feat(pkg-py): Add .app() method, enable bookmarking by default

Author: cpsievert

pkg-py/CHANGELOG.md

@@ -13,6 +13,10 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### New features
 
+* New `QueryChat.app()` method enables quicker/easier chatting with a dataset. (#104)
+
+* Enabled bookmarking by default in both `.app()` and `.server()` methods. In latter case, you'll need to also specify the `bookmark_store` (either in `shiny.App()` or `shiny.express.app_opts()`) for it to take effect. (#104)
+
 * The current SQL query and title can now be programmatically set through the `.sql()` and `.title()` methods of `QueryChat()`. (#98, #101)
 
 * Added a `.generate_greeting()` method to help you create a greeting message for your querychat bot. (#87)

pkg-py/src/querychat/_icons.py

@@ -0,0 +1,19 @@
+from typing import Literal
+
+from shiny import ui
+
+ICON_NAMES = Literal["funnel-fill", "terminal-fill", "table"]
+
+
+def bs_icon(name: ICON_NAMES) -> ui.HTML:
+    """Get Bootstrap icon SVG by name."""
+    if name not in BS_ICONS:
+        raise ValueError(f"Unknown Bootstrap icon: {name}")
+    return ui.HTML(BS_ICONS[name])
+
+
+BS_ICONS = {
+    "funnel-fill": '<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="currentColor" class="bi bi-funnel-fill" viewBox="0 0 16 16"><path d="M1.5 1.5A.5.5 0 0 1 2 1h12a.5.5 0 0 1 .5.5v2a.5.5 0 0 1-.128.334L10 8.692V13.5a.5.5 0 0 1-.342.474l-3 1A.5.5 0 0 1 6 14.5V8.692L1.628 3.834A.5.5 0 0 1 1.5 3.5z"/></svg>',
+    "terminal-fill": '<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16" class="bi bi-terminal-fill " style="height:1em;width:1em;fill:currentColor;vertical-align:-0.125em;" aria-hidden="true" role="img" ><path d="M0 3a2 2 0 0 1 2-2h12a2 2 0 0 1 2 2v10a2 2 0 0 1-2 2H2a2 2 0 0 1-2-2V3zm9.5 5.5h-3a.5.5 0 0 0 0 1h3a.5.5 0 0 0 0-1zm-6.354-.354a.5.5 0 1 0 .708.708l2-2a.5.5 0 0 0 0-.708l-2-2a.5.5 0 1 0-.708.708L4.793 6.5 3.146 8.146z"></path></svg>',
+    "table": '<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16" class="bi bi-table " style="height:1em;width:1em;fill:currentColor;vertical-align:-0.125em;" aria-hidden="true" role="img" ><path d="M0 2a2 2 0 0 1 2-2h12a2 2 0 0 1 2 2v12a2 2 0 0 1-2 2H2a2 2 0 0 1-2-2V2zm15 2h-4v3h4V4zm0 4h-4v3h4V8zm0 4h-4v3h3a1 1 0 0 0 1-1v-2zm-5 3v-3H6v3h4zm-5 0v-3H1v2a1 1 0 0 0 1 1h3zm-4-4h4V8H1v3zm0-4h4V4H1v3zm5-3v3h4V4H6zm4 4H6v3h4V8z"></path></svg>',
+}

pkg-py/src/querychat/_querychat.py

@@ -10,9 +10,11 @@
 import chatlas
 import chevron
 import sqlalchemy
-from shiny import ui
+from shiny import App, Inputs, Outputs, Session, reactive, render, req, ui
 from shiny.session import get_current_session
+from shinychat import output_markdown_stream
 
+from ._icons import bs_icon
 from ._querychat_module import ModServerResult, mod_server, mod_ui
 from .datasource import DataFrameSource, DataSource, SQLAlchemySource
 
@@ -133,6 +135,99 @@ def __init__(
         # Populated when ._server() gets called (in an active session)
         self._server_values: ModServerResult | None = None
 
+    def app(
+        self, *, bookmark_store: Literal["url", "server", "disable"] = "url"
+    ) -> App:
+        """
+        Quickly chat with a dataset.
+
+        Creates a Shiny app with a chat sidebar and data table view -- providing a
+        quick-and-easy way to start chatting with your data.
+
+        Parameters
+        ----------
+        bookmark_store
+            The bookmarking store to use for the Shiny app. Options are:
+                - `"url"`: Store bookmarks in the URL (default).
+                - `"server"`: Store bookmarks on the server.
+                - `"disable"`: Disable bookmarking.
+
+        Returns
+        -------
+        :
+            A Shiny App object that can be run with `app.run()` or served with `shiny run`.
+
+        """
+        enable_bookmarking = bookmark_store != "disable"
+        table_name = self.data_source.table_name
+
+        def app_ui(request):
+            return ui.page_sidebar(
+                self.sidebar(),
+                ui.card(
+                    ui.card_header(
+                        ui.div(
+                            ui.div(
+                                bs_icon("terminal-fill"),
+                                ui.output_text("query_title", inline=True),
+                                class_="d-flex align-items-center gap-2",
+                            ),
+                            ui.output_ui("ui_reset", inline=True),
+                            class_="hstack gap-3",
+                        ),
+                    ),
+                    ui.output_ui("sql_output"),
+                    fill=False,
+                    style="max-height: 33%;",
+                ),
+                ui.card(
+                    ui.card_header(bs_icon("table"), " Data"),
+                    ui.output_data_frame("dt"),
+                ),
+                title=ui.span("querychat with ", ui.code(table_name)),
+                class_="bslib-page-dashboard",
+                fillable=True,
+            )
+
+        def app_server(input: Inputs, output: Outputs, session: Session):
+            self._server(enable_bookmarking=enable_bookmarking)
+
+            @render.text
+            def query_title():
+                return self.title() or "SQL Query"
+
+            @render.ui
+            def ui_reset():
+                req(self.sql())
+                return ui.input_action_button(
+                    "reset_query",
+                    "Reset Query",
+                    class_="btn btn-outline-danger btn-sm lh-1 ms-auto",
+                )
+
+            @reactive.effect
+            @reactive.event(input.reset_query)
+            def _():
+                self.sql("")
+                self.title(None)
+
+            @render.data_frame
+            def dt():
+                return self.df()
+
+            @render.ui
+            def sql_output():
+                sql = self.sql() or f"SELECT * FROM {table_name}"
+                sql_code = f"```sql\n{sql}\n```"
+                return output_markdown_stream(
+                    "sql_code",
+                    content=sql_code,
+                    auto_scroll=False,
+                    width="100%",
+                )
+
+        return App(app_ui, app_server, bookmark_store=bookmark_store)
+
     def sidebar(
         self,
         *,
@@ -183,7 +278,7 @@ def ui(self, **kwargs):
         """
         return mod_ui(self.id, **kwargs)
 
-    def _server(self):
+    def _server(self, *, enable_bookmarking: bool = True) -> None:
         """
         Initialize the server module.
 
@@ -211,6 +306,7 @@ def _server(self):
             system_prompt=self.system_prompt,
             greeting=self.greeting,
             client=self.client,
+            enable_bookmarking=enable_bookmarking,
         )
 
         return
@@ -434,7 +530,7 @@ def set_client(self, client: str | chatlas.Chat) -> None:
 
 
 class QueryChat(QueryChatBase):
-    def server(self):
+    def server(self, *, enable_bookmarking: bool = True) -> None:
         """
         Initialize Shiny server logic.
 
@@ -443,6 +539,12 @@ def server(self):
         Express mode, you can use `querychat.express.QueryChat` instead
         of `querychat.QueryChat`, which calls `.server()` automatically.
 
+        Parameters
+        ----------
+        enable_bookmarking
+            Whether to enable bookmarking for the querychat module. Default is
+            `True`.
+
         Examples
         --------
         ```python
@@ -474,7 +576,7 @@ def data_table():
             None
 
         """
-        return self._server()
+        return self._server(enable_bookmarking=enable_bookmarking)
 
 
 class QueryChatExpress(QueryChatBase):
@@ -514,6 +616,7 @@ def __init__(
         data_description: Optional[str | Path] = None,
         extra_instructions: Optional[str | Path] = None,
         prompt_template: Optional[str | Path] = None,
+        enable_bookmarking: bool = True,
     ):
         super().__init__(
             data_source,
@@ -525,7 +628,7 @@ def __init__(
             extra_instructions=extra_instructions,
             prompt_template=prompt_template,
         )
-        self._server()
+        self._server(enable_bookmarking=enable_bookmarking)
 
 
 def normalize_data_source(

pkg-py/src/querychat/_querychat_module.py

@@ -14,6 +14,7 @@
     import chatlas
     import pandas as pd
     from shiny import Inputs, Outputs, Session
+    from shiny.bookmark import BookmarkState, RestoreState
 
     from .datasource import DataSource
 
@@ -60,10 +61,12 @@ def mod_server(
     system_prompt: str,
     greeting: str | None,
     client: chatlas.Chat,
+    enable_bookmarking: bool,
 ):
     # Reactive values to store state
     sql = ReactiveString("")
     title = ReactiveStringOrNone(None)
+    has_greeted = reactive.value[bool](False)  # noqa: FBT003
 
     # Set up the chat object for this session
     chat = copy.deepcopy(client)
@@ -99,6 +102,9 @@ async def _(user_input: str):
 
     @reactive.effect
     async def greet_on_startup():
+        if has_greeted():
+            return
+
         if greeting:
             await chat_ui.append_message(greeting)
         elif greeting is None:
@@ -108,6 +114,8 @@ async def greet_on_startup():
             )
             await chat_ui.append_message_stream(stream)
 
+        has_greeted.set(True)
+
     # Handle update button clicks
     @reactive.effect
     @reactive.event(input.chat_update)
@@ -125,4 +133,26 @@ def _():
         if new_title is not None:
             title.set(new_title)
 
+    if enable_bookmarking:
+        chat_ui.enable_bookmarking(client)
+
+        def _on_bookmark(x: BookmarkState) -> None:
+            vals = x.values  # noqa: PD011
+            vals["querychat_sql"] = sql.get()
+            vals["querychat_title"] = title.get()
+            vals["querychat_has_greeted"] = has_greeted.get()
+
+        session.bookmark.on_bookmark(_on_bookmark)
+
+        def _on_restore(x: RestoreState) -> None:
+            vals = x.values  # noqa: PD011
+            if "querychat_sql" in vals:
+                sql.set(vals["querychat_sql"])
+            if "querychat_title" in vals:
+                title.set(vals["querychat_title"])
+            if "querychat_has_greeted" in vals:
+                has_greeted.set(vals["querychat_has_greeted"])
+
+        session.bookmark.on_restore(_on_restore)
+
     return ModServerResult(df=filtered_df, sql=sql, title=title, client=chat)

pkg-py/src/querychat/tools.py

@@ -5,9 +5,9 @@
 
 import chevron
 from chatlas import ContentToolResult, Tool
-from htmltools import HTML
 from shinychat.types import ToolResultDisplay
 
+from ._icons import bs_icon
 from ._utils import df_to_html
 
 if TYPE_CHECKING:
@@ -66,9 +66,7 @@ def update_dashboard(query: str, title: str) -> ContentToolResult:
                     title=title,
                     show_request=False,
                     open=True,
-                    icon=HTML(
-                        '<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="currentColor" class="bi bi-funnel-fill" viewBox="0 0 16 16"><path d="M1.5 1.5A.5.5 0 0 1 2 1h12a.5.5 0 0 1 .5.5v2a.5.5 0 0 1-.128.334L10 8.692V13.5a.5.5 0 0 1-.342.474l-3 1A.5.5 0 0 1 6 14.5V8.692L1.628 3.834A.5.5 0 0 1 1.5 3.5z"/></svg>',
-                    ),
+                    icon=bs_icon("funnel-fill"),
                 ),
             },
         )
@@ -142,9 +140,7 @@ def reset_dashboard() -> ContentToolResult:
                     title=None,
                     show_request=False,
                     open=False,
-                    icon=HTML(
-                        '<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 16" class="bi bi-arrow-counterclockwise" style="height:1em;width:1em;fill:currentColor;vertical-align:-0.125em;" aria-hidden="true" role="img"><path fill-rule="evenodd" d="M8 3a5 5 0 1 1-4.546 2.914.5.5 0 0 0-.908-.417A6 6 0 1 0 8 2v1z"></path><path d="M8 4.466V.534a.25.25 0 0 0-.41-.192L5.23 2.308a.25.25 0 0 0 0 .384l2.36 1.966A.25.25 0 0 0 8 4.466z"></path></svg>',
-                    ),
+                    icon=bs_icon("terminal-fill"),
                 ),
             },
         )
@@ -213,9 +209,7 @@ def query(query: str, _intent: str = "") -> ContentToolResult:
                     markdown=markdown,
                     show_request=False,
                     open=True,
-                    icon=HTML(
-                        '<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="currentColor" class="bi bi-table" viewBox="0 0 16 16"><path d="M0 2a2 2 0 0 1 2-2h12a2 2 0 0 1 2 2v12a2 2 0 0 1-2 2H2a2 2 0 0 1-2-2zm15 2h-4v3h4zm0 4h-4v3h4zm0 4h-4v3h3a1 1 0 0 0 1-1zm-5 3v-3H6v3zm-5 0v-3H1v2a1 1 0 0 0 1 1zm-4-4h4V8H1zm0-4h4V4H1zm5-3v3h4V4zm4 4H6v3h4z"/></svg>',
-                    ),
+                    icon=bs_icon("table"),
                 ),
             },
         )

pyproject.toml

@@ -21,7 +21,7 @@ maintainers = [
 dependencies = [
     "duckdb",
     "pandas",
-    "shiny",
+    "shiny @ git+https://github.com/posit-dev/py-shiny.git",
     "shinywidgets",
     "htmltools",
     "chatlas>=0.13.2",