discourse-ai/lib/personas/persona.rb

#frozen_string_literal: true

module DiscourseAi
  module Personas
    class Persona
      class << self
        def default_enabled
          true
        end

        def rag_conversation_chunks
          10
        end

        def vision_enabled
          false
        end

        def vision_max_pixels
          1_048_576
        end

        def question_consolidator_llm_id
          nil
        end

        def force_default_llm
          false
        end

        def allow_chat_channel_mentions
          false
        end

        def allow_chat_direct_messages
          false
        end

        def system_personas
          @system_personas ||= {
            General => -1,
            SqlHelper => -2,
            Artist => -3,
            SettingsExplorer => -4,
            Researcher => -5,
            Creative => -6,
            DallE3 => -7,
            DiscourseHelper => -8,
            GithubHelper => -9,
            WebArtifactCreator => -10,
            Summarizer => -11,
            ShortSummarizer => -12,
            Designer => -13,
            ForumResearcher => -14,
          }
        end

        def system_personas_by_id
          @system_personas_by_id ||= system_personas.invert
        end

        def all(user:)
          # listing tools has to be dynamic cause site settings may change
          AiPersona.all_personas.filter do |persona|
            next false if !user.in_any_groups?(persona.allowed_group_ids)

            if persona.system
              instance = persona.new
              (
                instance.required_tools == [] ||
                  (instance.required_tools - all_available_tools).empty?
              )
            else
              true
            end
          end
        end

        def find_by(id: nil, name: nil, user:)
          all(user: user).find { |persona| persona.id == id || persona.name == name }
        end

        def name
          I18n.t("discourse_ai.ai_bot.personas.#{to_s.demodulize.underscore}.name")
        end

        def description
          I18n.t("discourse_ai.ai_bot.personas.#{to_s.demodulize.underscore}.description")
        end

        def all_available_tools
          tools = [
            Tools::ListCategories,
            Tools::Time,
            Tools::Search,
            Tools::Read,
            Tools::DbSchema,
            Tools::SearchSettings,
            Tools::SettingContext,
            Tools::RandomPicker,
            Tools::DiscourseMetaSearch,
            Tools::GithubFileContent,
            Tools::GithubPullRequestDiff,
            Tools::GithubSearchFiles,
            Tools::WebBrowser,
            Tools::JavascriptEvaluator,
            Tools::Researcher,
          ]

          if SiteSetting.ai_artifact_security.in?(%w[lax strict])
            tools << Tools::CreateArtifact
            tools << Tools::UpdateArtifact
            tools << Tools::ReadArtifact
          end

          tools << Tools::GithubSearchCode if SiteSetting.ai_bot_github_access_token.present?

          tools << Tools::ListTags if SiteSetting.tagging_enabled
          tools << Tools::Image if SiteSetting.ai_stability_api_key.present?

          if SiteSetting.ai_openai_api_key.present?
            tools << Tools::DallE
            tools << Tools::CreateImage
            tools << Tools::EditImage
          end

          if SiteSetting.ai_google_custom_search_api_key.present? &&
               SiteSetting.ai_google_custom_search_cx.present?
            tools << Tools::Google
          end

          tools
        end
      end

      def id
        @ai_persona&.id || self.class.system_personas[self.class.superclass] ||
          self.class.system_personas[self.class]
      end

      def tools
        []
      end

      def force_tool_use
        []
      end

      def forced_tool_count
        -1
      end

      def required_tools
        []
      end

      def temperature
        nil
      end

      def top_p
        nil
      end

      def options
        {}
      end

      def response_format
        nil
      end

      def examples
        []
      end

      def available_tools
        self
          .class
          .all_available_tools
          .filter { |tool| tools.include?(tool) }
          .concat(tools.filter(&:custom?))
      end

      def craft_prompt(context, llm: nil)
        system_insts = replace_placeholders(system_prompt, context)

        prompt_insts = <<~TEXT.strip
          #{system_insts}
          #{available_tools.map(&:custom_system_message).compact_blank.join("\n")}
          TEXT

        question_consolidator_llm = llm
        if self.class.question_consolidator_llm_id.present?
          question_consolidator_llm ||=
            DiscourseAi::Completions::Llm.proxy(
              LlmModel.find_by(id: self.class.question_consolidator_llm_id),
            )
        end

        if context.custom_instructions.present?
          prompt_insts << "\n"
          prompt_insts << context.custom_instructions
        end

        fragments_guidance =
          rag_fragments_prompt(
            context.messages,
            llm: question_consolidator_llm,
            user: context.user,
          )&.strip

        prompt_insts << fragments_guidance if fragments_guidance.present?

        post_system_examples = []

        if examples.present?
          examples.flatten.each_with_index do |e, idx|
            post_system_examples << {
              content: replace_placeholders(e, context),
              type: (idx + 1).odd? ? :user : :model,
            }
          end
        end

        prompt =
          DiscourseAi::Completions::Prompt.new(
            prompt_insts,
            messages: post_system_examples.concat(context.messages),
            topic_id: context.topic_id,
            post_id: context.post_id,
          )

        prompt.max_pixels = self.class.vision_max_pixels if self.class.vision_enabled
        prompt.tools = available_tools.map(&:signature) if available_tools
        available_tools.each do |tool|
          tool.inject_prompt(prompt: prompt, context: context, persona: self)
        end
        prompt
      end

      def find_tool(partial, bot_user:, llm:, context:, existing_tools: [])
        return nil if !partial.is_a?(DiscourseAi::Completions::ToolCall)
        tool_instance(
          partial,
          bot_user: bot_user,
          llm: llm,
          context: context,
          existing_tools: existing_tools,
        )
      end

      def allow_partial_tool_calls?
        available_tools.any? { |tool| tool.allow_partial_tool_calls? }
      end

      protected

      def replace_placeholders(content, context)
        content.gsub(/\{(\w+)\}/) do |match|
          found = context.lookup_template_param(match[1..-2])
          found.nil? ? match : found.to_s
        end
      end

      def tool_instance(tool_call, bot_user:, llm:, context:, existing_tools:)
        function_id = tool_call.id
        function_name = tool_call.name
        return nil if function_name.nil?

        tool_klass = available_tools.find { |c| c.signature.dig(:name) == function_name }
        return nil if tool_klass.nil?

        arguments = {}
        tool_klass.signature[:parameters].to_a.each do |param|
          name = param[:name]
          value = tool_call.parameters[name.to_sym]

          if param[:type] == "array" && value
            value =
              begin
                JSON.parse(value)
              rescue JSON::ParserError
                [value.to_s]
              end
          elsif param[:type] == "string" && value
            value = strip_quotes(value).to_s
          elsif param[:type] == "integer" && value
            value = strip_quotes(value).to_i
          end

          if param[:enum] && value && !param[:enum].include?(value)
            # invalid enum value
            value = nil
          end

          arguments[name.to_sym] = value if value
        end

        tool_instance =
          existing_tools.find { |t| t.name == function_name && t.tool_call_id == function_id }

        if tool_instance
          tool_instance.parameters = arguments
          tool_instance
        else
          tool_klass.new(
            arguments,
            tool_call_id: function_id || function_name,
            persona_options: options[tool_klass].to_h,
            bot_user: bot_user,
            llm: llm,
            context: context,
          )
        end
      end

      def strip_quotes(value)
        if value.is_a?(String)
          if value.start_with?('"') && value.end_with?('"')
            value = value[1..-2]
          elsif value.start_with?("'") && value.end_with?("'")
            value = value[1..-2]
          else
            value
          end
        else
          value
        end
      end

      def rag_fragments_prompt(conversation_context, llm:, user:)
        upload_refs =
          UploadReference.where(target_id: id, target_type: "AiPersona").pluck(:upload_id)

        return nil if !DiscourseAi::Embeddings.enabled?
        return nil if conversation_context.blank? || upload_refs.blank?

        latest_interactions =
          conversation_context.select { |ctx| %i[model user].include?(ctx[:type]) }.last(10)

        return nil if latest_interactions.empty?

        # first response
        if latest_interactions.length == 1
          consolidated_question = latest_interactions[0][:content]
        else
          consolidated_question =
            DiscourseAi::Personas::QuestionConsolidator.consolidate_question(
              llm,
              latest_interactions,
              user,
            )
        end

        return nil if !consolidated_question

        vector = DiscourseAi::Embeddings::Vector.instance
        reranker = DiscourseAi::Inference::HuggingFaceTextEmbeddings

        interactions_vector = vector.vector_from(consolidated_question)

        rag_conversation_chunks = self.class.rag_conversation_chunks
        search_limit =
          if reranker.reranker_configured?
            rag_conversation_chunks * 5
          else
            rag_conversation_chunks
          end

        schema = DiscourseAi::Embeddings::Schema.for(RagDocumentFragment)

        candidate_fragment_ids =
          schema
            .asymmetric_similarity_search(
              interactions_vector,
              limit: search_limit,
              offset: 0,
            ) { |builder| builder.join(<<~SQL, target_id: id, target_type: "AiPersona") }
                  rag_document_fragments ON
                  rag_document_fragments.id = rag_document_fragment_id AND
                  rag_document_fragments.target_id = :target_id AND
                  rag_document_fragments.target_type = :target_type
                SQL
            .map(&:rag_document_fragment_id)

        fragments =
          RagDocumentFragment.where(upload_id: upload_refs, id: candidate_fragment_ids).pluck(
            :fragment,
            :metadata,
          )

        if reranker.reranker_configured?
          guidance = fragments.map { |fragment, _metadata| fragment }
          ranks =
            DiscourseAi::Inference::HuggingFaceTextEmbeddings
              .rerank(conversation_context.last[:content], guidance)
              .to_a
              .take(rag_conversation_chunks)
              .map { _1[:index] }

          if ranks.empty?
            fragments = fragments.take(rag_conversation_chunks)
          else
            fragments = ranks.map { |idx| fragments[idx] }
          end
        end

        <<~TEXT
          <guidance>
          The following texts will give you additional guidance for your response.
          We included them because we believe they are relevant to this conversation topic.

          Texts:

          #{
          fragments
            .map do |fragment, metadata|
              if metadata.present?
                ["# #{metadata}", fragment].join("\n")
              else
                fragment
              end
            end
            .join("\n")
        }
          </guidance>
          TEXT
      end
    end
  end
end