ynab update
This commit is contained in:
@@ -1,6 +1,7 @@
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import os
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from typing import cast
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from dotenv import load_dotenv
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from langchain.agents import create_agent
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from langchain.chat_models import BaseChatModel
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from langchain.tools import tool
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@@ -8,6 +9,10 @@ from langchain_openai import ChatOpenAI
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from tavily import AsyncTavilyClient
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from blueprints.rag.logic import query_vector_store
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from utils.ynab_service import YNABService
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# Load environment variables
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load_dotenv()
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# Configure LLM with llama-server or OpenAI fallback
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llama_url = os.getenv("LLAMA_SERVER_URL")
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@@ -25,7 +30,15 @@ model_with_fallback = cast(
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BaseChatModel,
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llama_chat.with_fallbacks([openai_fallback]) if llama_chat else openai_fallback,
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)
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client = AsyncTavilyClient(os.getenv("TAVILY_KEY"), "")
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client = AsyncTavilyClient(api_key=os.getenv("TAVILY_API_KEY", ""))
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# Initialize YNAB service (will only work if YNAB_ACCESS_TOKEN is set)
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try:
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ynab_service = YNABService()
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ynab_enabled = True
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except (ValueError, Exception) as e:
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print(f"YNAB service not initialized: {e}")
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ynab_enabled = False
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@tool
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@@ -85,4 +98,198 @@ async def simba_search(query: str):
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return serialized, docs
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main_agent = create_agent(model=model_with_fallback, tools=[simba_search, web_search])
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@tool
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def ynab_budget_summary() -> str:
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"""Get overall budget summary and health status from YNAB.
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Use this tool when the user asks about:
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- Overall budget health or status
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- How much money is to be budgeted
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- Total budget amounts or spending
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- General budget overview questions
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Returns:
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Summary of budget health, to-be-budgeted amount, total budgeted,
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total activity, and available amounts.
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"""
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if not ynab_enabled:
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return "YNAB integration is not configured. Please set YNAB_ACCESS_TOKEN environment variable."
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try:
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summary = ynab_service.get_budget_summary()
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return summary["summary"]
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except Exception as e:
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return f"Error fetching budget summary: {str(e)}"
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@tool
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def ynab_search_transactions(
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start_date: str = "",
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end_date: str = "",
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category_name: str = "",
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payee_name: str = "",
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) -> str:
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"""Search YNAB transactions by date range, category, or payee.
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Use this tool when the user asks about:
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- Specific transactions or purchases
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- Spending at a particular store or payee
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- Transactions in a specific category
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- What was spent during a time period
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Args:
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start_date: Start date in YYYY-MM-DD format (optional, defaults to 30 days ago)
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end_date: End date in YYYY-MM-DD format (optional, defaults to today)
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category_name: Filter by category name (optional, partial match)
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payee_name: Filter by payee/store name (optional, partial match)
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Returns:
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List of matching transactions with dates, amounts, categories, and payees.
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"""
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if not ynab_enabled:
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return "YNAB integration is not configured. Please set YNAB_ACCESS_TOKEN environment variable."
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try:
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result = ynab_service.get_transactions(
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start_date=start_date or None,
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end_date=end_date or None,
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category_name=category_name or None,
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payee_name=payee_name or None,
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)
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if result["count"] == 0:
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return "No transactions found matching the specified criteria."
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# Format transactions for readability
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txn_list = []
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for txn in result["transactions"][:10]: # Limit to 10 for readability
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txn_list.append(
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f"- {txn['date']}: {txn['payee']} - ${abs(txn['amount']):.2f} ({txn['category'] or 'Uncategorized'})"
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)
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return (
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f"Found {result['count']} transactions from {result['start_date']} to {result['end_date']}. "
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f"Total: ${abs(result['total_amount']):.2f}\n\n"
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+ "\n".join(txn_list)
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+ (
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f"\n\n(Showing first 10 of {result['count']} transactions)"
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if result["count"] > 10
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else ""
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)
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)
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except Exception as e:
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return f"Error searching transactions: {str(e)}"
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@tool
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def ynab_category_spending(month: str = "") -> str:
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"""Get spending breakdown by category for a specific month.
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Use this tool when the user asks about:
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- Spending by category
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- What categories were overspent
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- Monthly spending breakdown
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- Budget vs actual spending for a month
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Args:
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month: Month in YYYY-MM format (optional, defaults to current month)
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Returns:
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Spending breakdown by category with budgeted, spent, and available amounts.
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"""
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if not ynab_enabled:
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return "YNAB integration is not configured. Please set YNAB_ACCESS_TOKEN environment variable."
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try:
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result = ynab_service.get_category_spending(month=month or None)
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summary = (
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f"Budget spending for {result['month']}:\n"
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f"Total budgeted: ${result['total_budgeted']:.2f}\n"
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f"Total spent: ${result['total_spent']:.2f}\n"
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f"Total available: ${result['total_available']:.2f}\n"
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)
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if result["overspent_categories"]:
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summary += (
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f"\nOverspent categories ({len(result['overspent_categories'])}):\n"
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)
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for cat in result["overspent_categories"][:5]:
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summary += f"- {cat['name']}: Budgeted ${cat['budgeted']:.2f}, Spent ${cat['spent']:.2f}, Over by ${cat['overspent_by']:.2f}\n"
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# Add top spending categories
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summary += "\nTop spending categories:\n"
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for cat in result["categories"][:10]:
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if cat["activity"] < 0: # Only show spending (negative activity)
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summary += f"- {cat['category']}: ${abs(cat['activity']):.2f} (budgeted: ${cat['budgeted']:.2f}, available: ${cat['available']:.2f})\n"
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return summary
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except Exception as e:
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return f"Error fetching category spending: {str(e)}"
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@tool
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def ynab_insights(months_back: int = 3) -> str:
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"""Generate insights about spending patterns and budget health over time.
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Use this tool when the user asks about:
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- Spending trends or patterns
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- Budget recommendations
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- Which categories are frequently overspent
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- How current spending compares to past months
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- Overall budget health analysis
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Args:
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months_back: Number of months to analyze (default 3, max 6)
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Returns:
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Insights about spending trends, frequently overspent categories,
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and personalized recommendations.
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"""
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if not ynab_enabled:
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return "YNAB integration is not configured. Please set YNAB_ACCESS_TOKEN environment variable."
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try:
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# Limit to reasonable range
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months_back = min(max(1, months_back), 6)
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result = ynab_service.get_spending_insights(months_back=months_back)
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if "error" in result:
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return result["error"]
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summary = (
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f"Spending insights for the last {months_back} months:\n\n"
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f"Average monthly spending: ${result['average_monthly_spending']:.2f}\n"
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f"Current month spending: ${result['current_month_spending']:.2f}\n"
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f"Spending trend: {result['spending_trend']}\n"
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)
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if result["frequently_overspent_categories"]:
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summary += "\nFrequently overspent categories:\n"
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for cat in result["frequently_overspent_categories"][:5]:
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summary += f"- {cat['category']}: overspent in {cat['months_overspent']} of {months_back} months\n"
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if result["recommendations"]:
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summary += "\nRecommendations:\n"
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for rec in result["recommendations"]:
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summary += f"- {rec}\n"
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return summary
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except Exception as e:
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return f"Error generating insights: {str(e)}"
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# Create tools list based on what's available
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tools = [simba_search, web_search]
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if ynab_enabled:
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tools.extend(
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[
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ynab_budget_summary,
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ynab_search_transactions,
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ynab_category_spending,
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ynab_insights,
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]
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)
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# Llama 3.1 supports native function calling via OpenAI-compatible API
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main_agent = create_agent(model=model_with_fallback, tools=tools)
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