chat-with-your-data

Imported from RayMaAU/chat-with-your-data (AGENTS.md). Install upstream with npx skills add RayMaAU/chat-with-your-data. Copyright stays with the author.

Instructions for Coding Agents

This file contains instructions for developers working on the Azure Search and OpenAI demo application. It covers the overall code layout, how to add new data, how to add new azd environment variables, how to add new developer settings, and how to add tests for new features.

Always keep this file up to date with any changes to the codebase or development process. If necessary, edit this file to ensure it accurately reflects the current state of the project.

Overall code layout

• app: Contains the main application code, including frontend and backend.
  • app/backend: Contains the Python backend code, written with Quart framework.
    • app/backend/approaches: Contains the different approaches
      • app/backend/approaches/approach.py: Base class for all approaches
      • app/backend/approaches/retrievethenread.py: Ask approach, just searches and answers
      • app/backend/approaches/chatreadretrieveread.py: Chat approach, includes query rewriting step first
      • app/backend/approaches/prompts/ask_answer_question.prompty: Prompt used by the Ask approach to answer the question based off sources
      • app/backend/approaches/prompts/chat_query_rewrite.prompty: Prompt used to rewrite the query based off search history into a better search query
      • app/backend/approaches/prompts/chat_query_rewrite_tools.json: Tools used by the query rewriting prompt
      • app/backend/approaches/prompts/chat_answer_question.prompty: Prompt used by the Chat approach to actually answer the question based off sources
    • app/backend/prepdocslib: Contains the document ingestion library used by both local and cloud ingestion
      • app/backend/prepdocslib/blobmanager.py: Manages uploads to Azure Blob Storage
      • app/backend/prepdocslib/cloudingestionstrategy.py: Builds the Azure AI Search indexer and skillset for the cloud ingestion pipeline
      • app/backend/prepdocslib/csvparser.py: Parses CSV files
      • app/backend/prepdocslib/embeddings.py: Generates embeddings for text and images using Azure OpenAI
      • app/backend/prepdocslib/figureprocessor.py: Generates figure descriptions for both local ingestion and the cloud figure-processor skill
      • app/backend/prepdocslib/fileprocessor.py: Orchestrates parsing and chunking of individual files
      • app/backend/prepdocslib/filestrategy.py: Strategy for uploading and indexing files (local ingestion)
      • app/backend/prepdocslib/htmlparser.py: Parses HTML files
      • app/backend/prepdocslib/integratedvectorizerstrategy.py: Strategy using Azure AI Search integrated vectorization
      • app/backend/prepdocslib/jsonparser.py: Parses JSON files
      • app/backend/prepdocslib/listfilestrategy.py: Lists files from local filesystem or Azure Data Lake
      • app/backend/prepdocslib/mediadescriber.py: Interfaces for describing images (Azure OpenAI GPT-4o, Content Understanding)
      • app/backend/prepdocslib/page.py: Data classes for pages, images, and chunks
      • app/backend/prepdocslib/parser.py: Base parser interface
      • app/backend/prepdocslib/pdfparser.py: Parses PDFs using Azure Document Intelligence or local parser
      • app/backend/prepdocslib/searchmanager.py: Manages Azure AI Search index creation and updates
      • app/backend/prepdocslib/servicesetup.py: Shared service setup helpers for OpenAI, embeddings, blob storage, etc.
      • app/backend/prepdocslib/strategy.py: Base strategy interface for document ingestion
      • app/backend/prepdocslib/textparser.py: Parses plain text and markdown files
      • app/backend/prepdocslib/textprocessor.py: Processes text chunks for cloud ingestion (merges figures, generates embeddings)
      • app/backend/prepdocslib/textsplitter.py: Splits text into chunks using different strategies
    • app/backend/app.py: The main entry point for the backend application.
  • app/functions: Azure Functions used for cloud ingestion custom skills (document extraction, figure processing, text processing). Each function bundles a synchronized copy of prepdocslib; run python scripts/copy_prepdocslib.py to refresh the local copies if you modify the library.
  • app/frontend: Contains the React frontend code, built with TypeScript, built with vite.
    • app/frontend/src/api: Contains the API client code for communicating with the backend.
    • app/frontend/src/components: Contains the React components for the frontend.
    • app/frontend/src/locales: Contains the translation files for internationalization.
      • app/frontend/src/locales/da/translation.json: Danish translations
      • app/frontend/src/locales/en/translation.json: English translations
      • app/frontend/src/locales/es/translation.json: Spanish translations
      • app/frontend/src/locales/fr/translation.json: French translations
      • app/frontend/src/locales/it/translation.json: Italian translations
      • app/frontend/src/locales/ja/translation.json: Japanese translations
      • app/frontend/src/locales/nl/translation.json: Dutch translations
      • app/frontend/src/locales/ptBR/translation.json: Portuguese translations
      • app/frontend/src/locales/tr/translation.json: Turkish translations
    • app/frontend/src/pages: Contains the main pages of the application
• infra: Contains the Bicep templates for provisioning Azure resources.
• tests: Contains the test code, including e2e tests, app integration tests, and unit tests.

Adding new data

New files should be added to the data folder, and then either run scripts/prepdocs.sh or scripts/prepdocs.ps1 to ingest the data.

Adding a new azd environment variable

An azd environment variable is stored by the azd CLI for each environment. It is passed to the "azd up" command and can configure both provisioning options and application settings. When adding new azd environment variables, update:

1. infra/main.parameters.json : Add the new parameter with a Bicep-friendly variable name and map to the new environment variable
2. infra/main.bicep: Add the new Bicep parameter at the top, and add it to the appEnvVariables object
3. .azdo/pipelines/azure-dev.yml: Add the new environment variable under env section
4. .github/workflows/azure-dev.yml: Add the new environment variable under env section

You may also need to update:

1. app/backend/prepdocs.py: If the variable is used in the ingestion script, retrieve it from environment variables here. Not always needed.
2. app/backend/app.py: If the variable is used in the backend application, retrieve it from environment variables in setup_clients() function. Not always needed.

Adding a new setting to "Developer Settings" in RAG app

When adding a new developer setting, update:

• frontend:

  • app/frontend/src/api/models.ts : Add to ChatAppRequestOverrides
  • app/frontend/src/components/Settings.tsx : Add a UI element for the setting
  • app/frontend/src/locales/*/translations.json: Add a translation for the setting label/tooltip for all languages
  • app/frontend/src/pages/chat/Chat.tsx: Add the setting to the component, pass it to Settings
  • app/frontend/src/pages/ask/Ask.tsx: Add the setting to the component, pass it to Settings

• backend:

  • app/backend/approaches/chatreadretrieveread.py : Retrieve from overrides parameter
  • app/backend/approaches/retrievethenread.py : Retrieve from overrides parameter
  • app/backend/app.py: Some settings may need to be sent down in the /config route.

When adding tests for a new feature

All tests are in the tests folder and use the pytest framework. There are three styles of tests:

• e2e tests: These use playwright to run the app in a browser and test the UI end-to-end. They are in e2e.py and they mock the backend using the snapshots from the app tests.
• app integration tests: Mostly in test_app.py, these test the app's API endpoints and use mocks for services like Azure OpenAI and Azure Search.
• unit tests: The rest of the tests are unit tests that test individual functions and methods. They are in test_*.py files.

When adding a new feature, add tests for it in the appropriate file. If the feature is a UI element, add an e2e test for it. If it is an API endpoint, add an app integration test for it. If it is a function or method, add a unit test for it. Use mocks from tests/conftest.py to mock external services. Prefer mocking at the HTTP/requests level when possible.

When you're running tests, make sure you activate the .venv virtual environment first:

source .venv/bin/activate

To check for coverage, run the following command:

pytest --cov --cov-report=annotate:cov_annotate

Open the cov_annotate directory to view the annotated source code. There will be one file per source file. If a file has 100% source coverage, it means all lines are covered by tests, so you do not need to open the file.

For each file that has less than 100% test coverage, find the matching file in cov_annotate and review the file.

If a line starts with a ! (exclamation mark), it means that the line is not covered by tests. Add tests to cover the missing lines.

Sending pull requests

When sending pull requests, make sure to follow the PULL_REQUEST_TEMPLATE.md format.

Upgrading dependencies

To upgrade a particular package in the backend, use the following command, replacing <package-name> with the name of the package you want to upgrade:

cd app/backend && uv pip compile requirements.in -o requirements.txt --python-version 3.10 --upgrade-package package-name

Checking Python type hints

To check Python type hints, use the following command:

cd app/backend && mypy . --config-file=../../pyproject.toml

cd scripts && mypy . --config-file=../pyproject.toml

Note that we do not currently enforce type hints in the tests folder, as it would require adding a lot of # type: ignore comments to the existing tests. We only enforce type hints in the main application code and scripts.

Python code style

Do not use single underscores in front of "private" methods or variables in Python code. We do not follow that convention in this codebase, since this is an application and not a library.

Deploying the application

To deploy the application, use the azd CLI tool. Make sure you have the latest version of the azd CLI installed. Then, run the following command from the root of the repository:

azd up

That command will BOTH provision the Azure resources AND deploy the application code.

If you only changed the Bicep templates and want to re-provision the Azure resources, run:

azd provision

If you only changed the application code and want to re-deploy the code, run:

azd deploy

If you are using cloud ingestion and only want to deploy individual functions, run the necessary deploy commands, for example:

azd deploy document-extractor
azd deploy figure-processor
azd deploy text-processor