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from __future__ import annotations
import json
import os
from typing import Any, Dict
try:
from dotenv import load_dotenv
load_dotenv()
except ImportError:
pass # dotenv is optional
from openai import OpenAI
from src.env import EmailTriageEnv
from src.models import Action
from src.score_utils import SAFE_SCORE, safe_ratio_score
def _display_score(value: float) -> float:
# Keep reported scores strictly inside (0, 1) even after 2-decimal rounding.
return max(0.01, min(0.99, float(value)))
def _fmt_bool(value: bool) -> str:
return "1" if value else "0"
def _extract_json_object(content: str) -> Dict[str, Any] | None:
text = content.strip()
if not text:
return None
try:
parsed = json.loads(text)
return parsed if isinstance(parsed, dict) else None
except Exception:
start = text.find("{")
end = text.rfind("}")
if start == -1 or end == -1 or end <= start:
return None
try:
parsed = json.loads(text[start : end + 1])
return parsed if isinstance(parsed, dict) else None
except Exception:
return None
def _format_email_for_log(email_text: str, max_len: int = 80) -> str:
# Keep STEP lines readable by collapsing whitespace and truncating long emails.
compact = " ".join(email_text.split())
if len(compact) <= max_len:
return compact
return compact[: max_len - 3] + "..."
def _emit_start(task_id: str, model_name: str, api_enabled: bool, total_steps: int) -> None:
print(
"[START]"
f" task_id={task_id}"
f" model_name={model_name}"
f" api_enabled={_fmt_bool(api_enabled)}"
f" total_steps={total_steps}"
)
def _emit_step(
task_id: str,
step: int,
email_id: str,
email: str,
reward: float,
cumulative_reward: float,
category: str,
priority: str | None,
action: str | None,
reply_template: str | None,
) -> None:
reward_display = _display_score(reward)
cumulative_reward_display = _display_score(cumulative_reward)
line = (
"[STEP]"
f" task_id={task_id}"
f" step={step:02d}"
f" email_id={email_id}"
f" email=\"{email}\""
f" reward={reward_display:.2f}"
f" cumulative_reward={cumulative_reward_display:.2f}"
f" category={category}"
)
if task_id in {"task_medium", "task_hard"} and priority is not None:
line += f" priority={priority}"
if task_id == "task_hard" and action is not None and reply_template is not None:
line += f" action={action}"
line += f" reply_template={reply_template}"
print(line)
def _emit_end(
task_id: str,
steps: int,
final_score: float,
avg_reward: float,
category_accuracy: float | None,
priority_accuracy: float | None,
action_accuracy: float | None,
reply_accuracy: float | None,
) -> None:
final_score = _display_score(final_score)
avg_reward = _display_score(avg_reward)
line = (
"[END]"
f" task_id={task_id}"
f" steps={steps}"
f" final_score={final_score:.2f}"
f" avg_reward={avg_reward:.2f}"
)
if category_accuracy is not None:
category_accuracy = _display_score(category_accuracy)
line += f" category_accuracy={category_accuracy:.2f}"
if task_id in {"task_medium", "task_hard"} and priority_accuracy is not None:
priority_accuracy = _display_score(priority_accuracy)
line += f" priority_accuracy={priority_accuracy:.2f}"
if task_id == "task_hard" and action_accuracy is not None:
action_accuracy = _display_score(action_accuracy)
line += f" action_accuracy={action_accuracy:.2f}"
if task_id == "task_hard" and reply_accuracy is not None:
reply_accuracy = _display_score(reply_accuracy)
line += f" reply_accuracy={reply_accuracy:.2f}"
print(line)
SYSTEM_PROMPT = (
"You are an email triage assistant. Return strict JSON with keys: "
"category, priority, action, reply_template. "
"Use one of categories: billing, technical, sales, account, complaint, shipping, other. "
"Use one of priorities: low, medium, high, urgent. "
"Use one of actions: reply, escalate, archive. "
"Use one of reply_templates: billing_refund, billing_invoice, account_unlock, "
"escalate_specialist, tech_troubleshoot, sales_pricing, shipping_update, "
"complaint_apology, archive_no_reply."
)
# Confidence thresholds for hybrid decision making
CONFIDENCE_THRESHOLD_HIGH = 0.8
CONFIDENCE_THRESHOLD_MEDIUM = 0.5
def calculate_heuristic_confidence(email_text: str, category: str) -> float:
"""
Calculate confidence score for heuristic classification.
Returns value between 0.0 and 1.0.
"""
text = email_text.lower()
confidence = 0.5 # Base confidence
# Strong category indicators increase confidence
strong_indicators = {
"billing": ["invoice", "charged", "refund", "billing", "payment"],
"technical": ["crash", "500", "bug", "api", "error"],
"account": ["password", "login", "account locked"],
"sales": ["pricing", "quote", "discount"],
"shipping": ["package", "shipment", "tracking"],
"complaint": ["unacceptable", "rude", "complaint"],
"other": ["thanks", "amazing", "no further action"],
}
if category in strong_indicators:
matches = sum(1 for indicator in strong_indicators[category] if indicator in text)
confidence += min(matches * 0.15, 0.4) # Up to +0.4 for multiple matches
# Clear urgency words increase confidence
urgency_words = ["urgent", "immediately", "asap", "emergency", "production down"]
if any(word in text for word in urgency_words):
confidence += 0.1
return SAFE_SCORE(confidence)
def heuristic_policy_with_confidence(email_text: str) -> tuple[Dict[str, str], float]:
"""
Returns action dict and confidence score.
This enables hybrid decision making.
"""
result = heuristic_policy(email_text)
confidence = calculate_heuristic_confidence(email_text, result["category"])
return result, confidence
def rule_category(text: str) -> str:
"""Determine category based on keyword matching with prioritized checks."""
text = text.lower()
# Priority 1: COMPLAINT (strong emotional indicators)
complaint_keywords = [
"complaint", "angry", "bad service", "not happy", "unhappy",
"disappointed", "terrible", "worst", "poor service", "unacceptable",
"rude", "ignored", "closed my case", "without resolution",
"refund because", "missing feature"
]
if any(word in text for word in complaint_keywords):
return "complaint"
# Priority 2: BILLING (financial indicators)
billing_keywords = [
"refund", "invoice", "charge", "charged", "payment", "billing",
"money", "price charged", "overcharged", "receipt", "card", "due", "mismatch",
"confirm if my plan renews", "canceled invoice"
]
if any(word in text for word in billing_keywords):
return "billing"
# Priority 3: SHIPPING (delivery indicators)
shipping_keywords = [
"delivery", "shipping", "courier", "late",
"package", "shipment", "tracking", "delivered", "order status",
"received someone", "wrong order", "compensation"
]
if any(word in text for word in shipping_keywords):
return "shipping"
# Priority 4: ACCOUNT (access/login indicators - check before technical)
account_keywords = [
"login", "password", "account", "reset", "signin",
"signup", "locked", "access", "verify", "unlock", "forgot",
"close my account", "delete all personal"
]
if any(word in text for word in account_keywords):
return "account"
# Priority 5: SALES (pricing/business indicators)
sales_keywords = [
"price", "plan", "demo", "quote", "purchase",
"buy", "subscription", "upgrade", "cost", "pricing", "discount",
"seats", "hipaa", "soc2", "enterprise", "annual", "student",
"50 seats", "pricing details"
]
if any(word in text for word in sales_keywords):
return "sales"
# Priority 6: TECHNICAL (technical problem indicators)
technical_keywords = [
"error", "bug", "not working", "crash", "failed",
"unable", "fix", "exception", "doesn't work", "api", "sso", "logout",
"configure", "endpoint", "deleted", "workspace", "restore", "backup",
"documentation", "rate limit", "examples", "500", "reset"
]
if any(word in text for word in technical_keywords):
return "technical"
# Priority 7: OTHER (default)
# Check for positive/closure indicators
other_keywords = [
"thanks", "thank you", "issue solved", "no further action",
"just reporting", "amazing", "solved", "docs link", "broken link"
]
if any(word in text for word in other_keywords):
return "other"
return "other"
def rule_priority(text: str) -> str:
"""Determine priority based on urgency keywords - dataset-aware."""
text = text.lower()
# Urgent: production down, all admins locked, payroll, immediate callback, 500 errors
urgent_keywords = [
"urgent", "asap", "immediately", "right now",
"critical", "emergency", "production", "all admins",
"payroll", "immediate callback", "500", "all requests"
]
# High: crashes, locked, not arriving, ignored, refund issues, before friday, unacceptable
high_keywords = [
"high", "crash", "crashes", "locked", "not arriving",
"ignored", "refund", "before friday", "unacceptable",
"rude", "without resolution", "restore", "deleted",
"wrong order", "keeps spinning", "missing"
]
# Low: student, discount, hipaa, soc2, docs, examples, just reporting, thanks, amazing
low_keywords = [
"low", "student", "discount", "hipaa", "soc2",
"documentation", "examples", "just reporting",
"thanks", "amazing", "solved", "no further action",
"automatically", "know if"
]
if any(word in text for word in urgent_keywords):
return "urgent"
elif any(word in text for word in high_keywords):
return "high"
elif any(word in text for word in low_keywords):
return "low"
else:
return "medium"
def rule_action(category: str, priority: str, text: str) -> str:
"""Determine action based on category and priority."""
text = text.lower()
if priority == "urgent":
return "escalate"
elif category in ["complaint"]:
# Check if complaint needs escalation
if any(k in text for k in ["closed my case", "without resolution", "missing feature", "refund because", "rude"]):
return "escalate"
return "reply"
elif category in ["technical"]:
# Check if technical issue needs escalation
if any(k in text for k in ["production", "500", "restore", "deleted workspace", "crash", "all requests"]):
return "escalate"
return "reply"
elif category in ["billing", "sales", "account", "shipping"]:
return "reply"
else:
return "archive"
def rule_reply_template(category: str, action: str, text: str) -> str:
"""
Map to exact reply templates used in dataset:
billing_refund, billing_invoice, account_unlock, escalate_specialist,
tech_troubleshoot, sales_pricing, shipping_update, complaint_apology, archive_no_reply
"""
text = text.lower()
# Archive action
if action == "archive":
return "archive_no_reply"
# Escalate action
if action == "escalate":
return "escalate_specialist"
# Category-specific templates for "reply" action
if category == "billing":
# Check for refund-related billing
if any(k in text for k in ["refund", "charged twice", "duplicate", "overcharged", "money back"]):
return "billing_refund"
return "billing_invoice"
elif category == "account":
return "account_unlock"
elif category == "technical":
return "tech_troubleshoot"
elif category == "sales":
return "sales_pricing"
elif category == "shipping":
return "shipping_update"
elif category == "complaint":
return "complaint_apology"
else:
return "archive_no_reply"
def load_local_env(env_path: str = ".env") -> None:
# Load variables from a local .env file when present.
# Existing environment variables keep precedence.
if not os.path.exists(env_path):
return
with open(env_path, "r", encoding="utf-8") as env_file:
for raw_line in env_file:
line = raw_line.strip()
if not line or line.startswith("#") or "=" not in line:
continue
key, value = line.split("=", 1)
key = key.strip()
value = value.strip().strip('"').strip("'")
existing = os.environ.get(key)
if key and (existing is None or not existing.strip()):
os.environ[key] = value
load_local_env()
def heuristic_policy(email_text: str) -> Dict[str, str]:
"""Optimized heuristic policy using modular rule functions."""
category = rule_category(email_text)
priority = rule_priority(email_text)
action = rule_action(category, priority, email_text)
reply_template = rule_reply_template(category, action, email_text)
return {
"category": category,
"priority": priority,
"action": action,
"reply_template": reply_template,
}
def llm_policy(client: OpenAI, model_name: str, email_text: str) -> Dict[str, str]:
llm_temperature = float(os.getenv("LLM_TEMPERATURE", "0.2"))
response = client.chat.completions.create(
model=model_name,
temperature=llm_temperature,
messages=[
{"role": "system", "content": SYSTEM_PROMPT},
{
"role": "user",
"content": (
"Classify this email and return JSON only with keys "
"category, priority, action, reply_template:\n\n"
f"{email_text}"
),
},
],
)
content = (response.choices[0].message.content or "").strip()
parsed = _extract_json_object(content)
if parsed is None:
raise ValueError("LLM response did not contain valid JSON object")
return {k: str(v).strip().lower() for k, v in parsed.items()}
class HybridEmailAgent:
"""
Deterministic rule-based agent.
Strategy:
- Category: rule-based keyword matching
- Priority: rule-based keyword matching
- Action: rule-based logic
- Reply Template: mapped directly from category
No LLM used for reply template - fully deterministic.
"""
def __init__(self, client: OpenAI | None, model_name: str):
self.client = client
self.model_name = model_name
self.rule_calls = 0
self.llm_calls = 0
def _should_use_llm(self, task_id: str) -> bool:
if self.client is None:
return False
return task_id == "task_hard"
def _normalize_llm_payload(self, raw: Dict[str, str], fallback: Dict[str, str]) -> Dict[str, str]:
allowed_categories = {"billing", "technical", "sales", "account", "complaint", "shipping", "other"}
allowed_priorities = {"low", "medium", "high", "urgent"}
allowed_actions = {"reply", "escalate", "archive"}
allowed_templates = {
"billing_refund",
"billing_invoice",
"account_unlock",
"escalate_specialist",
"tech_troubleshoot",
"sales_pricing",
"shipping_update",
"complaint_apology",
"archive_no_reply",
"general_reply",
}
category = raw.get("category", "").lower()
priority = raw.get("priority", "").lower()
action = raw.get("action", "").lower()
reply_template = raw.get("reply_template", "").lower()
if category not in allowed_categories:
category = fallback["category"]
if priority not in allowed_priorities:
priority = fallback["priority"]
if action not in allowed_actions:
action = fallback["action"]
if reply_template not in allowed_templates:
reply_template = rule_reply_template(category, action, "")
return {
"category": category,
"priority": priority,
"action": action,
"reply_template": reply_template,
}
def decide_action(self, email_text: str, task_id: str = "task_hard") -> Dict[str, str]:
"""
Main decision method - fully rule-based with task-specific logic.
"""
self.rule_calls += 1
# Get category, priority, action from rules
category = rule_category(email_text)
priority = rule_priority(email_text)
action = rule_action(category, priority, email_text)
reply_template = rule_reply_template(category, action, email_text)
fallback_hard = {
"category": category,
"priority": priority,
"action": action,
"reply_template": reply_template,
}
if self._should_use_llm(task_id):
try:
llm_raw = llm_policy(client=self.client, model_name=self.model_name, email_text=email_text)
llm_payload = self._normalize_llm_payload(raw=llm_raw, fallback=fallback_hard)
self.llm_calls += 1
if task_id == "task_easy":
return {
"category": llm_payload["category"],
"priority": "medium",
"action": "reply",
"reply_template": "general_reply",
}
if task_id == "task_medium":
return {
"category": llm_payload["category"],
"priority": llm_payload["priority"],
"action": llm_payload["action"],
"reply_template": "general_reply",
}
return llm_payload
except Exception:
pass
# Task-specific handling with safe defaults
if task_id == "task_easy":
# Only category matters - use safe defaults for other fields
return {
"category": category,
"priority": "medium",
"action": "reply",
"reply_template": "general_reply",
}
elif task_id == "task_medium":
# Category + Priority + Action - use generic reply template
return {
"category": category,
"priority": priority,
"action": action,
"reply_template": "general_reply",
}
else: # task_hard
# Category + Priority + Action + Reply Template
return {
"category": category,
"priority": priority,
"action": action,
"reply_template": reply_template,
}
def get_stats(self) -> Dict[str, int]:
"""Return usage statistics."""
return {
"rule_calls": self.rule_calls,
"llm_calls": self.llm_calls,
}
def choose_action(client: OpenAI | None, model_name: str, email_text: str) -> Dict[str, str]:
"""Legacy function - creates temporary agent."""
agent = HybridEmailAgent(client, model_name)
return agent.decide_action(email_text)
def make_client() -> OpenAI | None:
"""Create OpenAI client from environment variables."""
api_base_url = os.getenv("API_BASE_URL")
hf_token = os.getenv("HF_TOKEN")
if not api_base_url:
return None
return OpenAI(
base_url=api_base_url,
api_key=hf_token or ""
)
def _new_component_metric() -> Dict[str, float]:
return {"correct": 0, "total": 0, "accuracy": 0.05}
def _safe_accuracy(correct: int, total: int) -> float:
return SAFE_SCORE(safe_ratio_score(correct=correct, total=total))
def run_task(task_id: str, client: OpenAI | None, model_name: str) -> Dict[str, object]:
env = EmailTriageEnv(task_id=task_id)
required_components = {
"category": env.task.require_category,
"priority": env.task.require_priority,
"action": env.task.require_action,
"reply": env.task.require_reply_template,
}
obs = env.reset()
_emit_start(
task_id=task_id,
model_name=model_name,
api_enabled=bool(os.getenv("API_BASE_URL", "").strip()),
total_steps=len(env.dataset),
)
# Create hybrid agent for this task
agent = HybridEmailAgent(client, model_name)
done = False
step_count = 0
step_rewards: list[float] = []
cumulative_rewards: list[float] = []
component_accuracy = {
"category": _new_component_metric(),
"priority": _new_component_metric(),
"action": _new_component_metric(),
"reply": _new_component_metric(),
}
while not done:
step_count += 1
current_email_text = obs.email_text
action_payload = agent.decide_action(email_text=obs.email_text, task_id=task_id)
action = Action.model_validate(action_payload)
obs, reward, done, info = env.step(action)
step_rewards.append(reward)
cumulative_rewards.append(_display_score(env.state().cumulative_reward))
truth = info["truth"]
category_correct = action.category is not None and action.category.value == truth["category"]
priority_correct = action.priority is not None and action.priority.value == truth["priority"]
action_correct = action.action is not None and action.action.value == truth["action"]
reply_correct = action.reply_template is not None and action.reply_template == truth["reply_template"]
if required_components["category"]:
component_accuracy["category"]["total"] += 1
component_accuracy["category"]["correct"] += int(category_correct)
if required_components["priority"]:
component_accuracy["priority"]["total"] += 1
component_accuracy["priority"]["correct"] += int(priority_correct)
if required_components["action"]:
component_accuracy["action"]["total"] += 1
component_accuracy["action"]["correct"] += int(action_correct)
if required_components["reply"]:
component_accuracy["reply"]["total"] += 1
component_accuracy["reply"]["correct"] += int(reply_correct)
_emit_step(
task_id=task_id,
step=step_count,
email_id=info["email_id"],
email=_format_email_for_log(current_email_text),
reward=reward,
cumulative_reward=env.state().cumulative_reward,
category=action_payload["category"],
priority=action_payload.get("priority"),
action=action_payload.get("action"),
reply_template=action_payload.get("reply_template"),
)
metric_report: Dict[str, float | None] = {
"category": None,
"priority": None,
"action": None,
"reply": None,
}
for key in ["category", "priority", "action", "reply"]:
if required_components[key]:
correct = int(component_accuracy[key]["correct"])
total = int(component_accuracy[key]["total"])
accuracy = _safe_accuracy(correct=correct, total=total)
component_accuracy[key]["accuracy"] = SAFE_SCORE(accuracy)
metric_report[key] = float(SAFE_SCORE(accuracy))
category_accuracy = metric_report["category"]
priority_accuracy = metric_report["priority"]
action_accuracy = metric_report["action"]
reply_accuracy = metric_report["reply"]
if category_accuracy is not None:
category_accuracy = SAFE_SCORE(category_accuracy)
if priority_accuracy is not None:
priority_accuracy = SAFE_SCORE(priority_accuracy)
if action_accuracy is not None:
action_accuracy = SAFE_SCORE(action_accuracy)
if reply_accuracy is not None:
reply_accuracy = SAFE_SCORE(reply_accuracy)
final_score = _display_score(SAFE_SCORE(env.final_score()))
cumulative_reward = env.state().cumulative_reward
avg_reward = _display_score(cumulative_reward / max(step_count, 1))
# Get agent stats
agent_stats = agent.get_stats()
_emit_end(
task_id=task_id,
steps=step_count,
final_score=final_score,
avg_reward=avg_reward,
category_accuracy=category_accuracy,
priority_accuracy=priority_accuracy,
action_accuracy=action_accuracy,
reply_accuracy=reply_accuracy,
)
return {
"task_id": task_id,
"steps": step_count,
"step_rewards": step_rewards,
"cumulative_rewards": cumulative_rewards,
"final_score": final_score,
"avg_reward": avg_reward,
"component_accuracy": component_accuracy,
"agent_stats": agent_stats,
}
def main() -> None:
model_name = os.getenv("MODEL_NAME", "gpt-4o-mini").strip()
client = make_client()
task_ids = ["task_easy", "task_medium", "task_hard"]
task_results: list[Dict[str, object]] = []
for index, task_id in enumerate(task_ids):
if index > 0:
print()
print("=" * 64)
print(f"[RUNNING] task_id={task_id}")
result = run_task(task_id=task_id, client=client, model_name=model_name)
task_results.append(result)
total_steps = sum(int(result["steps"]) for result in task_results)
if task_results:
mean_final_score = sum(float(result["final_score"]) for result in task_results) / len(task_results)
else:
mean_final_score = 0.05
mean_final_score = _display_score(SAFE_SCORE(mean_final_score))
score_parts = " ".join(
f"{str(result['task_id'])}={_display_score(float(result['final_score'])):.2f}"
for result in task_results
)
print()
print(
"[SUMMARY]"
f" tasks_run={len(task_results)}"
f" total_steps={total_steps}"
f" mean_final_score={mean_final_score:.2f}"
f" {score_parts}"
)
if __name__ == "__main__":
main()