within paragraphs
+ para = para.replace("\n", "
")
+ new_paragraphs.append(f"{para}
")
+
+ text = "\n\n".join(new_paragraphs)
+
+ return text
+
+
+# ==========================================
+# ENHANCED RAG SEARCH
+# ==========================================
+def search(query, team, admin, mode="quick"):
+ """Enhanced search with financial logic and fallback"""
+ if not query or not str(query).strip():
+ return "Please enter a valid question.", []
+
+ query = str(query).strip()
+
+ try:
+ # Detect if this is a financial query
+ is_financial = is_financial_query(query)
+ config = FINANCIAL_RAG_CONFIG if is_financial else RAG_CONFIG
+
+ model = MODEL_LARGE if (mode == "deep" or is_financial) else MODEL_SMALL
+
+ if is_financial:
+ st.info("🔍 Detected financial query - using enhanced financial search")
+
+ cat_filter = ""
+ if not admin:
+ cats = get_categories(team)
+ if not cats:
+ return "🔒 No document access. Contact administrator.", []
+ cat_list = "', '".join([str(c) for c in cats if c])
+ if cat_list:
+ cat_filter = f"AND UPPER(d.CATEGORY) IN ('{cat_list}')"
+
+ escaped_query = esc(query)
+
+ # First search attempt
+ search_sql = build_search_sql(escaped_query, cat_filter, config, is_financial)
+
+ try:
+ df = session.sql(search_sql).to_pandas()
+ except Exception as sql_err:
+ return f"Database search error: {sql_err}", []
+
+ # Fallback search if no results and financial query
+ if (df is None or df.empty) and is_financial:
+ st.warning("🔍 No results found, trying fallback search...")
+ df = fallback_search(escaped_query, cat_filter, config)
+
+ if df is None or df.empty:
+ return "No relevant information found in your documents.", []
+
+ # Process results with number extraction for financial queries
+ context_parts, sources = process_search_results(df, config, is_financial)
+
+ if not context_parts:
+ return "No relevant information found in documents.", []
+
+ context = "\n\n---\n\n".join(context_parts)
+
+ # Enhanced prompts
+ prompt = build_enhanced_prompt(query, context, mode, is_financial)
+
+ try:
+ max_prompt_len = 28000
+ if len(prompt) > max_prompt_len:
+ prompt = prompt[:max_prompt_len] + "..."
+
+ answer_sql = f"SELECT SNOWFLAKE.CORTEX.COMPLETE('{model}', '{esc(prompt)}')"
+ result = qry(answer_sql, None)
+
+ if not result or not isinstance(result, list) or len(result) == 0:
+ return "Error: No response from AI model.", sources
+
+ first_row = result[0]
+ if first_row is None:
+ return "Error: Null response from AI model.", sources
+
+ answer = None
+ try:
+ if hasattr(first_row, "__getitem__"):
+ answer = first_row[0]
+ elif hasattr(first_row, "asDict"):
+ row_dict = first_row.asDict()
+ if row_dict:
+ answer = list(row_dict.values())[0]
+ except:
+ pass
+
+ if answer is None:
+ return "Error: Could not extract AI response.", sources
+
+ return str(answer), sources
+
+ except Exception as e:
+ return f"Error: {str(e)}", []
+
+ except Exception as e:
+ return f"Search error: {str(e)}", ""
+
+
+def build_search_sql(query, cat_filter, config, is_financial=False):
+ """Build enhanced search SQL with financial boosting"""
+
+ number_boost = ""
+ boost_select = ""
+ if is_financial:
+ numbers = re.findall(r"\d+(?:\.\d+)?", query)
+ if numbers:
+ number_conditions = " OR ".join(
+ [
+ f"REGEXP_LIKE(LOWER(CHUNK_TEXT), '\\b{num}\\b')"
+ for num in numbers[:3]
+ ]
+ )
+ number_boost = f"""
+ , number_boost AS (
+ SELECT
+ CHUNK_TEXT,
+ FILENAME,
+ CATEGORY,
+ DOC_ID,
+ score,
+ START_LINE,
+ END_LINE,
+ CASE WHEN ({number_conditions})
+ THEN {config.get('number_boost_factor', 1.5)}
+ ELSE 1.0 END AS boost_factor
+ FROM candidates
+ )
+ """
+ # use the boosted score in the window
+ boost_select = "score * boost_factor"
+ else:
+ boost_select = "score"
+ else:
+ boost_select = "score"
+
+ # source for the window function
+ from_source = "number_boost" if is_financial and number_boost else "candidates"
+
+ search_sql = f"""
+ WITH
+ qvec AS (
+ SELECT SNOWFLAKE.CORTEX.EMBED_TEXT_768('{EMBED_MODEL}', '{query}') AS v
+ ),
+ candidates AS (
+ SELECT
+ c.CHUNK_TEXT,
+ d.FILENAME,
+ d.CATEGORY,
+ d.DOC_ID,
+ VECTOR_COSINE_SIMILARITY(c.CHUNK_VEC, q.v) AS score,
+ REGEXP_SUBSTR(c.CHUNK_TEXT, '=== LINES (\\d+)-(\\d+) ===', 1, 1, 'e', 1) AS START_LINE,
+ REGEXP_SUBSTR(c.CHUNK_TEXT, '=== LINES (\\d+)-(\\d+) ===', 1, 1, 'e', 2) AS END_LINE
+ FROM {DB_NAME}.{SCHEMA_NAME}.CHUNKS c
+ JOIN {DB_NAME}.{SCHEMA_NAME}.DOCUMENTS d
+ ON c.DOC_ID = d.DOC_ID
+ CROSS JOIN qvec q
+ WHERE 1=1 {cat_filter}
+ ORDER BY score DESC
+ LIMIT {config['rerank_candidates']}
+ )
+ {number_boost if is_financial and number_boost else ''}
+ , ranked AS (
+ SELECT *,
+ ROW_NUMBER() OVER (PARTITION BY DOC_ID ORDER BY {boost_select} DESC) AS rn
+ FROM {from_source}
+ WHERE score >= {config['similarity_threshold']}
+ )
+ SELECT
+ CHUNK_TEXT,
+ FILENAME,
+ CATEGORY,
+ score,
+ START_LINE,
+ END_LINE
+ FROM ranked
+ WHERE rn = 1
+ ORDER BY score DESC
+ LIMIT {config['max_chunks']}
+ """
+
+ return search_sql
+
+
+def fallback_search(query, cat_filter, config):
+ """Fallback search with relaxed parameters for financial queries"""
+ fallback_sql = f"""
+ WITH
+ qvec AS (
+ SELECT SNOWFLAKE.CORTEX.EMBED_TEXT_768('{EMBED_MODEL}', '{query}') as v
+ ),
+ candidates AS (
+ SELECT
+ c.CHUNK_TEXT,
+ d.FILENAME,
+ d.CATEGORY,
+ d.DOC_ID,
+ VECTOR_COSINE_SIMILARITY(c.CHUNK_VEC, q.v) as score
+ FROM {DB_NAME}.{SCHEMA_NAME}.CHUNKS c
+ JOIN {DB_NAME}.{SCHEMA_NAME}.DOCUMENTS d ON c.DOC_ID = d.DOC_ID
+ CROSS JOIN qvec q
+ WHERE 1=1 {cat_filter}
+ ORDER BY score DESC
+ LIMIT 100 # Broader search
+ )
+ SELECT
+ CHUNK_TEXT,
+ FILENAME,
+ CATEGORY,
+ score
+ FROM candidates
+ WHERE score >= 0.08 # Lower threshold
+ ORDER BY score DESC
+ LIMIT {config['max_chunks']}
+ """
+
+ try:
+ return session.sql(fallback_sql).to_pandas()
+ except:
+ return None
+
+
+def process_search_results(df, config, is_financial):
+ """Process search results and extract sources"""
+ context_parts = []
+ sources = []
+
+ for _, row in df.iterrows():
+ try:
+ chunk_text = str(row["CHUNK_TEXT"]) if "CHUNK_TEXT" in row else ""
+ filename = str(row["FILENAME"]) if "FILENAME" in row else "Unknown"
+ category = str(row["CATEGORY"]) if "CATEGORY" in row else "Unknown"
+
+ # Remove line number metadata for context but keep it for reference
+ clean_chunk = re.sub(r"=== LINES \d+-\d+ ===\n", "", chunk_text)
+ clean_chunk = re.sub(r"\[L\d{4}\] ", "", clean_chunk)
+
+ # Truncate if needed
+ safe_text = (
+ clean_chunk[: config["max_chunk_text"]]
+ if len(clean_chunk) > config["max_chunk_text"]
+ else clean_chunk
+ )
+
+ # Add line references for financial queries
+ if is_financial and "start_line" in row:
+ line_ref = f" (Lines {row['start_line']}-{row['end_line']})"
+ else:
+ line_ref = ""
+
+ context_parts.append(
+ f"**{filename}** (Category: {category}){line_ref}\n{safe_text}"
+ )
+
+ if filename not in sources:
+ sources.append(filename)
+ except Exception as e:
+ print(f"Row processing error: {e}")
+ continue
+
+ return context_parts, sources
+
+
+def build_enhanced_prompt(query, context, mode, is_financial):
+ """Build enhanced prompt with financial accuracy focus"""
+
+ if is_financial:
+ # Financial-specific prompt
+ if mode == "deep":
+ prompt = f"""[INST]You are an expert financial analyst. Accuracy with numbers is CRITICAL.
+CONTEXT:
+{context}
+QUESTION: {query}
+INSTRUCTIONS:
+1. FIRST, extract and verify ALL numbers, dates, and financial metrics
+2. Cross-reference numbers across sources for consistency
+3. Provide a structured Analysis of the financial data
+4. Then, provide a precise Final Answer with exact figures
+5. Cite specific line numbers when available
+6. If numbers differ between sources, note the discrepancy
+7. NEVER approximate financial figures - use exact numbers from context
+
+Format:
+## Analysis
+(Step-by-step financial reasoning with numbers)
+## Answer
+(Precise final answer with exact figures)
+[/INST]"""
+ else:
+ prompt = f"""[INST]You are a precise financial assistant. NUMERICAL ACCURACY IS MANDATORY.
+CONTEXT:
+{context}
+QUESTION: {query}
+INSTRUCTIONS:
+- ANSWER DIRECTLY with exact numbers from context
+- If multiple sources show different numbers, report all with sources
+- Cite document and line numbers for financial figures
+- DO NOT approximate or round unless explicitly stated
+- If context lacks the exact figure, state "Exact figure not found"
+- BE CONCISE but COMPLETE with all relevant numbers
+[/INST]"""
+ else:
+ # Original prompts
+ if mode == "deep":
+ prompt = f"""[INST]You are an expert research assistant. Analyze the provided context carefully.
+CONTEXT:
+{context}
+QUESTION: {query}
+INSTRUCTIONS:
+1. First, provide a structured Analysis of the relevant information.
+2. Then, provide a comprehensive Final Answer.
+Format your response using these headers:
+## Analysis
+(Your step-by-step reasoning)
+## Answer
+(Your final answer)
+[/INST]"""
+ else:
+ prompt = f"""[INST]You are a precise knowledge assistant.
+CONTEXT:
+{context}
+QUESTION: {query}
+INSTRUCTIONS:
+- Answer directly based on the context.
+- If information is missing, say so.
+- Be concise but complete.
+- Cite sources when possible.
+[/INST]"""
+
+ return prompt
+
+
+# ==========================================
+# SESSION STATE
+# ==========================================
+if "sid" not in st.session_state:
+ st.session_state.sid = None
+if "msgs" not in st.session_state:
+ st.session_state.msgs = []
+if "view" not in st.session_state:
+ st.session_state.view = "chat"
+if "pg" not in st.session_state:
+ st.session_state.pg = {}
+if "ai_mode" not in st.session_state:
+ st.session_state.ai_mode = "quick"
+# Selection states for bulk operations
+if "selected_items" not in st.session_state:
+ st.session_state.selected_items = {
+ "users": set(),
+ "teams": set(),
+ "rules": set(),
+ "docs": set(),
+ }
+# Admin edit states
+if "edit_team" not in st.session_state:
+ st.session_state.edit_team = None
+if "edit_cat_access" not in st.session_state:
+ st.session_state.edit_cat_access = None
+
+# ==========================================
+# USER CONTEXT
+# ==========================================
+curr_user = get_current_user()
+curr_admin = check_is_admin(curr_user)
+curr_team = "SUPER_ADMIN" if curr_admin else get_team(curr_user)
+curr_access = get_access(curr_team, curr_admin)
+
+
+# ==========================================
+# UI RENDERING HELPERS (ENHANCED FOR ADMIN)
+# ==========================================
+def render_bulk_action_bar(item_type, items, delete_func, assign_func=None):
+ """Render a unified bulk action bar"""
+ selected = st.session_state.selected_items[item_type]
+
+ if not selected:
+ return
+
+ with st.container():
+ st.markdown('', unsafe_allow_html=True)
+ cols = st.columns([2, 1, 1, 1])
+
+ cols[0].markdown(f"**📌 {len(selected)} item(s) selected**")
+
+ if assign_func and item_type == "users":
+ teams = get_teams()
+ target_team = cols[1].selectbox(
+ "Assign to", teams, key=f"bulk_assign_{item_type}"
+ )
+ if cols[2].button("✓ Assign", use_container_width=True):
+ assign_func(list(selected), target_team)
+ st.success(f"✅ Assigned {len(selected)} users to {target_team}")
+ st.session_state.selected_items[item_type].clear()
+ st.rerun()
+
+ # Delete button with confirmation
+ confirm_key = f"confirm_delete_{item_type}"
+ if cols[3].button("🗑️ Delete", use_container_width=True, type="primary"):
+ if st.checkbox(
+ f"⚠️ Confirm delete {len(selected)} item(s)?", key=confirm_key
+ ):
+ count = delete_func(list(selected))
+ st.success(f"✅ Deleted {count} item(s)")
+ st.session_state.selected_items[item_type].clear()
+ st.rerun()
+
+ if cols[0].button("Clear Selection", key=f"clear_{item_type}"):
+ st.session_state.selected_items[item_type].clear()
+ st.rerun()
+
+ st.markdown("
", unsafe_allow_html=True)
+
+
+def render_select_all(item_type, df, id_column):
+ """Render select all checkbox"""
+ col1, col2, col3, col4 = st.columns([1, 4, 3, 3])
+
+ if col1.checkbox("Select All", key=f"select_all_{item_type}"):
+ ids = df[id_column].tolist() if df is not None and not df.empty else []
+ st.session_state.selected_items[item_type] = set(ids)
+
+
+def render_item_row(item_type, item_id, content_items, is_selected):
+ """Render a single item row with checkbox"""
+ row_class = "item-row selected" if is_selected else "item-row"
+ st.markdown(f'', unsafe_allow_html=True)
+
+ cols = st.columns([1, 8]) # Checkbox + content
+
+ # Checkbox
+ if cols[0].checkbox("", key=f"sel_{item_type}_{item_id}", value=is_selected):
+ st.session_state.selected_items[item_type].add(item_id)
+ else:
+ st.session_state.selected_items[item_type].discard(item_id)
+
+ # Content
+ with cols[1]:
+ col_count = len(content_items)
+ content_cols = st.columns(col_count)
+ for i, content in enumerate(content_items):
+ content_cols[i].write(content)
+
+ st.markdown("
", unsafe_allow_html=True)
+
+
+# ==========================================
+# UI INTEGRATION
+# ==========================================
+# In the User Management view, add password reset per user:
+
+
+# Add this to the user row rendering in the 'users' view:
+def render_user_row_with_password_reset(username, team, is_admin):
+ """Enhanced user row with password reset button"""
+ is_selected = username in st.session_state.selected_items["users"]
+
+ st.markdown(
+ f'',
+ unsafe_allow_html=True,
+ )
+ cols = st.columns([0.5, 4, 3, 2, 1.5, 1.5])
+
+ # Checkbox
+ if cols[0].checkbox("", key=f"sel_users_{username}", value=is_selected):
+ st.session_state.selected_items["users"].add(username)
+ else:
+ st.session_state.selected_items["users"].discard(username)
+
+ # User info
+ cols[1].write(f"`{username}`")
+ cols[2].write(team)
+ cols[3].write(admin)
+
+ # Password reset button
+ if cols[4].button("🔑 Reset", key=f"reset_pwd_{username}"):
+ st.session_state[f"reset_modal_{username}"] = True
+
+ # Delete button
+ if cols[5].button("🗑️", key=f"del_user_{username}"):
+ count = bulk_delete([username])
+ if count > 0:
+ st.success("✅ User deleted")
+ st.rerun()
+
+ st.markdown("
", unsafe_allow_html=True)
+
+ # Password reset modal
+ if st.session_state.get(f"reset_modal_{username}", False):
+ with st.expander(f"🔑 Reset Password for {username}", expanded=True):
+ with st.form(f"reset_form_{username}"):
+ new_pwd = st.text_input(
+ "New Password", type="password", key=f"new_pwd_{username}"
+ )
+ confirm_pwd = st.text_input(
+ "Confirm Password", type="password", key=f"confirm_pwd_{username}"
+ )
+ col_a, col_b = st.columns(2)
+ if col_a.form_submit_button("Reset", type="primary"):
+ if new_pwd == confirm_pwd and len(new_pwd) >= 6:
+ ok, msg = reset_user_password(username, new_pwd)
+ if ok:
+ st.success(f"✅ {msg}")
+ del st.session_state[f"reset_modal_{username}"]
+ st.rerun()
+ else:
+ st.error(f"❌ {msg}")
+ else:
+ st.error("❌ Passwords don't match or too short")
+ if col_b.form_submit_button("Cancel"):
+ del st.session_state[f"reset_modal_{username}"]
+ st.rerun()
+
+
+# ==========================================
+# SIDEBAR (ENHANCED WITH ADMIN DASHBOARD SUMMARY)
+# ==========================================
+with st.sidebar:
+ st.markdown(
+ """
+
+ """,
+ unsafe_allow_html=True,
+ )
+
+ if curr_admin:
+ st.markdown(
+ 'Admin', unsafe_allow_html=True
+ )
+ else:
+ st.markdown(
+ f'{curr_team}', unsafe_allow_html=True
+ )
+
+ st.caption(f"User: `{curr_user}`")
+ st.divider()
+
+ if st.button("✨ New Chat", use_container_width=True, type="primary"):
+ st.session_state.sid = None
+ st.session_state.msgs = []
+ st.session_state.view = "chat"
+ st.rerun()
+
+ st.markdown('Recent Chats
', unsafe_allow_html=True)
+ chats = get_chats(curr_user, st.session_state.pg.get("chats", 0), 8)
+
+ if chats is not None and not chats.empty:
+ for _, r in chats.iterrows():
+ c1, c2 = st.columns([5, 1])
+ title_raw = r.get("TITLE", "Chat") if hasattr(r, "get") else r["TITLE"]
+ title_str = str(title_raw) if title_raw else "Chat"
+ title = title_str[:18] + "..." if len(title_str) > 18 else title_str
+ session_id = str(
+ r.get("SESSION_ID", "") if hasattr(r, "get") else r["SESSION_ID"]
+ )
+
+ with c1:
+ if st.button(
+ f"💬 {title}", key=f"c_{session_id[:8]}", use_container_width=True
+ ):
+ load_chat(session_id)
+ st.session_state.view = "chat"
+ st.rerun()
+ with c2:
+ if st.button("×", key=f"d_{session_id[:8]}"):
+ del_chat(session_id)
+ if st.session_state.sid == session_id:
+ st.session_state.sid = None
+ st.session_state.msgs = []
+ st.rerun()
+ else:
+ st.caption("No conversations yet")
+
+ if curr_admin:
+ st.divider()
+ st.markdown(
+ 'Admin Dashboard
', unsafe_allow_html=True
+ )
+ # Quick stats
+ col1, col2 = st.columns(2)
+ col1.metric("Users", count_tbl("APP_USER_TEAMS"))
+ col2.metric("Documents", count_tbl("DOCUMENTS"))
+ st.divider()
+ col1, col2 = st.columns(2)
+ with col1:
+ if st.button("👥 Users", use_container_width=True):
+ st.session_state.view = "users"
+ st.session_state.selected_items = {
+ k: set() for k in st.session_state.selected_items
+ } # Clear selections
+ st.rerun()
+ if st.button("🔐 Access", use_container_width=True):
+ st.session_state.view = "access"
+ st.session_state.selected_items = {
+ k: set() for k in st.session_state.selected_items
+ }
+ st.rerun()
+ with col2:
+ if st.button("🏷️ Teams", use_container_width=True):
+ st.session_state.view = "teams"
+ st.session_state.selected_items = {
+ k: set() for k in st.session_state.selected_items
+ }
+ st.rerun()
+ if st.button("📂 Docs", use_container_width=True):
+ st.session_state.view = "docs"
+ st.session_state.selected_items = {
+ k: set() for k in st.session_state.selected_items
+ }
+ st.rerun()
+
+# ==========================================
+# MAIN CONTENT
+# =========================================#
+if curr_team == "GUEST" and not curr_admin:
+ st.warning("🔒 You are not assigned to a team. Please contact an administrator.")
+ st.stop()
+
+view = st.session_state.view
+
+# ==========================================
+# CHAT VIEW (IMPROVED RENDERING)
+# =========================================#
+if view == "chat":
+ # Messages Container
+ if st.session_state.msgs:
+ for m in st.session_state.msgs:
+ role = m.get("role", "")
+ content = m.get("content", "")
+
+ if role == "user":
+ safe_content = str(content).replace("<", "<").replace(">", ">")
+ st.markdown(
+ f'',
+ unsafe_allow_html=True,
+ )
+ else:
+ # Parse AI response
+ answer_content = str(content)
+ sources = []
+ thinking_html = ""
+
+ # Extract sources
+ if "📚 **Sources:**" in answer_content:
+ parts = answer_content.split("📚 **Sources:**")
+ answer_content = parts[0].strip()
+ if len(parts) > 1:
+ sources = [s.strip() for s in parts[1].split(",") if s.strip()]
+
+ # Extract thinking section
+ if "## Analysis" in answer_content and "## Answer" in answer_content:
+ parts = answer_content.split("## Answer")
+ thinking = parts[0].replace("## Analysis", "").strip()
+ answer_content = parts[1].strip() if len(parts) > 1 else ""
+
+ thinking_html = f"""
+
+
🧠 Analysis
+
{md_to_html(thinking)}
+
'
+
+ if thinking_html:
+ ai_message_html += thinking_html
+
+ ai_message_html += f'
{answer_html}
'
+
+ # Add sources
+ if sources:
+ source_tags = "".join(
+ [f'
📄 {s}' for s in sources]
+ )
+ ai_message_html += f"""
+
+
📚 Sources
+ {source_tags}
+
+ """
+
+ ai_message_html += "
👥 User Management
', unsafe_allow_html=True
+ )
+
+ c1, c2 = st.columns([1, 2], gap="large")
+
+ with c1:
+ st.markdown('', unsafe_allow_html=True)
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+ with st.form("create_user_form", clear_on_submit=True):
+ new_username = st.text_input("Username")
+ new_password = st.text_input("Password", type="password")
+ confirm_password = st.text_input("Confirm Password", type="password")
+ teams = get_teams()
+ new_team = st.selectbox("Assign Team", ["None"] + teams)
+ submitted = st.form_submit_button("Create User", type="primary")
+ if submitted:
+ if not new_username or not new_password:
+ st.error("❌ Username and password required.")
+ elif new_password != confirm_password:
+ st.error("❌ Passwords do not match.")
+ else:
+ ok, msg = create_user(
+ new_username,
+ new_password,
+ new_team if new_team != "None" else None,
+ )
+ if ok:
+ st.success(f"✅ {msg}")
+ st.rerun()
+ else:
+ st.error(f"❌ {msg}")
+ st.markdown("
", unsafe_allow_html=True)
+
+ with c2:
+ st.markdown('', unsafe_allow_html=True)
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+
+ df = load_users()
+ if df is not None and not df.empty:
+ # Deduplicate users to prevent key conflicts
+ df = df.drop_duplicates(subset=["USERNAME"], keep="first")
+
+ # Bulk Action Bar (for assign & delete)
+ render_bulk_action_bar("users", df, bulk_delete, bulk_assign)
+
+ # Table Header
+ h1, h2, h3, h4, h5, h6 = st.columns([0.5, 4, 3, 2, 1.5, 1.5])
+ h2.write("**Username**")
+ h3.write("**Team**")
+ h4.write("**Admin**")
+ h5.write("")
+ h6.write("")
+
+ # User Rows with Password Reset
+ for idx, (_, row) in enumerate(df.iterrows()):
+ username = row["USERNAME"].strip() # Clean whitespace
+ team = row["TEAM"]
+ admin = row["ADMIN"]
+ render_user_row_with_password_reset(username, team, admin)
+ else:
+ st.info("No users found.")
+
+ st.markdown("
", unsafe_allow_html=True)
+
+elif view == "teams" and curr_admin:
+ st.markdown(
+ '🏷️ Team Management
', unsafe_allow_html=True
+ )
+
+ c1, c2 = st.columns([1, 2], gap="large")
+
+ with c1:
+ st.markdown('', unsafe_allow_html=True)
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+ with st.form("create_team_form", clear_on_submit=True):
+ new_team_name = st.text_input("Team Name")
+ new_desc = st.text_input("Description (optional)")
+ submitted = st.form_submit_button("Create Team", type="primary")
+ if submitted and new_team_name:
+ ok, msg = create_team_db(new_team_name, new_desc)
+ if ok:
+ st.success(f"✅ {msg}")
+ st.rerun()
+ else:
+ st.error(f"❌ {msg}")
+
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+ teams = get_teams()
+ if teams:
+ for team in teams:
+ col1, col2, col3 = st.columns([4, 1, 1])
+ with col1:
+ st.write(f"**{team}**")
+ with col2:
+ if st.button("✏️", key=f"edit_team_{team}"):
+ st.session_state.edit_team = team
+ with col3:
+ if st.button("🗑️", key=f"del_team_{team}"):
+ ok, msg = delete_team_db(team)
+ if ok:
+ st.success(f"✅ {msg}")
+ st.rerun()
+ else:
+ st.error(f"❌ {msg}")
+
+ # Edit team modal
+ if st.session_state.edit_team:
+ edit_team = st.session_state.edit_team
+ with st.expander(f"✏️ Editing: {edit_team}", expanded=True):
+ with st.form("edit_team_form"):
+ new_name = st.text_input("New Team Name", value=edit_team)
+ new_desc = st.text_input(
+ "New Description",
+ value=val(
+ f"SELECT DESCRIPTION FROM {DB_NAME}.{SCHEMA_NAME}.TEAMS WHERE TEAM_NAME='{esc(edit_team)}'"
+ ),
+ )
+ col_a, col_b = st.columns(2)
+ if col_a.form_submit_button("Save Changes", type="primary"):
+ # Simple update: delete old, create new if name changes
+ if new_name != edit_team:
+ delete_team_db(edit_team)
+ create_team_db(new_name, new_desc)
+ else:
+ session.sql(
+ f"UPDATE {DB_NAME}.{SCHEMA_NAME}.TEAMS SET DESCRIPTION='{esc(new_desc)}' WHERE TEAM_NAME='{esc(edit_team)}'"
+ ).collect()
+ st.success("✅ Team updated")
+ st.session_state.edit_team = None
+ st.rerun()
+ if col_b.form_submit_button("Cancel"):
+ st.session_state.edit_team = None
+ st.rerun()
+ else:
+ st.info("No teams yet.")
+ st.markdown("
", unsafe_allow_html=True)
+
+ with c2:
+ st.markdown('', unsafe_allow_html=True)
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+ selected_team = st.selectbox("Select Team", get_teams())
+ if selected_team:
+ members = load_members(selected_team)
+ if members is not None and not members.empty:
+ st.dataframe(members, hide_index=True, use_container_width=True)
+ else:
+ st.info("No members in this team.")
+ st.markdown("
", unsafe_allow_html=True)
+
+elif view == "access" and curr_admin:
+ st.markdown(
+ '🔐 Access Control
', unsafe_allow_html=True
+ )
+
+ c1, c2 = st.columns([1, 2], gap="large")
+
+ with c1:
+ st.markdown('', unsafe_allow_html=True)
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+ teams = get_teams()
+ all_cats = get_all_categories()
+ with st.form("grant_access_form", clear_on_submit=True):
+ grant_team = st.selectbox("Team", teams if teams else ["No teams"])
+ grant_cats = st.multiselect("Categories", all_cats)
+ submitted = st.form_submit_button("Grant", type="primary")
+ if submitted and grant_team and grant_cats:
+ n = bulk_grant(grant_team, grant_cats)
+ st.success(f"✅ Granted {n} categories")
+
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+ admins = load_admins()
+ if admins is not None and not admins.empty:
+ # Deduplicate admins to prevent key conflicts
+ admins = admins.drop_duplicates(subset=["USERNAME"], keep="first")
+
+ # Info about system grants
+ st.caption("ℹ️ Admins granted by 'SYSTEM' cannot be removed")
+
+ # Use enumerate to ensure unique keys
+ for idx, (_, row) in enumerate(admins.iterrows()):
+ col1, col2 = st.columns([4, 1])
+ username = row["USERNAME"].strip() # Clean any trailing spaces
+ granted_by = row["GRANTED_BY"]
+
+ # Check if this is a system-granted admin
+ is_system_grant = granted_by and str(granted_by).upper().startswith(
+ "SYSTEM"
+ )
+
+ with col1:
+ st.write(f"`{username}` (Granted by: {granted_by})")
+
+ with col2:
+ if is_system_grant:
+ st.button(
+ "🚫",
+ key=f"revoke_admin_{username}_{idx}",
+ disabled=True,
+ help="Cannot remove system-granted admins",
+ )
+ else:
+ if st.button(
+ "🗑️",
+ key=f"revoke_admin_{username}_{idx}",
+ help=f"Revoke admin from {username}",
+ ):
+ ok, msg = remove_admin_db(username, curr_user)
+ if ok:
+ st.success(f"✅ {msg}")
+ st.rerun()
+ else:
+ st.error(f"❌ {msg}")
+ else:
+ st.info("No admins yet.")
+
+ with st.expander("➕ Grant Admin Access"):
+ with st.form("grant_admin_form", clear_on_submit=True):
+ grant_user = st.text_input("Username to Grant Admin")
+ submitted = st.form_submit_button("Grant Admin", type="primary")
+ if submitted and grant_user:
+ ok, msg = add_admin_db(grant_user, curr_user)
+ if ok:
+ st.success(f"✅ {msg}")
+ st.rerun()
+ else:
+ st.error(f"❌ {msg}")
+
+ # Category Management (Centralized)
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+ with st.expander("➕ Add New Category", expanded=False):
+ with st.form("add_cat_access", clear_on_submit=True):
+ new_cat = st.text_input("Category Name")
+ if st.form_submit_button("Create"):
+ if new_cat:
+ ok, msg = create_category_db(new_cat)
+ if ok:
+ st.success(f"✅ {msg}")
+ st.rerun()
+ else:
+ st.error(f"❌ {msg}")
+
+ categories = get_all_categories()
+ if categories:
+ for cat in categories:
+ col1, col2, col3 = st.columns([4, 1, 1])
+ with col1:
+ st.write(f"**{cat}**")
+ with col2:
+ if st.button("✏️", key=f"edit_cat_access_{cat}"):
+ st.session_state.edit_cat_access = cat
+ with col3:
+ if st.button("🗑️", key=f"del_cat_access_{cat}"):
+ ok, msg = delete_category_db(cat)
+ if ok:
+ st.success(f"✅ {msg}")
+ st.rerun()
+ else:
+ st.error(f"❌ {msg}")
+
+ if st.session_state.edit_cat_access:
+ edit_cat = st.session_state.edit_cat_access
+ with st.expander(f"✏️ Editing: {edit_cat}", expanded=True):
+ with st.form("edit_cat_access_form"):
+ new_name = st.text_input("New Name", value=edit_cat)
+ col_a, col_b = st.columns(2)
+ if col_a.form_submit_button("Save", type="primary"):
+ if new_name != edit_cat:
+ delete_category_db(edit_cat)
+ create_category_db(new_name)
+ st.success("✅ Category updated")
+ st.session_state.edit_cat_access = None
+ st.rerun()
+ if col_b.form_submit_button("Cancel"):
+ st.session_state.edit_cat_access = None
+ st.rerun()
+ else:
+ st.info("No categories yet.")
+
+ st.markdown("
", unsafe_allow_html=True)
+
+ with c2:
+ st.markdown('', unsafe_allow_html=True)
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+
+ df = load_rules()
+ if df is not None and not df.empty:
+ render_bulk_action_bar(
+ "rules",
+ df,
+ lambda rules: bulk_revoke(
+ [
+ (r["TEAM"], r["CATEGORY"])
+ for _, r in df.iterrows()
+ if (r["TEAM"], r["CATEGORY"]) in rules
+ ]
+ ),
+ )
+
+ render_select_all("rules", df, None) # No single ID, use composite
+
+ h1, h2, h3, h4 = st.columns([0.5, 4, 4, 1])
+ h2.write("**Team**")
+ h3.write("**Category**")
+ h4.write("")
+
+ # Deduplicate rules to prevent key conflicts
+ df = df.drop_duplicates(subset=["TEAM", "CATEGORY"], keep="first")
+
+ for idx, (_, row) in enumerate(df.iterrows()):
+ team = row["TEAM"]
+ cat = row["CATEGORY"]
+ rule_id = (team, cat)
+ is_selected = rule_id in st.session_state.selected_items["rules"]
+ render_item_row("rules", rule_id, [team, cat], is_selected)
+
+ if not is_selected:
+ dcol = st.columns([0.5, 4, 4, 1])[3]
+ # Add idx to ensure unique key
+ if dcol.button("🗑️", key=f"revoke_rule_{team}_{cat}_{idx}"):
+ ok, msg = revoke_cat(team, cat)
+ if ok:
+ st.success("✅ Revoked")
+ st.rerun()
+ else:
+ st.error(f"❌ {msg}")
+ else:
+ st.info("No rules yet.")
+
+ st.markdown("
", unsafe_allow_html=True)
+
+elif view == "docs" and curr_admin:
+ st.markdown(
+ '📂 Document Management
', unsafe_allow_html=True
+ )
+
+ c1, c2 = st.columns([1, 2], gap="large")
+
+ with c1:
+ st.markdown('', unsafe_allow_html=True)
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+ uploaded_file = st.file_uploader("Choose a file", type=["pdf", "txt", "docx"])
+ all_cats = get_all_categories()
+
+ if all_cats:
+ selected_cat = st.selectbox("Assign to Category", all_cats)
+ else:
+ st.warning("No categories yet. Manage in Access Control.")
+ selected_cat = None
+
+ if uploaded_file and selected_cat:
+ if st.button("Index Document", use_container_width=True, type="primary"):
+ with st.spinner("Indexing document..."):
+ ok, msg = ingest_doc(uploaded_file, selected_cat)
+ if ok:
+ st.success(f"✅ {msg}")
+ else:
+ st.error(f"❌ {msg}")
+ elif uploaded_file and not selected_cat:
+ st.info("Please create or select a category first.")
+
+ st.markdown("
", unsafe_allow_html=True)
+
+ with c2:
+ st.markdown('', unsafe_allow_html=True)
+ st.markdown(
+ '',
+ unsafe_allow_html=True,
+ )
+
+ df = load_docs()
+ if df is not None and not df.empty:
+ df["UPLOAD_TS"] = pd.to_datetime(df["UPLOAD_TS"]).dt.strftime(
+ "%Y-%m-%d %H:%M"
+ )
+
+ # Bulk Action Bar
+ render_bulk_action_bar("docs", df, delete_docs)
+
+ # Select All Row
+ render_select_all("docs", df, "DOC_ID")
+
+ # Table Header
+ h1, h2, h3, h4, h5, h6 = st.columns([0.5, 4, 2.5, 2.5, 2, 1])
+ h2.write("**Filename**")
+ h3.write("**Category**")
+ h4.write("**Uploaded By**")
+ h5.write("**Date**")
+ h6.write("")
+
+ # Document Rows
+ for _, row in df.iterrows():
+ doc_id = row["DOC_ID"]
+ is_selected = doc_id in st.session_state.selected_items["docs"]
+
+ render_item_row(
+ "docs",
+ doc_id,
+ [
+ row["FILENAME"],
+ f"`{row['CATEGORY']}`",
+ row["UPLOADED_BY"],
+ row["UPLOAD_TS"],
+ ],
+ is_selected,
+ )
+
+ # Individual delete button in last column
+ if not is_selected: # Avoid double controls
+ dcol = st.columns([0.5, 4, 2.5, 2.5, 2, 1])[5]
+ if dcol.button("🗑️", key=f"del_doc_{doc_id}"):
+ count = delete_docs([doc_id])
+ if count > 0:
+ st.success("✅ Document deleted")
+ st.rerun()
+ else:
+ st.info("No documents uploaded yet.")
+
+ st.markdown("
", unsafe_allow_html=True)
+
+else:
+ st.session_state.view = "chat"
+ st.rerun()
diff --git a/version_2/readme.md b/version_2/readme.md
index 1536a63..63f8aa2 100644
--- a/version_2/readme.md
+++ b/version_2/readme.md
@@ -49,7 +49,7 @@ authenticator = "snowflake"
#### Step 3: Deploy Application
```bash
# Navigate to project folder
-cd project folder
+cd version_2
# Deploy (creates package and app)
snow app run
@@ -87,7 +87,7 @@ CREATE APPLICATION PACKAGE AIFAQ_PRO_PKG
In Snowsight or Classic UI:
1. Navigate to **Data > Databases > AIFAQ_PRO_PKG > Stages**
2. Click on the automatically created stage
-3. Upload all 7 files using the **+ Files** button
+3. Upload all 5 files using the **+ Files** button
Or use SQL:
```sql
@@ -136,7 +136,7 @@ CREATE APPLICATION AIFAQ_PRO_TEST
#### Step 3: Upload & Release
1. In your package, go to **Versions**
2. Click **Create Version**
-3. Drag-and-drop all 7 files
+3. Drag-and-drop all 5 files
4. Set version number to `1.0.0`
5. Click **Create Release Directive**
@@ -441,7 +441,7 @@ ALTER TABLE APP_USER_TEAMS ADD COLUMN IF NOT EXISTS EMAIL VARCHAR;
Before deploying to production, verify:
-- [ ] All 7 files are present and validated
+- [ ] All 5 files are present and validated
- [ ] `manifest.yml` has correct author/contact info
- [ ] `setup.sql` has no syntax errors (test in worksheet)
- [ ] `environment.yml` uses supported Python version (3.10)