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added managers apis

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OwusuBlessing
2024-09-10 01:00:08 +01:00
parent 0d8ad2381b
commit 286ff0e61e
7 changed files with 371 additions and 213 deletions
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src/api/routes/sops.py
+111 -38
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@@ -2,7 +2,7 @@ import os
from flask import Blueprint, request, jsonify, current_app
from werkzeug.utils import secure_filename
from src.services.sop_generator import (SopPersonalAssessment,SopGeneratorExecutive)
from src.services.document_parser import DocumentParser
from src.services.sop_document_parser import DocumentParser
from src.utils.utils import delete_all_files_in_directory
from src.utils.document_loader import load_document
@@ -384,43 +384,41 @@ def generate_sops_from_questionnaire():
@sops_bp.route('/executive/get_roles_doc', methods=['POST'])
def generate_sops_from_questionnaire():
@sops_bp.route('/executive/get_roles_for_reference_managers', methods=['POST'])
def get_roles_for_reference_managers():
try:
# Retrieve form data
reference_roles = request.get_json().get('reference_roles') # List of reference roles in JSON format
document = request.files.get('document') # The uploaded document
reference_roles_text = request.form.get('reference_roles') # Reference roles sent as text
file = request.files.get('document') # The uploaded document
if not reference_roles or not document:
if not reference_roles_text or not file:
return jsonify({"error": "Missing data", "message": "Reference roles or document not provided."}), 400
# Use extractor to extract roles from the document
extractor = DocumentParser()
extracted_data = extractor.extract_departments_and_managers_workers([document])
if file.filename == '':
return jsonify({"error": "No selected file", "message": "A file was not selected for upload. Please select a valid file."}), 400
if not extracted_data:
return jsonify({"error": "Extraction error", "message": "No roles were extracted from the document."}), 400
# Convert reference_roles_text to JSON (list)
try:
reference_roles = json.loads(reference_roles_text) # Convert text to JSON (list)
except json.JSONDecodeError:
return jsonify({"error": "Invalid format", "message": "The reference roles should be in a valid JSON format."}), 400
# Extract all managers with their name, title (position), and classification (role: PRP or SRP)
extracted_managers = []
for department in extracted_data['departments']:
extracted_managers.extend([{
'name': manager['name'],
'position': manager.get('position', 'Unknown Position'), # Assuming title is the position
'role': manager.get('classification', 'Unknown Role') # PRP or SRP classification
} for manager in department['managers']])
if file and allowed_file(file.filename):
filename = secure_filename(file.filename)
upload_folder = current_app.config['UPLOAD_FOLDER']
file_path = os.path.join(upload_folder, filename)
# Prepare assigned, unassigned, and unavailable managers
assigned_managers = [manager for manager in extracted_managers if manager['name'] in reference_roles]
unassigned_managers = [{'name': role, 'position': 'Reference Role', 'role': 'N/A'} for role in reference_roles if role not in [manager['name'] for manager in extracted_managers]]
unavailable_managers = [manager for manager in extracted_managers if manager['name'] not in reference_roles]
file.save(file_path)
docs = load_document(file_path)
# Return the results with detailed manager information
return jsonify({
"assigned_roles": assigned_managers,
"unassigned_roles": unassigned_managers,
"unavailable_roles": unavailable_managers
}), 200
# Use extractor to extract roles from the document
extractor = DocumentParser()
roles_comparison_with_doc = extractor.extract_roles_with_reference_managers(docs=docs, reference_roles=reference_roles)
if not roles_comparison_with_doc:
return jsonify({"error": "Processing error", "message": "No roles found matching the reference roles."}), 404
return jsonify({"roles_info": roles_comparison_with_doc, "message": "Roles comparison successfully generated."}), 200
except Exception as e:
return jsonify({"error": "Processing error", "message": f"An error occurred while processing the request: {str(e)}"}), 500
@@ -429,19 +427,94 @@ def generate_sops_from_questionnaire():
assigned_roles = [role for role in reference_roles if role in extracted_roles]
unassigned_roles = [role for role in reference_roles if role not in extracted_roles]
unavailable_roles = [role for role in extracted_roles if role not in reference_roles]
@sops_bp.route('/manager/get_roles_for_reference_workers', methods=['POST'])
def get_roles_for_reference_workers():
try:
# Retrieve form data
reference_roles_text = request.form.get('reference_roles') # Reference roles sent as text
file = request.files.get('document') # The uploaded document
# Return the results
return jsonify({
"assigned_roles": assigned_roles,
"unassigned_roles": unassigned_roles,
"unavailable_roles": unavailable_roles
}), 200
if not reference_roles_text or not file:
return jsonify({"error": "Missing data", "message": "Reference roles or document not provided."}), 400
if file.filename == '':
return jsonify({"error": "No selected file", "message": "A file was not selected for upload. Please select a valid file."}), 400
# Convert reference_roles_text to JSON (list)
try:
reference_roles = json.loads(reference_roles_text) # Convert text to JSON (list)
except json.JSONDecodeError:
return jsonify({"error": "Invalid format", "message": "The reference roles should be in a valid JSON format."}), 400
if file and allowed_file(file.filename):
filename = secure_filename(file.filename)
upload_folder = current_app.config['UPLOAD_FOLDER']
file_path = os.path.join(upload_folder, filename)
file.save(file_path)
docs = load_document(file_path)
# Use extractor to extract roles from the document
extractor = DocumentParser()
roles_comparison_with_doc = extractor.extract_roles_with_reference_workers(docs=docs, reference_roles=reference_roles)
if not roles_comparison_with_doc:
return jsonify({"error": "Processing error", "message": "No roles found matching the reference roles."}), 404
return jsonify({"roles_info": roles_comparison_with_doc, "message": "Roles comparison successfully generated."}), 200
except Exception as e:
return jsonify({"error": "Processing error", "message": f"An error occurred while processing the request: {str(e)}"}), 500
@sops_bp.route('/manager/generate_sop_workers_doc', methods=['POST'])
def generate_sop_workers_doc():
try:
# Check if the document is provided
if 'document' not in request.files:
return jsonify({"error": "No file part", "message": "Please upload a file with the key 'document'."}), 400
file = request.files['document']
# Check if the file is selected
if file.filename == '':
return jsonify({"error": "No selected file", "message": "A file was not selected for upload. Please select a valid file."}), 400
# Check if the file type is allowed
if file and allowed_file(file.filename):
filename = secure_filename(file.filename)
upload_folder = current_app.config['UPLOAD_FOLDER']
file_path = os.path.join(upload_folder, filename)
file.save(file_path)
else:
return jsonify({"error": "File type not allowed", "message": "The uploaded file type is not allowed. Please upload a PDF, DOC, or DOCX file."}), 400
# Get workers information from the form data (passed as JSON text)
workers_info_text = request.form.get('workers_info')
if not workers_info_text:
return jsonify({"error": "Missing data", "message": "Workers info is required in the form data."}), 400
# Load workers information as a list of dictionaries
try:
workers_list = json.loads(workers_info_text)
except json.JSONDecodeError:
return jsonify({"error": "Invalid data format", "message": "Workers info should be a valid JSON array."}), 400
# Now load the document
docs = load_document(file_path)
# Generate SOPs for workers by department using SopGeneratorExecutive
sop_generator = DocumentParser()
result = sop_generator.extract_sops_for_workers_by_department(docs, workers_list)
# Clean up the file
delete_all_files_in_directory(upload_folder)
if not result:
return jsonify({"error": "Processing error", "message": "Failed to generate SOPs for workers."}), 500
return jsonify({"sops": result, "message": "SOPs successfully generated for workers."}), 200
except Exception as e:
delete_all_files_in_directory(upload_folder)
return jsonify({"error": "Processing error", "message": f"An error occurred while processing the document: {str(e)}"}), 500
src/models/response_schemas.py
+43
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@@ -46,6 +46,10 @@ class Worker(BaseModel):
position: str
responsibilities: List[str] = Field(default_factory=list)
class DepartmentMembers(BaseModel):
managers: List[Manager] = Field(default_factory=list)
workers: List[Worker] = Field(default_factory=list)
class Department(BaseModel):
name: str
managers: List[Manager] = Field(default_factory=list) # Updated to managers
@@ -60,16 +64,55 @@ class ManagerSOPs(BaseModel):
shall: List[str] = Field(default_factory=list)
will: List[str] = Field(default_factory=list)
class WorkerSOPs(BaseModel):
must: List[str] = Field(default_factory=list)
shall: List[str] = Field(default_factory=list)
will: List[str] = Field(default_factory=list)
class ManagerWithSOPs(BaseModel):
title: str
sops: ManagerSOPs
class WorkerWithSOPs(BaseModel):
name: str
position:str
sops: ManagerSOPs
class DepartmentManagerSOPs(BaseModel):
name: str
managers: List[ManagerWithSOPs]
class DepartmentWorkerSOPs(BaseModel):
name: str
workers: List[WorkerWithSOPs]
class ExecutiveManagerSOPsResponse(BaseModel):
departments: List[DepartmentManagerSOPs]
class WorkerSOPsResponse(BaseModel):
departments:List[DepartmentWorkerSOPs]
# Model for an assigned or unavailable role with name, position, and role fields
class RoleWithPositionAndRole(BaseModel):
name: str # Role name
position: str # Role position (e.g., "Role Position")
role: str # Role classification (e.g., "PRP" or "SRP")
# Model for an unassigned role with just name and position fields
class RoleWithPositionOnly(BaseModel):
name: str # Role name
position: str # Reference role position
# Main model that includes assigned, unassigned, and unavailable roles
class RolesComparisonResponse(BaseModel):
assigned_roles: List[RoleWithPositionAndRole] = Field(default_factory=list) # List of assigned roles
unassigned_roles: List[RoleWithPositionOnly] = Field(default_factory=list) # List of unassigned roles
unavailable_roles: List[RoleWithPositionAndRole] = Field(default_factory=list)
src/prompts/sops.py
+69 -11
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@@ -129,6 +129,39 @@ def get_departments_managers_workers_extraction_prompt():
If no departments, managers, or workers are found in the document, return an empty list for departments.
"""
def get_managers_workers_extraction_prompt():
return """
Extract only the managers and workers from the document.
For each manager, include their name, position, role, and key responsibilities.
Additionally, for each worker, extract their name, position, and list 1-2 key responsibilities.
Do not add any managers or workers that are not explicitly mentioned in the document.
Managers: Include the managers (e.g., Department Head, Manager), their role, and key responsibilities.
- **PRP (Primary Responsible Person)**: A manager who has primary responsibility for decision-making and overseeing operations.
- **SRP (Secondary Responsible Person)**: A manager who supports the PRP, often assisting with tasks and providing backup in decision-making.
Format as JSON:
{
"managers": [
{
"name": "Manager Name",
"position": "Manager Position",
"role": "PRP or SRP", # The classification field either PRP or SRP
"responsibilities": ["Key Responsibility 1", "Key Responsibility 2"]
}
],
"workers": [
{
"name": "Worker Name",
"position": "Worker Position",
"responsibilities": ["Key Responsibility 1", "Key Responsibility 2"]
}
]
}
If no managers or workers are found in the document, return an empty list for them.
"""
@@ -202,24 +235,18 @@ def get_sop_executive_from_questionnaire():
Ensure that each specified department has its own set of SOPs.
'''
def generate_llm_comparison_prompt(reference_roles, extracted_managers):
reference_roles_str = ', '.join(reference_roles)
extracted_managers_str = '\n'.join([f"- {manager['name']} (Position: {manager['position']}, Role: {manager['role']})" for manager in extracted_managers])
prompt = f"""
def get_roles_reference_comparison():
prompt = """
You are tasked with comparing a list of reference roles with the extracted roles from a document.
Reference roles:
[{reference_roles_str}]
Extracted roles:
{extracted_managers_str}
Please classify the roles into the following categories:
1. **Assigned Roles**: Roles that are found in both the reference list and the extracted list.
2. **Unassigned Roles**: Roles that are found in the reference list but not in the extracted list.
3. **Unavailable Roles**: Roles that are found in the extracted list but not in the reference list.
Instruction:
1. Use only the position to judge the extraction.
Return the result in the following JSON format:
{
"assigned_roles": [
@@ -234,3 +261,34 @@ def generate_llm_comparison_prompt(reference_roles, extracted_managers):
}
"""
return prompt
def get_sop_for_department_workers():
return '''Generate SOPs for each worker under the unique department based on the information the workers info provided
Instructions:
1. Focus on the provided department and worker role.
2. Categorize SOPs into "must," "shall," and "will."
3. SOPs should be actionable and relevant to the worker's duties.
4. If no SOPs can be generated, return empty lists for each category.
5. Use the provided document and the workers and department information to generate the SOP.
6. If the provided document cannot provide SOPs for a specific worker stated, then return an empty list for the SOP for that worker.
Example format:
{
"departments": [
{
"name": "Department A",
"workers": [
{
"name": "Worker A",
"must": ["Conduct weekly meetings"],
"shall": ["Submit monthly reports"],
"will": ["Improve efficiency"]
}
]
}
]
}s
'''
src/services/document_parser.py → src/services/sop_document_parser.py
+112 -15
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@@ -149,13 +149,12 @@ class DocumentParser:
return False
def generate_sops_(self, docs, reference_roles):
def extract_roles_with_reference_managers(self, docs, reference_roles):
try:
# First, extract departments and managers from the document
# Extract departments and managers from the document
sop_doc = DocumentParser()
departments_and_roles = sop_doc.extract_departments_and_managers(docs)
departments_and_roles = sop_doc.extract_departments_and_managers_workers(docs)
# Prepare extracted roles (only managers)
extracted_managers = []
@@ -163,35 +162,133 @@ class DocumentParser:
extracted_managers.extend([
{
'name': manager['name'],
'position': manager.get('title', 'Unknown Position'),
'role': manager.get('classification', 'Unknown Role') # PRP or SRP classification
'position': manager.get('position', 'Unknown Position'),
'role': manager.get('role', 'Unknown Role') # PRP or SRP classification
}
for manager in department['managerial_roles']
for manager in department['managers']
])
# Generate prompt for the LLM to compare reference roles with extracted roles
prompt = generate_llm_comparison_prompt(reference_roles, extracted_managers)
prompt = get_roles_reference_comparison()
# Send prompt to the LLM for comparison
response = self.client.beta.chat.completions.parse(
model=self.model,
messages=[
{"role": "system", "content": "You are a role comparison assistant."},
{"role": "system", "content": f"The reference roles are{reference_roles} while the extracted roles are {extracted_managers}"},
{"role": "user", "content": prompt}
],
max_tokens=1024,
temperature=0.1
temperature=0.1,
response_format=RolesComparisonResponse
)
# Parse LLM response (assuming it returns a structured JSON with assigned, unassigned, and unavailable roles)
comparison_result = json.loads(response.choices[0].message.content)
# Return the result as a JSON response
return jsonify(comparison_result), 200
return comparison_result
except Exception as e:
return jsonify({"error": "Processing error", "message": f"An error occurred: {str(e)}"}), 500
print(f"Error occurred: {e}")
return False
def extract_roles_with_reference_workers(self, docs, reference_roles):
try:
# Extract departments and managers from the document
sop_doc = DocumentParser()
departments_and_roles = sop_doc.extract_departments_and_managers_workers(docs)
# Prepare extracted roles (only managers)
extracted_workers = []
for department in departments_and_roles['departments']:
extracted_workers.extend([
{
'name': worker['name'],
'position': worker.get('position', 'Unknown Position'),
'role': "worker" # PRP or SRP classification
}
for worker in department['workers']
])
# Generate prompt for the LLM to compare reference roles with extracted roles
prompt = get_roles_reference_comparison()
# Send prompt to the LLM for comparison
response = self.client.beta.chat.completions.parse(
model=self.model,
messages=[
{"role": "system", "content": f"The reference roles are{reference_roles} while the extracted roles are {extracted_workers}"},
{"role": "user", "content": prompt}
],
max_tokens=1024,
temperature=0.1,
response_format=RolesComparisonResponse
)
comparison_result = json.loads(response.choices[0].message.content)
# Return the result as a JSON response
return comparison_result
except Exception as e:
print(f"Error occurred: {e}")
return False
def extract_managers_workers(self, docs):
"""
Extract departments, managers, and workers from the document.
:param docs: List of document chunks
:return: Dictionary containing departments, their managers, and workers.
"""
try:
docs_text = self._extract_text_from_docs(docs)
prompt = get_managers_workers_extraction_prompt() # Update your prompt to handle managers and workers
response = self.client.beta.chat.completions.parse(
model=self.model,
messages=[
{"role": "system", "content": prompt},
{"role": "user", "content": [{"type": "text", "text": text} for text in docs_text]}
],
response_format=DepartmentMembers, # Use the updated response schema
max_tokens=4096,
temperature=0.1
)
return json.loads(response.choices[0].message.content)
except json.JSONDecodeError:
return False
def extract_sops_for_workers_by_department(self, docs,depts_workers):
"""
Extract departments, managers, and workers from the document.
:param docs: List of document chunks
:return: Dictionary containing departments, their managers, and workers.
"""
try:
docs_text = self._extract_text_from_docs(docs)
prompt = get_sop_for_department_workers() # Update your prompt to handle managers and workers
response = self.client.beta.chat.completions.parse(
model=self.model,
messages=[
{"role": "system", "content": prompt},
{"role": "user", "content": f"Workers information: {depts_workers}"},
{"role": "user", "content": [{"type": "text", "text": text} for text in docs_text]}
],
response_format=WorkerSOPsResponse, # Use the updated response schema
max_tokens=4096,
temperature=0.1
)
return json.loads(response.choices[0].message.content)
except json.JSONDecodeError:
return False
src/services/sop_generator.py
+1 -142
View File
@@ -5,7 +5,7 @@ from pydantic import BaseModel, Field
from typing import List, Dict, Optional
from src.prompts.sops import *
from src.models.response_schemas import *
from src.services.document_parser import DocumentParser
from src.services.sop_document_parser import DocumentParser
from dotenv import load_dotenv
load_dotenv()
@@ -264,146 +264,5 @@ class SopGeneratorManager:
self.client = OpenAI(api_key=self.api_key)
self.model = "gpt-4o-mini"
def extract_sops_from_executive_vision_goals_doc(self, data: dict,executives:List) -> SOPsResponse:
"""
Extracts SOPs categorized into 'must,' 'shall,' and 'will' based on executive vision and goals.
:param data: A dictionary containing vision and goals.
:return: SOPsResponse containing the SOPs for executives
"""
try:
vision = data.get("vision", "No vision provided")
goals = data.get("goals", "No goals provided")
prompt = get_sop_executive_from_vision_goals(executives)
user_content = f'''
Vision: {vision}
Goals: {goals}
'''
response = self.client.beta.chat.completions.parse(
model=self.model,
messages=[
{
"role": "system",
"content": f'''{prompt}'''
},
{
"role": "user",
"content": user_content,
}
],
response_format=Categories,
max_tokens=2048,
temperature=0.1
)
extracted_text = json.loads(response.choices[0].message.content)
return extracted_text
except Exception as e:
print(f"Error occurred: {str(e)}")
return False
def generate_sops_for_department_managers(self, docs):
try:
# First, extract departments and managers
sop_doc = DocumentParser()
departments_and_roles = sop_doc.extract_departments_and_managers(docs)
if not departments_and_roles or not departments_and_roles.get('departments'):
return False
departments_with_sops = []
for department in departments_and_roles['departments']:
managers_with_sops = []
for role in department['managerial_roles']:
prompt = get_sop_for_department_managers()
response = self.client.beta.chat.completions.parse(
model=self.model,
messages=[
{"role": "system", "content": prompt},
{"role": "user", "content": f"Generate SOPs for {role['title']} in {department['name']} department."}
],
response_format=ManagerSOPs,
max_tokens=1024,
temperature=0.1
)
manager_sops = json.loads(response.choices[0].message.content)
managers_with_sops.append(ManagerWithSOPs(title=role['title'], sops=manager_sops))
departments_with_sops.append(DepartmentManagerSOPs(
name=department['name'],
managers=managers_with_sops
))
return ExecutiveManagerSOPsResponse(departments=departments_with_sops)
except Exception as e:
print(f"Error in generate_sops_for_department_managers: {str(e)}")
return False
def generate_sops_from_questionnaire(self, questionnaire_data: dict, executives: List[str], managers: List[str], departments: List[str]):
try:
prompt = get_sop_executive_from_questionnaire()
# Prepare the questionnaire data for the prompt
user_content = json.dumps(questionnaire_data, indent=2)
response = self.client.beta.chat.completions.parse(
model=self.model,
messages=[
{"role": "system", "content": prompt},
{"role": "user", "content": f"Generate SOPs based on this questionnaire:\n{user_content}\n\nExecutives to consider: {', '.join(executives)}\nManagers to consider: {', '.join(managers)}\nDepartments to consider: {', '.join(departments)}"}
],
response_format={"type": "json_object"},
max_tokens=4096,
temperature=0.1
)
sops_data = json.loads(response.choices[0].message.content)
# Process executive SOPs
executive_sops = {}
for executive in executives:
if executive in sops_data['executives']:
executive_sops[executive] = Categories(**sops_data['executives'][executive])
else:
executive_sops[executive] = Categories()
# Process department manager SOPs
departments_with_sops = []
for dept_name in departments:
dept_data = next((d for d in sops_data['departments'] if d['name'].lower() == dept_name.lower()), None)
if dept_data:
managers_with_sops = [
ManagerWithSOPs(
title=manager,
sops=ManagerSOPs(**dept_data['managers'])
)
for manager in managers
]
if managers_with_sops:
departments_with_sops.append(DepartmentManagerSOPs(
name=dept_name,
managers=managers_with_sops
))
return {
"executive_sops": executive_sops,
"department_sops": ExecutiveManagerSOPsResponse(departments=departments_with_sops)
}
except Exception as e:
print(f"Error in generate_sops_from_questionnaire: {str(e)}")
return False
test.py
+30 -2
View File
@@ -9,6 +9,34 @@ docs = load_document(file_path)
if __name__ == "__main__":
SOP = DocumentParser()
so = SopGeneratorExecutive()
info = SOP.extract_departments_and_managers_workers(docs)
print(info)
referencs_roles = ["AR Director "]
workers_list = [
{
"position": "AR dIRECTOR ",
"role": "Developer",
"department": "IT"
},
{
"name": "Jane Smith",
"position": "Project Manager",
"role": "Manager",
"department": "IT"
}
]
departments_and_roles = SOP.extract_sops_for_workers_by_department(docs,workers_list)
# Prepare extracted roles (only managers)
'''extracted_managers = []
for department in departments_and_roles['departments']:
extracted_managers.extend([
{
'name': manager['name'],
'position': manager.get('position', 'Unknown Position'),
'role': manager.get('role', 'Unknown Role') # PRP or SRP classification
}
for manager in department['managers']
])'''
print(departments_and_roles)