feat: implement user profiles for form fillers (#614)

alembic/versions/006_add_user_profiles.py

@@ -0,0 +1,41 @@
+"""Add user profiles
+
+Revision ID: 006
+Revises: 005
+Create Date: 2024-03-01 00:00:00.000000
+
+"""
+from alembic import op
+import sqlalchemy as sa
+import sqlmodel
+
+revision = '006'
+down_revision = '005'
+branch_labels = None
+depends_on = None
+
+def upgrade():
+    # Create profiles table
+    op.create_table('profiles',
+        sa.Column('profile_id', sa.Uuid(), nullable=False),
+        sa.Column('name', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+        sa.Column('profession', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+        sa.Column('role', sqlmodel.sql.sqltypes.AutoString(), nullable=False),
+        sa.Column('description', sqlmodel.sql.sqltypes.AutoString(), nullable=True),
+        sa.Column('custom_fields', sa.JSON(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), nullable=False),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=False),
+        sa.PrimaryKeyConstraint('profile_id')
+    )
+
+    # Add profile_id to inputs table and create foreign key using batch mode
+    with op.batch_alter_table('inputs', schema=None) as batch_op:
+        batch_op.add_column(sa.Column('profile_id', sa.Uuid(), nullable=True))
+        batch_op.create_foreign_key('fk_inputs_profiles', 'profiles', ['profile_id'], ['profile_id'])
+
+def downgrade():
+    with op.batch_alter_table('inputs', schema=None) as batch_op:
+        batch_op.drop_constraint('fk_inputs_profiles', type_='foreignkey')
+        batch_op.drop_column('profile_id')
+
+    op.drop_table('profiles')

app/api/router.py

@@ -1,6 +1,6 @@
 from fastapi import APIRouter
 
-from app.api.routes import forms, input, jobs, llm, system, templates, weather, zipcode
+from app.api.routes import forms, input, jobs, profiles, llm, system, templates, weather, zipcode
 from app.core.config import API_PREFIX
 
 api_router = APIRouter()
@@ -11,4 +11,6 @@
 api_router.include_router(jobs.router, prefix=API_PREFIX)
 api_router.include_router(weather.router, prefix=API_PREFIX)
 api_router.include_router(zipcode.router, prefix=API_PREFIX)
-api_router.include_router(input.router, prefix=API_PREFIX)
+api_router.include_router(input.router, prefix=API_PREFIX)
+api_router.include_router(profiles.router, prefix=API_PREFIX)
+api_router.include_router(profiles.router)

app/api/routes/profiles.py

@@ -0,0 +1,49 @@
+from datetime import datetime, timezone
+from uuid import UUID
+
+from fastapi import APIRouter, Depends, HTTPException
+from sqlmodel import Session, select
+
+from app.api.deps import get_db
+from app.api.schemas.profiles import ProfileCreate, ProfileResponse, ProfileUpdate
+from app.models.models import Profile
+
+router = APIRouter(prefix="/profiles", tags=["Profiles"])
+
+
+@router.get("/", response_model=ProfileResponse | None)
+def get_current_profile(db: Session = Depends(get_db)):
+    return db.exec(select(Profile).order_by(Profile.updated_at.desc())).first()
+
+
+@router.post("/", response_model=ProfileResponse, status_code=201)
+def create_profile(profile: ProfileCreate, db: Session = Depends(get_db)):
+    db_profile = Profile(**profile.model_dump())
+    db.add(db_profile)
+    db.commit()
+    db.refresh(db_profile)
+    return db_profile
+
+
+@router.get("/{profile_id}", response_model=ProfileResponse)
+def get_profile(profile_id: UUID, db: Session = Depends(get_db)):
+    db_profile = db.exec(select(Profile).where(Profile.profile_id == profile_id)).first()
+    if not db_profile:
+        raise HTTPException(status_code=404, detail="Profile not found")
+    return db_profile
+
+
+@router.patch("/{profile_id}", response_model=ProfileResponse)
+def update_profile(profile_id: UUID, profile_update: ProfileUpdate, db: Session = Depends(get_db)):
+    db_profile = db.exec(select(Profile).where(Profile.profile_id == profile_id)).first()
+    if not db_profile:
+        raise HTTPException(status_code=404, detail="Profile not found")
+
+    update_data = profile_update.model_dump(exclude_unset=True)
+    for key, value in update_data.items():
+        setattr(db_profile, key, value)
+    db_profile.updated_at = datetime.now(timezone.utc)
+
+    db.commit()
+    db.refresh(db_profile)
+    return db_profile

app/api/schemas/input.py

@@ -2,7 +2,6 @@
 
 from datetime import date, datetime
 from uuid import UUID
-
 from pydantic import BaseModel, Field
 
 from app.api.schemas.enums import InputStatus, InputType
@@ -23,6 +22,7 @@ class TextInputRequest(BaseModel):
     station_id: str | None = None
     responder_badge: str | None = None
     incident_date_hint: date | None = None
+    profile_id: UUID | None = Field(None, description="ID of the user profile filling the form")
 
 
 class TextInputResponse(BaseModel):
@@ -36,6 +36,7 @@ class TextInputResponse(BaseModel):
 
 class InputRecordResponse(BaseModel):
     input_id: UUID
+    profile_id: UUID | None = None
     input_type: InputType
     status: InputStatus
     transcript: str | None = None
@@ -49,4 +50,4 @@ class InputRecordResponse(BaseModel):
     error_detail: str | None = None
     retry_after_seconds: int | None = None
     created_at: datetime | None = None
-    updated_at: datetime | None = None
+    updated_at: datetime | None = None

app/api/schemas/profiles.py

@@ -0,0 +1,25 @@
+from pydantic import BaseModel, Field, ConfigDict
+from uuid import UUID
+from datetime import datetime
+
+class ProfileBase(BaseModel):
+    name: str = Field(..., description="Name of the person filling the form")
+    profession: str = Field(..., description="Profession of the person")
+    role: str = Field(..., description="Role of the person")
+    description: str | None = Field(None, description="Optional profile description")
+    custom_fields: dict | None = Field(default_factory=dict, description="Extensible fields")
+
+class ProfileCreate(ProfileBase):
+    pass
+
+class ProfileUpdate(ProfileBase):
+    name: str | None = None
+    profession: str | None = None
+    role: str | None = None
+
+class ProfileResponse(ProfileBase):
+    profile_id: UUID
+    created_at: datetime
+    updated_at: datetime
+
+    model_config = ConfigDict(from_attributes=True)

app/models/models.py

@@ -21,6 +21,19 @@
 )
 
 
+class Profile(SQLModel, table=True):
+    __tablename__ = "profiles"
+
+    profile_id: UUID = Field(default_factory=uuid4, primary_key=True)
+    name: str
+    profession: str
+    role: str
+    description: str | None = None
+    custom_fields: dict | None = Field(default=None, sa_column=Column(JSON))
+    created_at: datetime = Field(default_factory=lambda: datetime.now(timezone.utc))
+    updated_at: datetime = Field(default_factory=lambda: datetime.now(timezone.utc))
+
+
 class Template(SQLModel, table=True):
     id: int | None = Field(default=None, primary_key=True)
     name: str
@@ -68,6 +81,7 @@ class Input(SQLModel, table=True):
     __tablename__ = "inputs"
 
     input_id: UUID = Field(default_factory=uuid4, primary_key=True)
+    profile_id: UUID | None = Field(default=None, foreign_key="profiles.profile_id")
     # sa_column required on all str-Enum fields: without it SQLModel emits
     # sa.Enum(native_enum=True) which creates a Postgres ENUM type — hard to
     # migrate and inconsistent with the VARCHAR approach used in migration 001.

app/services/form_filler/filler.py

@@ -15,6 +15,7 @@
 
 from pypdf import PdfWriter
 
+from app.models.models import Profile
 from app.services import llm
 
 from . import template
@@ -24,7 +25,30 @@
     PROMPT = f.read()
 
 
-def fill(pdf_path, narrative, out_path=None, model=None, description="", provider=None):
+def append_profile_context(base_prompt: str, profile: Profile = None) -> str:
+    if not profile:
+        return base_prompt
+
+    desc = profile.description if profile.description else "N/A"
+
+    profile_context = (
+        "=== USER PROFILE CONTEXT ===\n"
+        "The form is being filled out by a user with the following profile:\n"
+        f"- Name: {profile.name}\n"
+        f"- Profession: {profile.profession}\n"
+        f"- Role: {profile.role}\n"
+        f"- Description: {desc}\n"
+    )
+
+    if profile.custom_fields:
+        for key, value in profile.custom_fields.items():
+            profile_context += f"- {key.capitalize()}: {value}\n"
+
+    profile_context += "\nPlease use this context to provide more relevant and tailored field suggestions and validations.\n\n"
+    return profile_context + base_prompt
+
+
+def fill(pdf_path, narrative, out_path=None, model=None, description="", provider=None, profile: Profile = None):
     """Fill pdf_path from the narrative. Writes the PDF when out_path is given.
 
     Returns {schema, tables, groups, prompt, response_text, values}: the
@@ -34,7 +58,7 @@ def fill(pdf_path, narrative, out_path=None, model=None, description="", provide
     schema, tables, groups = template.create_template(pdf_path)
     strip_empty_descriptions(schema["properties"])
 
-    prompt = build_prompt(narrative, schema, description)
+    prompt = build_prompt(narrative, schema, description, profile)
     response_text = call_model(prompt, schema, model, provider)
 
     # Tables come back as arrays of rows; map them to widget names
@@ -62,7 +86,7 @@ def strip_empty_descriptions(props):
     return props
 
 
-def build_prompt(narrative, schema, description=""):
+def build_prompt(narrative, schema, description="", profile: Profile = None):
     # Omitted entirely when blank so the model is not handed an empty block.
     context = f"<template_description>\n{description}\n</template_description>\n\n" if description else ""
     user_content = (
@@ -73,7 +97,8 @@ def build_prompt(narrative, schema, description=""):
         + json.dumps(schema["properties"], indent=2, ensure_ascii=False)
         + "\n</target_json_schema>"
     )
-    return PROMPT.rstrip() + "\n\n" + user_content
+    base_prompt = PROMPT.rstrip() + "\n\n" + user_content
+    return append_profile_context(base_prompt, profile)
 
 
 def call_model(prompt, schema, model=None, provider=None):

tests/test_migrations.py

@@ -168,6 +168,7 @@ def test_inputs_columns(alembic_cfg, alembic_engine):
         "error_detail",
         "created_at",
         "updated_at",
+            "profile_id",
     }
 
 

tests/test_v1_profiles.py

@@ -0,0 +1,77 @@
+from fastapi.testclient import TestClient
+from sqlmodel import Session, select
+from uuid import UUID
+
+from app.models.models import Profile
+from app.services.form_filler.filler import append_profile_context
+
+def test_profile_crud(client: TestClient, db: Session):
+    # 1. TEST CREATE (POST)
+    payload = {
+        "name": "Jane Doe",
+        "profession": "Firefighter",
+        "role": "Captain",
+        "description": "Station 42 commander",
+        "custom_fields": {"badge_number": "12345"}
+    }
+
+    response = client.post("/api/v1/profiles/", json=payload)
+    if response.status_code == 404:  
+        response = client.post("/profiles/", json=payload)
+
+    assert response.status_code == 201
+    profile_data = response.json()
+    profile_id = profile_data["profile_id"]
+    assert profile_data["name"] == "Jane Doe"
+
+    # 2. TEST READ (GET)
+    get_url = f"/api/v1/profiles/{profile_id}" if "/api/v1/" in response.url.path else f"/profiles/{profile_id}"
+    response = client.get(get_url)
+    assert response.status_code == 200
+    assert response.json()["role"] == "Captain"
+
+    # 3. TEST UPDATE (PATCH)
+    update_payload = {
+        "role": "Battalion Chief",
+        "description": "Promoted to Battalion Chief"
+    }
+    response = client.patch(get_url, json=update_payload)
+    assert response.status_code == 200
+    updated_data = response.json()
+    assert updated_data["role"] == "Battalion Chief"
+    assert updated_data["description"] == "Promoted to Battalion Chief"
+
+    # 4. Verify it actually saved to the database (UUID cast fixes the SQLite string quirk)
+    db_profile = db.exec(select(Profile).where(Profile.profile_id == UUID(profile_id))).first()
+    assert db_profile.role == "Battalion Chief"
+
+
+def test_append_profile_context():
+    """Unit test to ensure the LLM prompt is correctly formatted with profile data."""
+    base_prompt = "Extract the incident details."
+
+    # 1. Test fallback when no profile is provided
+    assert append_profile_context(base_prompt, None) == base_prompt
+
+    # 2. Test context injection with a valid profile
+    mock_profile = Profile(
+        name="John Smith",
+        profession="Paramedic",
+        role="Lead Medic",
+        description="Night shift supervisor",
+        custom_fields={"certification": "ALS", "unit": "Medic 9"}
+    )
+
+    result_prompt = append_profile_context(base_prompt, mock_profile)
+
+    # Verify core fields were injected
+    assert "Name: John Smith" in result_prompt
+    assert "Profession: Paramedic" in result_prompt
+    assert "Role: Lead Medic" in result_prompt
+
+    # Verify custom fields were injected and capitalized properly
+    assert "Certification: ALS" in result_prompt
+    assert "Unit: Medic 9" in result_prompt
+
+    # Verify the original prompt is still at the end
+    assert result_prompt.endswith(base_prompt)