FINAL CHANGE
This commit is contained in:
Madhu
parent
9975e7eea2
commit
71fcb45624
1 changed files with 68 additions and 101 deletions
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@ -2,7 +2,7 @@ import streamlit as st
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import pandas as pd
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import plotly.express as px
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import plotly.graph_objects as go
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from typing import Dict, List, Optional, Tuple, Any
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from typing import Dict, List, Optional, Any
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import os
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import asyncio
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from datetime import datetime
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@ -13,14 +13,10 @@ from pydantic import BaseModel, Field
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import csv
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from io import StringIO
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from google.adk.agents import LlmAgent, SequentialAgent, BaseAgent
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from google.adk.agents.invocation_context import InvocationContext
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from google.adk.events import Event, EventActions
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from google.adk.sessions import InMemorySessionService, Session
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from google.adk.agents import LlmAgent, SequentialAgent
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from google.adk.sessions import InMemorySessionService
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from google.adk.runners import Runner
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from google.genai import types
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from google.adk.agents.callback_context import CallbackContext
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from google.adk.models import LlmResponse, LlmRequest
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logging.basicConfig(level=logging.INFO)
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logger = logging.getLogger(__name__)
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@ -91,9 +87,15 @@ class DebtReduction(BaseModel):
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recommendations: Optional[List[DebtRecommendation]] = Field(None, description="Recommendations for debt reduction")
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load_dotenv()
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GEMINI_API_KEY = os.getenv("GOOGLE_API_KEY")
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def parse_json_safely(data: str, default_value: Any = None) -> Any:
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"""Safely parse JSON data with error handling"""
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try:
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return json.loads(data) if isinstance(data, str) else data
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except json.JSONDecodeError:
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return default_value
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class FinanceAdvisorSystem:
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def __init__(self):
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self.session_service = InMemorySessionService()
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@ -219,12 +221,10 @@ IMPORTANT: Store your final plan in state['debt_reduction'] and ensure it aligns
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state=initial_state
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)
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transactions = session.state.get("transactions")
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if transactions:
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if session.state.get("transactions"):
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self._preprocess_transactions(session)
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manual_expenses = session.state.get("manual_expenses")
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if manual_expenses:
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if session.state.get("manual_expenses"):
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self._preprocess_manual_expenses(session)
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default_results = self._create_default_results(financial_data)
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@ -249,27 +249,9 @@ IMPORTANT: Store your final plan in state['debt_reduction'] and ensure it aligns
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)
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results = {}
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for key in ["budget_analysis", "savings_strategy", "debt_reduction"]:
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value = updated_session.state.get(key)
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if value is not None:
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if value == "":
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results[key] = default_results[key]
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continue
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if isinstance(value, str):
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try:
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parsed_value = json.loads(value)
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results[key] = parsed_value
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except json.JSONDecodeError:
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if key in default_results:
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results[key] = default_results[key]
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else:
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results[key] = value
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else:
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results[key] = value
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else:
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results[key] = default_results[key]
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results[key] = parse_json_safely(value, default_results[key]) if value else default_results[key]
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return results
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@ -291,96 +273,81 @@ IMPORTANT: Store your final plan in state['debt_reduction'] and ensure it aligns
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df = pd.DataFrame(transactions)
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if 'Date' in df.columns:
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df['Date'] = pd.to_datetime(df['Date'])
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df['Month'] = df['Date'].dt.month
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df['Year'] = df['Date'].dt.year
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df['Date'] = pd.to_datetime(df['Date']).dt.strftime('%Y-%m-%d')
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if 'Category' in df.columns and 'Amount' in df.columns:
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category_spending = df.groupby('Category')['Amount'].sum().to_dict()
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session.state["category_spending"] = category_spending
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total_spending = df['Amount'].sum()
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session.state["total_spending"] = total_spending
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session.state["total_spending"] = df['Amount'].sum()
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def _preprocess_manual_expenses(self, session):
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manual_expenses = session.state.get("manual_expenses", {})
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if not manual_expenses:
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return
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total_manual_spending = sum(manual_expenses.values())
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session.state["total_manual_spending"] = total_manual_spending
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session.state["manual_category_spending"] = manual_expenses
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session.state.update({
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"total_manual_spending": sum(manual_expenses.values()),
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"manual_category_spending": manual_expenses
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})
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def _create_default_results(self, financial_data: Dict[str, Any]) -> Dict[str, Any]:
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monthly_income = financial_data.get("monthly_income", 0)
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expenses = {}
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expenses = financial_data.get("manual_expenses", {})
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if financial_data.get("manual_expenses"):
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expenses = financial_data.get("manual_expenses")
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elif financial_data.get("transactions"):
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for transaction in financial_data.get("transactions", []):
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if not expenses and financial_data.get("transactions"):
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expenses = {}
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for transaction in financial_data["transactions"]:
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category = transaction.get("Category", "Uncategorized")
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amount = transaction.get("Amount", 0)
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if category in expenses:
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expenses[category] += amount
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else:
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expenses[category] = amount
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expenses[category] = expenses.get(category, 0) + amount
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total_expenses = sum(expenses.values())
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default_budget = {
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"total_expenses": total_expenses,
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"monthly_income": monthly_income,
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"spending_categories": [
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{"category": cat, "amount": amt, "percentage": (amt / total_expenses * 100) if total_expenses > 0 else 0}
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for cat, amt in expenses.items()
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],
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"recommendations": [
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{"category": "General", "recommendation": "Consider reviewing your expenses carefully", "potential_savings": total_expenses * 0.1}
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]
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}
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default_savings = {
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"emergency_fund": {
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"recommended_amount": total_expenses * 6,
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"current_amount": 0,
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"current_status": "Not started"
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},
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"recommendations": [
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{"category": "Emergency Fund", "amount": total_expenses * 0.1, "rationale": "Build emergency fund first"},
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{"category": "Retirement", "amount": monthly_income * 0.15, "rationale": "Long-term savings"}
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],
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"automation_techniques": [
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{"name": "Automatic Transfer", "description": "Set up automatic transfers on payday"}
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]
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}
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default_debts = financial_data.get("debts", [])
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total_debt = sum(debt.get("amount", 0) for debt in default_debts)
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default_debt = {
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"total_debt": total_debt,
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"debts": default_debts,
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"payoff_plans": {
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"avalanche": {
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"total_interest": total_debt * 0.2,
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"months_to_payoff": 24,
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"monthly_payment": total_debt / 24
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},
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"snowball": {
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"total_interest": total_debt * 0.25,
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"months_to_payoff": 24,
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"monthly_payment": total_debt / 24
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}
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},
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"recommendations": [
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{"title": "Increase Payments", "description": "Increase your monthly payments", "impact": "Reduces total interest paid"}
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]
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}
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return {
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"budget_analysis": default_budget,
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"savings_strategy": default_savings,
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"debt_reduction": default_debt
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"budget_analysis": {
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"total_expenses": total_expenses,
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"monthly_income": monthly_income,
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"spending_categories": [
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{"category": cat, "amount": amt, "percentage": (amt / total_expenses * 100) if total_expenses > 0 else 0}
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for cat, amt in expenses.items()
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],
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"recommendations": [
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{"category": "General", "recommendation": "Consider reviewing your expenses carefully", "potential_savings": total_expenses * 0.1}
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]
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},
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"savings_strategy": {
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"emergency_fund": {
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"recommended_amount": total_expenses * 6,
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"current_amount": 0,
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"current_status": "Not started"
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},
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"recommendations": [
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{"category": "Emergency Fund", "amount": total_expenses * 0.1, "rationale": "Build emergency fund first"},
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{"category": "Retirement", "amount": monthly_income * 0.15, "rationale": "Long-term savings"}
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],
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"automation_techniques": [
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{"name": "Automatic Transfer", "description": "Set up automatic transfers on payday"}
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]
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},
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"debt_reduction": {
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"total_debt": sum(debt.get("amount", 0) for debt in financial_data.get("debts", [])),
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"debts": financial_data.get("debts", []),
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"payoff_plans": {
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"avalanche": {
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"total_interest": sum(debt.get("amount", 0) for debt in financial_data.get("debts", [])) * 0.2,
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"months_to_payoff": 24,
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"monthly_payment": sum(debt.get("amount", 0) for debt in financial_data.get("debts", [])) / 24
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},
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"snowball": {
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"total_interest": sum(debt.get("amount", 0) for debt in financial_data.get("debts", [])) * 0.25,
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"months_to_payoff": 24,
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"monthly_payment": sum(debt.get("amount", 0) for debt in financial_data.get("debts", [])) / 24
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}
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},
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"recommendations": [
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{"title": "Increase Payments", "description": "Increase your monthly payments", "impact": "Reduces total interest paid"}
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]
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}
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}
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def display_budget_analysis(analysis: Dict[str, Any]):
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