id)
+
+            return redirect(prefixed_url_for('interaction_bp.edit_asset_version',
+                                             asset_version_id=new_asset_version.id))
+        except Exception as e:
+            current_app.logger.error(f'Failed to add asset for tenant {tenant_id}: {str(e)}')
+            flash('An error occurred while adding asset', 'error')
+
+    return render_template('interaction/add_asset.html')
+
+
+@interaction_bp.route('/edit_asset_version/<int:asset_version_id>', methods=['GET', 'POST'])
+@roles_accepted('Super User', 'Tenant Admin')
+def edit_asset_version(asset_version_id):
+    asset_version = EveAIAssetVersion.query.get_or_404(asset_version_id)
+    form = EditEveAIAssetVersionForm(asset_version)
+    asset_config = cache_manager.assets_config_cache.get_config(asset_version.asset.type,
+                                                                asset_version.asset.type_version)
+    configuration_config = asset_config.get('configuration')
+    form.add_dynamic_fields("configuration", configuration_config, asset_version.configuration)
+
+    if form.validate_on_submit():
+        # Update the configuration dynamic fields
+        configuration = form.get_dynamic_data("configuration")
+        processed_configuration = {}
+        tenant_id = session.get('tenant').get('id')
+        # if files are returned, we will store the file_names in the configuration, and add the file to the appropriate
+        # bucket, in the appropriate location
+        for field_name, field_value in configuration.items():
+            # Handle file field - check if the value is a FileStorage instance
+            if isinstance(field_value, FileStorage) and field_value.filename:
+                try:
+                    # Upload file and retrieve object_name for the file
+                    object_name = add_asset_version_file(asset_version, field_name, field_value, tenant_id)
+
+                    # Store object reference in configuration instead of file content
+                    processed_configuration[field_name] = object_name
+
+                except Exception as e:
+                    current_app.logger.error(f"Failed to upload file for asset version {asset_version.id}: {str(e)}")
+                    flash(f"Failed to upload file '{field_value.filename}': {str(e)}", "danger")
+                    return render_template('interaction/edit_asset_version.html', form=form,
+                                           asset_version=asset_version)
+            # Handle normal fields
+            else:
+                processed_configuration[field_name] = field_value
+
+        # Update the asset version with processed configuration
+        asset_version.configuration = processed_configuration
+
+        # Update logging information
+        update_logging_information(asset_version, dt.now(tz.utc))
+
+        try:
+            db.session.commit()
+            flash('Asset uploaded successfully!', 'success')
+            current_app.logger.info(f'Asset Version {asset_version.id} updated successfully')
+            return redirect(prefixed_url_for('interaction_bp.assets'))
+        except SQLAlchemyError as e:
+            db.session.rollback()
+            flash(f'Failed to upload asset. Error: {str(e)}', 'danger')
+            current_app.logger.error(f'Failed to update asset version {asset_version.id}. Error: {str(e)}')
+            return render_template('interaction/edit_asset_version.html', form=form)
+    else:
+        form_validation_failed(request, form)
+
+    return render_template('interaction/edit_asset_version.html', form=form)
+
+

eveai_chat_workers/retrievers/__init__.py

@@ -1,5 +1,6 @@
 # Import all specialist implementations here to ensure registration
 from . import standard_rag
+from . import dossier_retriever
 
 # List of all available specialist implementations
-__all__ = ['standard_rag']
+__all__ = ['standard_rag', 'dossier_retriever']

eveai_chat_workers/retrievers/base.py

@@ -1,8 +1,14 @@
 from abc import ABC, abstractmethod, abstractproperty
-from typing import Dict, Any, List
+from typing import Dict, Any, List, Optional, Tuple
 
 from flask import current_app
-from eveai_chat_workers.retrievers.retriever_typing import RetrieverResult, RetrieverArguments
+from sqlalchemy import func, or_, desc
+from sqlalchemy.exc import SQLAlchemyError
+
+from common.extensions import db
+from common.models.document import Document, DocumentVersion, Catalog, Retriever
+from common.utils.model_utils import get_embedding_model_and_class
+from eveai_chat_workers.retrievers.retriever_typing import RetrieverResult, RetrieverArguments, RetrieverMetadata
 from config.logging_config import TuningLogger
 
 
@@ -12,6 +18,7 @@ class BaseRetriever(ABC):
     def __init__(self, tenant_id: int, retriever_id: int):
         self.tenant_id = tenant_id
         self.retriever_id = retriever_id
+        self.retriever = Retriever.query.get_or_404(retriever_id)
         self.tuning = False
         self.tuning_logger = None
         self._setup_tuning_logger()
@@ -43,6 +50,31 @@ class BaseRetriever(ABC):
             except Exception as e:
                 current_app.logger.error(f"Processor: Error in tuning logging: {e}")
 
+    def setup_standard_retrieval_params(self) -> Tuple[Any, Any, Any, float, int]:
+        """
+        Set up common parameters needed for standard retrieval functionality
+
+        Returns:
+            Tuple containing:
+            - embedding_model: The model to use for embeddings
+            - embedding_model_class: The class for storing embeddings
+            - catalog_id: ID of the catalog
+            - similarity_threshold: Threshold for similarity matching
+            - k: Maximum number of results to return
+        """
+        catalog_id = self.retriever.catalog_id
+        catalog = Catalog.query.get_or_404(catalog_id)
+        embedding_model = "mistral.mistral-embed"
+
+        embedding_model, embedding_model_class = get_embedding_model_and_class(
+            self.tenant_id, catalog_id, embedding_model
+        )
+
+        similarity_threshold = self.retriever.configuration.get('es_similarity_threshold', 0.3)
+        k = self.retriever.configuration.get('es_k', 8)
+
+        return embedding_model, embedding_model_class, catalog_id, similarity_threshold, k
+
     @abstractmethod
     def retrieve(self, arguments: RetrieverArguments) -> List[RetrieverResult]:
         """

eveai_chat_workers/retrievers/dossier_retriever.py

@@ -0,0 +1,374 @@
+"""
+DossierRetriever implementation that adds metadata filtering to retrieval
+"""
+import json
+from datetime import datetime as dt, date, timezone as tz
+from typing import Dict, Any, List, Optional, Union, Tuple
+from sqlalchemy import func, or_, desc, and_, text, cast, JSON, String, Integer, Float, Boolean, DateTime
+from sqlalchemy.sql import expression
+from sqlalchemy.exc import SQLAlchemyError
+from flask import current_app
+
+from common.extensions import db
+from common.models.document import Document, DocumentVersion, Catalog, Retriever
+from common.utils.model_utils import get_embedding_model_and_class
+from .base import BaseRetriever
+from .registry import RetrieverRegistry
+from .retriever_typing import RetrieverArguments, RetrieverResult, RetrieverMetadata
+
+
+class DossierRetriever(BaseRetriever):
+    """
+    Dossier Retriever implementation that adds metadata filtering
+    to standard retrieval functionality
+    """
+
+    def __init__(self, tenant_id: int, retriever_id: int):
+        super().__init__(tenant_id, retriever_id)
+
+        # Set up standard retrieval parameters
+        self.embedding_model, self.embedding_model_class, self.catalog_id, self.similarity_threshold, self.k = self.setup_standard_retrieval_params()
+
+        # Dossier-specific configuration
+        self.tagging_fields_filter = self.retriever.configuration.get('tagging_fields_filter', {})
+        self.dynamic_arguments = self.retriever.configuration.get('dynamic_arguments', {})
+
+        self.log_tuning("Dossier retriever initialized", {
+            "tagging_fields_filter": self.tagging_fields_filter,
+            "dynamic_arguments": self.dynamic_arguments,
+            "similarity_threshold": self.similarity_threshold,
+            "k": self.k
+        })
+
+    @property
+    def type(self) -> str:
+        return "DOSSIER_RETRIEVER"
+
+    def _parse_metadata(self, metadata: Any) -> Dict[str, Any]:
+        """
+        Parse metadata ensuring it's a dictionary
+
+        Args:
+            metadata: Input metadata which could be string, dict, or None
+
+        Returns:
+            Dict[str, Any]: Parsed metadata as dictionary
+        """
+        if metadata is None:
+            return {}
+
+        if isinstance(metadata, dict):
+            return metadata
+
+        if isinstance(metadata, str):
+            try:
+                return json.loads(metadata)
+            except json.JSONDecodeError:
+                current_app.logger.warning(f"Failed to parse metadata JSON string: {metadata}")
+                return {}
+
+        current_app.logger.warning(f"Unexpected metadata type: {type(metadata)}")
+        return {}
+
+    def _apply_metadata_filter(self, query_obj, arguments: RetrieverArguments):
+        """
+        Apply metadata filters to the query based on tagging_fields_filter configuration
+
+        Args:
+            query_obj: SQLAlchemy query object
+            arguments: Retriever arguments (for variable substitution)
+
+        Returns:
+            Modified SQLAlchemy query object
+        """
+        if not self.tagging_fields_filter:
+            return query_obj
+
+        # Get dynamic argument values
+        dynamic_values = {}
+        for arg_name, arg_config in self.dynamic_arguments.items():
+            if hasattr(arguments, arg_name):
+                dynamic_values[arg_name] = getattr(arguments, arg_name)
+
+        # Build the filter
+        filter_condition = self._build_filter_condition(self.tagging_fields_filter, dynamic_values)
+        if filter_condition is not None:
+            query_obj = query_obj.filter(filter_condition)
+            self.log_tuning("Applied metadata filter", {
+                "filter_sql": str(filter_condition),
+                "dynamic_values": dynamic_values
+            })
+
+        return query_obj
+
+    def _build_filter_condition(self, filter_def: Dict[str, Any], dynamic_values: Dict[str, Any]) -> Optional[
+        expression.BinaryExpression]:
+        """
+        Recursively build SQLAlchemy filter condition from filter definition
+
+        Args:
+            filter_def: Filter definition (logical group or field condition)
+            dynamic_values: Values for dynamic variable substitution
+
+        Returns:
+            SQLAlchemy expression or None if invalid
+        """
+        # Handle logical groups (AND, OR, NOT)
+        if 'logical' in filter_def:
+            logical_op = filter_def['logical'].lower()
+            subconditions = [
+                self._build_filter_condition(cond, dynamic_values)
+                for cond in filter_def.get('conditions', [])
+            ]
+            # Remove None values
+            subconditions = [c for c in subconditions if c is not None]
+
+            if not subconditions:
+                return None
+
+            if logical_op == 'and':
+                return and_(*subconditions)
+            elif logical_op == 'or':
+                return or_(*subconditions)
+            elif logical_op == 'not':
+                if len(subconditions) == 1:
+                    return ~subconditions[0]
+                else:
+                    # NOT should have exactly one condition
+                    current_app.logger.warning(f"NOT operator requires exactly one condition, got {len(subconditions)}")
+                    return None
+            else:
+                current_app.logger.warning(f"Unknown logical operator: {logical_op}")
+                return None
+
+        # Handle field conditions
+        elif 'field' in filter_def and 'operator' in filter_def and 'value' in filter_def:
+            field_name = filter_def['field']
+            operator = filter_def['operator'].lower()
+            value = self._resolve_value(filter_def['value'], dynamic_values, filter_def.get('default'))
+
+            # Skip if we couldn't resolve the value
+            if value is None and operator not in ['is_null', 'is_not_null']:
+                return None
+
+            # Create the field expression to match JSON data
+            field_expr = cast(DocumentVersion.catalog_properties['tagging_fields'][field_name], String)
+
+            # Apply the appropriate operator
+            return self._apply_operator(field_expr, operator, value, filter_def)
+
+        else:
+            current_app.logger.warning(f"Invalid filter definition: {filter_def}")
+            return None
+
+    def _resolve_value(self, value_def: Any, dynamic_values: Dict[str, Any], default: Any = None) -> Any:
+        """
+        Resolve a value definition, handling variables and defaults
+
+        Args:
+            value_def: Value definition (could be literal, variable reference, or list)
+            dynamic_values: Values for dynamic variable substitution
+            default: Default value if variable not found
+
+        Returns:
+            Resolved value
+        """
+        # Handle lists (recursively resolve each item)
+        if isinstance(value_def, list):
+            return [self._resolve_value(item, dynamic_values) for item in value_def]
+
+        # Handle variable references (strings starting with $)
+        if isinstance(value_def, str) and value_def.startswith('$'):
+            var_name = value_def[1:]  # Remove $ prefix
+            if var_name in dynamic_values:
+                return dynamic_values[var_name]
+            else:
+                # Use default if provided
+                return default
+
+        # Return literal values as-is
+        return value_def
+
+    def _apply_operator(self, field_expr, operator: str, value: Any, filter_def: Dict[str, Any]) -> Optional[
+        expression.BinaryExpression]:
+        """
+        Apply the specified operator to create a filter condition
+
+        Args:
+            field_expr: SQLAlchemy field expression
+            operator: Operator to apply
+            value: Value to compare against
+            filter_def: Original filter definition (for additional options)
+
+        Returns:
+            SQLAlchemy expression
+        """
+        try:
+            # String operators
+            if operator == 'eq':
+                return field_expr == str(value)
+            elif operator == 'neq':
+                return field_expr != str(value)
+            elif operator == 'contains':
+                return field_expr.contains(str(value))
+            elif operator == 'not_contains':
+                return ~field_expr.contains(str(value))
+            elif operator == 'starts_with':
+                return field_expr.startswith(str(value))
+            elif operator == 'ends_with':
+                return field_expr.endswith(str(value))
+            elif operator == 'in':
+                return field_expr.in_([str(v) for v in value])
+            elif operator == 'not_in':
+                return ~field_expr.in_([str(v) for v in value])
+            elif operator == 'regex' or operator == 'not_regex':
+                # PostgreSQL regex using ~ or !~ operator
+                case_insensitive = filter_def.get('case_insensitive', False)
+                regex_op = '~*' if case_insensitive else '~'
+                if operator == 'not_regex':
+                    regex_op = '!~*' if case_insensitive else '!~'
+                return text(
+                    f"{field_expr.compile(compile_kwargs={'literal_binds': True})} {regex_op} :regex_value").bindparams(
+                    regex_value=str(value))
+
+            # Numeric/Date operators
+            elif operator == 'gt':
+                return cast(field_expr, Float) > float(value)
+            elif operator == 'gte':
+                return cast(field_expr, Float) >= float(value)
+            elif operator == 'lt':
+                return cast(field_expr, Float) < float(value)
+            elif operator == 'lte':
+                return cast(field_expr, Float) <= float(value)
+            elif operator == 'between':
+                if len(value) == 2:
+                    return cast(field_expr, Float).between(float(value[0]), float(value[1]))
+                else:
+                    current_app.logger.warning(f"BETWEEN operator requires exactly two values, got {len(value)}")
+                    return None
+            elif operator == 'not_between':
+                if len(value) == 2:
+                    return ~cast(field_expr, Float).between(float(value[0]), float(value[1]))
+                else:
+                    current_app.logger.warning(f"NOT_BETWEEN operator requires exactly two values, got {len(value)}")
+                    return None
+
+            # Null checking
+            elif operator == 'is_null':
+                return field_expr.is_(None)
+            elif operator == 'is_not_null':
+                return field_expr.isnot(None)
+
+            else:
+                current_app.logger.warning(f"Unknown operator: {operator}")
+                return None
+
+        except (ValueError, TypeError) as e:
+            current_app.logger.error(f"Error applying operator {operator} with value {value}: {e}")
+            return None
+
+    def retrieve(self, arguments: RetrieverArguments) -> List[RetrieverResult]:
+        """
+        Retrieve documents based on query with added metadata filtering
+
+        Args:
+            arguments: Validated RetrieverArguments containing at minimum:
+                - query: str - The search query
+
+        Returns:
+            List[RetrieverResult]: List of retrieved documents with similarity scores
+        """
+        try:
+            query = arguments.query
+
+            # Get query embedding
+            query_embedding = self.embedding_model.embed_query(query)
+
+            # Get the appropriate embedding database model
+            db_class = self.embedding_model_class
+
+            # Get current date for validity checks
+            current_date = dt.now(tz=tz.utc).date()
+
+            # Create subquery for latest versions
+            subquery = (
+                db.session.query(
+                    DocumentVersion.doc_id,
+                    func.max(DocumentVersion.id).label('latest_version_id')
+                )
+                .group_by(DocumentVersion.doc_id)
+                .subquery()
+            )
+
+            # Main query
+            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)) > self.similarity_threshold,
+                    Document.catalog_id == self.catalog_id
+                )
+            )
+
+            # Apply metadata filtering
+            query_obj = self._apply_metadata_filter(query_obj, arguments)
+
+            # Apply ordering and limit
+            query_obj = query_obj.order_by(desc('similarity')).limit(self.k)
+
+            # Execute query
+            results = query_obj.all()
+
+            # Transform results into standard format
+            processed_results = []
+            for doc, similarity in results:
+                # Parse user_metadata to ensure it's a dictionary
+                user_metadata = self._parse_metadata(doc.document_version.user_metadata)
+                processed_results.append(
+                    RetrieverResult(
+                        id=doc.id,
+                        chunk=doc.chunk,
+                        similarity=float(similarity),
+                        metadata=RetrieverMetadata(
+                            document_id=doc.document_version.doc_id,
+                            version_id=doc.document_version.id,
+                            document_name=doc.document_version.document.name,
+                            user_metadata=user_metadata,
+                        )
+                    )
+                )
+
+            # Log the retrieval
+            if self.tuning:
+                compiled_query = str(query_obj.statement.compile(
+                    compile_kwargs={"literal_binds": True}  # This will include the actual values in the SQL
+                ))
+                self.log_tuning('retrieve', {
+                    "arguments": arguments.model_dump(),
+                    "similarity_threshold": self.similarity_threshold,
+                    "k": self.k,
+                    "query": compiled_query,
+                    "results_count": len(results),
+                    "processed_results_count": len(processed_results),
+                })
+
+            return processed_results
+
+        except SQLAlchemyError as e:
+            current_app.logger.error(f'Error in Dossier retrieval: {e}')
+            db.session.rollback()
+            raise
+        except Exception as e:
+            current_app.logger.error(f'Unexpected error in Dossier retrieval: {e}')
+            raise
+
+
+# Register the retriever type
+RetrieverRegistry.register("DOSSIER_RETRIEVER", DossierRetriever)

eveai_chat_workers/retrievers/standard_rag.py

@@ -23,20 +23,12 @@ class StandardRAGRetriever(BaseRetriever):
     def __init__(self, tenant_id: int, retriever_id: int):
         super().__init__(tenant_id, retriever_id)
 
-        retriever = Retriever.query.get_or_404(retriever_id)
-        self.catalog_id = retriever.catalog_id
-        self.tenant_id = tenant_id
-        catalog = Catalog.query.get_or_404(self.catalog_id)
-        embedding_model = "mistral.mistral-embed"
-
-        self.embedding_model, self.embedding_model_class = get_embedding_model_and_class(self.tenant_id,
-                                                                                         self.catalog_id,
-                                                                                         embedding_model)
-        self.similarity_threshold = retriever.configuration.get('es_similarity_threshold', 0.3)
-        self.k = retriever.configuration.get('es_k', 8)
-        self.tuning = retriever.tuning
-
-        self.log_tuning("Standard RAG retriever initialized")
+        # Set up standard retrieval parameters
+        self.embedding_model, self.embedding_model_class, self.catalog_id, self.similarity_threshold, self.k = self.setup_standard_retrieval_params()
+        self.log_tuning("Standard RAG retriever initialized", {
+            "similarity_threshold": self.similarity_threshold,
+            "k": self.k
+        })
 
     @property
     def type(self) -> str:

migrations/tenant/versions/4a9f7a6285cc_add_eveaiasset_m_associated_models.py

@@ -0,0 +1,83 @@
+"""Add EveAIAsset m& associated models
+
+Revision ID: 4a9f7a6285cc
+Revises: ed981a641be9
+Create Date: 2025-03-12 09:43:05.390895
+
+"""
+from alembic import op
+import sqlalchemy as sa
+import pgvector
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = '4a9f7a6285cc'
+down_revision = 'ed981a641be9'
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table('eve_ai_asset',
+    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('type', sa.String(length=50), nullable=False),
+    sa.Column('type_version', sa.String(length=20), nullable=True),
+    sa.Column('valid_from', sa.DateTime(), nullable=True),
+    sa.Column('valid_to', sa.DateTime(), 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(['created_by'], ['public.user.id'], ),
+    sa.ForeignKeyConstraint(['updated_by'], ['public.user.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('eve_ai_asset_version',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('asset_id', sa.Integer(), nullable=False),
+    sa.Column('bucket_name', sa.String(length=255), nullable=True),
+    sa.Column('configuration', postgresql.JSONB(astext_type=sa.Text()), nullable=True),
+    sa.Column('arguments', 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(['asset_id'], ['eve_ai_asset.id'], ),
+    sa.ForeignKeyConstraint(['created_by'], ['public.user.id'], ),
+    sa.ForeignKeyConstraint(['updated_by'], ['public.user.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('eve_ai_asset_instruction',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('asset_version_id', sa.Integer(), nullable=False),
+    sa.Column('name', sa.String(length=255), nullable=False),
+    sa.Column('content', sa.Text(), nullable=True),
+    sa.ForeignKeyConstraint(['asset_version_id'], ['eve_ai_asset_version.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('eve_ai_processed_asset',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('asset_version_id', sa.Integer(), nullable=False),
+    sa.Column('specialist_id', sa.Integer(), nullable=True),
+    sa.Column('chat_session_id', sa.Integer(), nullable=True),
+    sa.Column('bucket_name', sa.String(length=255), nullable=True),
+    sa.Column('object_name', sa.String(length=255), nullable=True),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['asset_version_id'], ['eve_ai_asset_version.id'], ),
+    sa.ForeignKeyConstraint(['chat_session_id'], ['chat_session.id'], ),
+    sa.ForeignKeyConstraint(['specialist_id'], ['specialist.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    # ### end Alembic commands ###
+
+
+def downgrade():
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_table('eve_ai_processed_asset')
+    op.drop_table('eve_ai_asset_instruction')
+    op.drop_table('eve_ai_asset_version')
+    op.drop_table('eve_ai_asset')
+    # ### end Alembic commands ###