various bug fixes

cookbook/slackbot/parent_app.py

@@ -1,4 +1,5 @@
 import asyncio
+import json
 from contextlib import asynccontextmanager
 
 from fastapi import FastAPI
@@ -14,6 +15,9 @@
 from typing_extensions import TypedDict
 from websockets.exceptions import ConnectionClosedError
 
+PARENT_APP_STATE_BLOCK_NAME = "marvin-parent-app-state"
+PARENT_APP_STATE = JSONBlockKV(block_name=PARENT_APP_STATE_BLOCK_NAME)
+
 
 class Lesson(TypedDict):
     relevance: confloat(ge=0, le=1)
@@ -22,9 +26,14 @@ class Lesson(TypedDict):
 
 @ai_fn(model="gpt-3.5-turbo-1106")
 def take_lesson_from_interaction(
-    transcript: str, assistant_instructions: str
+    transcript: str,
+    assistant_instructions: str,
+    observer_role: str = "data architect",
+    irrelevant_topics: str = "Anything not related to data engineering",
 ) -> Lesson:
-    """You are an expert counselor, and you are teaching Marvin how to be a better assistant.
+    """You are an expert {{ observer_role }}, and you are counseling an AI assistant named Marvin.
+
+    {{ irrelevant_topics }} is not relevant to Marvin's purpose, and has 0 relevance.
 
     Here is the transcript of an interaction between Marvin and a user:
     {{ transcript }}
@@ -33,7 +42,7 @@ def take_lesson_from_interaction(
     {{ assistant_instructions }}
 
     how directly relevant to the assistant's purpose is this interaction?
-    - if not at all, relevance = 0 & heuristic = None. (most of the time)
+    - if not at all, relevance = 0 & heuristic = None. (most commonly, this will be the case)
     - if very, relevance >= 0.5, <1 & heuristic = "1 SHORT SENTENCE (max) summary of a generalizable lesson".
     """
 
@@ -57,24 +66,27 @@ def excerpt_from_event(event: Event) -> str:
 async def update_parent_app_state(app: AIApplication, event: Event):
     event_excerpt = excerpt_from_event(event)
     lesson = take_lesson_from_interaction(
-        event_excerpt, event.payload.get("ai_instructions")
+        event_excerpt, event.payload.get("ai_instructions").split("START_USER_NOTES")[0]
     )
     if lesson["relevance"] >= 0.5 and lesson["heuristic"] is not None:
-        experience = f"transcript: {event_excerpt}\n\nlesson: {lesson['heuristic']}"
+        experience = (
+            f"transcript:\n\n{event_excerpt}\n\nlesson: {lesson['heuristic']!r}"
+        )
         logger.debug_kv("💡 Learned lesson from excerpt", experience, "green")
         await app.default_thread.add_async(experience)
         logger.debug_kv("📝", "Updating parent app state", "green")
         await app.default_thread.run_async(app)
     else:
         logger.debug_kv("🥱 ", "nothing special", "green")
         user_id = event.payload.get("user").get("id")
-        current_user_state = await app.state.read(user_id)
-        await app.state.write(
-            user_id,
-            {
-                **current_user_state,
-                "n_interactions": current_user_state["n_interactions"] + 1,
-            },
+        current_user_state = app.state.read(user_id) or dict(
+            name=event.payload.get("user").get("name"),
+            n_interactions=0,
+        )
+        current_user_state["n_interactions"] += 1
+        app.state.write(user_id, state := current_user_state)
+        logger.debug_kv(
+            f"📋 Updated state for user {user_id} to", json.dumps(state), "green"
         )
 
 
@@ -96,8 +108,9 @@ async def learn_from_child_interactions(
         except Exception as e:
             if isinstance(e, ConnectionClosedError):
                 logger.debug_kv("🚨 Connection closed, reconnecting...", "red")
-            else:  # i know, i know
+            else:
                 logger.debug_kv("🚨", str(e), "red")
+                raise e
 
 
 parent_assistant_options = dict(
@@ -108,10 +121,10 @@ async def learn_from_child_interactions(
         " with the user's id as the key. The user id will be shown in the excerpt of the interaction."
         " The user profiles (values) should include at least: {name: str, notes: list[str], n_interactions: int}."
         " Keep NO MORE THAN 3 notes per user, but you may curate/update these over time for Marvin's maximum benefit."
-        " Notes must be 2 sentences or less, and must be concise and focused primarily on users' data engineering needs."
-        " Notes should not directly mention Marvin as an actor, they should be generally useful observations."
+        " Notes must be 2 sentences or less, must be concise and use inline markdown formatting for code and links."
+        " Each note should be a concrete and TECHNICAL observation related to the user's data engineering needs."
     ),
-    state=JSONBlockKV(block_name="marvin-parent-app-state"),
+    state=PARENT_APP_STATE,
 )
 
 

cookbook/slackbot/start.py

@@ -22,6 +22,7 @@
 )
 from marvin.utilities.strings import count_tokens, slice_tokens
 from parent_app import (
+    PARENT_APP_STATE,
     emit_assistant_completed_event,
     lifespan,
 )
@@ -30,7 +31,7 @@
 from prefect.tasks import task_input_hash
 
 BOT_MENTION = r"<@(\w+)>"
-CACHE = JSONBlockKV(block_name="slackbot-tool-cache")
+CACHE = JSONBlockKV(block_name="slackbot-thread-cache")
 USER_MESSAGE_MAX_TOKENS = 300
 
 
@@ -39,18 +40,24 @@ def cached(func: Callable) -> Callable:
 
 
 async def get_notes_for_user(
-    user_id: str, parent_app: AIApplication, max_tokens: int = 100
-) -> str | None:
-    json_notes: dict = parent_app.state.read(key=user_id)
-    get_logger("slackbot").debug_kv("📝  Notes for user", json_notes, "blue")
+    user_id: str, max_tokens: int = 100
+) -> dict[str, str | None]:
     user_name = await get_user_name(user_id)
+    json_notes: dict = PARENT_APP_STATE.read(key=user_id)
+    get_logger("slackbot").debug_kv(f"📝  Notes for {user_name}", json_notes, "blue")
 
     if json_notes:
         notes_template = Template(
             """
-            Here are some notes about {{ user_name }} (user id: {{ user_id }}):
+            START_USER_NOTES
+            Here are some notes about '{{ user_name }}' (user id: {{ user_id }}), which
+            are intended to help you understand their technical background and needs
+
+            - {{ user_name }} is recorded interacting with assistants {{ n_interactions }} time(s).
+
+            These notes have been passed down from previous interactions with this user -
+            they are strictly for your reference, and should not be shared with the user.
             
-            - They have interacted with assistants {{ n_interactions }} times.
             {% if notes_content %}
             Here are some notes gathered from those interactions:
             {{ notes_content }}
@@ -65,14 +72,16 @@ async def get_notes_for_user(
                 break
             notes_content += potential_addition
 
-        return notes_template.render(
+        notes = notes_template.render(
             user_name=user_name,
             user_id=user_id,
             n_interactions=json_notes.get("n_interactions", 0),
             notes_content=notes_content,
         )
 
-    return None
+        return {user_name: notes}
+
+    return {user_name: None}
 
 
 @flow
@@ -82,15 +91,12 @@ async def handle_message(payload: SlackPayload) -> Completed:
     cleaned_message = re.sub(BOT_MENTION, "", user_message).strip()
     thread = event.thread_ts or event.ts
     if (count := count_tokens(cleaned_message)) > USER_MESSAGE_MAX_TOKENS:
-        exceeded_by = count - USER_MESSAGE_MAX_TOKENS
+        exceeded_amt = count - USER_MESSAGE_MAX_TOKENS
         await task(post_slack_message)(
             message=(
-                f"Your message was too long by {exceeded_by} tokens - please shorten it and try again.\n\n"
-                f" For reference, here's your message at the allowed limit:\n"
-                "> "
-                + slice_tokens(cleaned_message, USER_MESSAGE_MAX_TOKENS).replace(
-                    "\n", " "
-                )
+                f"Your message was too long by {exceeded_amt} tokens - please shorten it and try again."
+                f"\n\n For reference, here's your message at the allowed limit:\n"
+                f"> {slice_tokens(cleaned_message, USER_MESSAGE_MAX_TOKENS)}"
             ),
             channel_id=event.channel,
             thread_ts=thread,
@@ -106,7 +112,11 @@ async def handle_message(payload: SlackPayload) -> Completed:
             if (stored_thread_data := CACHE.read(key=thread))
             else Thread()
         )
-        CACHE.write(key=thread, value=assistant_thread.model_dump())
+        logger.debug_kv(
+            "🧵  Thread data",
+            stored_thread_data or f"No stored thread data found for {thread}",
+            "blue",
+        )
 
         await handle_keywords.submit(
             message=cleaned_message,
@@ -117,6 +127,7 @@ async def handle_message(payload: SlackPayload) -> Completed:
                 f"{event.channel}/p{event.ts.replace('.', '')}"
             ),
         )
+        user_name, user_notes = (await get_notes_for_user(user_id=event.user)).popitem()
 
         with Assistant(
             name="Marvin",
@@ -129,7 +140,7 @@ async def handle_message(payload: SlackPayload) -> Completed:
                 " in order to develop a coherent attempt to answer their questions. Think step-by-step."
                 " You must use your tools, as Prefect 2.x is new and you have no prior experience with it."
                 " Strongly prefer brevity in your responses, and format things prettily for Slack."
-                f"{await get_notes_for_user(event.user, parent_app := get_parent_app()) or ''}"
+                f"{user_notes or ''}"
             ),
         ) as ai:
             logger.debug_kv(
@@ -142,6 +153,8 @@ async def handle_message(payload: SlackPayload) -> Completed:
             ai_messages = await assistant_thread.get_messages_async(
                 after_message=user_thread_message.id
             )
+            CACHE.write(key=thread, value=assistant_thread.model_dump())
+
             await task(post_slack_message)(
                 ai_response_text := "\n\n".join(
                     m.content[0].text.value for m in ai_messages
@@ -150,21 +163,22 @@ async def handle_message(payload: SlackPayload) -> Completed:
                 thread,
             )
             logger.debug_kv(
-                success_msg := f"Responded in {channel}/{thread}",
+                success_msg
+                := f"Responded in {await get_channel_name(channel)}/{thread}",
                 ai_response_text,
                 "green",
             )
             event = emit_assistant_completed_event(
                 child_assistant=ai,
-                parent_app=parent_app,
+                parent_app=get_parent_app(),
                 payload={
                     "messages": await assistant_thread.get_messages_async(
                         json_compatible=True
                     ),
                     "metadata": assistant_thread.metadata,
                     "user": {
                         "id": event.user,
-                        "name": await get_user_name(event.user),
+                        "name": user_name,
                     },
                     "user_message": cleaned_message,
                     "ai_response": ai_response_text,

src/marvin/kv/json_block.py

@@ -1,4 +1,4 @@
-from typing import Optional, TypeVar
+from typing import Mapping, Optional, TypeVar
 
 try:
     from prefect.blocks.system import JSON
@@ -8,55 +8,62 @@
         "The `prefect` package is required to use the JSONBlockKV class."
         " You can install it with `pip install prefect` or `pip install marvin[prefect]`."
     )
-from pydantic import Field
+from pydantic import Field, PrivateAttr, model_validator
 
 from marvin.kv.base import StorageInterface
-from marvin.utilities.asyncio import run_sync
+from marvin.utilities.asyncio import run_sync, run_sync_if_awaitable
 
 K = TypeVar("K", bound=str)
 V = TypeVar("V")
 
 
-class JSONBlockKV(StorageInterface[K, V, str]):
-    """
-    A key-value store that uses Prefect's JSON blocks under the hood.
-    """
+async def load_json_block(block_name: str) -> JSON:
+    try:
+        return await JSON.load(name=block_name)
+    except Exception as exc:
+        if "Unable to find block document" in str(exc):
+            json_block = JSON(value={})
+            await json_block.save(name=block_name)
+            return json_block
+        raise ObjectNotFound(f"Unable to load JSON block {block_name}") from exc
 
+
+class JSONBlockKV(StorageInterface):
     block_name: str = Field(default="marvin-kv")
+    _state: dict[K, Mapping] = PrivateAttr(default_factory=dict)
 
-    async def _load_json_block(self) -> JSON:
-        try:
-            return await JSON.load(name=self.block_name)
-        except Exception as exc:
-            if "Unable to find block document" in str(exc):
-                json_block = JSON(value={})
-                await json_block.save(name=self.block_name)
-                return json_block
-            raise ObjectNotFound(
-                f"Unable to load JSON block {self.block_name}"
-            ) from exc
+    @model_validator(mode="after")
+    def load_state(self) -> "JSONBlockKV":
+        json_block = run_sync(load_json_block(self.block_name))
+        self._state = json_block.value or {}
+        return self
 
     def write(self, key: K, value: V) -> str:
-        json_block = run_sync(self._load_json_block())
-        json_block.value[key] = value
-        run_sync(json_block.save(name=self.block_name, overwrite=True))
+        self._state[key] = value
+        json_block = run_sync(load_json_block(self.block_name))
+        json_block.value = self._state
+        run_sync_if_awaitable(json_block.save(name=self.block_name, overwrite=True))
         return f"Stored {key}= {value}"
 
     def delete(self, key: K) -> str:
-        json_block = run_sync(self._load_json_block())
+        if key in self._state:
+            self._state.pop(key, None)
+        json_block = run_sync(load_json_block(self.block_name))
         if key in json_block.value:
-            json_block.value.pop(key)
-            run_sync(json_block.save(name=self.block_name, overwrite=True))
+            json_block.value = self._state
+            run_sync_if_awaitable(json_block.save(name=self.block_name, overwrite=True))
         return f"Deleted {key}"
 
     def read(self, key: K) -> Optional[V]:
-        json_block = run_sync(self._load_json_block())
+        json_block = run_sync(load_json_block(self.block_name))
         return json_block.value.get(key)
 
     def read_all(self, limit: Optional[int] = None) -> dict[K, V]:
-        json_block = run_sync(self._load_json_block())
-        return dict(list(json_block.value.items())[:limit])
+        json_block = run_sync(load_json_block(self.block_name))
+
+        limited_items = dict(list(json_block.value.items())[:limit])
+        return limited_items
 
     def list_keys(self) -> list[K]:
-        json_block = run_sync(self._load_json_block())
+        json_block = run_sync(load_json_block(self.block_name))
         return list(json_block.value.keys())

src/marvin/tools/chroma.py

@@ -1,9 +1,10 @@
 import asyncio
 import os
+import uuid
 from typing import TYPE_CHECKING, Any, Optional
 
 try:
-    from chromadb import Documents, EmbeddingFunction, Embeddings, HttpClient
+    from chromadb import Documents, EmbeddingFunction, Embeddings, GetResult, HttpClient
 except ImportError:
     raise ImportError(
         "The chromadb package is required to query Chroma. Please install"
@@ -127,3 +128,29 @@ async def multi_query_chroma(
         for query in queries
     ]
     return "\n".join(await asyncio.gather(*coros))[:max_characters]
+
+
+def store_document(
+    document: str, metadata: dict[str, Any], collection_name: str = "glacial"
+) -> GetResult:
+    """Store a document in Chroma for future reference.
+
+    Args:
+        document: The document to store.
+        metadata: The metadata to store with the document.
+
+    Returns:
+        The stored document.
+    """
+    collection = client.get_or_create_collection(
+        name=collection_name, embedding_function=OpenAIEmbeddingFunction()
+    )
+    doc_id = metadata.get("msg_id", str(uuid.uuid4()))
+
+    collection.add(
+        ids=[doc_id],
+        documents=[document],
+        metadatas=[metadata],
+    )
+
+    return collection.get(id=doc_id)