new flow; remove plans from request

alembic/versions/2025_10_03_1608-4324550d9c83_add_user_page.py

@@ -0,0 +1,36 @@
+"""add user page
+
+Revision ID: 4324550d9c83
+Revises: 31359fcda8a7
+Create Date: 2025-10-03 16:08:13.898990
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '4324550d9c83'
+down_revision: Union[str, Sequence[str], None] = '31359fcda8a7'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    with op.batch_alter_table('user_session', schema=None) as batch_op:
+        batch_op.add_column(sa.Column('page_id', sa.String(), nullable=True))
+
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    # ### commands auto generated by Alembic - please adjust! ###
+    with op.batch_alter_table('user_session', schema=None) as batch_op:
+        batch_op.drop_column('page_id')
+
+    # ### end Alembic commands ###

src/api/v1/router.py

@@ -16,6 +16,7 @@ async def insurance_chat(request: models.InsuranceChatRequest):
     """Handle insurance chat requests"""
     try:
         current_page = None
+        page_id = None
         if request.context and request.context.page:
             page_id = str(request.context.page).lower()
             current_page = await get_page_description(page_id)
@@ -32,6 +33,7 @@ async def insurance_chat(request: models.InsuranceChatRequest):
             uid=str(request.userId) if request.userId else None,
             current_page=current_page,
             application=application,
+            page_id=page_id
         )
         
         return models.InsuranceChatResponse(
@@ -57,8 +59,15 @@ async def init_chat(request: models.InitializeChatRequest):
     name = None
     if request.context and request.context.name:
         name = request.context.name.first_name
+    first_visit = True
+    if request.context:
+        first_visit = request.context.isFirstVisit
 
-    result = await chat_service.initialize_chat(str(request.userId), application, name)
+    page_id = None
+    if request.context and request.context.page:
+        page_id = str(request.context.page).lower()
+
+    result = await chat_service.initialize_chat(str(request.userId), application, name, first_visit, page_id)
     return models.InitializeChatResponse(
         session_id=result["session_id"],
         answer=result["answer"],
@@ -69,14 +78,36 @@ async def init_chat(request: models.InitializeChatRequest):
 async def estimate(request: models.EstimationRequest):
     """Handle insurance estimation requests"""
     try:
-        if not request.applicants or not request.plans:
+        if not request.applicants:
             raise HTTPException(
                 status_code=400,
                 detail="Missing required applicants or plans"
             )
 
+        print("estimation request: ", request)
+
+        has_primary = False
+        has_spouse = False
+        has_dependents = False
+        for applicant in request.applicants:
+            if applicant.applicant == 1:
+                has_primary = True
+            elif applicant.applicant == 2:
+                has_spouse = True
+            elif applicant.applicant == 3:
+                has_dependents = True
+
+        if has_primary and not has_spouse and not has_dependents:
+            coverage = 1
+        elif has_primary and has_spouse and not has_dependents:
+            coverage = 2
+        elif has_primary and not has_spouse and has_dependents:
+            coverage = 3
+        else:
+            coverage = 4
+
         estimation_service = EstimationService()
-        estimation_response = await estimation_service.estimate_insurance(request.applicants, request.phq, request.plans)
+        estimation_response = await estimation_service.estimate_insurance(request.applicants, request.phq, coverage)
 
         return estimation_response
         

src/database.py

@@ -40,6 +40,7 @@ class UserSession(Base):
     id = Column(BigInteger, primary_key=True, index=True)
     user_id = Column(String, index=True)
     session_id = Column(String)
+    page_id = Column(String, default=None, nullable=True)
 
 
 engine = create_engine(settings.DATABASE_URL)

src/models.py

@@ -17,7 +17,7 @@ class Applicant(BaseModel):
 
 class Plan(BaseModel):
     id: int
-    priceId: int
+    priceId: int | None = None
 
 class Medication(BaseModel):
     applicant: int
@@ -61,7 +61,6 @@ class Address(BaseModel):
 class EstimationRequest(BaseModel):
     userId: str | int | None = Field(None, description="Unique identifier")
     applicants: List[Applicant]
-    plans: List[Plan]
     phq: PHQ
     income: float
     address: Address
@@ -69,7 +68,8 @@ class EstimationRequest(BaseModel):
 class EstimationDetails(BaseModel):
     dtq: bool
     reason: str
-    price_id: int
+    # price_id: int = -1
+    tier: str
 
 class EstimationResult(BaseModel):
     name: str
@@ -83,7 +83,7 @@ class EstimationResult(BaseModel):
 class EstimationResponse(BaseModel):
     status: str
     details: EstimationDetails
-    results: List[EstimationResult]
+    # results: List[EstimationResult]
 
 class UserNameContext(BaseModel):
     first_name: str
@@ -94,6 +94,7 @@ class InsuranceChatContext(BaseModel):
     application: dict | None = None
     applicationDTO: str | None = None
     name: UserNameContext | None = None
+    isFirstVisit: bool = True
 
 class InsuranceChatRequest(BaseModel):
     userId: str | int | None = None
@@ -124,9 +125,12 @@ class PlansParam(BaseModel):
 class ApplicantParam(BaseModel):
     applicants: list[Applicant]
 
+class PageParam(BaseModel):
+    page: str
+
 class ChatHook(BaseModel):
     tool: str
-    params: PlansParam | ApplicantParam
+    params: PlansParam | ApplicantParam | PageParam
 
 class AIChatResponse(BaseModel):
     answer: str

src/services/chat_service.py

@@ -4,7 +4,7 @@ from typing import Dict, Any, List, Optional
 
 import httpx
 
-from src.models import ApplicantParam, ChatHook, PlansParam
+from src.models import ApplicantParam, ChatHook, PlansParam, PageParam
 from .session_service import session_service
 from ..api.v1.models import Source, HistoryItem
 from ..config import settings
@@ -87,6 +87,15 @@ class ChatService:
                     "message": f"I'm sorry, I'm experiencing technical difficulties. Please try again later. Error: {str(e)}"
                 }
 
+    async def add_message_to_history(self, session_id: str, message: list):
+        async with await self.get_client() as client:
+            response = await client.post(
+                "/messages/",
+                params={"chat_session_id": session_id,},
+                json={"content": message}
+            )
+        return response.json()
+
     async def get_chat_history(self, session_id: str) -> List[HistoryItem]:
         """Get chat history for a session and format it properly"""
         async with await self.get_client() as client:
@@ -145,7 +154,6 @@ class ChatService:
                 return None
 
 
-    
     def _extract_sources_from_response(self, response_text: str) -> List[Source]:
         """Extract sources from RAG search results if available"""
         # This is a placeholder - in a real implementation, you would:
@@ -159,10 +167,10 @@ class ChatService:
 
     async def get_user_session(self, uid: str) -> str | None:
         with Session() as session:
-            session = session.query(UserSession).filter(UserSession.user_id == uid).first()
-            if not session:
+            user_session = session.query(UserSession).filter(UserSession.user_id == uid).first()
+            if not user_session:
                 return None
-            return session.session_id
+            return user_session.session_id
 
     async def create_user_session(self, uid: str, session_id: str):
         with Session() as session:
@@ -173,7 +181,43 @@ class ChatService:
             session.add(user_session)
             session.commit()
 
-    async def initialize_chat(self, uid: str, application, name):
+    async def update_user_page(self, uid: str, page_id: str | None):
+        with Session() as session:
+            user_session = session.query(UserSession).filter(UserSession.user_id == uid).first()
+            old_page_id = user_session.page_id
+            user_session.page_id = page_id
+            session.add(user_session)
+            session.commit()
+        return old_page_id
+
+    async def get_user_page(self, uid: str):
+        with Session() as session:
+            user_session = session.query(UserSession).filter(UserSession.user_id == uid).first()
+            old_page_id = user_session.page_id
+        return old_page_id
+
+    def get_welcome_message(self, application, name, first_visit):
+        try:
+            if not name:
+                name = application["applicants"][0]["firstName"]
+        except:
+            return INIT_MESSAGES[0]
+
+        if first_visit:
+            return INIT_MESSAGES[0]
+
+        try:
+            applicant = application["applicants"][0]
+        except:
+            return INIT_MESSAGES[2].format(name=name)
+
+        if not applicant.get("gender") or not applicant.get("dob") or applicant.get("dob") == "-01-" or not applicant.get("weight") or applicant.get("heightFt") is None or applicant.get("heightIn") is None:
+            return INIT_MESSAGES[2].format(name=name)
+
+        return INIT_MESSAGES[1].format(name=name)
+
+
+    async def initialize_chat(self, uid: str, application, name, first_visit, page_id):
         session_id = await self.get_user_session(uid)
         if not session_id or not await session_service.validate_session(session_id):
             session_id = await session_service.create_session(agent_id=settings.TALESTORM_AGENT_ID)
@@ -181,43 +225,24 @@ class ChatService:
                 await self.create_user_session(uid, session_id)
             except:
                 pass
+        # await self.update_user_page(uid, page_id)
 
-        try:
-            if not name:
-                name = application["applicants"][0]["firstName"]
-        except:
-            return {
-                "session_id": session_id,
-                "answer": INIT_MESSAGES[0],
-            }
+        welcome_msg = self.get_welcome_message(application, name, first_visit)
 
-        last_message = self.get_last_chat_message_date(session_id)
-        if not last_message:
-            return {
-                "session_id": session_id,
-                "answer": INIT_MESSAGES[0],
-            }
+        msg_history_item = [
+            {'parts': [{'content': 'Hi', 'part_kind': 'user-prompt'}],'kind': 'request'},
+            {'parts': [{'content': welcome_msg, 'part_kind': 'text'}], 'kind': 'response'}
+        ]
 
-        try:
-            applicant = application["applicants"][0]
-        except:
-            return {
-                "session_id": session_id,
-                "answer": INIT_MESSAGES[2].format(name=name)
-            }
-        if not applicant.get("gender") or not applicant.get("dob") or applicant.get("dob") == "-01-" or not applicant.get("weight") or applicant.get("heightFt") is None or applicant.get("heightIn") is None:
-            return {
-                "session_id": session_id,
-                "answer": INIT_MESSAGES[2].format(name=name)
-            }
+        await self.add_message_to_history(session_id, msg_history_item)
 
         return {
             "session_id": session_id,
-            "answer": INIT_MESSAGES[1].format(name=name)
+            "answer": welcome_msg
         }
 
 
-    async def process_insurance_chat(self, message: str, session_id: Optional[str] = None, uid: Optional[str] = None, current_page: Optional[str] = None, application: Optional[dict] = None) -> Dict[str, Any]:
+    async def process_insurance_chat(self, message: str, session_id: Optional[str] = None, uid: Optional[str] = None, current_page: Optional[str] = None, application: Optional[dict] = None, page_id = None) -> Dict[str, Any]:
         """Process an insurance chat request"""
         try:
             if not session_id or not await session_service.validate_session(session_id):
@@ -232,6 +257,10 @@ class ChatService:
                 else:
                     session_id = await session_service.create_session(agent_id=settings.TALESTORM_AGENT_ID)
 
+            if page_id.lower() != 'welcome':
+                old_page_id = await self.update_user_page(uid, page_id)
+            else:
+                old_page_id = await self.get_user_page(uid)
 
             instructions = ""
             if uid:
@@ -266,6 +295,7 @@ class ChatService:
             compare_plans = ai_response.get("compare_plans")
             show_plans = ai_response.get("show_plans")
             update_applicants = ai_response.get("update_applicants")
+            show_page = ai_response.get("show_page")
             hooks = []
             if update_applicants:
                 hooks.append(ChatHook(
@@ -284,6 +314,12 @@ class ChatService:
                     tool="show_plans",
                     params=PlansParam(plans=show_plans)
                 ))
+            elif show_page and old_page_id:
+                hooks.append(ChatHook(
+                    tool="show_page",
+                    params=PageParam(page=old_page_id)
+                ))
+
 
             return {
                 "session_id": session_id,

src/services/estimation_service_v2.py

@@ -458,7 +458,7 @@ class EstimationService:
             return None
 
         
-    async def estimate_insurance(self, applicants: list[Applicant],  phq: PHQ, plans: list[Plan]):
+    async def estimate_insurance(self, applicants: list[Applicant], phq: PHQ, plan_coverage: int):
         estimation_results = []
         is_review = False
         review_reasons = []
@@ -478,7 +478,6 @@ class EstimationService:
                 base_tier = tier
                 break
 
-        plan_coverage = self.get_plan_coverage(plans[0])
         rx_spend = 0
         for applicant_id, applicant in enumerate(applicants):
             applicant_review_reasons = []
@@ -560,7 +559,7 @@ class EstimationService:
                 )
             )
 
-        plan_price_id = self.get_plan_price(plans[0], base_tier, plan_coverage)
+        # plan_price_id = self.get_plan_price(plans[0], base_tier, plan_coverage)
         
         if is_dtq:
             reason = "\n".join(dtq_reasons)
@@ -569,9 +568,10 @@ class EstimationService:
                 details=EstimationDetails(
                     dtq=is_dtq,
                     reason=reason,
-                    price_id=plan_price_id,
+                    # price_id=plan_price_id,
+                    tier=f"Tier {base_tier.value}",
                 ),
-                results=estimation_results
+                # results=estimation_results
             )
 
         if is_review:
@@ -581,9 +581,10 @@ class EstimationService:
                 details=EstimationDetails(
                     dtq=is_dtq,
                     reason=reason,
-                    price_id=plan_price_id,
+                    # price_id=plan_price_id,
+                    tier=f"Tier {base_tier.value}",
                 ),
-                results=estimation_results
+                # results=estimation_results
             )
         
         new_tier, tier_reason = self.get_tier(plan_coverage, rx_spend)
@@ -596,15 +597,16 @@ class EstimationService:
                 details=EstimationDetails(
                     dtq=True,
                     reason=reason,
-                    price_id=plan_price_id,
+                    # price_id=plan_price_id,
+                    tier=f"Tier {base_tier.value}",
                 ),
-                results=estimation_results
+                # results=estimation_results
             )
 
         if new_tier > base_tier:
             base_tier = new_tier
         
-        plan_price_id = self.get_plan_price(plans[0], base_tier, plan_coverage)
+        # plan_price_id = self.get_plan_price(plans[0], base_tier, plan_coverage)
 
         if base_tier is not None:
             reason = "\n".join(accept_reasons)
@@ -613,9 +615,10 @@ class EstimationService:
                 details=EstimationDetails(
                     dtq=is_dtq,
                     reason=reason,
-                    price_id=plan_price_id,
+                    # price_id=plan_price_id,
+                    tier=f"Tier {base_tier.value}",
                 ),
-                results=estimation_results
+                # results=estimation_results
             )
         else:
             reason = "\n".join(dtq_reasons)
@@ -624,8 +627,8 @@ class EstimationService:
                 details=EstimationDetails(
                     dtq=is_dtq,
                     reason=reason,
-                    price_id=plan_price_id,
+                    # price_id=plan_price_id,
+                    tier=f"Tier {base_tier.value}",
                 ),
-                results=estimation_results
+                # results=estimation_results
             )
-