ai-data-science-team 0.0.0.9007__py3-none-any.whl → 0.0.0.9009__py3-none-any.whl

ai_data_science_team/agents/data_visualization_agent.py

@@ -17,25 +17,363 @@ from langgraph.types import Command
 from langgraph.checkpoint.memory import MemorySaver
 
 import os
-import io
+import json 
 import pandas as pd
 
+from IPython.display import Markdown
+
 from ai_data_science_team.templates import(
     node_func_execute_agent_code_on_data, 
     node_func_human_review,
     node_func_fix_agent_code, 
-    node_func_explain_agent_code, 
-    create_coding_agent_graph
+    node_func_report_agent_outputs,
+    create_coding_agent_graph,
+    BaseAgent,
 )
 from ai_data_science_team.tools.parsers import PythonOutputParser
-from ai_data_science_team.tools.regex import relocate_imports_inside_function, add_comments_to_top, format_agent_name
+from ai_data_science_team.tools.regex import (
+    relocate_imports_inside_function, 
+    add_comments_to_top, 
+    format_agent_name, 
+    format_recommended_steps, 
+    get_generic_summary,
+)
 from ai_data_science_team.tools.metadata import get_dataframe_summary
 from ai_data_science_team.tools.logging import log_ai_function
+from ai_data_science_team.utils.plotly import plotly_from_dict
 
 # Setup
 AGENT_NAME = "data_visualization_agent"
 LOG_PATH = os.path.join(os.getcwd(), "logs/")
 
+# Class
+
+class DataVisualizationAgent(BaseAgent):
+    """
+    Creates a data visualization agent that can generate Plotly charts based on user-defined instructions or
+    default visualization steps (if any). The agent generates a Python function to produce the visualization, 
+    executes it, and logs the process, including code and errors. It is designed to facilitate reproducible 
+    and customizable data visualization workflows.
+
+    The agent may use default instructions for creating charts unless instructed otherwise, such as:
+    - Generating a recommended chart type (bar, scatter, line, etc.)
+    - Creating user-friendly titles and axis labels
+    - Applying consistent styling (template, font sizes, color themes)
+    - Handling theme details (white background, base font size, line size, etc.)
+
+    User instructions can modify, add, or remove any of these steps to tailor the visualization process.
+
+    Parameters
+    ----------
+    model : langchain.llms.base.LLM
+        The language model used to generate the data visualization function.
+    n_samples : int, optional
+        Number of samples used when summarizing the dataset for chart instructions. Defaults to 30.
+        Reducing this number can help avoid exceeding the model's token limits.
+    log : bool, optional
+        Whether to log the generated code and errors. Defaults to False.
+    log_path : str, optional
+        Directory path for storing log files. Defaults to None.
+    file_name : str, optional
+        Name of the file for saving the generated response. Defaults to "data_visualization.py".
+    function_name : str, optional
+        Name of the function for data visualization. Defaults to "data_visualization".
+    overwrite : bool, optional
+        Whether to overwrite the log file if it exists. If False, a unique file name is created. Defaults to True.
+    human_in_the_loop : bool, optional
+        Enables user review of data visualization instructions. Defaults to False.
+    bypass_recommended_steps : bool, optional
+        If True, skips the default recommended visualization steps. Defaults to False.
+    bypass_explain_code : bool, optional
+        If True, skips the step that provides code explanations. Defaults to False.
+
+    Methods
+    -------
+    update_params(**kwargs)
+        Updates the agent's parameters and rebuilds the compiled state graph.
+    ainvoke_agent(user_instructions: str, data_raw: pd.DataFrame, max_retries=3, retry_count=0)
+        Asynchronously generates a visualization based on user instructions.
+    invoke_agent(user_instructions: str, data_raw: pd.DataFrame, max_retries=3, retry_count=0)
+        Synchronously generates a visualization based on user instructions.
+    get_workflow_summary()
+        Retrieves a summary of the agent's workflow.
+    get_log_summary()
+        Retrieves a summary of logged operations if logging is enabled.
+    get_plotly_graph()
+        Retrieves the Plotly graph (as a dictionary) produced by the agent.
+    get_data_raw()
+        Retrieves the raw dataset as a pandas DataFrame (based on the last response).
+    get_data_visualization_function()
+        Retrieves the generated Python function used for data visualization.
+    get_recommended_visualization_steps()
+        Retrieves the agent's recommended visualization steps.
+    get_response()
+        Returns the response from the agent as a dictionary.
+    show()
+        Displays the agent's mermaid diagram.
+
+    Examples
+    --------
+    ```python
+    import pandas as pd
+    from langchain_openai import ChatOpenAI
+    from ai_data_science_team.agents import DataVisualizationAgent
+
+    llm = ChatOpenAI(model="gpt-4o-mini")
+
+    data_visualization_agent = DataVisualizationAgent(
+        model=llm, 
+        n_samples=30,
+        log=True, 
+        log_path="logs", 
+        human_in_the_loop=True
+    )
+
+    df = pd.read_csv("https://raw.githubusercontent.com/business-science/ai-data-science-team/refs/heads/master/data/churn_data.csv")
+
+    data_visualization_agent.invoke_agent(
+        user_instructions="Generate a scatter plot of age vs. total charges with a trend line.",
+        data_raw=df,
+        max_retries=3,
+        retry_count=0
+    )
+
+    plotly_graph_dict = data_visualization_agent.get_plotly_graph()
+    # You can render plotly_graph_dict with plotly.io.from_json or 
+    # something similar in a Jupyter Notebook.
+
+    response = data_visualization_agent.get_response()
+    ```
+
+    Returns
+    --------
+    DataVisualizationAgent : langchain.graphs.CompiledStateGraph 
+        A data visualization agent implemented as a compiled state graph. 
+    """
+
+    def __init__(
+        self, 
+        model, 
+        n_samples=30, 
+        log=False, 
+        log_path=None, 
+        file_name="data_visualization.py", 
+        function_name="data_visualization",
+        overwrite=True, 
+        human_in_the_loop=False, 
+        bypass_recommended_steps=False, 
+        bypass_explain_code=False
+    ):
+        self._params = {
+            "model": model,
+            "n_samples": n_samples,
+            "log": log,
+            "log_path": log_path,
+            "file_name": file_name,
+            "function_name": function_name,
+            "overwrite": overwrite,
+            "human_in_the_loop": human_in_the_loop,
+            "bypass_recommended_steps": bypass_recommended_steps,
+            "bypass_explain_code": bypass_explain_code,
+        }
+        self._compiled_graph = self._make_compiled_graph()
+        self.response = None
+
+    def _make_compiled_graph(self):
+        """
+        Create the compiled graph for the data visualization agent. 
+        Running this method will reset the response to None.
+        """
+        self.response = None
+        return make_data_visualization_agent(**self._params)
+
+    def update_params(self, **kwargs):
+        """
+        Updates the agent's parameters and rebuilds the compiled graph.
+        """
+        # Update parameters
+        for k, v in kwargs.items():
+            self._params[k] = v
+        # Rebuild the compiled graph
+        self._compiled_graph = self._make_compiled_graph()
+
+    def ainvoke_agent(self, data_raw: pd.DataFrame, user_instructions: str=None, max_retries:int=3, retry_count:int=0, **kwargs):
+        """
+        Asynchronously invokes the agent to generate a visualization. 
+        The response is stored in the 'response' attribute.
+
+        Parameters
+        ----------
+        data_raw : pd.DataFrame
+            The raw dataset to be visualized.
+        user_instructions : str
+            Instructions for data visualization.
+        max_retries : int
+            Maximum retry attempts.
+        retry_count : int
+            Current retry attempt count.
+        **kwargs : dict
+            Additional keyword arguments passed to ainvoke().
+
+        Returns
+        -------
+        None
+        """
+        response = self._compiled_graph.ainvoke({
+            "user_instructions": user_instructions,
+            "data_raw": data_raw.to_dict(),
+            "max_retries": max_retries,
+            "retry_count": retry_count,
+        }, **kwargs)
+        self.response = response
+        return None
+
+    def invoke_agent(self, data_raw: pd.DataFrame, user_instructions: str=None,  max_retries:int=3, retry_count:int=0, **kwargs):
+        """
+        Synchronously invokes the agent to generate a visualization. 
+        The response is stored in the 'response' attribute.
+
+        Parameters
+        ----------
+        data_raw : pd.DataFrame
+            The raw dataset to be visualized.
+        user_instructions : str
+            Instructions for data visualization agent.
+        max_retries : int
+            Maximum retry attempts.
+        retry_count : int
+            Current retry attempt count.
+        **kwargs : dict
+            Additional keyword arguments passed to invoke().
+
+        Returns
+        -------
+        None
+        """
+        response = self._compiled_graph.invoke({
+            "user_instructions": user_instructions,
+            "data_raw": data_raw.to_dict(),
+            "max_retries": max_retries,
+            "retry_count": retry_count,
+        }, **kwargs)
+        self.response = response
+        return None
+
+    def get_workflow_summary(self, markdown=False):
+        """
+        Retrieves the agent's workflow summary, if logging is enabled.
+        """
+        if self.response and self.response.get("messages"):
+            summary = get_generic_summary(json.loads(self.response.get("messages")[-1].content))
+            if markdown:
+                return Markdown(summary)
+            else:
+                return summary
+
+    def get_log_summary(self, markdown=False):
+        """
+        Logs a summary of the agent's operations, if logging is enabled.
+        """
+        if self.response:
+            if self.response.get('data_visualization_function_path'):
+                log_details = f"""
+## Data Visualization Agent Log Summary:
+
+Function Path: {self.response.get('data_visualization_function_path')}
+
+Function Name: {self.response.get('data_visualization_function_name')}
+                """
+                if markdown:
+                    return Markdown(log_details) 
+                else:
+                    return log_details
+
+    def get_plotly_graph(self):
+        """
+        Retrieves the Plotly graph (in dictionary form) produced by the agent.
+
+        Returns
+        -------
+        dict or None
+            The Plotly graph dictionary if available, otherwise None.
+        """
+        if self.response:
+            return plotly_from_dict(self.response.get("plotly_graph", None))
+        return None
+
+    def get_data_raw(self):
+        """
+        Retrieves the raw dataset used in the last invocation.
+
+        Returns
+        -------
+        pd.DataFrame or None
+            The raw dataset as a DataFrame if available, otherwise None.
+        """
+        if self.response and self.response.get("data_raw"):
+            return pd.DataFrame(self.response.get("data_raw"))
+        return None
+
+    def get_data_visualization_function(self, markdown=False):
+        """
+        Retrieves the generated Python function used for data visualization.
+
+        Parameters
+        ----------
+        markdown : bool, optional
+            If True, returns the function in Markdown code block format.
+
+        Returns
+        -------
+        str or None
+            The Python function code as a string if available, otherwise None.
+        """
+        if self.response:
+            func_code = self.response.get("data_visualization_function", "")
+            if markdown:
+                return Markdown(f"```python\n{func_code}\n```")
+            return func_code
+        return None
+
+    def get_recommended_visualization_steps(self, markdown=False):
+        """
+        Retrieves the agent's recommended visualization steps.
+
+        Parameters
+        ----------
+        markdown : bool, optional
+            If True, returns the steps in Markdown format.
+
+        Returns
+        -------
+        str or None
+            The recommended steps if available, otherwise None.
+        """
+        if self.response:
+            steps = self.response.get("recommended_steps", "")
+            if markdown:
+                return Markdown(steps)
+            return steps
+        return None
+
+    def get_response(self):
+        """
+        Returns the agent's full response dictionary.
+
+        Returns
+        -------
+        dict or None
+            The response dictionary if available, otherwise None.
+        """
+        return self.response
+
+    def show(self):
+        """
+        Displays the agent's mermaid diagram for visual inspection of the compiled graph.
+        """
+        return self._compiled_graph.show()
+
+
 # Agent
 
 def make_data_visualization_agent(
@@ -44,14 +382,85 @@ def make_data_visualization_agent(
     log=False, 
     log_path=None, 
     file_name="data_visualization.py",
-    overwrite = True, 
+    function_name="data_visualization",
+    overwrite=True, 
     human_in_the_loop=False, 
     bypass_recommended_steps=False, 
     bypass_explain_code=False
 ):
+    """
+    Creates a data visualization agent that can generate Plotly charts based on user-defined instructions or
+    default visualization steps. The agent generates a Python function to produce the visualization, executes it,
+    and logs the process, including code and errors. It is designed to facilitate reproducible and customizable
+    data visualization workflows.
+
+    The agent can perform the following default visualization steps unless instructed otherwise:
+    - Generating a recommended chart type (bar, scatter, line, etc.)
+    - Creating user-friendly titles and axis labels
+    - Applying consistent styling (template, font sizes, color themes)
+    - Handling theme details (white background, base font size, line size, etc.)
+
+    User instructions can modify, add, or remove any of these steps to tailor the visualization process.
+
+    Parameters
+    ----------
+    model : langchain.llms.base.LLM
+        The language model used to generate the data visualization function.
+    n_samples : int, optional
+        Number of samples used when summarizing the dataset for chart instructions. Defaults to 30.
+    log : bool, optional
+        Whether to log the generated code and errors. Defaults to False.
+    log_path : str, optional
+        Directory path for storing log files. Defaults to None.
+    file_name : str, optional
+        Name of the file for saving the generated response. Defaults to "data_visualization.py".
+    function_name : str, optional
+        Name of the function for data visualization. Defaults to "data_visualization".
+    overwrite : bool, optional
+        Whether to overwrite the log file if it exists. If False, a unique file name is created. Defaults to True.
+    human_in_the_loop : bool, optional
+        Enables user review of data visualization instructions. Defaults to False.
+    bypass_recommended_steps : bool, optional
+        If True, skips the default recommended visualization steps. Defaults to False.
+    bypass_explain_code : bool, optional
+        If True, skips the step that provides code explanations. Defaults to False.
+
+    Examples
+    --------
+    ``` python
+    import pandas as pd
+    from langchain_openai import ChatOpenAI
+    from ai_data_science_team.agents import data_visualization_agent
+
+    llm = ChatOpenAI(model="gpt-4o-mini")
+
+    data_visualization_agent = make_data_visualization_agent(llm)
+
+    df = pd.read_csv("https://raw.githubusercontent.com/business-science/ai-data-science-team/refs/heads/master/data/churn_data.csv")
+
+    response = data_visualization_agent.invoke({
+        "user_instructions": "Generate a scatter plot of tenure vs. total charges with a trend line.",
+        "data_raw": df.to_dict(),
+        "max_retries": 3,
+        "retry_count": 0
+    })
+
+    pd.DataFrame(response['plotly_graph'])
+    ```
+
+    Returns
+    -------
+    app : langchain.graphs.CompiledStateGraph
+        The data visualization agent as a state graph.
+    """
     
     llm = model
     
+    # Human in th loop requires recommended steps
+    if bypass_recommended_steps and human_in_the_loop:
+        bypass_recommended_steps = False
+        print("Bypass recommended steps set to False to enable human in the loop.")
+    
     # Setup Log Directory
     if log:
         if log_path is None:
@@ -70,6 +479,7 @@ def make_data_visualization_agent(
         all_datasets_summary: str
         data_visualization_function: str
         data_visualization_function_path: str
+        data_visualization_function_file_name: str
         data_visualization_function_name: str
         data_visualization_error: str
         max_retries: int
@@ -140,7 +550,7 @@ def make_data_visualization_agent(
         })
         
         return {
-            "recommended_steps": "\n\n# Recommended Data Cleaning Steps:\n" + recommended_steps.content.strip(),
+            "recommended_steps": format_recommended_steps(recommended_steps.content.strip(), heading="# Recommended Data Cleaning Steps:"),
             "all_datasets_summary": all_datasets_summary_str
         }
         
@@ -169,7 +579,7 @@ def make_data_visualization_agent(
             template="""
             You are a chart generator agent that is an expert in generating plotly charts. You must use plotly or plotly.express to produce plots.
     
-            Your job is to produce python code to generate visualizations.
+            Your job is to produce python code to generate visualizations with a function named {function_name}.
             
             You will take instructions from a Chart Instructor and generate a plotly chart from the data provided.
             
@@ -181,13 +591,13 @@ def make_data_visualization_agent(
             
             RETURN:
             
-            Return Python code in ```python ``` format with a single function definition, data_visualization(data_raw), that includes all imports inside the function.
+            Return Python code in ```python ``` format with a single function definition, {function_name}(data_raw), that includes all imports inside the function.
             
             Return the plotly chart as a dictionary.
             
             Return code to provide the data visualization function:
             
-            def data_visualization(data_raw):
+            def {function_name}(data_raw):
                 import pandas as pd
                 import numpy as np
                 import json
@@ -206,14 +616,15 @@ def make_data_visualization_agent(
             2. Do not include unrelated user instructions that are not related to the chart generation.
             
             """,
-            input_variables=["chart_generator_instructions", "all_datasets_summary"]
+            input_variables=["chart_generator_instructions", "all_datasets_summary", "function_name"]
         )
-        
+
         data_visualization_agent = prompt_template | llm | PythonOutputParser()
         
         response = data_visualization_agent.invoke({
             "chart_generator_instructions": chart_generator_instructions,
-            "all_datasets_summary": all_datasets_summary_str
+            "all_datasets_summary": all_datasets_summary_str,
+            "function_name": function_name
         })
         
         response = relocate_imports_inside_function(response)
@@ -231,19 +642,37 @@ def make_data_visualization_agent(
         return {
             "data_visualization_function": response,
             "data_visualization_function_path": file_path,
-            "data_visualization_function_name": file_name_2,
+            "data_visualization_function_file_name": file_name_2,
+            "data_visualization_function_name": function_name,
             "all_datasets_summary": all_datasets_summary_str
         }
-            
-    def human_review(state: GraphState) -> Command[Literal["chart_instructor", "chart_generator"]]:
-        return node_func_human_review(
-            state=state,
-            prompt_text="Is the following data visualization instructions correct? (Answer 'yes' or provide modifications)\n{steps}",
-            yes_goto="chart_generator",
-            no_goto="chart_instructor",
-            user_instructions_key="user_instructions",
-            recommended_steps_key="recommended_steps"            
-        )
+    
+    # Human Review
+        
+    prompt_text_human_review = "Are the following data visualization instructions correct? (Answer 'yes' or provide modifications)\n{steps}"
+    
+    if not bypass_explain_code:
+        def human_review(state: GraphState) -> Command[Literal["chart_instructor", "explain_data_visualization_code"]]:
+            return node_func_human_review(
+                state=state,
+                prompt_text=prompt_text_human_review,
+                yes_goto= 'explain_data_visualization_code',
+                no_goto="chart_instructor",
+                user_instructions_key="user_instructions",
+                recommended_steps_key="recommended_steps",
+                code_snippet_key="data_visualization_function",
+            )
+    else:
+        def human_review(state: GraphState) -> Command[Literal["chart_instructor", "__end__"]]:
+            return node_func_human_review(
+                state=state,
+                prompt_text=prompt_text_human_review,
+                yes_goto= '__end__',
+                no_goto="chart_instructor",
+                user_instructions_key="user_instructions",
+                recommended_steps_key="recommended_steps",
+                code_snippet_key="data_visualization_function", 
+            )
     
         
     def execute_data_visualization_code(state):
@@ -253,7 +682,7 @@ def make_data_visualization_agent(
             result_key="plotly_graph",
             error_key="data_visualization_error",
             code_snippet_key="data_visualization_function",
-            agent_function_name="data_visualization",
+            agent_function_name=state.get("data_visualization_function_name"),
             pre_processing=lambda data: pd.DataFrame.from_dict(data),
             # post_processing=lambda df: df.to_dict() if isinstance(df, pd.DataFrame) else df,
             error_message_prefix="An error occurred during data visualization: "
@@ -261,11 +690,11 @@ def make_data_visualization_agent(
     
     def fix_data_visualization_code(state: GraphState):
         prompt = """
-        You are a Data Visualization Agent. Your job is to create a data_visualization() function that can be run on the data provided. The function is currently broken and needs to be fixed.
+        You are a Data Visualization Agent. Your job is to create a {function_name}() function that can be run on the data provided. The function is currently broken and needs to be fixed.
         
-        Make sure to only return the function definition for data_visualization().
+        Make sure to only return the function definition for {function_name}().
         
-        Return Python code in ```python``` format with a single function definition, data_visualization(data_raw), that includes all imports inside the function.
+        Return Python code in ```python``` format with a single function definition, {function_name}(data_raw), that includes all imports inside the function.
         
         This is the broken code (please fix): 
         {code_snippet}
@@ -283,22 +712,23 @@ def make_data_visualization_agent(
             agent_name=AGENT_NAME,
             log=log,
             file_path=state.get("data_visualization_function_path"),
+            function_name=state.get("data_visualization_function_name"),
         )
     
-    def explain_data_visualization_code(state: GraphState):        
-        return node_func_explain_agent_code(
+    # Final reporting node
+    def report_agent_outputs(state: GraphState):
+        return node_func_report_agent_outputs(
             state=state,
-            code_snippet_key="data_visualization_function",
+            keys_to_include=[
+                "recommended_steps",
+                "data_visualization_function",
+                "data_visualization_function_path",
+                "data_visualization_function_name",
+                "data_visualization_error",
+            ],
             result_key="messages",
-            error_key="data_visualization_error",
-            llm=llm,  
             role=AGENT_NAME,
-            explanation_prompt_template="""
-            Explain the data visualization steps that the data visualization agent performed in this function. 
-            Keep the summary succinct and to the point.\n\n# Data Visualization Agent:\n\n{code}
-            """,
-            success_prefix="# Data Visualization Agent:\n\n ",
-            error_message="The Data Visualization Agent encountered an error during data visualization. No explanation could be provided."
+            custom_title="Data Visualization Agent Outputs"
         )
         
     # Define the graph
@@ -308,7 +738,7 @@ def make_data_visualization_agent(
         "chart_generator": chart_generator,
         "execute_data_visualization_code": execute_data_visualization_code,
         "fix_data_visualization_code": fix_data_visualization_code,
-        "explain_data_visualization_code": explain_data_visualization_code
+        "report_agent_outputs": report_agent_outputs,
     }
     
     app = create_coding_agent_graph(
@@ -318,7 +748,7 @@ def make_data_visualization_agent(
         create_code_node_name="chart_generator",
         execute_code_node_name="execute_data_visualization_code",
         fix_code_node_name="fix_data_visualization_code",
-        explain_code_node_name="explain_data_visualization_code",
+        explain_code_node_name="report_agent_outputs",
         error_key="data_visualization_error",
         human_in_the_loop=human_in_the_loop,  # or False
         human_review_node_name="human_review",
@@ -328,4 +758,3 @@ def make_data_visualization_agent(
     )
         
     return app
-