edsl 0.1.38.dev1__py3-none-any.whl → 0.1.38.dev3__py3-none-any.whl

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (263) hide show
  1. edsl/Base.py +303 -303
  2. edsl/BaseDiff.py +260 -260
  3. edsl/TemplateLoader.py +24 -24
  4. edsl/__init__.py +49 -48
  5. edsl/__version__.py +1 -1
  6. edsl/agents/Agent.py +858 -855
  7. edsl/agents/AgentList.py +362 -350
  8. edsl/agents/Invigilator.py +222 -222
  9. edsl/agents/InvigilatorBase.py +284 -284
  10. edsl/agents/PromptConstructor.py +353 -353
  11. edsl/agents/__init__.py +3 -3
  12. edsl/agents/descriptors.py +99 -99
  13. edsl/agents/prompt_helpers.py +129 -129
  14. edsl/auto/AutoStudy.py +117 -117
  15. edsl/auto/StageBase.py +230 -230
  16. edsl/auto/StageGenerateSurvey.py +178 -178
  17. edsl/auto/StageLabelQuestions.py +125 -125
  18. edsl/auto/StagePersona.py +61 -61
  19. edsl/auto/StagePersonaDimensionValueRanges.py +88 -88
  20. edsl/auto/StagePersonaDimensionValues.py +74 -74
  21. edsl/auto/StagePersonaDimensions.py +69 -69
  22. edsl/auto/StageQuestions.py +73 -73
  23. edsl/auto/SurveyCreatorPipeline.py +21 -21
  24. edsl/auto/utilities.py +224 -224
  25. edsl/base/Base.py +279 -289
  26. edsl/config.py +149 -149
  27. edsl/conversation/Conversation.py +290 -290
  28. edsl/conversation/car_buying.py +58 -58
  29. edsl/conversation/chips.py +95 -95
  30. edsl/conversation/mug_negotiation.py +81 -81
  31. edsl/conversation/next_speaker_utilities.py +93 -93
  32. edsl/coop/PriceFetcher.py +54 -54
  33. edsl/coop/__init__.py +2 -2
  34. edsl/coop/coop.py +961 -958
  35. edsl/coop/utils.py +131 -131
  36. edsl/data/Cache.py +530 -527
  37. edsl/data/CacheEntry.py +228 -228
  38. edsl/data/CacheHandler.py +149 -149
  39. edsl/data/RemoteCacheSync.py +97 -97
  40. edsl/data/SQLiteDict.py +292 -292
  41. edsl/data/__init__.py +4 -4
  42. edsl/data/orm.py +10 -10
  43. edsl/data_transfer_models.py +73 -73
  44. edsl/enums.py +173 -173
  45. edsl/exceptions/BaseException.py +21 -21
  46. edsl/exceptions/__init__.py +54 -54
  47. edsl/exceptions/agents.py +42 -38
  48. edsl/exceptions/cache.py +5 -0
  49. edsl/exceptions/configuration.py +16 -16
  50. edsl/exceptions/coop.py +10 -10
  51. edsl/exceptions/data.py +14 -14
  52. edsl/exceptions/general.py +34 -34
  53. edsl/exceptions/jobs.py +33 -33
  54. edsl/exceptions/language_models.py +63 -63
  55. edsl/exceptions/prompts.py +15 -15
  56. edsl/exceptions/questions.py +91 -91
  57. edsl/exceptions/results.py +29 -29
  58. edsl/exceptions/scenarios.py +22 -22
  59. edsl/exceptions/surveys.py +37 -37
  60. edsl/inference_services/AnthropicService.py +87 -87
  61. edsl/inference_services/AwsBedrock.py +120 -120
  62. edsl/inference_services/AzureAI.py +217 -217
  63. edsl/inference_services/DeepInfraService.py +18 -18
  64. edsl/inference_services/GoogleService.py +156 -156
  65. edsl/inference_services/GroqService.py +20 -20
  66. edsl/inference_services/InferenceServiceABC.py +147 -147
  67. edsl/inference_services/InferenceServicesCollection.py +97 -97
  68. edsl/inference_services/MistralAIService.py +123 -123
  69. edsl/inference_services/OllamaService.py +18 -18
  70. edsl/inference_services/OpenAIService.py +224 -224
  71. edsl/inference_services/TestService.py +89 -89
  72. edsl/inference_services/TogetherAIService.py +170 -170
  73. edsl/inference_services/models_available_cache.py +118 -118
  74. edsl/inference_services/rate_limits_cache.py +25 -25
  75. edsl/inference_services/registry.py +39 -39
  76. edsl/inference_services/write_available.py +10 -10
  77. edsl/jobs/Answers.py +56 -56
  78. edsl/jobs/Jobs.py +1358 -1347
  79. edsl/jobs/__init__.py +1 -1
  80. edsl/jobs/buckets/BucketCollection.py +63 -63
  81. edsl/jobs/buckets/ModelBuckets.py +65 -65
  82. edsl/jobs/buckets/TokenBucket.py +251 -248
  83. edsl/jobs/interviews/Interview.py +661 -661
  84. edsl/jobs/interviews/InterviewExceptionCollection.py +99 -99
  85. edsl/jobs/interviews/InterviewExceptionEntry.py +186 -186
  86. edsl/jobs/interviews/InterviewStatistic.py +63 -63
  87. edsl/jobs/interviews/InterviewStatisticsCollection.py +25 -25
  88. edsl/jobs/interviews/InterviewStatusDictionary.py +78 -78
  89. edsl/jobs/interviews/InterviewStatusLog.py +92 -92
  90. edsl/jobs/interviews/ReportErrors.py +66 -66
  91. edsl/jobs/interviews/interview_status_enum.py +9 -9
  92. edsl/jobs/runners/JobsRunnerAsyncio.py +361 -338
  93. edsl/jobs/runners/JobsRunnerStatus.py +332 -332
  94. edsl/jobs/tasks/QuestionTaskCreator.py +242 -242
  95. edsl/jobs/tasks/TaskCreators.py +64 -64
  96. edsl/jobs/tasks/TaskHistory.py +451 -442
  97. edsl/jobs/tasks/TaskStatusLog.py +23 -23
  98. edsl/jobs/tasks/task_status_enum.py +163 -163
  99. edsl/jobs/tokens/InterviewTokenUsage.py +27 -27
  100. edsl/jobs/tokens/TokenUsage.py +34 -34
  101. edsl/language_models/KeyLookup.py +30 -30
  102. edsl/language_models/LanguageModel.py +708 -706
  103. edsl/language_models/ModelList.py +109 -102
  104. edsl/language_models/RegisterLanguageModelsMeta.py +184 -184
  105. edsl/language_models/__init__.py +3 -3
  106. edsl/language_models/fake_openai_call.py +15 -15
  107. edsl/language_models/fake_openai_service.py +61 -61
  108. edsl/language_models/registry.py +137 -137
  109. edsl/language_models/repair.py +156 -156
  110. edsl/language_models/unused/ReplicateBase.py +83 -83
  111. edsl/language_models/utilities.py +64 -64
  112. edsl/notebooks/Notebook.py +258 -259
  113. edsl/notebooks/__init__.py +1 -1
  114. edsl/prompts/Prompt.py +357 -357
  115. edsl/prompts/__init__.py +2 -2
  116. edsl/questions/AnswerValidatorMixin.py +289 -289
  117. edsl/questions/QuestionBase.py +660 -656
  118. edsl/questions/QuestionBaseGenMixin.py +161 -161
  119. edsl/questions/QuestionBasePromptsMixin.py +217 -234
  120. edsl/questions/QuestionBudget.py +227 -227
  121. edsl/questions/QuestionCheckBox.py +359 -359
  122. edsl/questions/QuestionExtract.py +183 -183
  123. edsl/questions/QuestionFreeText.py +114 -114
  124. edsl/questions/QuestionFunctional.py +166 -159
  125. edsl/questions/QuestionList.py +231 -231
  126. edsl/questions/QuestionMultipleChoice.py +286 -286
  127. edsl/questions/QuestionNumerical.py +153 -153
  128. edsl/questions/QuestionRank.py +324 -324
  129. edsl/questions/Quick.py +41 -41
  130. edsl/questions/RegisterQuestionsMeta.py +71 -71
  131. edsl/questions/ResponseValidatorABC.py +174 -174
  132. edsl/questions/SimpleAskMixin.py +73 -73
  133. edsl/questions/__init__.py +26 -26
  134. edsl/questions/compose_questions.py +98 -98
  135. edsl/questions/decorators.py +21 -21
  136. edsl/questions/derived/QuestionLikertFive.py +76 -76
  137. edsl/questions/derived/QuestionLinearScale.py +87 -87
  138. edsl/questions/derived/QuestionTopK.py +93 -91
  139. edsl/questions/derived/QuestionYesNo.py +82 -82
  140. edsl/questions/descriptors.py +413 -413
  141. edsl/questions/prompt_templates/question_budget.jinja +13 -13
  142. edsl/questions/prompt_templates/question_checkbox.jinja +32 -32
  143. edsl/questions/prompt_templates/question_extract.jinja +11 -11
  144. edsl/questions/prompt_templates/question_free_text.jinja +3 -3
  145. edsl/questions/prompt_templates/question_linear_scale.jinja +11 -11
  146. edsl/questions/prompt_templates/question_list.jinja +17 -17
  147. edsl/questions/prompt_templates/question_multiple_choice.jinja +33 -33
  148. edsl/questions/prompt_templates/question_numerical.jinja +36 -36
  149. edsl/questions/question_registry.py +147 -147
  150. edsl/questions/settings.py +12 -12
  151. edsl/questions/templates/budget/answering_instructions.jinja +7 -7
  152. edsl/questions/templates/budget/question_presentation.jinja +7 -7
  153. edsl/questions/templates/checkbox/answering_instructions.jinja +10 -10
  154. edsl/questions/templates/checkbox/question_presentation.jinja +22 -22
  155. edsl/questions/templates/extract/answering_instructions.jinja +7 -7
  156. edsl/questions/templates/likert_five/answering_instructions.jinja +10 -10
  157. edsl/questions/templates/likert_five/question_presentation.jinja +11 -11
  158. edsl/questions/templates/linear_scale/answering_instructions.jinja +5 -5
  159. edsl/questions/templates/linear_scale/question_presentation.jinja +5 -5
  160. edsl/questions/templates/list/answering_instructions.jinja +3 -3
  161. edsl/questions/templates/list/question_presentation.jinja +5 -5
  162. edsl/questions/templates/multiple_choice/answering_instructions.jinja +9 -9
  163. edsl/questions/templates/multiple_choice/question_presentation.jinja +11 -11
  164. edsl/questions/templates/numerical/answering_instructions.jinja +6 -6
  165. edsl/questions/templates/numerical/question_presentation.jinja +6 -6
  166. edsl/questions/templates/rank/answering_instructions.jinja +11 -11
  167. edsl/questions/templates/rank/question_presentation.jinja +15 -15
  168. edsl/questions/templates/top_k/answering_instructions.jinja +8 -8
  169. edsl/questions/templates/top_k/question_presentation.jinja +22 -22
  170. edsl/questions/templates/yes_no/answering_instructions.jinja +6 -6
  171. edsl/questions/templates/yes_no/question_presentation.jinja +11 -11
  172. edsl/results/Dataset.py +293 -293
  173. edsl/results/DatasetExportMixin.py +717 -717
  174. edsl/results/DatasetTree.py +145 -145
  175. edsl/results/Result.py +456 -450
  176. edsl/results/Results.py +1071 -1071
  177. edsl/results/ResultsDBMixin.py +238 -238
  178. edsl/results/ResultsExportMixin.py +43 -43
  179. edsl/results/ResultsFetchMixin.py +33 -33
  180. edsl/results/ResultsGGMixin.py +121 -121
  181. edsl/results/ResultsToolsMixin.py +98 -98
  182. edsl/results/Selector.py +135 -135
  183. edsl/results/__init__.py +2 -2
  184. edsl/results/tree_explore.py +115 -115
  185. edsl/scenarios/FileStore.py +458 -458
  186. edsl/scenarios/Scenario.py +544 -546
  187. edsl/scenarios/ScenarioHtmlMixin.py +64 -64
  188. edsl/scenarios/ScenarioList.py +1112 -1112
  189. edsl/scenarios/ScenarioListExportMixin.py +52 -52
  190. edsl/scenarios/ScenarioListPdfMixin.py +261 -261
  191. edsl/scenarios/__init__.py +4 -4
  192. edsl/shared.py +1 -1
  193. edsl/study/ObjectEntry.py +173 -173
  194. edsl/study/ProofOfWork.py +113 -113
  195. edsl/study/SnapShot.py +80 -80
  196. edsl/study/Study.py +528 -528
  197. edsl/study/__init__.py +4 -4
  198. edsl/surveys/DAG.py +148 -148
  199. edsl/surveys/Memory.py +31 -31
  200. edsl/surveys/MemoryPlan.py +244 -244
  201. edsl/surveys/Rule.py +326 -330
  202. edsl/surveys/RuleCollection.py +387 -387
  203. edsl/surveys/Survey.py +1787 -1795
  204. edsl/surveys/SurveyCSS.py +261 -261
  205. edsl/surveys/SurveyExportMixin.py +259 -259
  206. edsl/surveys/SurveyFlowVisualizationMixin.py +121 -121
  207. edsl/surveys/SurveyQualtricsImport.py +284 -284
  208. edsl/surveys/__init__.py +3 -3
  209. edsl/surveys/base.py +53 -53
  210. edsl/surveys/descriptors.py +56 -56
  211. edsl/surveys/instructions/ChangeInstruction.py +49 -47
  212. edsl/surveys/instructions/Instruction.py +53 -51
  213. edsl/surveys/instructions/InstructionCollection.py +77 -77
  214. edsl/templates/error_reporting/base.html +23 -23
  215. edsl/templates/error_reporting/exceptions_by_model.html +34 -34
  216. edsl/templates/error_reporting/exceptions_by_question_name.html +16 -16
  217. edsl/templates/error_reporting/exceptions_by_type.html +16 -16
  218. edsl/templates/error_reporting/interview_details.html +115 -115
  219. edsl/templates/error_reporting/interviews.html +9 -9
  220. edsl/templates/error_reporting/overview.html +4 -4
  221. edsl/templates/error_reporting/performance_plot.html +1 -1
  222. edsl/templates/error_reporting/report.css +73 -73
  223. edsl/templates/error_reporting/report.html +117 -117
  224. edsl/templates/error_reporting/report.js +25 -25
  225. edsl/tools/__init__.py +1 -1
  226. edsl/tools/clusters.py +192 -192
  227. edsl/tools/embeddings.py +27 -27
  228. edsl/tools/embeddings_plotting.py +118 -118
  229. edsl/tools/plotting.py +112 -112
  230. edsl/tools/summarize.py +18 -18
  231. edsl/utilities/SystemInfo.py +28 -28
  232. edsl/utilities/__init__.py +22 -22
  233. edsl/utilities/ast_utilities.py +25 -25
  234. edsl/utilities/data/Registry.py +6 -6
  235. edsl/utilities/data/__init__.py +1 -1
  236. edsl/utilities/data/scooter_results.json +1 -1
  237. edsl/utilities/decorators.py +77 -77
  238. edsl/utilities/gcp_bucket/cloud_storage.py +96 -96
  239. edsl/utilities/interface.py +627 -627
  240. edsl/{conjure → utilities}/naming_utilities.py +263 -263
  241. edsl/utilities/repair_functions.py +28 -28
  242. edsl/utilities/restricted_python.py +70 -70
  243. edsl/utilities/utilities.py +409 -409
  244. {edsl-0.1.38.dev1.dist-info → edsl-0.1.38.dev3.dist-info}/LICENSE +21 -21
  245. {edsl-0.1.38.dev1.dist-info → edsl-0.1.38.dev3.dist-info}/METADATA +1 -1
  246. edsl-0.1.38.dev3.dist-info/RECORD +269 -0
  247. edsl/conjure/AgentConstructionMixin.py +0 -160
  248. edsl/conjure/Conjure.py +0 -62
  249. edsl/conjure/InputData.py +0 -659
  250. edsl/conjure/InputDataCSV.py +0 -48
  251. edsl/conjure/InputDataMixinQuestionStats.py +0 -182
  252. edsl/conjure/InputDataPyRead.py +0 -91
  253. edsl/conjure/InputDataSPSS.py +0 -8
  254. edsl/conjure/InputDataStata.py +0 -8
  255. edsl/conjure/QuestionOptionMixin.py +0 -76
  256. edsl/conjure/QuestionTypeMixin.py +0 -23
  257. edsl/conjure/RawQuestion.py +0 -65
  258. edsl/conjure/SurveyResponses.py +0 -7
  259. edsl/conjure/__init__.py +0 -9
  260. edsl/conjure/examples/placeholder.txt +0 -0
  261. edsl/conjure/utilities.py +0 -201
  262. edsl-0.1.38.dev1.dist-info/RECORD +0 -283
  263. {edsl-0.1.38.dev1.dist-info → edsl-0.1.38.dev3.dist-info}/WHEEL +0 -0
edsl/surveys/Rule.py CHANGED
@@ -1,330 +1,326 @@
1
- """The Rule class defines a rule for determining the next question presented to an agent.
2
-
3
- The key component is an expression specifiying the logic of the rule, which can include any combination of logical operators ('and', 'or', 'not'), e.g.:
4
-
5
- .. code-block:: python
6
-
7
- "q1 == 'yes' or q2 == 'no'"
8
-
9
- The expression must be about questions "before" the current question.
10
-
11
- Only one rule should apply at each priority level.
12
- If multiple rules apply, the one with the highest priority is used.
13
- If there are conflicting rules, an exception is raised.
14
-
15
- If no rule is specified, the next question is given as the default.
16
- When a question is added with index, it is always given a rule the next question is index + 1, but
17
- with a low (-1) priority.
18
- """
19
-
20
- import ast
21
- import random
22
- from typing import Any, Union, List
23
-
24
- from jinja2 import Template
25
- from rich import print
26
- from simpleeval import EvalWithCompoundTypes
27
-
28
- from edsl.exceptions.surveys import SurveyError
29
-
30
- from edsl.exceptions import (
31
- SurveyRuleCannotEvaluateError,
32
- SurveyRuleCollectionHasNoRulesAtNodeError,
33
- SurveyRuleRefersToFutureStateError,
34
- SurveyRuleReferenceInRuleToUnknownQuestionError,
35
- SurveyRuleSendsYouBackwardsError,
36
- SurveyRuleSkipLogicSyntaxError,
37
- )
38
- from edsl.surveys.base import EndOfSurvey
39
- from edsl.utilities.ast_utilities import extract_variable_names
40
- from edsl.utilities.decorators import add_edsl_version, remove_edsl_version
41
-
42
-
43
- class QuestionIndex:
44
- def __set_name__(self, owner, name):
45
- self.name = f"_{name}"
46
-
47
- def __get__(self, obj, objtype=None):
48
- return getattr(obj, self.name)
49
-
50
- def __set__(self, obj, value):
51
- if not isinstance(value, (int, EndOfSurvey.__class__)):
52
- raise SurveyError(f"{self.name} must be an integer or EndOfSurvey")
53
- if self.name == "_next_q" and isinstance(value, int):
54
- current_q = getattr(obj, "_current_q")
55
- if value <= current_q:
56
- raise SurveyError("next_q must be greater than current_q")
57
- setattr(obj, self.name, value)
58
-
59
-
60
- class Rule:
61
- """The Rule class defines a "rule" for determining the next question presented to an agent."""
62
-
63
- current_q = QuestionIndex()
64
- next_q = QuestionIndex()
65
-
66
- # Not implemented but nice to have:
67
- # We could potentially use the question pydantic models to check for rule conflicts, as
68
- # they define the potential trees through a survey.
69
-
70
- # We could also use the AST to check for conflicts by inspecting the types of a rule.
71
- # For example, if we know the answer to a question is a string, we could check that
72
- # the expression only contains string comparisons.
73
-
74
- def __init__(
75
- self,
76
- current_q: int,
77
- expression: str,
78
- next_q: Union[int, EndOfSurvey.__class__],
79
- question_name_to_index: dict[str, int],
80
- priority: int,
81
- before_rule: bool = False,
82
- ):
83
- """Represent a rule for determining the next question presented to an agent.
84
-
85
- Questions are represented by int indices.
86
-
87
- :param current_q: The question at which the rule is potentially applied.
88
- :param expression: A string that evaluates to true or false. If true, then next_q is next.
89
- :param next_q: The next question if the expression is true.
90
- :param question_name_to_index: A dictionary mapping question names to indices.
91
- :param priority: An integer that determines which rule is applied, if multiple rules apply.
92
- """
93
- self.current_q = current_q
94
- self.expression = expression
95
- self.next_q = next_q
96
- self.question_name_to_index = question_name_to_index
97
- self.priority = priority
98
- self.before_rule = before_rule
99
-
100
- if not self.next_q == EndOfSurvey:
101
- if self.next_q <= self.current_q:
102
- raise SurveyRuleSendsYouBackwardsError
103
-
104
- if not self.next_q == EndOfSurvey and self.current_q > self.next_q:
105
- raise SurveyRuleSendsYouBackwardsError(
106
- f"current_q: {self.current_q}, next_q: {self.next_q}"
107
- )
108
-
109
- # get the AST for the expression - used to extract the variables referenced in the expression
110
- try:
111
- self.ast_tree = ast.parse(self.expression)
112
- except SyntaxError:
113
- raise SurveyRuleSkipLogicSyntaxError(
114
- f"The expression {self.expression} is not valid Python syntax."
115
- )
116
-
117
- # get the names of the variables in the expression
118
- # e.g., q1 == 'yes' -> ['q1']
119
- extracted_question_names = extract_variable_names(self.ast_tree)
120
-
121
- # make sure all the variables in the expression are known questions
122
- try:
123
- assert all([q in question_name_to_index for q in extracted_question_names])
124
- except AssertionError:
125
- pass
126
- # import warnings
127
- # warnings.warn(f"There is an extracted field in the expression that is not a known question. It could be a scenario variable. That's fine! But it also could be a typo or mistake.")
128
- # print(f"Question name to index: {question_name_to_index}")
129
- # print(f"Extracted question names: {extracted_question_names}")
130
- # raise SurveyRuleReferenceInRuleToUnknownQuestionError
131
-
132
- # get the indices of the questions mentioned in the expression
133
- self.named_questions_by_index = [
134
- question_name_to_index[q]
135
- for q in extracted_question_names
136
- if q in question_name_to_index
137
- ]
138
-
139
- # A rule should only refer to questions that have already been asked.
140
- # so the named questions in the expression should not be higher than the current question
141
- if self.named_questions_by_index:
142
- if max(self.named_questions_by_index) > self.current_q:
143
- print(
144
- "A rule refers to a future question, the answer to which would not be available here."
145
- )
146
- raise SurveyRuleRefersToFutureStateError
147
-
148
- def _checks(self):
149
- pass
150
-
151
- # def _to_dict(self):
152
-
153
- # @add_edsl_version
154
- def to_dict(self):
155
- """Convert the rule to a dictionary for serialization.
156
-
157
- >>> r = Rule.example()
158
- >>> r.to_dict()
159
- {'current_q': 1, 'expression': "q1 == 'yes'", 'next_q': 2, 'priority': 0, 'question_name_to_index': {'q1': 1}, 'before_rule': False}
160
- """
161
- return {
162
- "current_q": self.current_q,
163
- "expression": self.expression,
164
- "next_q": "EndOfSurvey" if self.next_q == EndOfSurvey else self.next_q,
165
- "priority": self.priority,
166
- "question_name_to_index": self.question_name_to_index,
167
- "before_rule": self.before_rule,
168
- }
169
- # return self._to_dict()
170
-
171
- @classmethod
172
- @remove_edsl_version
173
- def from_dict(self, rule_dict):
174
- """Create a rule from a dictionary."""
175
- if rule_dict["next_q"] == "EndOfSurvey":
176
- rule_dict["next_q"] = EndOfSurvey
177
-
178
- if "before_rule" not in rule_dict:
179
- rule_dict["before_rule"] = False
180
-
181
- return Rule(
182
- current_q=rule_dict["current_q"],
183
- expression=rule_dict["expression"],
184
- next_q=rule_dict["next_q"],
185
- priority=rule_dict["priority"],
186
- question_name_to_index=rule_dict["question_name_to_index"],
187
- before_rule=rule_dict["before_rule"],
188
- )
189
-
190
- def __repr__(self):
191
- """Pretty-print the rule."""
192
- return f'Rule(current_q={self.current_q}, expression="{self.expression}", next_q={self.next_q}, priority={self.priority}, question_name_to_index={self.question_name_to_index}, before_rule={self.before_rule})'
193
-
194
- def __str__(self):
195
- """Return a string representation of the rule."""
196
- return self.__repr__()
197
-
198
- @property
199
- def question_index_to_name(self):
200
- """Reverse the dictionary do we can look up questions by name.
201
-
202
- >>> r = Rule.example()
203
- >>> r.question_index_to_name
204
- {1: 'q1'}
205
-
206
- """
207
- return {v: k for k, v in self.question_name_to_index.items()}
208
-
209
- def show_ast_tree(self):
210
- """Pretty-print the AST tree to the terminal.
211
-
212
- >>> r = Rule.example()
213
- >>> r.show_ast_tree()
214
- Module(...)
215
- """
216
- print(
217
- ast.dump(
218
- self.ast_tree, annotate_fields=True, indent=4, include_attributes=True
219
- )
220
- )
221
-
222
- @staticmethod
223
- def _prepare_replacement(current_info_env: dict[int, Any]):
224
- d = {}
225
- for var, value in current_info_env.items():
226
- if isinstance(value, str):
227
- replacement = f"'{value}'"
228
- else:
229
- replacement = str(value)
230
- d[var] = replacement
231
- return d
232
-
233
- def evaluate(self, current_info_env: dict[int, Any]):
234
- """Compute the value of the expression, given a dictionary of known questions answers.
235
-
236
- :param current_info_env: A dictionary mapping question, scenario, and agent names to their values.
237
-
238
- If the expression cannot be evaluated, it raises a CannotEvaluate exception.
239
-
240
- >>> r = Rule.example()
241
- >>> r.evaluate({'q1' : 'yes'})
242
- True
243
- >>> r.evaluate({'q1' : 'no'})
244
- False
245
-
246
- >>> r = Rule.example(jinja2=True)
247
- >>> r.evaluate({'q1' : 'yes'})
248
- True
249
-
250
- >>> r = Rule.example(jinja2=True)
251
- >>> r.evaluate({'q1' : 'This is q1'})
252
- False
253
-
254
- >>> r = Rule.example(jinja2=False, bad = True)
255
- >>> r.evaluate({'q1' : 'yes'})
256
- Traceback (most recent call last):
257
- ...
258
- edsl.exceptions.surveys.SurveyRuleCannotEvaluateError...
259
- """
260
-
261
- def substitute_in_answers(expression, current_info_env):
262
- """Take the dictionary of answers and substitute them into the expression."""
263
-
264
- current_info = self._prepare_replacement(current_info_env)
265
-
266
- if "{{" in expression and "}}" in expression:
267
- template_expression = Template(self.expression)
268
- to_evaluate = template_expression.render(current_info)
269
- else:
270
- # import warnings
271
- # import textwrap
272
- # warnings.warn(textwrap.dedent("""\
273
- # The expression is not a Jinja2 template with {{ }}. This is not recommended.
274
- # You can re-write your expression say "q1 == 'yes'" as "{{ q1 }} == 'yes'".
275
- # """))
276
- to_evaluate = expression
277
- for var, value in current_info.items():
278
- to_evaluate = to_evaluate.replace(var, value)
279
-
280
- return to_evaluate
281
-
282
- try:
283
- to_evaluate = substitute_in_answers(self.expression, current_info_env)
284
- except Exception as e:
285
- msg = f"""Exception in evaluation: {e}. The expression is: {self.expression}. The current info env trying to substitute in is: {current_info_env}. After the substition, the expression was: {to_evaluate}."""
286
- raise SurveyRuleCannotEvaluateError(msg)
287
-
288
- random_functions = {
289
- "randint": random.randint,
290
- "choice": random.choice,
291
- "random": random.random,
292
- "uniform": random.uniform,
293
- # Add any other random functions you want to allow
294
- }
295
-
296
- try:
297
- return EvalWithCompoundTypes(functions=random_functions).eval(to_evaluate)
298
- except Exception as e:
299
- msg = f"""Exception in evaluation: {e}. The expression is: {self.expression}. The current info env trying to substitute in is: {current_info_env}. After the substition, the expression was: {to_evaluate}."""
300
- raise SurveyRuleCannotEvaluateError(msg)
301
-
302
- @classmethod
303
- def example(cls, jinja2=False, bad=False):
304
- if jinja2:
305
- # a rule written in jinja2 style with {{ }}
306
- expression = "{{ q1 }} == 'yes'"
307
- else:
308
- expression = "q1 == 'yes'"
309
-
310
- if bad and jinja2:
311
- # a rule written in jinja2 style with {{ }} but with a 'bad' expression
312
- expression = "{{ q1 }} == 'This is q1'"
313
-
314
- if bad and not jinja2:
315
- expression = "q1 == 'This is q1'"
316
-
317
- r = Rule(
318
- current_q=1,
319
- expression=expression,
320
- next_q=2,
321
- question_name_to_index={"q1": 1},
322
- priority=0,
323
- )
324
- return r
325
-
326
-
327
- if __name__ == "__main__":
328
- import doctest
329
-
330
- doctest.testmod(optionflags=doctest.ELLIPSIS)
1
+ """The Rule class defines a rule for determining the next question presented to an agent.
2
+
3
+ The key component is an expression specifiying the logic of the rule, which can include any combination of logical operators ('and', 'or', 'not'), e.g.:
4
+
5
+ .. code-block:: python
6
+
7
+ "q1 == 'yes' or q2 == 'no'"
8
+
9
+ The expression must be about questions "before" the current question.
10
+
11
+ Only one rule should apply at each priority level.
12
+ If multiple rules apply, the one with the highest priority is used.
13
+ If there are conflicting rules, an exception is raised.
14
+
15
+ If no rule is specified, the next question is given as the default.
16
+ When a question is added with index, it is always given a rule the next question is index + 1, but
17
+ with a low (-1) priority.
18
+ """
19
+
20
+ import ast
21
+ import random
22
+ from typing import Any, Union, List
23
+
24
+ from jinja2 import Template
25
+ from rich import print
26
+ from simpleeval import EvalWithCompoundTypes
27
+
28
+ from edsl.exceptions.surveys import SurveyError
29
+
30
+ from edsl.exceptions import (
31
+ SurveyRuleCannotEvaluateError,
32
+ SurveyRuleCollectionHasNoRulesAtNodeError,
33
+ SurveyRuleRefersToFutureStateError,
34
+ SurveyRuleReferenceInRuleToUnknownQuestionError,
35
+ SurveyRuleSendsYouBackwardsError,
36
+ SurveyRuleSkipLogicSyntaxError,
37
+ )
38
+ from edsl.surveys.base import EndOfSurvey
39
+ from edsl.utilities.ast_utilities import extract_variable_names
40
+ from edsl.utilities.decorators import add_edsl_version, remove_edsl_version
41
+
42
+
43
+ class QuestionIndex:
44
+ def __set_name__(self, owner, name):
45
+ self.name = f"_{name}"
46
+
47
+ def __get__(self, obj, objtype=None):
48
+ return getattr(obj, self.name)
49
+
50
+ def __set__(self, obj, value):
51
+ if not isinstance(value, (int, EndOfSurvey.__class__)):
52
+ raise SurveyError(f"{self.name} must be an integer or EndOfSurvey")
53
+ if self.name == "_next_q" and isinstance(value, int):
54
+ current_q = getattr(obj, "_current_q")
55
+ if value <= current_q:
56
+ raise SurveyError("next_q must be greater than current_q")
57
+ setattr(obj, self.name, value)
58
+
59
+
60
+ class Rule:
61
+ """The Rule class defines a "rule" for determining the next question presented to an agent."""
62
+
63
+ current_q = QuestionIndex()
64
+ next_q = QuestionIndex()
65
+
66
+ # Not implemented but nice to have:
67
+ # We could potentially use the question pydantic models to check for rule conflicts, as
68
+ # they define the potential trees through a survey.
69
+
70
+ # We could also use the AST to check for conflicts by inspecting the types of a rule.
71
+ # For example, if we know the answer to a question is a string, we could check that
72
+ # the expression only contains string comparisons.
73
+
74
+ def __init__(
75
+ self,
76
+ current_q: int,
77
+ expression: str,
78
+ next_q: Union[int, EndOfSurvey.__class__],
79
+ question_name_to_index: dict[str, int],
80
+ priority: int,
81
+ before_rule: bool = False,
82
+ ):
83
+ """Represent a rule for determining the next question presented to an agent.
84
+
85
+ Questions are represented by int indices.
86
+
87
+ :param current_q: The question at which the rule is potentially applied.
88
+ :param expression: A string that evaluates to true or false. If true, then next_q is next.
89
+ :param next_q: The next question if the expression is true.
90
+ :param question_name_to_index: A dictionary mapping question names to indices.
91
+ :param priority: An integer that determines which rule is applied, if multiple rules apply.
92
+ """
93
+ self.current_q = current_q
94
+ self.expression = expression
95
+ self.next_q = next_q
96
+ self.question_name_to_index = question_name_to_index
97
+ self.priority = priority
98
+ self.before_rule = before_rule
99
+
100
+ if not self.next_q == EndOfSurvey:
101
+ if self.next_q <= self.current_q:
102
+ raise SurveyRuleSendsYouBackwardsError
103
+
104
+ if not self.next_q == EndOfSurvey and self.current_q > self.next_q:
105
+ raise SurveyRuleSendsYouBackwardsError(
106
+ f"current_q: {self.current_q}, next_q: {self.next_q}"
107
+ )
108
+
109
+ # get the AST for the expression - used to extract the variables referenced in the expression
110
+ try:
111
+ self.ast_tree = ast.parse(self.expression)
112
+ except SyntaxError:
113
+ raise SurveyRuleSkipLogicSyntaxError(
114
+ f"The expression {self.expression} is not valid Python syntax."
115
+ )
116
+
117
+ # get the names of the variables in the expression
118
+ # e.g., q1 == 'yes' -> ['q1']
119
+ extracted_question_names = extract_variable_names(self.ast_tree)
120
+
121
+ # make sure all the variables in the expression are known questions
122
+ try:
123
+ assert all([q in question_name_to_index for q in extracted_question_names])
124
+ except AssertionError:
125
+ pass
126
+ # import warnings
127
+ # warnings.warn(f"There is an extracted field in the expression that is not a known question. It could be a scenario variable. That's fine! But it also could be a typo or mistake.")
128
+ # print(f"Question name to index: {question_name_to_index}")
129
+ # print(f"Extracted question names: {extracted_question_names}")
130
+ # raise SurveyRuleReferenceInRuleToUnknownQuestionError
131
+
132
+ # get the indices of the questions mentioned in the expression
133
+ self.named_questions_by_index = [
134
+ question_name_to_index[q]
135
+ for q in extracted_question_names
136
+ if q in question_name_to_index
137
+ ]
138
+
139
+ # A rule should only refer to questions that have already been asked.
140
+ # so the named questions in the expression should not be higher than the current question
141
+ if self.named_questions_by_index:
142
+ if max(self.named_questions_by_index) > self.current_q:
143
+ print(
144
+ "A rule refers to a future question, the answer to which would not be available here."
145
+ )
146
+ raise SurveyRuleRefersToFutureStateError
147
+
148
+ def _checks(self):
149
+ pass
150
+
151
+ def to_dict(self, add_edsl_version=True):
152
+ """Convert the rule to a dictionary for serialization.
153
+
154
+ >>> r = Rule.example()
155
+ >>> r.to_dict()
156
+ {'current_q': 1, 'expression': "q1 == 'yes'", 'next_q': 2, 'priority': 0, 'question_name_to_index': {'q1': 1}, 'before_rule': False}
157
+ """
158
+ return {
159
+ "current_q": self.current_q,
160
+ "expression": self.expression,
161
+ "next_q": "EndOfSurvey" if self.next_q == EndOfSurvey else self.next_q,
162
+ "priority": self.priority,
163
+ "question_name_to_index": self.question_name_to_index,
164
+ "before_rule": self.before_rule,
165
+ }
166
+
167
+ @classmethod
168
+ @remove_edsl_version
169
+ def from_dict(self, rule_dict):
170
+ """Create a rule from a dictionary."""
171
+ if rule_dict["next_q"] == "EndOfSurvey":
172
+ rule_dict["next_q"] = EndOfSurvey
173
+
174
+ if "before_rule" not in rule_dict:
175
+ rule_dict["before_rule"] = False
176
+
177
+ return Rule(
178
+ current_q=rule_dict["current_q"],
179
+ expression=rule_dict["expression"],
180
+ next_q=rule_dict["next_q"],
181
+ priority=rule_dict["priority"],
182
+ question_name_to_index=rule_dict["question_name_to_index"],
183
+ before_rule=rule_dict["before_rule"],
184
+ )
185
+
186
+ def __repr__(self):
187
+ """Pretty-print the rule."""
188
+ return f'Rule(current_q={self.current_q}, expression="{self.expression}", next_q={self.next_q}, priority={self.priority}, question_name_to_index={self.question_name_to_index}, before_rule={self.before_rule})'
189
+
190
+ def __str__(self):
191
+ """Return a string representation of the rule."""
192
+ return self.__repr__()
193
+
194
+ @property
195
+ def question_index_to_name(self):
196
+ """Reverse the dictionary do we can look up questions by name.
197
+
198
+ >>> r = Rule.example()
199
+ >>> r.question_index_to_name
200
+ {1: 'q1'}
201
+
202
+ """
203
+ return {v: k for k, v in self.question_name_to_index.items()}
204
+
205
+ def show_ast_tree(self):
206
+ """Pretty-print the AST tree to the terminal.
207
+
208
+ >>> r = Rule.example()
209
+ >>> r.show_ast_tree()
210
+ Module(...)
211
+ """
212
+ print(
213
+ ast.dump(
214
+ self.ast_tree, annotate_fields=True, indent=4, include_attributes=True
215
+ )
216
+ )
217
+
218
+ @staticmethod
219
+ def _prepare_replacement(current_info_env: dict[int, Any]):
220
+ d = {}
221
+ for var, value in current_info_env.items():
222
+ if isinstance(value, str):
223
+ replacement = f"'{value}'"
224
+ else:
225
+ replacement = str(value)
226
+ d[var] = replacement
227
+ return d
228
+
229
+ def evaluate(self, current_info_env: dict[int, Any]):
230
+ """Compute the value of the expression, given a dictionary of known questions answers.
231
+
232
+ :param current_info_env: A dictionary mapping question, scenario, and agent names to their values.
233
+
234
+ If the expression cannot be evaluated, it raises a CannotEvaluate exception.
235
+
236
+ >>> r = Rule.example()
237
+ >>> r.evaluate({'q1' : 'yes'})
238
+ True
239
+ >>> r.evaluate({'q1' : 'no'})
240
+ False
241
+
242
+ >>> r = Rule.example(jinja2=True)
243
+ >>> r.evaluate({'q1' : 'yes'})
244
+ True
245
+
246
+ >>> r = Rule.example(jinja2=True)
247
+ >>> r.evaluate({'q1' : 'This is q1'})
248
+ False
249
+
250
+ >>> r = Rule.example(jinja2=False, bad = True)
251
+ >>> r.evaluate({'q1' : 'yes'})
252
+ Traceback (most recent call last):
253
+ ...
254
+ edsl.exceptions.surveys.SurveyRuleCannotEvaluateError...
255
+ """
256
+
257
+ def substitute_in_answers(expression, current_info_env):
258
+ """Take the dictionary of answers and substitute them into the expression."""
259
+
260
+ current_info = self._prepare_replacement(current_info_env)
261
+
262
+ if "{{" in expression and "}}" in expression:
263
+ template_expression = Template(self.expression)
264
+ to_evaluate = template_expression.render(current_info)
265
+ else:
266
+ # import warnings
267
+ # import textwrap
268
+ # warnings.warn(textwrap.dedent("""\
269
+ # The expression is not a Jinja2 template with {{ }}. This is not recommended.
270
+ # You can re-write your expression say "q1 == 'yes'" as "{{ q1 }} == 'yes'".
271
+ # """))
272
+ to_evaluate = expression
273
+ for var, value in current_info.items():
274
+ to_evaluate = to_evaluate.replace(var, value)
275
+
276
+ return to_evaluate
277
+
278
+ try:
279
+ to_evaluate = substitute_in_answers(self.expression, current_info_env)
280
+ except Exception as e:
281
+ msg = f"""Exception in evaluation: {e}. The expression is: {self.expression}. The current info env trying to substitute in is: {current_info_env}. After the substition, the expression was: {to_evaluate}."""
282
+ raise SurveyRuleCannotEvaluateError(msg)
283
+
284
+ random_functions = {
285
+ "randint": random.randint,
286
+ "choice": random.choice,
287
+ "random": random.random,
288
+ "uniform": random.uniform,
289
+ # Add any other random functions you want to allow
290
+ }
291
+
292
+ try:
293
+ return EvalWithCompoundTypes(functions=random_functions).eval(to_evaluate)
294
+ except Exception as e:
295
+ msg = f"""Exception in evaluation: {e}. The expression is: {self.expression}. The current info env trying to substitute in is: {current_info_env}. After the substition, the expression was: {to_evaluate}."""
296
+ raise SurveyRuleCannotEvaluateError(msg)
297
+
298
+ @classmethod
299
+ def example(cls, jinja2=False, bad=False):
300
+ if jinja2:
301
+ # a rule written in jinja2 style with {{ }}
302
+ expression = "{{ q1 }} == 'yes'"
303
+ else:
304
+ expression = "q1 == 'yes'"
305
+
306
+ if bad and jinja2:
307
+ # a rule written in jinja2 style with {{ }} but with a 'bad' expression
308
+ expression = "{{ q1 }} == 'This is q1'"
309
+
310
+ if bad and not jinja2:
311
+ expression = "q1 == 'This is q1'"
312
+
313
+ r = Rule(
314
+ current_q=1,
315
+ expression=expression,
316
+ next_q=2,
317
+ question_name_to_index={"q1": 1},
318
+ priority=0,
319
+ )
320
+ return r
321
+
322
+
323
+ if __name__ == "__main__":
324
+ import doctest
325
+
326
+ doctest.testmod(optionflags=doctest.ELLIPSIS)