Generate summaries and followup questions

.pre-commit-config.yaml

@@ -17,9 +17,3 @@ repos:
     hooks:
       - id: isort
         args: [ "--profile", "black", "--filter-files" ]
-
-  - repo: https://github.com/odwyersoftware/brunette
-    rev: 238bead5ec5c58935d6bb12c70f435f70b2bf785
-    hooks:
-      - id: brunette
-        args: [ '--config=setup.cfg' ]

src/vanna/base/base.py

@@ -72,6 +72,7 @@ class VannaBase(ABC):
     def __init__(self, config=None):
         self.config = config
         self.run_sql_is_set = False
+        self.static_documentation = ""
 
     def log(self, message: str):
         print(message)
@@ -140,18 +141,35 @@ def is_sql_valid(self, sql: str) -> bool:
         else:
             return False
 
-    def generate_followup_questions(self, question: str, **kwargs) -> str:
-        question_sql_list = self.get_similar_question_sql(question, **kwargs)
-        ddl_list = self.get_related_ddl(question, **kwargs)
-        doc_list = self.get_related_documentation(question, **kwargs)
-        prompt = self.get_followup_questions_prompt(
-            question=question,
-            question_sql_list=question_sql_list,
-            ddl_list=ddl_list,
-            doc_list=doc_list,
-            **kwargs,
-        )
-        llm_response = self.submit_prompt(prompt, **kwargs)
+    def generate_followup_questions(
+        self, question: str, sql: str, df: pd.DataFrame, **kwargs
+    ) -> list:
+        """
+        **Example:**
+        ```python
+        vn.generate_followup_questions("What are the top 10 customers by sales?", df)
+        ```
+
+        Generate a list of followup questions that you can ask Vanna.AI.
+
+        Args:
+            question (str): The question that was asked.
+            df (pd.DataFrame): The results of the SQL query.
+
+        Returns:
+            list: A list of followup questions that you can ask Vanna.AI.
+        """
+
+        message_log = [
+            self.system_message(
+                f"You are a helpful data assistant. The user asked the question: '{question}'\n\nThe SQL query for this question was: {sql}\n\nThe following is a pandas DataFrame with the results of the query: \n{df.to_markdown()}\n\n"
+            ),
+            self.user_message(
+                "Generate a list of followup questions that the user might ask about this data. Respond with a list of questions, one per line. Do not answer with any explanations -- just the questions. Remember that there should be an unambiguous SQL query that can be generated from the question. Prefer questions that are answerable outside of the context of this conversation. Prefer questions that are slight modifications of the SQL query that was generated that allow digging deeper into the data. Each question will be turned into a button that the user can click to generate a new SQL query so don't use 'example' type questions. Each question must have a one-to-one correspondence with an instantiated SQL query."
+            ),
+        ]
+
+        llm_response = self.submit_prompt(message_log, **kwargs)
 
         numbers_removed = re.sub(r"^\d+\.\s*", "", llm_response, flags=re.MULTILINE)
         return numbers_removed.split("\n")
@@ -169,6 +187,36 @@ def generate_questions(self, **kwargs) -> List[str]:
 
         return [q["question"] for q in question_sql]
 
+    def generate_summary(self, question: str, df: pd.DataFrame, **kwargs) -> str:
+        """
+        **Example:**
+        ```python
+        vn.generate_summary("What are the top 10 customers by sales?", df)
+        ```
+
+        Generate a summary of the results of a SQL query.
+
+        Args:
+            question (str): The question that was asked.
+            df (pd.DataFrame): The results of the SQL query.
+
+        Returns:
+            str: The summary of the results of the SQL query.
+        """
+
+        message_log = [
+            self.system_message(
+                f"You are a helpful data assistant. The user asked the question: '{question}'\n\nThe following is a pandas DataFrame with the results of the query: \n{df.to_markdown()}\n\n"
+            ),
+            self.user_message(
+                "Briefly summarize the data based on the question that was asked. Do not respond with any additional explanation beyond the summary."
+            ),
+        ]
+
+        summary = self.submit_prompt(message_log, **kwargs)
+
+        return summary
+
     # ----------------- Use Any Embeddings API ----------------- #
     @abstractmethod
     def generate_embedding(self, data: str, **kwargs) -> List[float]:
@@ -184,7 +232,7 @@ def get_similar_question_sql(self, question: str, **kwargs) -> list:
             question (str): The question to get similar questions and their corresponding SQL statements for.
 
         Returns:
-            list: A list of similar questions and their corresponding SQL statements.            
+            list: A list of similar questions and their corresponding SQL statements.
         """
         pass
 
@@ -224,15 +272,15 @@ def add_question_sql(self, question: str, sql: str, **kwargs) -> str:
             sql (str): The SQL query to add.
 
         Returns:
-            str: The ID of the training data that was added.       
+            str: The ID of the training data that was added.
         """
         pass
 
     @abstractmethod
     def add_ddl(self, ddl: str, **kwargs) -> str:
         """
         This method is used to add a DDL statement to the training data.
-        
+
         Args:
             ddl (str): The DDL statement to add.
 
@@ -265,7 +313,7 @@ def get_training_data(self, **kwargs) -> pd.DataFrame:
         This method is used to get all the training data from the retrieval layer.
 
         Returns:
-            pd.DataFrame: The training data.        
+            pd.DataFrame: The training data.
         """
         pass
 
@@ -321,7 +369,10 @@ def add_ddl_to_prompt(
         return initial_prompt
 
     def add_documentation_to_prompt(
-        self, initial_prompt: str, documentation_list: list[str], max_tokens: int = 14000
+        self,
+        initial_prompt: str,
+        documentation_list: list[str],
+        max_tokens: int = 14000,
     ) -> str:
         if len(documentation_list) > 0:
             initial_prompt += f"\nYou may use the following documentation as a reference for what tables might be available. Use responses to past questions also to guide you:\n\n"
@@ -389,6 +440,9 @@ def get_sql_prompt(
             initial_prompt, ddl_list, max_tokens=14000
         )
 
+        if self.static_documentation != "":
+            doc_list.append(self.static_documentation)
+
         initial_prompt = self.add_documentation_to_prompt(
             initial_prompt, doc_list, max_tokens=14000
         )
@@ -599,6 +653,7 @@ def run_sql_snowflake(sql: str) -> pd.DataFrame:
 
             return df
 
+        self.static_documentation = "This is a Snowflake database"
         self.run_sql = run_sql_snowflake
         self.run_sql_is_set = True
 
@@ -632,6 +687,7 @@ def connect_to_sqlite(self, url: str):
         def run_sql_sqlite(sql: str):
             return pd.read_sql_query(sql, conn)
 
+        self.static_documentation = "This is a SQLite database"
         self.run_sql = run_sql_sqlite
         self.run_sql_is_set = True
 
@@ -731,11 +787,12 @@ def run_sql_postgres(sql: str) -> Union[pd.DataFrame, None]:
                 except psycopg2.Error as e:
                     conn.rollback()
                     raise ValidationError(e)
-                
+
                 except Exception as e:
                     conn.rollback()
                     raise e
 
+        self.static_documentation = "This is a Postgres database"
         self.run_sql_is_set = True
         self.run_sql = run_sql_postgres
 
@@ -825,6 +882,7 @@ def run_sql_bigquery(sql: str) -> Union[pd.DataFrame, None]:
                     raise errors
             return None
 
+        self.static_documentation = "This is a BigQuery database"
         self.run_sql_is_set = True
         self.run_sql = run_sql_bigquery
 
@@ -847,13 +905,13 @@ def connect_to_duckdb(self, url: str, init_sql: str = None):
                 " run command: \npip install vanna[duckdb]"
             )
         # URL of the database to download
-        if url==":memory:" or url=="":
-            path=":memory:"
+        if url == ":memory:" or url == "":
+            path = ":memory:"
         else:
             # Path to save the downloaded database
             print(os.path.exists(url))
             if os.path.exists(url):
-                path=url
+                path = url
             elif url.startswith("md") or url.startswith("motherduck"):
                 path = url
             else:
@@ -873,6 +931,7 @@ def connect_to_duckdb(self, url: str, init_sql: str = None):
         def run_sql_duckdb(sql: str):
             return conn.query(sql).to_df()
 
+        self.static_documentation = "This is a DuckDB database"
         self.run_sql = run_sql_duckdb
         self.run_sql_is_set = True
 
@@ -895,27 +954,31 @@ def connect_to_mssql(self, odbc_conn_str: str):
             )
 
         try:
-            from sqlalchemy.engine import URL
             import sqlalchemy as sa
+            from sqlalchemy.engine import URL
         except ImportError:
             raise DependencyError(
                 "You need to install required dependencies to execute this method,"
                 " run command: pip install sqlalchemy"
             )
 
-        connection_url = URL.create("mssql+pyodbc", query={"odbc_connect": odbc_conn_str})
+        connection_url = URL.create(
+            "mssql+pyodbc", query={"odbc_connect": odbc_conn_str}
+        )
 
         from sqlalchemy import create_engine
+
         engine = create_engine(connection_url)
 
         def run_sql_mssql(sql: str):
             # Execute the SQL statement and return the result as a pandas DataFrame
             with engine.begin() as conn:
                 df = pd.read_sql_query(sa.text(sql), conn)
                 return df
-            
+
             raise Exception("Couldn't run sql")
 
+        self.static_documentation = "This is a Microsoft SQL Server database"
         self.run_sql = run_sql_mssql
         self.run_sql_is_set = True
 
@@ -943,7 +1006,7 @@ def ask(
         question: Union[str, None] = None,
         print_results: bool = True,
         auto_train: bool = True,
-        visualize: bool = True, # if False, will not generate plotly code
+        visualize: bool = True,  # if False, will not generate plotly code
     ) -> Union[
         Tuple[
             Union[str, None],
@@ -1024,7 +1087,9 @@ def ask(
                             display = __import__(
                                 "IPython.display", fromlist=["display"]
                             ).display
-                            Image = __import__("IPython.display", fromlist=["Image"]).Image
+                            Image = __import__(
+                                "IPython.display", fromlist=["Image"]
+                            ).Image
                             img_bytes = fig.to_image(format="png", scale=2)
                             display(Image(img_bytes))
                         except Exception as e:
@@ -1377,4 +1442,3 @@ def get_plotly_figure(
             fig.update_layout(template="plotly_dark")
 
         return fig
-