app.py

import os
import shutil
import streamlit as st
from fpdf import FPDF
from chromadb import Client
from chromadb.config import Settings
import chromadb
import json
from langchain_community.utilities import SerpAPIWrapper
from llama_index.core import VectorStoreIndex
from langchain_core.output_parsers import StrOutputParser
from langchain_core.runnables import RunnablePassthrough
from langchain_groq import ChatGroq
from langchain.chains import LLMChain
from langchain.agents import AgentType, Tool, initialize_agent, AgentExecutor
from llama_parse import LlamaParse
from langchain_community.document_loaders import UnstructuredMarkdownLoader
from langchain_huggingface import HuggingFaceEmbeddings
from llama_index.core import SimpleDirectoryReader
from dotenv import load_dotenv, find_dotenv
import pandas as pd
from streamlit_chat import message
from langchain_community.vectorstores import Chroma
from langchain_community.utilities import SerpAPIWrapper
from langchain.chains import RetrievalQA
from langchain_community.document_loaders import DirectoryLoader
from langchain_community.document_loaders import PyMuPDFLoader
from langchain_community.document_loaders import UnstructuredXMLLoader
from langchain_community.document_loaders import CSVLoader
from langchain.prompts import PromptTemplate
from langchain.text_splitter import RecursiveCharacterTextSplitter
from langchain.memory import ConversationBufferMemory
from langchain.prompts import PromptTemplate
import joblib
import nltk

import nest_asyncio  # noqa: E402
nest_asyncio.apply()

load_dotenv()
load_dotenv(find_dotenv())

nltk.download('averaged_perceptron_tagger_eng')

os.environ["TOKENIZERS_PARALLELISM"] = "false"
SERPAPI_API_KEY = os.environ["SERPAPI_API_KEY"]
GOOGLE_CSE_ID = os.environ["GOOGLE_CSE_ID"]
GOOGLE_API_KEY = os.environ["GOOGLE_API_KEY"]
LLAMA_PARSE_API_KEY = os.environ["LLAMA_PARSE_API_KEY"]
HUGGINGFACEHUB_API_TOKEN = os.environ["HUGGINGFACEHUB_API_TOKEN"]
groq_api_key=os.getenv('GROQ_API_KEY')

st.set_page_config(layout="wide")

css = """
<style>
    [data-testid="stAppViewContainer"] {
        background-color: #f8f9fa; /* Very light grey */
    }
    [data-testid="stSidebar"] {
        background-color: white;
        color: black;
    }
    [data-testid="stAppViewContainer"] * {
        color: black; /* Ensure all text is black */
    }
    button {
        background-color: #add8e6; /* Light blue for primary buttons */
        color: black;
        border: 2px solid green; /* Green border */
    }
    button:hover {
        background-color: #87ceeb; /* Slightly darker blue on hover */
    }
    button:active {
        outline: 2px solid green; /* Green outline when the button is pressed */
        outline-offset: 2px; /* Space between button and outline */
    }
    .stButton>button:first-child {
        background-color: #add8e6; /* Light blue for primary buttons */
        color: black;
    }
    .stButton>button:first-child:hover {
        background-color: #87ceeb; /* Slightly darker blue on hover */
    }
    .stButton>button:nth-child(2) {
        background-color: #b0e0e6; /* Even lighter blue for secondary buttons */
        color: black;
    }
    .stButton>button:nth-child(2):hover {
        background-color: #add8e6; /* Slightly darker blue on hover */
    }
    [data-testid="stFileUploadDropzone"] {
        background-color: white; /* White background for file upload */
    }
    [data-testid="stFileUploadDropzone"] .stDropzone, [data-testid="stFileUploadDropzone"] .stDropzone input {
        color: black; /* Ensure file upload text is black */
    }
    
    .stButton>button:active {
        outline: 2px solid green; /* Green outline when the button is pressed */
        outline-offset: 2px;
    }
</style>
"""

st.write(css, unsafe_allow_html=True)

st.sidebar.image('StratXcel.png', width=150)

#--------------
def load_credentials(filepath):
    with open(filepath, 'r') as file:
        return json.load(file)

# Load credentials from 'credentials.json'
credentials = load_credentials('credentials.json')

# Initialize session state if not already done
if 'logged_in' not in st.session_state:
    st.session_state.logged_in = False
    st.session_state.username = ''

# Function to handle login
def login(username, password):
    if username in credentials and credentials[username] == password:
        st.session_state.logged_in = True
        st.session_state.username = username
        st.rerun()  # Rerun to reflect login state
    else:
        st.session_state.logged_in = False
        st.session_state.username = ''
        st.error("Invalid username or password.")

# Function to handle logout
def logout():
    st.session_state.logged_in = False
    st.session_state.username = ''
    st.rerun()  # Rerun to reflect logout state

# If not logged in, show login form
if not st.session_state.logged_in:
    st.sidebar.write("Login")
    username = st.sidebar.text_input('Username')
    password = st.sidebar.text_input('Password', type='password')
    if st.sidebar.button('Login'):
        login(username, password)
    # Stop the script here if the user is not logged in
    st.stop()

# If logged in, show logout button and main content
if st.session_state.logged_in:
    st.sidebar.write(f"Welcome, {st.session_state.username}!")
    if st.sidebar.button('Logout'):
        logout()
#------------- 
llm=ChatGroq(groq_api_key=groq_api_key,
             model_name="Llama-3.21-90b-text-preview", temperature = 0.0, streaming=True)   
             #model_name="Llama-3.1-70b-Versatile", temperature = 0.0, streaming=True)   

llm_tool=ChatGroq(groq_api_key=groq_api_key,
             model_name="llama3-groq-70b-8192-tool-use-preview", temperature = 0.0, streaming=True)   
             #model_name="Llama-3.1-70b-Versatile", temperature = 0.0, streaming=True)   
#--------------
doc_retriever_ESG = None
#--------------

#@st.cache_data
def load_or_parse_data_ESG():
    data_file = "./data/parsed_data_ESG.pkl"

    parsingInstructionUber10k = """The provided document contains detailed information about the company's environmental, social, and governance matters.
    It contains several tables, figures, and statistical information about CO2 emissions and energy consumption. 
    Give only precise CO2 and energy consumption levels from the context documents. 
    You must never provide false numeric or statistical data not included in the context document.
    Include tables and numeric data always when possible. Only refer to other sources if the context document refers to them or if necessary to provide additional understanding to the company's own data."""

    parser = LlamaParse(api_key=LLAMA_PARSE_API_KEY,
                        result_type="markdown",
                        parsing_instruction=parsingInstructionUber10k,
                        max_timeout=5000,
                        gpt4o_mode=True,
                        )

    file_extractor = {".pdf": parser}
    reader = SimpleDirectoryReader("./ESG_Documents", file_extractor=file_extractor)
    documents = reader.load_data()

    print("Saving the parse results in .pkl format ..........")
    joblib.dump(documents, data_file)

    # Set the parsed data to the variable
    parsed_data_ESG = documents

    return parsed_data_ESG

#--------------
# Create vector database

@st.cache_resource
def create_vector_database_ESG():
    # Call the function to either load or parse the data
    llama_parse_documents = load_or_parse_data_ESG()

    with open('data/output_ESG.md', 'a') as f:  # Open the file in append mode ('a')
        for doc in llama_parse_documents:
            f.write(doc.text + '\n')

    markdown_path = "data/output_ESG.md"
    loader = UnstructuredMarkdownLoader(markdown_path)
    documents = loader.load()
    # Split loaded documents into chunks
    text_splitter = RecursiveCharacterTextSplitter(chunk_size=400, chunk_overlap=30)
    docs = text_splitter.split_documents(documents)

    #len(docs)
    print(f"length of documents loaded: {len(documents)}")
    print(f"total number of document chunks generated :{len(docs)}")
    persist_directory = "./chroma_db_LT"  # Specify directory for Chroma persistence
    embed_model = HuggingFaceEmbeddings()

    vs = Chroma.from_documents(
        documents=docs,
        embedding=embed_model,
        collection_name="rag_ESG",
        persist_directory=persist_directory  # Ensure persistence
    )
    
    doc_retriever_ESG = vs.as_retriever()
    
    index = VectorStoreIndex.from_documents(llama_parse_documents)
    query_engine = index.as_query_engine()

    return doc_retriever_ESG, query_engine

#--------------
ESG_analysis_button_key = "ESG_strategy_button"

#---------------
def delete_files_and_folders(folder_path):
    for root, dirs, files in os.walk(folder_path, topdown=False):
        for file in files:
            try:
                os.unlink(os.path.join(root, file))
            except Exception as e:
                st.error(f"Error deleting {os.path.join(root, file)}: {e}")
        for dir in dirs:
            try:
                os.rmdir(os.path.join(root, dir))
            except Exception as e:
                st.error(f"Error deleting directory {os.path.join(root, dir)}: {e}")
#---------------

uploaded_files_ESG = st.sidebar.file_uploader("Choose a Sustainability Report", accept_multiple_files=True, key="ESG_files")
for uploaded_file in uploaded_files_ESG:
    st.write("filename:", uploaded_file.name)
    def save_uploadedfile(uploadedfile):
     with open(os.path.join("ESG_Documents",uploadedfile.name),"wb") as f:
         f.write(uploadedfile.getbuffer())
     return st.success("Saved File:{} to ESG_Documents".format(uploadedfile.name))
    save_uploadedfile(uploaded_file)


#---------------
def ESG_strategy():
    doc_retriever_ESG, _ = create_vector_database_ESG()
    
    prompt_template = """<|system|>
    You are a seasoned specialist in environmental, social and governance matters. You write expert analyses for institutional investors. Always use figures, nemerical and statistical data when possible. Output must have sub-headings in bold font and be fluent.<|end|>
    <|user|>
    Answer the {question} based on the information you find in context: {context} <|end|>
    <|assistant|>""" 

    prompt = PromptTemplate(template=prompt_template, input_variables=["question", "context"])

    qa = (
    {
        "context": doc_retriever_ESG,
        "question": RunnablePassthrough(),
    }
    | prompt
    | llm
    | StrOutputParser()
)   

    ESG_answer_1 = qa.invoke("Give a summary what specific ESG measures the company has taken recently and compare these to the best practices.")
    ESG_answer_2 = qa.invoke("Does the company's main business fall under the European Union's taxonomy regulation? Answer whether the company is taxonomy compliant under European Union Taxonomy Regulation?")
    ESG_answer_3 = qa.invoke("Describe what specific ESG transparency commitments the company has given. Give details how the company has followed the Paris Treaty's obligation to limit globabl warming to 1.5 celcius degrees.")
    ESG_answer_4 = qa.invoke("Does the company have carbon emissions reduction plan? Has the company reached its carbon dioxide reduction objectives? Set the company's carbon footprint by location and its development or equivalent figures in a table. List carbon dioxide emissions compared to turnover.")
    ESG_answer_5 = qa.invoke("Describe and set out in a table the following specific information: (i) Scope 1 CO2 emissions, (ii) Scope 2 CO2 emissions, and (iii) Scope 3 CO2 emissions of the company for 2021, 2022 and 2023. List the material changes relating to these figures.")
    ESG_answer_6 = qa.invoke("List in a table the company's energy and renewable energy usage for each material activity. Explain the main energy efficiency measures taken by the company.")
    ESG_answer_7 = qa.invoke("Does the company follow UN Guiding Principles on Business and Human Rights, ILO Declaration on Fundamental Principles and Rights at Work or OECD Guidelines for Multinational Enterprises that involve affected communities?")
    ESG_answer_8 = qa.invoke("List the environmental permits and certifications held by the company. Set out and explain any environmental procedures, investigations, and decisions taken against the company. Answer whether the company's locations or operations are connected to areas sensitive in relation to biodiversity.")
    ESG_answer_9 = qa.invoke("Set out waste management produces by the company and possible waste into the soil. Describe if the company's real estates have hazardous waste.")
    ESG_answer_10 = qa.invoke("What percentage of women are represented in the (i) board, (ii) executive directors, and (iii) upper management? Set out the measures taken to have the gender balance on the upper management of the company.")
    ESG_answer_11 = qa.invoke("What policies has the company implemented to counter money laundering and corruption?")

    ESG_output = f"**__Summary of  ESG reporting and obligations:__** {ESG_answer_1} \n\n **__Compliance with taxonomy:__** \n\n {ESG_answer_2} \n\n **__Disclosure transparency:__** \n\n {ESG_answer_3} \n\n **__Carbon footprint:__** \n\n {ESG_answer_4} \n\n **__Carbon dioxide emissions:__** \n\n {ESG_answer_5} \n\n **__Renewable energy:__** \n\n {ESG_answer_6} \n\n **__Human rights compliance:__** \n\n {ESG_answer_7} \n\n **__Management and gender balance:__** \n\n {ESG_answer_8} \n\n **__Waste and other emissions:__** {ESG_answer_9} \n\n **__Gender equality:__** {ESG_answer_10} \n\n **__Anti-money laundering:__** {ESG_answer_11}"
    
    with open("ESG_analysis.txt", 'w') as file:
        file.write(ESG_output)
    
    return ESG_output

#-------------
@st.cache_data
def generate_ESG_strategy() -> str:
    ESG_output = ESG_strategy()
    st.session_state.results["ESG_analysis_button_key"] = ESG_output
    return ESG_output

#---------------
#@st.cache_data
def create_pdf():
    text_file = "ESG_analysis.txt"
    pdf = FPDF('P', 'mm', 'A4')
    pdf.add_page()
    pdf.set_margins(10, 10, 10)
    pdf.set_font("Arial", size=15)
    #image = "lt.png"
    #pdf.image(image, w = 40)
    # Add introductory lines
    #pdf.cell(0, 10,  txt="Company name", ln=1, align='C')
    pdf.cell(0, 10, txt="Structured ESG Analysis", ln=2, align='C')
    pdf.ln(5)

    pdf.set_font("Arial", size=11)
    try:
        with open(text_file, 'r', encoding='utf-8') as f:
            for line in f:
                # Replace '\u2019' with a different character or string
                #line = line.replace('\u2019', "'")  # For example, replace with apostrophe
                #line = line.replace('\u2265', "'")  # For example, replace with apostrophe
                #pdf.multi_cell(0, 6, txt=line, align='L')
                pdf.multi_cell(0, 6, txt=line.encode('latin-1', 'replace').decode('latin-1'), align='L')
            pdf.ln(5)
    except UnicodeEncodeError:
        print("UnicodeEncodeError: Some characters could not be encoded in Latin-1. Skipping...")
        pass  # Skip the lines causing UnicodeEncodeError

    output_pdf_path = "ESG_analysis.pdf"
    pdf.output(output_pdf_path)

#----------------
#llm = build_llm()

if 'results' not in st.session_state:
    st.session_state.results = {
        "ESG_analysis_button_key": {}
    }

loaders = {'.pdf': PyMuPDFLoader,
           '.xml': UnstructuredXMLLoader,
           '.csv': CSVLoader,
           }

def create_directory_loader(file_type, directory_path):
    return DirectoryLoader(
        path=directory_path,
        glob=f"**/*{file_type}",
        loader_cls=loaders[file_type],
    )

strategies_container = st.container()
with strategies_container:
    mrow1_col1, mrow1_col2 = st.columns(2)

    st.sidebar.info("To get started, please upload the documents from the company you would like to analyze.")
    button_container = st.sidebar.container()
    if os.path.exists("ESG_analysis.txt"):
        create_pdf()
        with open("ESG_analysis.pdf", "rb") as pdf_file:
            PDFbyte = pdf_file.read()

        st.sidebar.download_button(label="Download Analyses",
                    data=PDFbyte,
                    file_name="strategy_sheet.pdf",
                    mime='application/octet-stream',
                    )

    if button_container.button("Clear All"):
        
        st.session_state.button_states = {
        "ESG_analysis_button_key": False,
        }

        st.session_state.results = {}

        st.session_state['history'] = []
        st.session_state['generated'] = ["Let's discuss the ESG issues of the company 🤗"]
        st.session_state['past'] = ["Hey ! 👋"]
        st.cache_data.clear()
        st.cache_resource.clear()

        # Check if the subfolder exists
        if os.path.exists("ESG_Documents"):
            for filename in os.listdir("ESG_Documents"):
                file_path = os.path.join("ESG_Documents", filename)
                try:
                    if os.path.isfile(file_path):
                        os.unlink(file_path)
                except Exception as e:
                    st.error(f"Error deleting {file_path}: {e}")
        else:
            pass

    with mrow1_col1:
        st.subheader("Summary of the ESG Analysis")
        st.info("This tool is designed to provide a comprehensive ESG risk analysis for institutional investors.")
        button_container2 = st.container()
        if "button_states" not in st.session_state:
            st.session_state.button_states = {
            "ESG_analysis_button_key": False,
            }
        
        if "results" not in st.session_state:
            st.session_state.results = {}

        if button_container2.button("ESG Analysis", key=ESG_analysis_button_key):
            st.session_state.button_states[ESG_analysis_button_key] = True
            result_generator = generate_ESG_strategy()  # Call the generator function
            st.session_state.results["ESG_analysis_output"] = result_generator
            
        if "ESG_analysis_output" in st.session_state.results:           
            st.write(st.session_state.results["ESG_analysis_output"])
        st.divider()

    with mrow1_col2:
        if "ESG_analysis_button_key" in st.session_state.results and st.session_state.results["ESG_analysis_button_key"]:
            
            doc_retriever_ESG, query_engine = create_vector_database_ESG()    
                
            memory = ConversationBufferMemory(memory_key="chat_history", k=3, return_messages=True)
            search = SerpAPIWrapper()

            # Updated prompt templates to include chat history
            def format_chat_history(chat_history):
                """Format chat history as a single string for input to the chain."""
                formatted_history = "\n".join([f"User: {entry['input']}\nAI: {entry['output']}" for entry in chat_history])
                return formatted_history

            prompt_ESG = PromptTemplate.from_template(
                template="""
                    You are a seasoned finance specialist and a specialist in environmental, social, and governance matters.
                    Use figures, and numerical, and statistical data when possible. Never give false information, numbers or data.
                    Conversation history:
                    {chat_history}
                    Based on the context: {context}, answer the following question: {question}.
                """
            )

            ESG_chain = (
                {
                    "context": doc_retriever_ESG,
                    "chat_history": lambda _: format_chat_history(memory.load_memory_variables({})["chat_history"]),
                    "question": RunnablePassthrough(),
                }
                | prompt_ESG
                | llm_tool
                | StrOutputParser()
            )

            # Define the vector query engine tool
            vector_query_tool_ESG = Tool(
            name="Vector Query Engine ESG",
            func=lambda query: query_engine.query(query),  # Use query_engine to query the vector database
            description="Useful for answering questions about specific ESG figures, data and specific statistics.",
            )

            tools = [
                Tool(
                    name="ESG QA System",
                    func=ESG_chain.invoke,
                    description="Useful for answering general ESG questions related to the company. ",
                ),
                Tool(
                    name="Search Tool",
                    func=search.run,
                    description="Useful for answering financial, or general questions, but not ESG or sustainability questions.",
                ),
                vector_query_tool_ESG,
            ]
        
            # Initialize the agent with LCEL tools and memory
            agent = initialize_agent(
                tools, llm, agent=AgentType.ZERO_SHOT_REACT_DESCRIPTION, verbose=True, memory=memory, handle_parsing_errors=True)
            def conversational_chat(query):
                # Get the result from the agent
                result = agent.invoke({"input": query, "chat_history": st.session_state['history']})
                
                # Handle different response types
                if isinstance(result, dict):
                    # Extract the main content if the result is a dictionary
                    result = result.get("output", "")  # Adjust the key as needed based on your agent's output
                elif isinstance(result, list):
                    # If the result is a list, join it into a single string
                    result = "\n".join(result)
                elif not isinstance(result, str):
                    # Convert the result to a string if it is not already one
                    result = str(result)
                
                # Add the query and the result to the session state
                st.session_state['history'].append((query, result))
                
                # Update memory with the conversation
                memory.save_context({"input": query}, {"output": result})
                
                # Return the result
                return result

            # Ensure session states are initialized
            if 'history' not in st.session_state:
                st.session_state['history'] = []

            if 'generated' not in st.session_state:
                st.session_state['generated'] = ["Let's discuss the ESG matters and financial matters 🤗"]

            if 'past' not in st.session_state:
                st.session_state['past'] = ["Hey ! 👋"]

            if 'input' not in st.session_state:
                st.session_state['input'] = ""

            # Streamlit layout
            st.subheader("Discuss the ESG and financial matters")
            st.info("This tool is designed to enable discussion about the ESG and financial matters concerning the company.")
            response_container = st.container()
            container = st.container()

            with container:
                with st.form(key='my_form'):
                    user_input = st.text_input("Query:", placeholder="What would you like to know about ESG and financial matters", key='input')
                    submit_button = st.form_submit_button(label='Send')
                if submit_button and user_input:
                    output = conversational_chat(user_input)
                    st.session_state['past'].append(user_input)
                    st.session_state['generated'].append(output)
                    user_input = "Query:"
                #st.session_state['input'] = ""
            # Display generated responses
            if st.session_state['generated']:
                with response_container:
                    for i in range(len(st.session_state['generated'])):
                        message(st.session_state["past"][i], is_user=True, key=str(i) + '_user', avatar_style="shapes")
                        message(st.session_state["generated"][i], key=str(i), avatar_style="icons")