mirror of
https://github.com/Monadical-SAS/reflector.git
synced 2025-12-20 20:29:06 +00:00
Sergey Mankovsky
964cd78bb6
* Identify action items * Add action items to mock summary * Add action items validator * Remove final prefix from action items * Make on action items callback required * Don't mutation action items response * Assign action items to none on error * Use timeout constant * Exclude action items from transcript list
729 lines
26 KiB
Python
729 lines
26 KiB
Python
"""
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# Summary meeting notes
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This script is used to generate a summary of a meeting notes transcript.
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"""
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import asyncio
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import sys
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from datetime import datetime, timezone
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from enum import Enum
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from textwrap import dedent
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from typing import Type, TypeVar
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import structlog
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from pydantic import BaseModel, Field
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from reflector.llm import LLM
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from reflector.settings import settings
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T = TypeVar("T", bound=BaseModel)
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PARTICIPANTS_PROMPT = dedent(
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"""
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Identify all participants in this conversation.
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Distinguish between people who actually spoke in the transcript and those who were only mentioned.
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Each participant should only be listed once.
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Do not include company names, only people's names.
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"""
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).strip()
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TRANSCRIPTION_TYPE_PROMPT = dedent(
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"""
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Analyze the transcript to determine if it is a meeting, podcast, or interview.
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A meeting typically involves severals participants engaging in discussions,
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making decisions, and planning actions. A podcast often includes hosts
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discussing topics or interviewing guests for an audience in a structured format.
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An interview generally features one or more interviewer questioning one or
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more interviewees, often for hiring, research, or journalism. Deliver your
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classification with a confidence score and reasoning.
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"""
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).strip()
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SUBJECTS_PROMPT = dedent(
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"""
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What are the main / high level topic of the meeting.
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Do not include direct quotes or unnecessary details.
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Be concise and focused on the main ideas.
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A subject briefly mentioned should not be included.
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There should be maximum 6 subjects.
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Do not write complete narrative sentences for the subject,
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you must write a concise subject using noun phrases.
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"""
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).strip()
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DETAILED_SUBJECT_PROMPT_TEMPLATE = dedent(
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"""
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Get me information about the topic "{subject}"
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# RESPONSE GUIDELINES
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Follow this structured approach to create the topic summary:
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- Highlight important arguments, insights, or data presented.
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- Outline decisions made.
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- Indicate any decisions reached, including any rationale or key factors
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that influenced these decisions.
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- Detail action items and responsibilities.
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- For each decision or unresolved issue, list specific action items agreed
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upon, along with assigned individuals or teams responsible for each task.
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- Specify deadlines or timelines if mentioned. For each action item,
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include any deadlines or timeframes discussed for completion or follow-up.
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- Mention unresolved issues or topics needing further discussion, aiding in
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planning future meetings or follow-up actions.
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- Do not include topic unrelated to {subject}.
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# OUTPUT
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Your summary should be clear, concise, and structured, covering all major
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points, decisions, and action items from the meeting. It should be easy to
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understand for someone not present, providing a comprehensive understanding
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of what transpired and what needs to be done next. The summary should not
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exceed one page to ensure brevity and focus.
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"""
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).strip()
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PARAGRAPH_SUMMARY_PROMPT = dedent(
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"""
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Summarize the mentioned topic in 1 paragraph.
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It will be integrated into the final summary, so just for this topic.
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"""
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).strip()
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RECAP_PROMPT = dedent(
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"""
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Provide a high-level quick recap of the following meeting, fitting in one paragraph.
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Do not include decisions, action items or unresolved issue, just highlight the high moments.
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Just dive into the meeting, be concise and do not include unnecessary details.
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As we already know it is a meeting, do not start with 'During the meeting' or equivalent.
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"""
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).strip()
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ACTION_ITEMS_PROMPT = dedent(
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"""
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Identify action items from this meeting transcript. Your goal is to identify what was decided and what needs to happen next.
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Look for:
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1. **Decisions Made**: Any decisions, choices, or conclusions reached during the meeting. For each decision:
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- What was decided? (be specific)
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- Who made the decision or was involved? (use actual participant names)
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- Why was this decision made? (key factors, reasoning, or rationale)
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2. **Next Steps / Action Items**: Any tasks, follow-ups, or actions that were mentioned or assigned. For each action item:
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- What specific task needs to be done? (be concrete and actionable)
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- Who is responsible? (use actual participant names if mentioned, or "team" if unclear)
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- When is it due? (any deadlines, timeframes, or "by next meeting" type commitments)
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- What context is needed? (any additional details that help understand the task)
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Guidelines:
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- Be thorough and identify all action items, even if they seem minor
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- Include items that were agreed upon, assigned, or committed to
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- Include decisions even if they seem obvious or implicit
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- If someone says "I'll do X" or "We should do Y", that's an action item
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- If someone says "Let's go with option A", that's a decision
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- Use the exact participant names from the transcript
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- If no participant name is mentioned, you can leave assigned_to/decided_by as null
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Only return empty lists if the transcript contains NO decisions and NO action items whatsoever.
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"""
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).strip()
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STRUCTURED_RESPONSE_PROMPT_TEMPLATE = dedent(
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"""
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Based on the following analysis, provide the information in the requested JSON format:
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Analysis:
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{analysis}
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{format_instructions}
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"""
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).strip()
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class TranscriptionType(Enum):
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MEETING = "meeting"
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PODCAST = "podcast"
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INTERVIEW = "interview"
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class TranscriptionTypeResponse(BaseModel):
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"""Pydantic model for transcription type classification"""
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transcription_type: str = Field(
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description="The type of transcription - either 'meeting', 'podcast', or 'interview'"
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)
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confidence: float = Field(
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description="Confidence score between 0 and 1", ge=0.0, le=1.0
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)
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reasoning: str = Field(description="Brief explanation for the classification")
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class ParticipantInfo(BaseModel):
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"""Information about a single participant"""
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name: str = Field(description="The name of the participant")
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is_speaker: bool = Field(
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default=True, description="Whether this person spoke in the transcript"
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)
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class ParticipantsResponse(BaseModel):
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"""Pydantic model for participants identification"""
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participants: list[ParticipantInfo] = Field(
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description="List of all participants in the conversation"
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)
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total_speakers: int = Field(description="Total number of people who spoke")
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mentioned_only: list[str] = Field(
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default_factory=list, description="Names mentioned but who didn't speak"
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)
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class SubjectsResponse(BaseModel):
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"""Pydantic model for extracted subjects/topics"""
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subjects: list[str] = Field(
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description="List of main subjects/topics discussed, maximum 6 items",
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)
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class ActionItem(BaseModel):
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"""A single action item from the meeting"""
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task: str = Field(description="The task or action item to be completed")
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assigned_to: str | None = Field(
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default=None, description="Person or team assigned to this task (name)"
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)
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assigned_to_participant_id: str | None = Field(
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default=None, description="Participant ID if assigned_to matches a participant"
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)
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deadline: str | None = Field(
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default=None, description="Deadline or timeframe mentioned for this task"
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)
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context: str | None = Field(
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default=None, description="Additional context or notes about this task"
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)
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class Decision(BaseModel):
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"""A decision made during the meeting"""
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decision: str = Field(description="What was decided")
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rationale: str | None = Field(
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default=None,
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description="Reasoning or key factors that influenced this decision",
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)
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decided_by: str | None = Field(
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default=None, description="Person or group who made the decision (name)"
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)
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decided_by_participant_id: str | None = Field(
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default=None, description="Participant ID if decided_by matches a participant"
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)
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class ActionItemsResponse(BaseModel):
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"""Pydantic model for identified action items"""
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decisions: list[Decision] = Field(
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default_factory=list,
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description="List of decisions made during the meeting",
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)
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next_steps: list[ActionItem] = Field(
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default_factory=list,
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description="List of action items and next steps to be taken",
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)
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class SummaryBuilder:
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def __init__(self, llm: LLM, filename: str | None = None, logger=None) -> None:
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self.transcript: str | None = None
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self.recap: str | None = None
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self.summaries: list[dict[str, str]] = []
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self.subjects: list[str] = []
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self.transcription_type: TranscriptionType | None = None
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self.llm: LLM = llm
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self.model_name: str = llm.model_name
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self.logger = logger or structlog.get_logger()
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self.participant_instructions: str | None = None
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self.action_items: ActionItemsResponse | None = None
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self.participant_name_to_id: dict[str, str] = {}
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if filename:
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self.read_transcript_from_file(filename)
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def read_transcript_from_file(self, filename: str) -> None:
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"""
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Load a transcript from a text file.
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Must be formatted as:
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speaker: message
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speaker2: message2
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"""
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with open(filename, "r", encoding="utf-8") as f:
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self.transcript = f.read().strip()
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def set_transcript(self, transcript: str) -> None:
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assert isinstance(transcript, str)
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self.transcript = transcript
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def set_llm_instance(self, llm: LLM) -> None:
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self.llm = llm
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async def _get_structured_response(
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self,
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prompt: str,
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output_cls: Type[T],
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tone_name: str | None = None,
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timeout: int | None = None,
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) -> T:
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"""Generic function to get structured output from LLM for non-function-calling models."""
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enhanced_prompt = self._enhance_prompt_with_participants(prompt)
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return await self.llm.get_structured_response(
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enhanced_prompt,
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[self.transcript],
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output_cls,
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tone_name=tone_name,
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timeout=timeout,
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)
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async def _get_response(
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self, prompt: str, texts: list[str], tone_name: str | None = None
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) -> str:
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"""Get text response with automatic participant instructions injection."""
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enhanced_prompt = self._enhance_prompt_with_participants(prompt)
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return await self.llm.get_response(enhanced_prompt, texts, tone_name=tone_name)
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def _enhance_prompt_with_participants(self, prompt: str) -> str:
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"""Add participant instructions to any prompt if participants are known."""
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if self.participant_instructions:
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self.logger.debug("Adding participant instructions to prompt")
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return f"{prompt}\n\n{self.participant_instructions}"
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return prompt
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# ----------------------------------------------------------------------------
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# Participants
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# ----------------------------------------------------------------------------
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def set_known_participants(
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self,
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participants: list[str],
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participant_name_to_id: dict[str, str] | None = None,
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) -> None:
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"""
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Set known participants directly without LLM identification.
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This is used when participants are already identified and stored.
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They are appended at the end of the transcript, providing more context for the assistant.
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Args:
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participants: List of participant names
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participant_name_to_id: Optional mapping of participant names to their IDs
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"""
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if not participants:
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self.logger.warning("No participants provided")
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return
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self.logger.info(
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"Using known participants",
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participants=participants,
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)
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if participant_name_to_id:
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self.participant_name_to_id = participant_name_to_id
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participants_md = self.format_list_md(participants)
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self.transcript += f"\n\n# Participants\n\n{participants_md}"
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participants_list = ", ".join(participants)
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self.participant_instructions = dedent(
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f"""
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# IMPORTANT: Participant Names
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The following participants are identified in this conversation: {participants_list}
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You MUST use these specific participant names when referring to people in your response.
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Do NOT use generic terms like "a participant", "someone", "attendee", "Speaker 1", "Speaker 2", etc.
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Always refer to people by their actual names (e.g., "John suggested..." not "A participant suggested...").
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"""
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).strip()
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async def identify_participants(self) -> None:
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"""
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From a transcript, try to identify the participants using TreeSummarize with structured output.
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This might not give the best result without good diarization, but it's a start.
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They are appended at the end of the transcript, providing more context for the assistant.
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"""
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self.logger.debug("--- identify_participants using TreeSummarize with Pydantic")
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participants_prompt = PARTICIPANTS_PROMPT
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try:
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response = await self._get_structured_response(
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participants_prompt,
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ParticipantsResponse,
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tone_name="Participant identifier",
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)
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all_participants = [p.name for p in response.participants]
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self.logger.info(
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"Participants analysis complete",
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total_speakers=response.total_speakers,
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speakers=[p.name for p in response.participants if p.is_speaker],
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mentioned_only=response.mentioned_only,
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total_identified=len(all_participants) + len(response.mentioned_only),
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)
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unique_participants = list(set(all_participants + response.mentioned_only))
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if unique_participants:
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participants_md = self.format_list_md(unique_participants)
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self.transcript += f"\n\n# Participants\n\n{participants_md}"
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# Set instructions that will be automatically added to all prompts
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participants_list = ", ".join(unique_participants)
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self.participant_instructions = dedent(
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f"""
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# IMPORTANT: Participant Names
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The following participants are identified in this conversation: {participants_list}
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You MUST use these specific participant names when referring to people in your response.
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Do NOT use generic terms like "a participant", "someone", "attendee", "Speaker 1", "Speaker 2", etc.
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Always refer to people by their actual names (e.g., "John suggested..." not "A participant suggested...").
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"""
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).strip()
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else:
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self.logger.warning("No participants identified in the transcript")
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except Exception as e:
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self.logger.error(f"Error in participant identification: {e}")
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self.logger.warning(
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"Failed to identify participants, continuing without them"
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)
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# ----------------------------------------------------------------------------
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# Transcription identification
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# ----------------------------------------------------------------------------
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async def identify_transcription_type(self) -> None:
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"""
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Identify the type of transcription: meeting or podcast using TreeSummarizer with structured output.
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"""
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self.logger.debug(
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"--- identify transcription type using TreeSummarizer with Pydantic"
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)
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transcription_type_prompt = TRANSCRIPTION_TYPE_PROMPT
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try:
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response = await self._get_structured_response(
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transcription_type_prompt,
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TranscriptionTypeResponse,
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tone_name="Transcription type classifier",
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)
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self.logger.info(
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f"Transcription type identified: {response.transcription_type} "
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f"(confidence: {response.confidence:.2f})"
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)
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self.logger.debug(f"Reasoning: {response.reasoning}")
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if response.transcription_type.lower() == "meeting":
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self.transcription_type = TranscriptionType.MEETING
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elif response.transcription_type.lower() == "podcast":
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self.transcription_type = TranscriptionType.PODCAST
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elif response.transcription_type.lower() == "interview":
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self.transcription_type = TranscriptionType.INTERVIEW
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else:
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self.logger.warning(
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f"Unexpected transcription type: {response.transcription_type}, "
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f"defaulting to meeting"
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)
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self.transcription_type = TranscriptionType.MEETING
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except Exception as e:
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self.logger.error(f"Error in transcription type identification: {e}")
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self.transcription_type = TranscriptionType.MEETING
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# ----------------------------------------------------------------------------
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# Summary
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# ----------------------------------------------------------------------------
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async def extract_subjects(self) -> None:
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"""Extract main subjects/topics from the transcript."""
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self.logger.info("--- extract main subjects using TreeSummarize")
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subjects_prompt = SUBJECTS_PROMPT
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try:
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response = await self._get_structured_response(
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subjects_prompt,
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SubjectsResponse,
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tone_name="Meeting assistant that talk only as list item",
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)
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self.subjects = response.subjects
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self.logger.info(f"Extracted subjects: {self.subjects}")
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except Exception as e:
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self.logger.error(f"Error extracting subjects: {e}")
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self.subjects = []
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async def generate_subject_summaries(self) -> None:
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"""Generate detailed summaries for each extracted subject."""
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assert self.transcript is not None
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summaries = []
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for subject in self.subjects:
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detailed_prompt = DETAILED_SUBJECT_PROMPT_TEMPLATE.format(subject=subject)
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detailed_response = await self._get_response(
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detailed_prompt, [self.transcript], tone_name="Topic assistant"
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)
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paragraph_prompt = PARAGRAPH_SUMMARY_PROMPT
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paragraph_response = await self._get_response(
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paragraph_prompt, [str(detailed_response)], tone_name="Topic summarizer"
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)
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summaries.append({"subject": subject, "summary": str(paragraph_response)})
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self.logger.debug(f"Summary for {subject}: {paragraph_response}")
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self.summaries = summaries
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async def generate_recap(self) -> None:
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"""Generate a quick recap from the subject summaries."""
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summaries_text = "\n\n".join(
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[
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f"{summary['subject']}: {summary['summary']}"
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for summary in self.summaries
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]
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)
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recap_prompt = RECAP_PROMPT
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recap_response = await self._get_response(
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recap_prompt, [summaries_text], tone_name="Recap summarizer"
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)
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self.recap = str(recap_response)
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self.logger.info(f"Quick recap: {self.recap}")
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def _map_participant_names_to_ids(
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self, response: ActionItemsResponse
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) -> ActionItemsResponse:
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"""Map participant names in action items to participant IDs."""
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if not self.participant_name_to_id:
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return response
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decisions = []
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for decision in response.decisions:
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new_decision = decision.model_copy()
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if (
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decision.decided_by
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and decision.decided_by in self.participant_name_to_id
|
|
):
|
|
new_decision.decided_by_participant_id = self.participant_name_to_id[
|
|
decision.decided_by
|
|
]
|
|
decisions.append(new_decision)
|
|
|
|
next_steps = []
|
|
for item in response.next_steps:
|
|
new_item = item.model_copy()
|
|
if item.assigned_to and item.assigned_to in self.participant_name_to_id:
|
|
new_item.assigned_to_participant_id = self.participant_name_to_id[
|
|
item.assigned_to
|
|
]
|
|
next_steps.append(new_item)
|
|
|
|
return ActionItemsResponse(decisions=decisions, next_steps=next_steps)
|
|
|
|
async def identify_action_items(self) -> ActionItemsResponse | None:
|
|
"""Identify action items (decisions and next steps) from the transcript."""
|
|
self.logger.info("--- identify action items using TreeSummarize")
|
|
|
|
if not self.transcript:
|
|
self.logger.warning(
|
|
"No transcript available for action items identification"
|
|
)
|
|
self.action_items = None
|
|
return None
|
|
|
|
action_items_prompt = ACTION_ITEMS_PROMPT
|
|
|
|
try:
|
|
response = await self._get_structured_response(
|
|
action_items_prompt,
|
|
ActionItemsResponse,
|
|
tone_name="Action item identifier",
|
|
timeout=settings.LLM_STRUCTURED_RESPONSE_TIMEOUT,
|
|
)
|
|
|
|
response = self._map_participant_names_to_ids(response)
|
|
|
|
self.action_items = response
|
|
self.logger.info(
|
|
f"Identified {len(response.decisions)} decisions and {len(response.next_steps)} action items",
|
|
decisions_count=len(response.decisions),
|
|
next_steps_count=len(response.next_steps),
|
|
)
|
|
|
|
if response.decisions:
|
|
self.logger.debug(
|
|
"Decisions identified",
|
|
decisions=[d.decision for d in response.decisions],
|
|
)
|
|
if response.next_steps:
|
|
self.logger.debug(
|
|
"Action items identified",
|
|
tasks=[item.task for item in response.next_steps],
|
|
)
|
|
if not response.decisions and not response.next_steps:
|
|
self.logger.warning(
|
|
"No action items identified from transcript",
|
|
transcript_length=len(self.transcript),
|
|
)
|
|
|
|
return response
|
|
|
|
except Exception as e:
|
|
self.logger.error(
|
|
f"Error identifying action items: {e}",
|
|
exc_info=True,
|
|
)
|
|
self.action_items = None
|
|
return None
|
|
|
|
async def generate_summary(self, only_subjects: bool = False) -> None:
|
|
"""
|
|
Generate summary by extracting subjects, creating summaries for each, and generating a recap.
|
|
"""
|
|
await self.extract_subjects()
|
|
|
|
if only_subjects:
|
|
return
|
|
|
|
await self.generate_subject_summaries()
|
|
await self.generate_recap()
|
|
await self.identify_action_items()
|
|
|
|
# ----------------------------------------------------------------------------
|
|
# Markdown
|
|
# ----------------------------------------------------------------------------
|
|
|
|
def as_markdown(self) -> str:
|
|
lines: list[str] = []
|
|
if self.recap:
|
|
lines.append("# Quick recap")
|
|
lines.append("")
|
|
lines.append(self.recap)
|
|
lines.append("")
|
|
|
|
if self.summaries:
|
|
lines.append("# Summary")
|
|
lines.append("")
|
|
for summary in self.summaries:
|
|
lines.append(f"**{summary['subject']}**")
|
|
lines.append(summary["summary"])
|
|
lines.append("")
|
|
|
|
return "\n".join(lines)
|
|
|
|
def format_list_md(self, data: list[str]) -> str:
|
|
return "\n".join([f"- {item}" for item in data])
|
|
|
|
|
|
if __name__ == "__main__":
|
|
import argparse
|
|
|
|
parser = argparse.ArgumentParser(
|
|
description="Generate a summary of a meeting transcript"
|
|
)
|
|
|
|
parser.add_argument(
|
|
"transcript",
|
|
type=str,
|
|
nargs="?",
|
|
help="The transcript of the meeting",
|
|
default="transcript.txt",
|
|
)
|
|
|
|
parser.add_argument(
|
|
"--transcription-type",
|
|
action="store_true",
|
|
help="Identify the type of the transcript (meeting, interview, podcast...)",
|
|
)
|
|
|
|
parser.add_argument(
|
|
"--save",
|
|
action="store_true",
|
|
help="Save the summary to a file",
|
|
)
|
|
|
|
parser.add_argument(
|
|
"--summary",
|
|
action="store_true",
|
|
help="Generate a summary",
|
|
)
|
|
|
|
parser.add_argument(
|
|
"--subjects",
|
|
help="Generate a list of subjects",
|
|
action="store_true",
|
|
)
|
|
|
|
parser.add_argument(
|
|
"--participants",
|
|
help="Generate a list of participants",
|
|
action="store_true",
|
|
)
|
|
|
|
args = parser.parse_args()
|
|
|
|
async def main():
|
|
# build the summary
|
|
|
|
llm = LLM(settings=settings)
|
|
sm = SummaryBuilder(llm=llm, filename=args.transcript)
|
|
|
|
if args.subjects:
|
|
await sm.generate_summary(only_subjects=True)
|
|
print("# Subjects\n")
|
|
print("\n".join(sm.subjects))
|
|
sys.exit(0)
|
|
|
|
if args.transcription_type:
|
|
await sm.identify_transcription_type()
|
|
print(sm.transcription_type)
|
|
sys.exit(0)
|
|
|
|
if args.participants:
|
|
await sm.identify_participants()
|
|
sys.exit(0)
|
|
|
|
# if no summary is asked, ask for everything
|
|
if not args.summary and not args.subjects:
|
|
args.summary = True
|
|
|
|
if args.summary:
|
|
await sm.generate_summary()
|
|
|
|
print("")
|
|
print("-" * 80)
|
|
print("")
|
|
print(sm.as_markdown())
|
|
|
|
if args.save:
|
|
# write the summary to a file, on the format summary-<iso date>.md
|
|
filename = f"summary-{datetime.now(timezone.utc).isoformat()}.md"
|
|
with open(filename, "w", encoding="utf-8") as f:
|
|
f.write(sm.as_markdown())
|
|
|
|
print("")
|
|
print("-" * 80)
|
|
print("")
|
|
print("Saved to", filename)
|
|
|
|
asyncio.run(main())
|