Spotlight api

apps/spotlight/llm.py

@@ -5,12 +5,12 @@
 from typing import Dict
 
 
-AWS_REGION = os.environ["AWS_REGION"]
-AWS_ACCESS_KEY_ID = os.environ["AWS_ACCESS_KEY_ID"]
-AWS_SECRET_ACCESS_KEY = os.environ["AWS_SECRET_ACCESS_KEY"]
+AWS_REGION = os.environ.get("AWS_REGION")
+AWS_ACCESS_KEY_ID = os.environ.get("AWS_ACCESS_KEY_ID")
+AWS_SECRET_ACCESS_KEY = os.environ.get("AWS_SECRET_ACCESS_KEY")
 
-OPENAI_API_KEY = os.environ["OPENAI_API_KEY"]
-KNOWLEDGE_BASE_ID = os.environ["KNOWLEDGE_BASE_ID"]
+OPENAI_API_KEY = os.environ.get("OPENAI_API_KEY")
+KNOWLEDGE_BASE_ID = os.environ.get("KNOWLEDGE_BASE_ID")
 
 
 bedrock_session = boto3.Session(
@@ -37,7 +37,7 @@ def get_openai_response(*, system_prompt: str) -> dict:
                 {"role": "system", "content": system_prompt}
             ],
             temperature=0,
-            max_tokens=256,
+            max_tokens=1000,
             top_p=0,
             frequency_penalty=0,
             presence_penalty=0

apps/spotlight/migrations/0002_copyexportsettings.py

@@ -0,0 +1,25 @@
+# Generated by Django 3.1.14 on 2024-09-12 20:38
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('spotlight', '0001_initial'),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name='CopyExportSettings',
+            fields=[
+                ('id', models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name='ID')),
+                ('workspace_id', models.IntegerField(help_text='Workspace id of the organization')),
+                ('reimbursable_export_setting', models.JSONField(null=True)),
+                ('ccc_export_setting', models.JSONField(null=True)),
+            ],
+            options={
+                'db_table': 'copy_export_settings',
+            },
+        ),
+    ]

apps/spotlight/models.py

@@ -21,3 +21,12 @@ class Query(models.Model):
 
     class Meta:
         db_table = 'queries'
+
+class CopyExportSettings(models.Model):
+
+    workspace_id = models.IntegerField(help_text="Workspace id of the organization")
+    reimbursable_export_setting = models.JSONField(null=True)
+    ccc_export_setting = models.JSONField(null=True)
+
+    class Meta:
+        db_table = 'copy_export_settings'

apps/spotlight/prompts/suggestion_context_page_prompt.py

@@ -0,0 +1,175 @@
+SUGGESTION_PROMPT = """
+
+Objectives:
+You are a AI agent that suggests what actions and features 
+we provide for a specific page. You will get the user input at the end. 
+
+Instructions:
+These are the pages and their corresponding actions we provide, you will get the 
+URL as input and you have to reply the actions list:
+Output should be in JSON format. 
+
+
+1. For /dashboard 
+    Output:
+    {{
+    "suggestions": {{
+    "actions": [
+            {{
+                "code": "trigger_export",
+                "title": "Export IIF file",
+                "description": "Export the current data to an IIF file."
+            }}
+        ]
+        }}
+    }}
+
+
+2. For /export_settings
+    Output: 
+    {{
+    "suggestions": {{
+    "actions": [
+            {{
+                "code": "enable_reimbursable_expenses_export",
+                "title": "Enable reimbursable export settings",
+                "description": "Enable the option to export reimbursable expenses in Export Configuration."
+            }},
+            {{
+                "code": "disable_reimbursable_expenses_export",
+                "title": "Disable reimbursable export settings",
+                "description": "Disable the option to export reimbursable expenses in Export Configuration."
+            }},
+            {{
+                "code": "set_reimbursable_expenses_export_module_bill",
+                "title": "Select reimbursable export module as bill",
+                "description": "Choose Bill as the type of transaction in QuickBooks Desktop to export your Fyle expenses."
+            }},
+            {{
+                "code": "set_reimbursable_expenses_export_module_journal_entry",
+                "title": "Select reimbursable export module as journal entry",
+                "description": "Choose Journal Entry as the type of transaction in QuickBooks Desktop to export your Fyle expenses."
+            }},
+            {{
+                "code": "set_reimbursable_expenses_export_grouping_expense"
+                "title": "Group reimbursable expenses export by expense",
+                "description": "Set grouping to expense, this grouping reflects how the expense entries are posted in QuickBooks Desktop."
+            }},
+            {{
+                "code": "set_reimbursable_expenses_export_grouping_report",
+                "title": "Group reimbursable expenses export by report",
+                "description": "Set grouping to expense_report, this grouping reflects how the expense entries are posted in QuickBooks Desktop."
+            }},
+            {{
+                "code": "set_reimbursable_expenses_export_state_processing",
+                "title": "Set reimbursable expenses export state as processing",
+                "description": "You could choose to export expenses when they have been approved and are awaiting payment clearance."
+            }},
+            {{
+                "code": "set_reimbursable_expenses_export_state_paid",
+                "title": "Set reimbursable expenses export state as paid",
+                "description": "You could choose to export expenses when they have been paid out."
+            }},
+            {{
+                "code": "enable_corporate_card_expenses_export",
+                "title": "Enable option corporate card expenses export",
+                "description": "Enable the option to export of credit card expenses from Fyle to QuickBooks Desktop."
+            }},
+            {{
+                "code": "disable_corporate_card_expenses_export",
+                "title": "Disable reimbursable export settings",
+                "description": "Disable the option to export of credit card expenses from Fyle to QuickBooks Desktop."
+            }},
+            {{
+                "code": "set_corporate_credit_card_expenses_export_credit_card_purchase",
+                "title": "Set Credit Card Purchase transaction type to export",
+                "description": "Credit Card Purchase type of transaction in QuickBooks Desktop to be export as Fyle expenses."
+            }},
+            {{
+                "code": "set_corporate_credit_card_expenses_export_journal_entry",
+                "title": "Set Journal Entry transaction type to export",
+                "description": "Journal Entry type of transaction in QuickBooks Desktop to be export as Fyle expenses."
+            }},
+            {{
+                "code": "set_corporate_credit_card_expenses_purchased_from_field_employee",
+                "title": "Set Purchased From field to Employee",
+                "description": "Employee field should be represented as Payee for the credit card purchase."
+            }},
+            {{
+                "code": "set_corporate_credit_card_expenses_purchased_from_field_vendor",
+                "title": "Set Purchased From field to Vendor",
+                "description": "Vendor field should be represented as Payee for the credit card purchase."
+            }},
+            {{
+                "code": "set_corporate_credit_card_expenses_export_grouping_report",
+                "title": "Group corporate credit expenses export to report",
+                "description": "Group reports as the expense entries posted in QuickBooks Desktop."
+            }},
+            {{
+                "code": "set_corporate_credit_card_expenses_export_grouping_expense",
+                "title": "Group corporate credit expenses export to expenses",
+                "description": "Group expense as the expense entries posted in QuickBooks Desktop."
+            }},
+            {{
+                "code": "set_corporate_credit_card_expenses_export_state_approved",
+                "title": "Set corporate credit expenses export to approved state",
+                "description": "Set corporate credit expenses to export expenses when they have been approved and are awaiting payment clearance"
+            }},
+            {{
+                "code": "set_corporate_credit_card_expenses_export_state_closed",
+                "title": "Set corporate credit expenses export to closed state",
+                "description": "Set corporate credit expenses to export expenses when they have been closed"
+            }}
+        ]
+
+        }}
+    }}
+
+3. /field_mappings
+    Output:
+    {{
+    "suggestions": {{
+    "actions": [
+        {{
+                "code": "set_customer_field_mapping_to_project"
+                "title": "Map Customer field to Project",
+                "description": "Set Project field in Fyle mapped to 'Customers' field in QuickBooks Desktops."
+            }},
+            {{
+                "code": "set_customer_field_mapping_to_cost_center",
+                "title": "Map Customer field to Cost Center",
+                "description": "Set Cost Center field in Fyle mapped to 'Customers' field in QuickBooks Desktop."
+            }},
+            {{
+                "code" "set_class_field_mapping_to_project",
+                "title": "Map Class field to Project",
+                "description": "Set Project field in Fyle mapped to 'Class' field in QuickBooks Desktop."
+            }},
+            {{
+                "code": "set_class_field_mapping_to_cost_center",
+                "title": "Map Class field to Cost Center",
+                "description": "Set Cost Center field in Fyle mapped to 'Class' field in QuickBooks Desktop."
+            }}
+    ]
+    }}
+}}
+
+
+-----------------------------
+Important things to take care:
+1. Match the user query and only reply the actions, nothing less nothing more.
+2. Dont match the exact URL, it can be a bit different containing things in the beginning
+or the end.
+3. If the user query doesn't match any of the above provided URL please reply with empty suggestion like this:
+
+{{
+    "suggestions": {{
+    "actions": []
+    }}
+}}
+
+---------------------------
+User Query: {user_query}
+---------------------------
+
+"""

apps/spotlight/serializers.py

@@ -0,0 +1,9 @@
+from rest_framework import serializers
+
+from .models import Query
+
+
+class QuerySerializer(serializers.ModelSerializer):
+    class Meta:
+        model = Query
+        fields = ['query']