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Implement Personal Finance Tracker Agent #672

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merged 2 commits into from
Oct 16, 2024
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Mayank8881
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@Mayank8881 Mayank8881 commented Oct 16, 2024

Description:

This pull request introduces a Personal Finance Tracker agent designed to help users manage their expenses and budget effectively. The main features include:

  1. Logging Expenses: Users can log their expenses with details such as amount, category, and description.
  2. Setting Budgets: Users can set budget limits for specific categories to help manage their spending.
  3. Sending Financial Advice: The agent can send tailored financial advice to users via email.

Key Components:

  • Agent Creation: A Personal Finance Tracker agent is instantiated using a unique UUID.
  • Task Definitions: Three main tasks are defined in YAML:
    • Log Expense: Captures user expenses.
    • Set Budget: Allows users to establish budget limits for categories.
    • Send Financial Advice: Sends financial advice to a specified email address.
  • Execution Functions: Functions to execute each task, providing feedback to the user about the status of their actions.

Important

Introduces a Personal Finance Tracker agent with tasks for logging expenses, setting budgets, and sending financial advice, and updates README with a Julep vs. LangChain comparison.

  • Agent and Tasks:
    • Introduces Personal Finance Tracker agent in cookbooks/15_personal_finance_tracker.py.
    • Defines tasks: Log Expense, Set Budget, and Send Financial Advice using YAML schemas.
  • Execution Functions:
    • Adds log_expense(), set_budget(), and send_financial_advice() functions to execute tasks and provide user feedback.
  • Documentation:
    • Updates README.md with a new section "Why Julep vs. LangChain?" comparing use cases and form factors.

This description was created by Ellipsis for 10d7e9d. It will automatically update as commits are pushed.

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❌ Changes requested. Reviewed everything up to 10d7e9d in 43 seconds

More details
  • Looked at 186 lines of code in 2 files
  • Skipped 1 files when reviewing.
  • Skipped posting 4 drafted comments based on config settings.
1. cookbooks/15_personal_finance_tracker.py:19
  • Draft comment:
    The api_key is currently an empty string. Ensure to provide a valid API key for authentication.
  • Reason this comment was not posted:
    Comment did not seem useful.
2. cookbooks/15_personal_finance_tracker.py:60
  • Draft comment:
    The task_id for log_expense_task should be unique and not TRACKER_UUID. Consider using a separate UUID for this task.
  • Reason this comment was not posted:
    Marked as duplicate.
3. cookbooks/15_personal_finance_tracker.py:93
  • Draft comment:
    The task_id for set_budget_task should be unique and not BUDGET_TASK_UUID. Consider using a separate UUID for this task.
  • Reason this comment was not posted:
    Marked as duplicate.
4. cookbooks/15_personal_finance_tracker.py:127
  • Draft comment:
    The agent_id for send_advice_task should be ADVICE_TASK_UUID instead of TRACKER_UUID.
  • Reason this comment was not posted:
    Decided after close inspection that this draft comment was likely wrong and/or not actionable:
    The comment points out a potential issue with the agent_id used in the send_advice_task. However, the pattern in the code shows that TRACKER_UUID is consistently used as the agent_id for all tasks. Without additional context, it's unclear if using ADVICE_TASK_UUID is necessary or correct. The comment lacks strong evidence to support the change.
    I might be missing some context about why ADVICE_TASK_UUID should be used as the agent_id. The comment could be based on a misunderstanding of the intended design or architecture of the code.
    Given the consistent use of TRACKER_UUID for agent_id across tasks, it's reasonable to assume that this is intentional unless there's clear evidence to the contrary.
    The comment should be deleted as it lacks strong evidence and the code consistently uses TRACKER_UUID for agent_id.

Workflow ID: wflow_QJVRZDwy9HViQcC9


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cookbooks/15_personal_finance_tracker.py Show resolved Hide resolved
@creatorrr creatorrr merged commit 0d111ad into julep-ai:dev Oct 16, 2024
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2 participants