update guidelines and report selection

app.py

@@ -361,48 +361,94 @@ with gr.Blocks(title="Audit Q&A", css= "style.css", theme=theme,elem_id = "main-
                 # creating tabs on right panel
                 with gr.Tabs() as tabs:
                     #---------------- tab for REPORTS SELECTION ----------------------
-                    
+
                     with gr.Tab("Reports",elem_id = "tab-config",id = 2):
-                        gr.Markdown("Reminder: To get better results select the specific report/reports")
 
-                        
-                        #----- First level filter for selecting Report source/category ----------
-                        dropdown_sources = gr.Dropdown(
-                            ["Consolidated","Ministry, Department and Agency","Project","Hospital","Local Government","Value for Money","Thematic"],
-                            label="Select Report Category",
-                            value="Consolidated",
-                            interactive=True,
+                        #---------------- SELECTION METHOD - RADIO BUTTON ------------
+                        search_method = gr.Radio(
+                            choices=["Search by Report Name", "Search by Filters"],
+                            label="Choose search method",
+                            info= "Select the audit reports that you want to analyse directly or browse through categories and select reports",
+                            value="Search by Report Name",
                         )
 
-                        #------ second level filter for selecting subtype within the report category selected above
-                        dropdown_category = gr.Dropdown(
-                            new_files["Consolidated"],
-                            multiselect = True,                        
-                            value = new_files["Consolidated"][0],
-                            label = "Filter for Sub-reports",
-                            interactive=True)
-
-                        #----------- update the secodn level filter abse don values from first level ----------------
-                        def rs_change(rs):
-                            return gr.update(choices=new_files[rs], value=new_files[rs])
-                        dropdown_sources.change(fn=rs_change, inputs=[dropdown_sources], outputs=[dropdown_category])
-
-                        #--------- Select the years for reports -------------------------------------
-                        #dropdown_year = gr.Dropdown(
-                        #    ['2018','2019','2020','2021','2022','2023'],
-                        #    label="Filter for year",
-                        #    multiselect=True,
-                        #    value=['2023'],
-                        #    interactive=True,
-                        #)
-                        gr.Markdown("-------------------------------------------------------------------------")
-                        #---------------- Another way to select reports across category and sub-type ------------
-                        dropdown_reports = gr.Dropdown(
-                        new_report_list,
-                        label="Or select specific reports",
-                        multiselect=True,
-                        value=[],
-                        interactive=True,)
+                        #---------------- SELECT BY REPORT NAME SECTION ------------
+                        with gr.Group(visible=True) as report_name_section:
+                            # Get default report value from config if present
+                            default_report = model_config.get('app', 'dropdown_default', fallback=None)
+                            # Check if it actually exists in the master list
+                            default_report_value = [default_report] if default_report in new_report_list else None
+                            
+                            dropdown_reports = gr.Dropdown(
+                                new_report_list,
+                                label="Select one or more reports (scroll or type to search)",
+                                multiselect=True,
+                                value=default_report_value,
+                                interactive=True,
+                            )
+
+                        #---------------- SELECT BY FILTERS SECTION ------------
+                        with gr.Group(visible=False) as filters_section:
+                            #----- First level filter for selecting Report source/category ----------
+                            dropdown_sources = gr.Dropdown(
+                                ["Consolidated","Ministry, Department, Agency and Projects","Local Government","Value for Money","Thematic"],
+                                label="Select Report Category",
+                                value=None,
+                                interactive=True,
+                            )
+
+                            #------ second level filter for selecting subtype within the report category selected above
+                            dropdown_category = gr.Dropdown(
+                                [],  # Start with empty choices
+                                value=None,
+                                label = "Filter for Sub-Type",
+                                interactive=True)
+
+                            #----------- update the second level filter based on values from first level ----------------
+                            def rs_change(rs):
+                                if rs:  # Only update choices if a value is selected
+                                    return gr.update(choices=new_files[rs], value=None)  # Set value to None (no preselection)
+                                else:
+                                    return gr.update(choices=[], value=None)  # Empty choices if nothing selected
+                            dropdown_sources.change(fn=rs_change, inputs=[dropdown_sources], outputs=[dropdown_category])
+
+                         # Toggle visibility based on search method
+                        def toggle_search_method(method):
+                            """Note - this function removes the default value from report search when toggled"""
+                            if method == "Search by Report Name":
+                                # Show report selection, hide filters, and clear filter values
+                                return (
+                                    gr.update(visible=True),  # report_name_section
+                                    gr.update(visible=False),  # filters_section
+                                    gr.update(value=None),    # dropdown_sources
+                                    gr.update(value=None),    # dropdown_category
+                                    gr.update(value=None),    # dropdown_year
+                                    gr.update()               # dropdown_reports
+                                )
+                            else:  # "Search by Filters"
+                                # Show filters, hide report selection, and clear report values
+                                return (
+                                    gr.update(visible=False), # report_name_section 
+                                    gr.update(visible=True),  # filters_section
+                                    gr.update(),              # dropdown_sources
+                                    gr.update(),              # dropdown_category
+                                    gr.update(),              # dropdown_year
+                                    gr.update(value=[])       # dropdown_reports
+                                )
+
+                        # Pass to the event handler
+                        search_method.change(
+                            fn=toggle_search_method,
+                            inputs=[search_method],
+                            outputs=[
+                                report_name_section, 
+                                filters_section,
+                                dropdown_sources,
+                                dropdown_category, 
+                                dropdown_reports
+                            ]
+                        )
+                    
 
                     ############### tab for Question selection ###############
                     with gr.TabItem("Examples",elem_id = "tab-examples",id = 0):
@@ -448,25 +494,29 @@ with gr.Blocks(title="Audit Q&A", css= "style.css", theme=theme,elem_id = "main-
 
     dropdown_samples.change(change_sample_questions,dropdown_samples,samples)
 
-            # ---- New Guidelines Tab ----
+
+    # ---- Guidelines Tab ----
     with gr.Tab("Guidelines", elem_classes="max-height other-tabs"):
         gr.Markdown("""
-        Welcome to Audit Q&A, your AI-powered assistant for exploring and understanding Uganda's audit reports. This tool leverages advanced language models to help you get clear and structured answers based on audit publications. To get you started, here a few tips on how to use the tool:
-        ### Crafting Effective Prompts
+        #### Welcome to Audit Q&A, your AI-powered assistant for exploring and understanding Uganda's audit reports. This tool leverages advanced language models to help you get clear and structured answers based on audit publications. To get you started, here a few tips on how to use the tool:
+        ## 💬 Crafting Effective Prompts
+        Clear, specific questions will give you the best results. Here are some examples:
+        | ❌ Less Effective | ✅ More Effective |
+        |------------------|-------------------|
+        | "What are the findings?" | "What were the main issues identified in procurement practices in the Ministry of Health in 2022?" |
+        | "Tell me about revenue collection" | "What specific challenges were identified in revenue collection at the local government level in 2021-2022?" |
+        | "Is there corruption?" | "What audit findings related to misappropriation of funds were reported in the education sector between 2020-2023?" |
+        ## ⭐ Best Practices
         - **Be Clear and Specific**: Frame your questions clearly and focus on what you want to learn.
         - **One Topic at a Time**: Break complex queries into simpler, focused questions.
-        - **Be Direct**: Instead of "What are the findings?", try "What were the main issues identified in procurement practices?" or "What challenges were found in revenue collection?"
+        - **Provide Context**: Mentioning specific ministries, years, or projects helps narrow the focus.
+        - **Follow Up**: Ask follow-up questions to explore a topic more deeply.
         
-        ### Best Practices
-        - Start with a simple, focused question.
-        - Follow up with additional questions if your initial query doesn't yield the desired results.
-        - Experiment with different phrasings to get the most accurate answers.
-        - Use the source citations as a reference to validate the provided information.
-        ### Utilizing Filters
+        ## 🔍 Utilizing Filters
         - **Report Category & Subtype**: Use the "Reports" tab to choose your preferred report category and refine your query by selecting a specific sub-type. This will help narrow down the context for your question.
         - **Year Selection**: Choose one or more years from the "Year" filter to target your query to specific time periods.
         - **Specific Reports**: Optionally, select specific reports using the dropdown to focus on a particular document or set of documents.
-        ### Useful Resources
+        ## 📚 Useful Resources
                             
         - <ins>[**Short Course: Generative AI for Everyone** (3 hours)](https://www.deeplearning.ai/courses/generative-ai-for-everyone/)</ins>
         - <ins>[**Short Course: Advanced Prompting** (1 hour)](https://www.deeplearning.ai/courses/ai-for-everyone/)</ins>