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Update memory bank with report templates implementation details

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Steve White 2025-03-12 10:15:20 -05:00
parent a72d4ff35f
commit 33d159f00c
3 changed files with 236 additions and 64 deletions
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178
.note/code_structure.md
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@ -3,16 +3,66 @@
## Current Project Organization ## Current Project Organization
``` ```
sim-search/ project/
├── config/ │
├── examples/ # Sample data and query examples
├── report/ # Report generation module
│ ├── __init__.py │ ├── __init__.py
│ ├── config.py # Configuration management │ ├── report_generator.py # Module for generating reports
│ └── config.yaml # Configuration file │ ├── report_synthesis.py # Module for synthesizing reports
├── query/ │ ├── document_processor.py # Module for processing documents
│ ├── document_scraper.py # Module for scraping documents
│ ├── report_detail_levels.py # Module for managing report detail levels
│ ├── report_templates.py # Module for managing report templates
│ └── database/ # Database for storing reports
│ ├── __init__.py
│ └── db_manager.py # Module for managing the database
├── tests/ # Test suite
│ ├── __init__.py
│ ├── execution/ # Search execution tests
│ │ ├── __init__.py
│ │ ├── test_search.py
│ │ ├── test_search_execution.py
│ │ └── test_all_handlers.py
│ ├── integration/ # Integration tests
│ │ ├── __init__.py
│ │ ├── test_ev_query.py
│ │ └── test_query_to_report.py
│ ├── query/ # Query processing tests
│ │ ├── __init__.py
│ │ ├── test_query_processor.py
│ │ ├── test_query_processor_comprehensive.py
│ │ └── test_llm_interface.py
│ ├── ranking/ # Ranking algorithm tests
│ │ ├── __init__.py
│ │ ├── test_reranker.py
│ │ ├── test_similarity.py
│ │ └── test_simple_reranker.py
│ ├── report/ # Report generation tests
│ │ ├── __init__.py
│ │ ├── test_custom_model.py
│ │ ├── test_detail_levels.py
│ │ ├── test_brief_report.py
│ │ └── test_report_templates.py
│ ├── ui/ # UI component tests
│ │ ├── __init__.py
│ │ └── test_ui_search.py
│ ├── test_document_processor.py
│ ├── test_document_scraper.py
│ └── test_report_synthesis.py
├── utils/ # Utility scripts and shared functions
│ ├── __init__.py
│ ├── jina_similarity.py # Module for computing text similarity
│ └── markdown_segmenter.py # Module for segmenting markdown documents
├── config/ # Configuration management
│ ├── __init__.py
│ ├── config.py # Configuration management class
│ └── config.yaml # YAML configuration file with settings for different components
├── query/ # Query processing module
│ ├── __init__.py │ ├── __init__.py
│ ├── query_processor.py # Module for processing user queries │ ├── query_processor.py # Module for processing user queries
│ └── llm_interface.py # Module for interacting with LLM providers │ └── llm_interface.py # Module for interacting with LLM providers
├── execution/ ├── execution/ # Search execution module
│ ├── __init__.py │ ├── __init__.py
│ ├── search_executor.py # Module for executing search queries │ ├── search_executor.py # Module for executing search queries
│ ├── result_collector.py # Module for collecting search results │ ├── result_collector.py # Module for collecting search results
@ -23,66 +73,16 @@ sim-search/
│ ├── scholar_handler.py # Handler for Google Scholar via Serper │ ├── scholar_handler.py # Handler for Google Scholar via Serper
│ ├── google_handler.py # Handler for Google search │ ├── google_handler.py # Handler for Google search
│ └── arxiv_handler.py # Handler for arXiv API │ └── arxiv_handler.py # Handler for arXiv API
├── ranking/ ├── ranking/ # Ranking module
│ ├── __init__.py │ ├── __init__.py
│ └── jina_reranker.py # Module for reranking documents using Jina AI │ └── jina_reranker.py # Module for reranking documents using Jina AI
├── report/ ├── ui/ # UI module
│ ├── __init__.py
│ ├── report_generator.py # Module for generating reports
│ ├── report_synthesis.py # Module for synthesizing reports
│ ├── document_processor.py # Module for processing documents
│ ├── document_scraper.py # Module for scraping documents
│ ├── report_detail_levels.py # Module for managing report detail levels
│ └── database/ # Database for storing reports
│ ├── __init__.py
│ └── db_manager.py # Module for managing the database
├── ui/
│ ├── __init__.py │ ├── __init__.py
│ └── gradio_interface.py # Gradio-based web interface │ └── gradio_interface.py # Gradio-based web interface
├── utils/ ├── scripts/ # Scripts
│ ├── __init__.py
│ ├── jina_similarity.py # Module for computing text similarity
│ └── markdown_segmenter.py # Module for segmenting markdown documents
├── scripts/
│ └── query_to_report.py # Script for generating reports from queries │ └── query_to_report.py # Script for generating reports from queries
├── tests/ ├── run_ui.py # Script to run the UI
│ ├── __init__.py └── requirements.txt # Project dependencies
│ ├── query/ # Tests for query module
│ │ ├── __init__.py
│ │ ├── test_query_processor.py
│ │ ├── test_query_processor_comprehensive.py
│ │ └── test_llm_interface.py
│ ├── execution/ # Tests for execution module
│ │ ├── __init__.py
│ │ ├── test_search.py
│ │ ├── test_search_execution.py
│ │ └── test_all_handlers.py
│ ├── ranking/ # Tests for ranking module
│ │ ├── __init__.py
│ │ ├── test_reranker.py
│ │ ├── test_similarity.py
│ │ └── test_simple_reranker.py
│ ├── report/ # Tests for report module
│ │ ├── __init__.py
│ │ ├── test_custom_model.py
│ │ └── test_detail_levels.py
│ ├── ui/ # Tests for UI module
│ │ ├── __init__.py
│ │ └── test_ui_search.py
│ ├── integration/ # Integration tests
│ │ ├── __init__.py
│ │ ├── test_ev_query.py
│ │ └── test_query_to_report.py
│ ├── test_document_processor.py
│ ├── test_document_scraper.py
│ └── test_report_synthesis.py
├── examples/
│ ├── __init__.py
│ ├── data/ # Example data files
│ └── scripts/ # Example scripts
│ └── __init__.py
├── run_ui.py # Script to run the UI
└── requirements.txt # Project dependencies
``` ```
## Module Details ## Module Details
@ -193,8 +193,64 @@ The `ranking` module provides functionality for reranking and prioritizing docum
- `filter_by_date(documents, start_date, end_date)`: Filters by date - `filter_by_date(documents, start_date, end_date)`: Filters by date
- `filter_by_source(documents, sources)`: Filters by source - `filter_by_source(documents, sources)`: Filters by source
### Report Templates Module
The `report_templates` module provides a template system for generating reports with different detail levels and query types.
### Files
- `__init__.py`: Package initialization file
- `report_templates.py`: Module for managing report templates
### Classes
- `QueryType` (Enum): Defines the types of queries supported by the system
- `FACTUAL`: For factual queries seeking specific information
- `EXPLORATORY`: For exploratory queries investigating a topic
- `COMPARATIVE`: For comparative queries comparing multiple items
- `DetailLevel` (Enum): Defines the levels of detail for generated reports
- `BRIEF`: Short summary with key findings
- `STANDARD`: Standard report with introduction, key findings, and analysis
- `DETAILED`: Detailed report with methodology and more in-depth analysis
- `COMPREHENSIVE`: Comprehensive report with executive summary, literature review, and appendices
- `ReportTemplate`: Class representing a report template
- `template` (str): The template string with placeholders
- `detail_level` (DetailLevel): The detail level of the template
- `query_type` (QueryType): The query type the template is designed for
- `model` (Optional[str]): The LLM model recommended for this template
- `required_sections` (Optional[List[str]]): Required sections in the template
- `validate()`: Validates that the template contains all required sections
- `ReportTemplateManager`: Class for managing report templates
- `add_template(template)`: Adds a template to the manager
- `get_template(query_type, detail_level)`: Gets a template for a specific query type and detail level
- `get_available_templates()`: Gets a list of available templates
- `initialize_default_templates()`: Initializes the default templates for all combinations of query types and detail levels
## Recent Updates ## Recent Updates
### 2025-03-11: Report Templates Implementation
1. **Report Templates Module**:
- Created a new module `report_templates.py` for managing report templates
- Implemented enums for query types (FACTUAL, EXPLORATORY, COMPARATIVE) and detail levels (BRIEF, STANDARD, DETAILED, COMPREHENSIVE)
- Created a template system with placeholders for different report sections
- Implemented 12 different templates (3 query types × 4 detail levels)
- Added validation to ensure templates contain all required sections
2. **Report Synthesis Integration**:
- Updated the report synthesis module to use the new template system
- Added support for different templates based on query type and detail level
- Implemented fallback to standard templates when specific templates are not found
- Added better logging for template retrieval process
3. **Testing**:
- Created test_report_templates.py to test template retrieval and validation
- Implemented test_brief_report.py to test the brief report generation
- Successfully tested all combinations of detail levels and query types
### 2025-02-28: Async Implementation and Reference Formatting ### 2025-02-28: Async Implementation and Reference Formatting
1. **LLM Interface Updates**: 1. **LLM Interface Updates**:

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.note/current_focus.md
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@ -20,6 +20,12 @@
- ✅ Verified that the UI works correctly with the new directory structure - ✅ Verified that the UI works correctly with the new directory structure
- ✅ Confirmed that all imports are working properly with the new structure - ✅ Confirmed that all imports are working properly with the new structure
## Repository Cleanup
- Reorganized test files into dedicated directories under `tests/`
- Created `examples/` directory for sample data
- Moved utility scripts to `utils/`
- Committed changes with message 'Clean up repository: Remove unused test files and add new test directories'
## Recent Changes ## Recent Changes
### Directory Structure Reorganization ### Directory Structure Reorganization
@ -101,13 +107,36 @@
- Parallelizing document scraping and processing - Parallelizing document scraping and processing
- Exploring parallel processing for the map phase of report synthesis - Exploring parallel processing for the map phase of report synthesis
### Recent Progress
1. **Report Templates Implementation**:
- ✅ Created a dedicated `report_templates.py` module with a comprehensive template system
- ✅ Implemented `QueryType` enum for categorizing queries (FACTUAL, EXPLORATORY, COMPARATIVE)
- ✅ Created `DetailLevel` enum for different report detail levels (BRIEF, STANDARD, DETAILED, COMPREHENSIVE)
- ✅ Designed a `ReportTemplate` class with validation for required sections
- ✅ Implemented a `ReportTemplateManager` to manage and retrieve templates
- ✅ Created 12 different templates (3 query types × 4 detail levels)
- ✅ Added testing with `test_report_templates.py` and `test_brief_report.py`
- ✅ Updated memory bank documentation with template system details
2. **Testing and Validation of Report Templates**:
- ✅ Fixed template retrieval issues in the report synthesis module
- ✅ Successfully tested all detail levels (brief, standard, detailed, comprehensive) with factual queries
- ✅ Successfully tested all detail levels with exploratory queries
- ✅ Successfully tested all detail levels with comparative queries
- ✅ Improved error handling in template retrieval with fallback to standard templates
- ✅ Added better logging for template retrieval process
### Next Steps ### Next Steps
1. **Testing and Refinement of Enhanced Detail Levels**: 1. **Further Refinement of Report Templates**:
- Conduct thorough testing of the enhanced detail level features with various query types - Conduct additional testing with real-world queries and document sets
- Compare the analytical depth and quality of reports generated with the new prompts - Compare the analytical depth and quality of reports generated with different detail levels
- Gather user feedback on the improved reports at different detail levels - Gather user feedback on the improved reports at different detail levels
- Further refine the detail level configurations based on testing and feedback - Further refine the detail level configurations based on testing and feedback
- Integrate the template system with the UI to allow users to select detail levels
- Add more specialized templates for specific research domains
- Implement template customization options for users
2. **Progressive Report Generation**: 2. **Progressive Report Generation**:
- Design and implement a system for generating reports progressively for very large research tasks - Design and implement a system for generating reports progressively for very large research tasks

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.note/session_log.md
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@ -746,3 +746,90 @@ The changes were tested with a report generation task that previously failed, an
1. Consider adding more comprehensive null checks throughout the codebase 1. Consider adding more comprehensive null checks throughout the codebase
2. Add unit tests to verify proper handling of missing or null fields 2. Add unit tests to verify proper handling of missing or null fields
3. Implement better error handling and recovery mechanisms 3. Implement better error handling and recovery mechanisms
## Session: 2025-03-11
### Overview
Focused on resolving issues with the report generation template system and ensuring that different detail levels and query types work correctly in the report synthesis process.
### Key Activities
1. **Fixed Template Retrieval Issues**:
- Updated the `get_template` method in the `ReportTemplateManager` to ensure it retrieves templates correctly based on query type and detail level
- Implemented a helper method `_get_template_from_strings` in the `ReportSynthesizer` to convert string values for query types and detail levels to their respective enum objects
- Added better logging for template retrieval process to aid in debugging
2. **Tested All Detail Levels and Query Types**:
- Created a comprehensive test script `test_all_detail_levels.py` to test all combinations of detail levels and query types
- Successfully tested all detail levels (brief, standard, detailed, comprehensive) with factual queries
- Successfully tested all detail levels with exploratory queries
- Successfully tested all detail levels with comparative queries
3. **Improved Error Handling**:
- Added fallback to standard templates if specific templates are not found
- Enhanced logging to track whether templates are found during the synthesis process
4. **Code Organization**:
- Removed duplicate `ReportTemplateManager` and `ReportTemplate` classes from `report_synthesis.py`
- Used the imported versions from `report_templates.py` for better code maintainability
### Insights
- The template system is now working correctly for all combinations of query types and detail levels
- Proper logging is essential for debugging template retrieval issues
- Converting string values to enum objects is necessary for consistent template retrieval
- Having a dedicated test script for all combinations helps ensure comprehensive coverage
### Challenges
- Initially encountered issues where templates were not found during report synthesis, leading to `ValueError`
- Needed to ensure that the correct classes and methods were used for template retrieval
### Next Steps
1. Conduct additional testing with real-world queries and document sets
2. Compare the analytical depth and quality of reports generated with different detail levels
3. Gather user feedback on the improved reports at different detail levels
4. Further refine the detail level configurations based on testing and feedback
## Session: 2025-03-12
### Overview
Implemented a dedicated report templates module to standardize report generation across different query types and detail levels.
### Key Activities
1. **Created Report Templates Module**:
- Developed a new `report_templates.py` module with a comprehensive template system
- Implemented `QueryType` enum for categorizing queries (FACTUAL, EXPLORATORY, COMPARATIVE)
- Created `DetailLevel` enum for different report detail levels (BRIEF, STANDARD, DETAILED, COMPREHENSIVE)
- Designed a `ReportTemplate` class with validation for required sections
- Implemented a `ReportTemplateManager` to manage and retrieve templates
2. **Implemented Template Variations**:
- Created 12 different templates (3 query types × 4 detail levels)
- Designed templates with appropriate sections for each combination
- Added placeholders for dynamic content in each template
- Ensured templates follow a consistent structure while adapting to specific needs
3. **Added Testing**:
- Created `test_report_templates.py` to verify template retrieval and validation
- Implemented `test_brief_report.py` to test brief report generation with a simple query
- Verified that all templates can be correctly retrieved and used
4. **Updated Memory Bank**:
- Added report templates information to code_structure.md
- Updated session_log.md with details about the implementation
- Ensured all new files are properly documented
### Insights
- A standardized template system significantly improves report consistency
- Different query types require specialized report structures
- Validation ensures all required sections are present in templates
- Enums provide type safety and prevent errors from string comparisons
### Challenges
- Designing templates that are flexible enough for various content types
- Balancing between standardization and customization for different query types
- Ensuring proper integration with the existing report synthesis process
### Next Steps
1. Integrate the template system with the UI to allow users to select detail levels
2. Add more specialized templates for specific research domains
3. Implement template customization options for users
4. Create a visual preview of templates in the UI