Research Agents: Lets users define research agents that answer chat questions from SEC filings, uploaded documents, and the web, with every figure cited.
| 1 | import { useEffect, useRef, useState, type ReactElement } from 'react' |
| 2 | import { useBridge } from '@jaspers-ai/sdk' |
| 3 | import { isCalculation, type Passage } from './chat' |
| 4 | import { Markdown } from './MarkdownView' |
| 5 | import type { Outline } from './research' |
| 6 | |
| 7 | // A cited passage in its document: the document's sections in order, the cited one open and drawn |
| 8 | // as Markdown with the passage marked and scrolled to, the rest open on a click. A 10-K is hundreds of |
| 9 | // thousands of characters, so a section is read only when it is opened; what was read is kept for |
| 10 | // the life of the view. A cited calculation is no document: the window shows its lines, worked out. |
| 11 | |
| 12 | interface Opened extends Outline { |
| 13 | /** The section open first, and its text. */ |
| 14 | open: number | undefined |
| 15 | text: string |
| 16 | } |
| 17 | |
| 18 | const documents = new Map<string, Promise<Opened>>() |
| 19 | const sectionTexts = new Map<string, Promise<string>>() |
| 20 | |
| 21 | /** A passage's id is `<document>#<chunk>`. */ |
| 22 | export function placeOf(passage: Passage): { doc: string; chunk: number | null } { |
| 23 | const hash = passage.id.lastIndexOf('#') |
| 24 | if (hash === -1) return { doc: passage.id, chunk: null } |
| 25 | const chunk = Number(passage.id.slice(hash + 1)) |
| 26 | return { doc: passage.id.slice(0, hash), chunk: Number.isInteger(chunk) ? chunk : null } |
| 27 | } |
| 28 | |
| 29 | export function DocWindow({ |
| 30 | passage, |
| 31 | pinned, |
| 32 | onPin, |
| 33 | onClose, |
| 34 | onEnter, |
| 35 | onLeave, |
| 36 | onLink, |
| 37 | }: { |
| 38 | passage: Passage |
| 39 | pinned: boolean |
| 40 | onPin: () => void |
| 41 | onClose: () => void |
| 42 | onEnter: () => void |
| 43 | onLeave: () => void |
| 44 | onLink: (href: string) => void |
| 45 | }): ReactElement { |
| 46 | const bridge = useBridge() |
| 47 | const [opened, setOpened] = useState<Opened | null>(null) |
| 48 | const [failure, setFailure] = useState<string | null>(null) |
| 49 | const [texts, setTexts] = useState<Map<number, string | null>>(new Map()) |
| 50 | const body = useRef<HTMLDivElement>(null) |
| 51 | const { doc, chunk } = placeOf(passage) |
| 52 | |
| 53 | const calculation = isCalculation(passage) |
| 54 | |
| 55 | useEffect(() => { |
| 56 | setOpened(null) |
| 57 | setFailure(null) |
| 58 | if (calculation) return |
| 59 | const key = passage.id |
| 60 | if (!documents.has(key)) { |
| 61 | documents.set( |
| 62 | key, |
| 63 | bridge.runSource('agents/document', chunk === null ? { doc } : { doc, chunk }).then((result) => { |
| 64 | if (result.kind !== 'text') throw new Error('The document did not come back.') |
| 65 | return JSON.parse(result.text) as Opened |
| 66 | }), |
| 67 | ) |
| 68 | } |
| 69 | let live = true |
| 70 | documents.get(key)!.then( |
| 71 | (got) => { |
| 72 | if (!live) return |
| 73 | setOpened(got) |
| 74 | setTexts(new Map(got.open === undefined ? [] : [[got.open, got.text]])) |
| 75 | }, |
| 76 | (err: unknown) => { |
| 77 | documents.delete(key) |
| 78 | if (live) setFailure(err instanceof Error ? err.message : String(err)) |
| 79 | }, |
| 80 | ) |
| 81 | return () => { |
| 82 | live = false |
| 83 | } |
| 84 | }, [bridge, passage.id, doc, chunk, calculation]) |
| 85 | |
| 86 | // The passage in view once its section is drawn. Braces: scrollIntoView returns a promise here. |
| 87 | useEffect(() => { |
| 88 | body.current?.querySelector('.ag-mark')?.scrollIntoView({ block: 'center' }) |
| 89 | }, [opened]) |
| 90 | |
| 91 | const toggle = (seq: number): void => { |
| 92 | if (texts.has(seq)) { |
| 93 | const next = new Map(texts) |
| 94 | next.delete(seq) |
| 95 | setTexts(next) |
| 96 | return |
| 97 | } |
| 98 | setTexts(new Map(texts).set(seq, null)) |
| 99 | const key = `${doc}/${seq}` |
| 100 | if (!sectionTexts.has(key)) { |
| 101 | sectionTexts.set( |
| 102 | key, |
| 103 | bridge.runSource('agents/document-section', { doc, seq }).then((r) => (r.kind === 'text' ? r.text : '')), |
| 104 | ) |
| 105 | } |
| 106 | sectionTexts.get(key)!.then( |
| 107 | (text) => setTexts((now) => (now.has(seq) ? new Map(now).set(seq, text) : now)), |
| 108 | (err: unknown) => { |
| 109 | sectionTexts.delete(key) |
| 110 | setFailure(err instanceof Error ? err.message : String(err)) |
| 111 | }, |
| 112 | ) |
| 113 | } |
| 114 | |
| 115 | const url = opened?.doc.url ?? passage.url |
| 116 | return ( |
| 117 | <div className="ag-docwin" onMouseEnter={onEnter} onMouseLeave={onLeave} role="dialog" aria-label={passage.label}> |
| 118 | <div className="ag-bar"> |
| 119 | <span className="ag-title ag-line" title={passage.label}> |
| 120 | [{passage.ref}] {passage.label} |
| 121 | </span> |
| 122 | <span className="ag-spacer" /> |
| 123 | {url && ( |
| 124 | <button type="button" className="ag-link" onClick={() => onLink(url)}> |
| 125 | Source |
| 126 | </button> |
| 127 | )} |
| 128 | <button type="button" className="ag-link" onClick={onPin}> |
| 129 | {pinned ? 'Unpin' : 'Pin'} |
| 130 | </button> |
| 131 | <button type="button" className="ag-link" onClick={onClose} aria-label="Close"> |
| 132 | × |
| 133 | </button> |
| 134 | </div> |
| 135 | <div className="ag-docbody" ref={body}> |
| 136 | {calculation && <div className="ag-text">{passage.text}</div>} |
| 137 | {failure && <div className="ag-error">{failure}</div>} |
| 138 | {!calculation && !opened && !failure && <div className="ag-muted">Opening the document…</div>} |
| 139 | {opened?.sections.map((section) => { |
| 140 | const text = texts.get(section.seq) |
| 141 | const open = texts.has(section.seq) |
| 142 | return ( |
| 143 | <section key={section.seq} className="ag-docsection"> |
| 144 | <button type="button" className="ag-dochead" onClick={() => toggle(section.seq)}> |
| 145 | <span>{open ? '▾' : '▸'}</span> |
| 146 | <span className="ag-name">{section.section}</span> |
| 147 | {section.title && <span>{section.title}</span>} |
| 148 | <span className="ag-muted">{section.chars.toLocaleString()} characters</span> |
| 149 | </button> |
| 150 | {open && |
| 151 | (text === null || text === undefined ? ( |
| 152 | <div className="ag-muted">Reading…</div> |
| 153 | ) : ( |
| 154 | <Markdown |
| 155 | source={text} |
| 156 | onLink={onLink} |
| 157 | mark={opened.chunk && opened.chunk.section === section.seq ? opened.chunk : null} |
| 158 | /> |
| 159 | ))} |
| 160 | </section> |
| 161 | ) |
| 162 | })} |
| 163 | </div> |
| 164 | </div> |
| 165 | ) |
| 166 | } |