utils.py

import re

import openai
import pandas as pd
import pinecone
import spacy
import streamlit_scrollable_textbox as stx
import torch
from sentence_transformers import SentenceTransformer
from tqdm import tqdm
from transformers import (
    AutoModelForMaskedLM,
    AutoModelForSeq2SeqLM,
    AutoTokenizer,
    pipeline,
)

import streamlit as st


@st.experimental_singleton
def get_data():
    data = pd.read_csv("earnings_calls_cleaned_metadata.csv")
    return data


# Initialize Spacy Model


@st.experimental_singleton
def get_spacy_model():
    return spacy.load("en_core_web_sm")


# Initialize models from HuggingFace


@st.experimental_singleton
def get_t5_model():
    return pipeline("summarization", model="t5-small", tokenizer="t5-small")


@st.experimental_singleton
def get_flan_t5_model():
    return pipeline(
        "summarization",
        model="google/flan-t5-xl",
        tokenizer="google/flan-t5-xl",
        max_length=512,
        # length_penalty = 0
    )


@st.experimental_singleton
def get_mpnet_embedding_model():
    device = "cuda" if torch.cuda.is_available() else "cpu"
    model = SentenceTransformer(
        "sentence-transformers/all-mpnet-base-v2", device=device
    )
    model.max_seq_length = 512
    return model


@st.experimental_singleton
def get_splade_sparse_embedding_model():
    model_sparse = "naver/splade-cocondenser-ensembledistil"
    # check device
    device = "cuda" if torch.cuda.is_available() else "cpu"
    tokenizer = AutoTokenizer.from_pretrained(model_sparse)
    model_sparse = AutoModelForMaskedLM.from_pretrained(model_sparse)
    # move to gpu if available
    model_sparse.to(device)
    return model_sparse, tokenizer


@st.experimental_singleton
def get_sgpt_embedding_model():
    device = "cuda" if torch.cuda.is_available() else "cpu"
    model = SentenceTransformer(
        "Muennighoff/SGPT-125M-weightedmean-nli-bitfit", device=device
    )
    model.max_seq_length = 512
    return model


@st.experimental_memo
def save_key(api_key):
    return api_key


def create_dense_embeddings(query, model):
    dense_emb = model.encode([query]).tolist()
    return dense_emb


def create_sparse_embeddings(query, model, tokenizer):
    device = "cuda" if torch.cuda.is_available() else "cpu"
    inputs = tokenizer(query, return_tensors="pt").to(device)

    with torch.no_grad():
        logits = model(**inputs).logits

    inter = torch.log1p(torch.relu(logits[0]))
    token_max = torch.max(inter, dim=0)  # sum over input tokens
    nz_tokens = torch.where(token_max.values > 0)[0]
    nz_weights = token_max.values[nz_tokens]

    order = torch.sort(nz_weights, descending=True)
    nz_weights = nz_weights[order[1]]
    nz_tokens = nz_tokens[order[1]]
    return {
        "indices": nz_tokens.cpu().numpy().tolist(),
        "values": nz_weights.cpu().numpy().tolist(),
    }


def hybrid_score_norm(dense, sparse, alpha: float):
    """Hybrid score using a convex combination

    alpha * dense + (1 - alpha) * sparse

    Args:
        dense: Array of floats representing
        sparse: a dict of `indices` and `values`
        alpha: scale between 0 and 1
    """
    if alpha < 0 or alpha > 1:
        raise ValueError("Alpha must be between 0 and 1")
    hs = {
        "indices": sparse["indices"],
        "values": [v * (1 - alpha) for v in sparse["values"]],
    }
    return [v * alpha for v in dense], hs


def query_pinecone_sparse(
    dense_vec,
    sparse_vec,
    top_k,
    index,
    year,
    quarter,
    ticker,
    participant_type,
    threshold=0.25,
):
    if participant_type == "Company Speaker":
        participant = "Answer"
    else:
        participant = "Question"

    if year == "All":
        if quarter == "All":
            xc = index.query(
                vector=dense_vec,
                sparse_vector=sparse_vec,
                top_k=top_k,
                filter={
                    "Year": {
                        "$in": [
                            int("2020"),
                            int("2019"),
                            int("2018"),
                            int("2017"),
                            int("2016"),
                        ]
                    },
                    "Quarter": {"$in": ["Q1", "Q2", "Q3", "Q4"]},
                    "Ticker": {"$eq": ticker},
                    "QA_Flag": {"$eq": participant},
                },
                include_metadata=True,
            )
        else:
            xc = index.query(
                vector=dense_vec,
                sparse_vector=sparse_vec,
                top_k=top_k,
                filter={
                    "Year": {
                        "$in": [
                            int("2020"),
                            int("2019"),
                            int("2018"),
                            int("2017"),
                            int("2016"),
                        ]
                    },
                    "Quarter": {"$eq": quarter},
                    "Ticker": {"$eq": ticker},
                    "QA_Flag": {"$eq": participant},
                },
                include_metadata=True,
            )
    else:
        # search pinecone index for context passage with the answer
        xc = index.query(
            vector=dense_vec,
            sparse_vector=sparse_vec,
            top_k=top_k,
            filter={
                "Year": int(year),
                "Quarter": {"$eq": quarter},
                "Ticker": {"$eq": ticker},
                "QA_Flag": {"$eq": participant},
            },
            include_metadata=True,
        )
    # filter the context passages based on the score threshold
    filtered_matches = []
    for match in xc["matches"]:
        if match["score"] >= threshold:
            filtered_matches.append(match)
    xc["matches"] = filtered_matches
    return xc


def query_pinecone(
    dense_vec,
    top_k,
    index,
    year,
    quarter,
    ticker,
    participant_type,
    threshold=0.25,
):
    if participant_type == "Company Speaker":
        participant = "Answer"
    else:
        participant = "Question"

    if year == "All":
        if quarter == "All":
            xc = index.query(
                vector=dense_vec,
                top_k=top_k,
                filter={
                    "Year": {
                        "$in": [
                            int("2020"),
                            int("2019"),
                            int("2018"),
                            int("2017"),
                            int("2016"),
                        ]
                    },
                    "Quarter": {"$in": ["Q1", "Q2", "Q3", "Q4"]},
                    "Ticker": {"$eq": ticker},
                    "QA_Flag": {"$eq": participant},
                },
                include_metadata=True,
            )
        else:
            xc = index.query(
                vector=dense_vec,
                top_k=top_k,
                filter={
                    "Year": {
                        "$in": [
                            int("2020"),
                            int("2019"),
                            int("2018"),
                            int("2017"),
                            int("2016"),
                        ]
                    },
                    "Quarter": {"$eq": quarter},
                    "Ticker": {"$eq": ticker},
                    "QA_Flag": {"$eq": participant},
                },
                include_metadata=True,
            )
    else:
        # search pinecone index for context passage with the answer
        xc = index.query(
            vector=dense_vec,
            top_k=top_k,
            filter={
                "Year": int(year),
                "Quarter": {"$eq": quarter},
                "Ticker": {"$eq": ticker},
                "QA_Flag": {"$eq": participant},
            },
            include_metadata=True,
        )
    # filter the context passages based on the score threshold
    filtered_matches = []
    for match in xc["matches"]:
        if match["score"] >= threshold:
            filtered_matches.append(match)
    xc["matches"] = filtered_matches
    return xc


def format_query(query_results):
    # extract passage_text from Pinecone search result
    context = [
        result["metadata"]["Text"] for result in query_results["matches"]
    ]
    return context


def sentence_id_combine(data, query_results, lag=1):
    # Extract sentence IDs from query results
    ids = [
        result["metadata"]["Sentence_id"]
        for result in query_results["matches"]
    ]
    # Generate new IDs by adding a lag value to the original IDs
    new_ids = [id + i for id in ids for i in range(-lag, lag + 1)]
    # Remove duplicates and sort the new IDs
    new_ids = sorted(set(new_ids))
    # Create a list of lookup IDs by grouping the new IDs in groups of lag*2+1
    lookup_ids = [
        new_ids[i : i + (lag * 2 + 1)]
        for i in range(0, len(new_ids), lag * 2 + 1)
    ]
    # Create a list of context sentences by joining the sentences corresponding to the lookup IDs
    context_list = [
        " ".join(
            data.loc[data["Sentence_id"].isin(lookup_id), "Text"].to_list()
        )
        for lookup_id in lookup_ids
    ]
    return context_list


def text_lookup(data, sentence_ids):
    context = ". ".join(data.iloc[sentence_ids].to_list())
    return context


def generate_gpt_prompt(query_text, context_list):
    context = " ".join(context_list)
    prompt = f"""Answer the question in 6 long detailed points as accurately as possible using the provided context. Include as many key details as possible.
Context: {context}
Question: {query_text}
Answer:"""
    return prompt


def generate_gpt_prompt_2(query_text, context_list):
    context = " ".join(context_list)
    prompt = f"""
    Context information is below: 
    ---------------------
    {context}
    ---------------------
    Given the context information and prior knowledge, answer this question:
    {query_text} 
    Try to include as many key details as possible and format the answer in points."""
    return prompt


def generate_flant5_prompt(query_text, context_list):
    context = " \n".join(context_list)
    prompt = f"""Given the context information and prior knowledge, answer this question:
{query_text}
Context information is below: 
---------------------
{context}
---------------------"""
    return prompt


def get_context_list_prompt(prompt):
    prompt_list = prompt.split("---------------------")
    context = prompt_list[-2].strip()
    context_list = context.split(" \n")
    return context_list


def gpt_model(prompt):
    response = openai.Completion.create(
        model="text-davinci-003",
        prompt=prompt,
        temperature=0.1,
        max_tokens=1024,
        top_p=1.0,
        frequency_penalty=0.5,
        presence_penalty=1,
    )
    return response.choices[0].text


# Entity Extraction


def extract_quarter_year(string):
    # Extract year from string
    year_match = re.search(r"\d{4}", string)
    if year_match:
        year = year_match.group()
    else:
        return None, None

    # Extract quarter from string
    quarter_match = re.search(r"Q\d", string)
    if quarter_match:
        quarter = "Q" + quarter_match.group()[1]
    else:
        return None, None

    return quarter, year


def extract_entities(query, model):
    doc = model(query)
    entities = {ent.label_: ent.text for ent in doc.ents}
    if "ORG" in entities.keys():
        company = entities["ORG"].lower()
        if "DATE" in entities.keys():
            quarter, year = extract_quarter_year(entities["DATE"])
            return company, quarter, year
        else:
            return company, None, None
    else:
        if "DATE" in entities.keys():
            quarter, year = extract_quarter_year(entities["DATE"])
            return None, quarter, year
        else:
            return None, None, None


def clean_entities(company, quarter, year):
    company_ticker_map = {
        "apple": "AAPL",
        "amd": "AMD",
        "amazon": "AMZN",
        "cisco": "CSCO",
        "google": "GOOGL",
        "microsoft": "MSFT",
        "nvidia": "NVDA",
        "asml": "ASML",
        "intel": "INTC",
        "micron": "MU",
    }

    ticker_choice = [
        "AAPL",
        "CSCO",
        "MSFT",
        "ASML",
        "NVDA",
        "GOOGL",
        "MU",
        "INTC",
        "AMZN",
        "AMD",
    ]
    year_choice = ["2020", "2019", "2018", "2017", "2016", "All"]
    quarter_choice = ["Q1", "Q2", "Q3", "Q4", "All"]
    if company is not None:
        if company in company_ticker_map.keys():
            ticker = company_ticker_map[company]
            ticker_index = ticker_choice.index(ticker)
        else:
            ticker_index = 0
    else:
        ticker_index = 0
    if quarter is not None:
        if quarter in quarter_choice:
            quarter_index = quarter_choice.index(quarter)
        else:
            quarter_index = len(quarter_choice) - 1
    else:
        quarter_index = len(quarter_choice) - 1
    if year is not None:
        if year in year_choice:
            year_index = year_choice.index(year)
        else:
            year_index = len(year_choice) - 1
    else:
        year_index = len(year_choice) - 1
    return ticker_index, quarter_index, year_index


# Transcript Retrieval


def retrieve_transcript(data, year, quarter, ticker):
    if year == "All" or quarter == "All":
        row = (
            data.loc[
                (data.Ticker == ticker),
                ["File_Name"],
            ]
            .drop_duplicates()
            .iloc[0, 0]
        )
    else:
        row = (
            data.loc[
                (data.Year == int(year))
                & (data.Quarter == quarter)
                & (data.Ticker == ticker),
                ["File_Name"],
            ]
            .drop_duplicates()
            .iloc[0, 0]
        )
    # convert row to a string and join values with "-"
    # row_str = "-".join(row.astype(str)) + ".txt"
    open_file = open(
        f"Transcripts/{ticker}/{row}",
        "r",
    )
    file_text = open_file.read()
    return file_text