Implement Personal Finance Tracker Agent

README.md

@@ -97,6 +97,10 @@ Exciting news! We're participating in DevFest.AI throughout October 2024! 🗓
 - [Local Quickstart](#local-quickstart)
 - [SDK Reference](#sdk-reference)
 - [API Reference](#api-reference)
+- [Why Julep vs. LangChain?](#why-julep-vs-langchain)
+  - [Different Use Cases](#different-use-cases)
+  - [Different Form Factor](#different-form-factor)
+  - [In Summary](#in-summary)
 
 </details>
 <!-- END doctoc generated TOC please keep comment here to allow auto update -->

cookbooks/15_Personal_Finance_Tracker.ipynb

@@ -0,0 +1,208 @@
+{
+  "nbformat": 4,
+  "nbformat_minor": 0,
+  "metadata": {
+    "colab": {
+      "provenance": []
+    },
+    "kernelspec": {
+      "name": "python3",
+      "display_name": "Python 3"
+    },
+    "language_info": {
+      "name": "python"
+    }
+  },
+  "cells": [
+    {
+      "cell_type": "code",
+      "source": [
+        "import uuid\n",
+        "import yaml\n",
+        "import time\n",
+        "from julep import Client\n",
+        "\n",
+        "TRACKER_UUID = uuid.uuid4()\n",
+        "BUDGET_TASK_UUID = uuid.uuid4()\n",
+        "ADVICE_TASK_UUID = uuid.uuid4()\n",
+        "\n",
+        "api_key = \"\"  # Your API key here\n",
+        "client = Client(api_key=api_key, environment=\"dev\")\n",
+        "\n",
+        "agent = client.agents.create_or_update(\n",
+        "    agent_id=TRACKER_UUID,\n",
+        "    name=\"Personal Finance Tracker\",\n",
+        "    about=\"Tracks user expenses, analyzes spending patterns, and provides financial advice.\",\n",
+        "    model=\"gpt-4o\",\n",
+        ")\n",
+        "\n",
+        "log_expense_task_def = yaml.safe_load(f\"\"\"\n",
+        "name: Log Expense\n",
+        "\n",
+        "input_schema:\n",
+        "  type: object\n",
+        "  properties:\n",
+        "    amount:\n",
+        "      type: number\n",
+        "    category:\n",
+        "      type: string\n",
+        "    description:\n",
+        "      type: string\n",
+        "\n",
+        "tools:\n",
+        "- name: finance_tool\n",
+        "  system:\n",
+        "    resource: agent\n",
+        "    subresource: tool\n",
+        "    operation: create\n",
+        "\n",
+        "main:\n",
+        "- tool: finance_tool\n",
+        "  arguments:\n",
+        "    agent_id: \"'{agent.id}'\"\n",
+        "    data:\n",
+        "      amount: inputs[0].amount\n",
+        "      category: inputs[0].category\n",
+        "      description: inputs[0].description\n",
+        "\"\"\")\n",
+        "\n",
+        "log_expense_task = client.tasks.create_or_update(\n",
+        "    task_id=TRACKER_UUID,\n",
+        "    agent_id=TRACKER_UUID,\n",
+        "    **log_expense_task_def\n",
+        ")\n",
+        "\n",
+        "set_budget_task_def = yaml.safe_load(f\"\"\"\n",
+        "name: Set Budget\n",
+        "\n",
+        "input_schema:\n",
+        "  type: object\n",
+        "  properties:\n",
+        "    category:\n",
+        "      type: string\n",
+        "    budget_amount:\n",
+        "      type: number\n",
+        "\n",
+        "tools:\n",
+        "- name: finance_tool\n",
+        "  system:\n",
+        "    resource: agent\n",
+        "    subresource: tool\n",
+        "    operation: create\n",
+        "\n",
+        "main:\n",
+        "- tool: finance_tool\n",
+        "  arguments:\n",
+        "    agent_id: \"'{agent.id}'\"\n",
+        "    data:\n",
+        "      category: inputs[0].category\n",
+        "      budget_amount: inputs[0].budget_amount\n",
+        "\"\"\")\n",
+        "\n",
+        "set_budget_task = client.tasks.create_or_update(\n",
+        "    task_id=BUDGET_TASK_UUID,\n",
+        "    agent_id=TRACKER_UUID,\n",
+        "    **set_budget_task_def\n",
+        ")\n",
+        "\n",
+        "send_advice_task_def = yaml.safe_load(f\"\"\"\n",
+        "name: Send Financial Advice\n",
+        "\n",
+        "input_schema:\n",
+        "  type: object\n",
+        "  properties:\n",
+        "    advice:\n",
+        "      type: string\n",
+        "    email:\n",
+        "      type: string\n",
+        "\n",
+        "tools:\n",
+        "- name: email_tool\n",
+        "  system:\n",
+        "    resource: agent\n",
+        "    subresource: tool\n",
+        "    operation: create\n",
+        "\n",
+        "main:\n",
+        "- tool: email_tool\n",
+        "  arguments:\n",
+        "    agent_id: \"'{agent.id}'\"\n",
+        "    to: inputs[0].email\n",
+        "    subject: \"Financial Advice\"\n",
+        "    body: inputs[0].advice\n",
+        "\"\"\")\n",
+        "\n",
+        "send_advice_task = client.tasks.create_or_update(\n",
+        "    task_id=ADVICE_TASK_UUID,\n",
+        "    agent_id=TRACKER_UUID,\n",
+        "    **send_advice_task_def\n",
+        ")\n",
+        "\n",
+        "def log_expense(amount, category, description):\n",
+        "    execution = client.executions.create(\n",
+        "        task_id=TRACKER_UUID,\n",
+        "        input={\"amount\": amount, \"category\": category, \"description\": description}\n",
+        "    )\n",
+        "    print(\"Logging expense...\")\n",
+        "    time.sleep(5)\n",
+        "    result = client.executions.get(execution.id)\n",
+        "    print(f\"Expense logged: {description} of ${amount} in {category} category.\")\n",
+        "\n",
+        "def set_budget(category, budget_amount):\n",
+        "    execution = client.executions.create(\n",
+        "        task_id=BUDGET_TASK_UUID,\n",
+        "        input={\"category\": category, \"budget_amount\": budget_amount}\n",
+        "    )\n",
+        "    print(\"Setting budget...\")\n",
+        "    time.sleep(5)\n",
+        "    result = client.executions.get(execution.id)\n",
+        "    print(f\"Budget set for {category}: ${budget_amount}.\")\n",
+        "\n",
+        "def send_financial_advice(email, advice):\n",
+        "    execution = client.executions.create(\n",
+        "        task_id=ADVICE_TASK_UUID,\n",
+        "        input={\"advice\": advice, \"email\": email}\n",
+        "    )\n",
+        "    print(\"Sending financial advice...\")\n",
+        "    time.sleep(5)\n",
+        "    result = client.executions.get(execution.id)\n",
+        "    print(f\"Advice sent to {email}: '{advice}'.\")\n",
+        "\n",
+        "log_expense(50, \"Groceries\", \"Weekly grocery shopping\")\n",
+        "set_budget(\"Groceries\", 200)\n",
+        "send_financial_advice(\"[email protected]\", \"Consider reducing your grocery budget to save more.\")\n"
+      ],
+      "metadata": {
+        "colab": {
+          "base_uri": "https://localhost:8080/"
+        },
+        "id": "32Q7ccRJs_h5",
+        "outputId": "3ffa8354-ec10-4fed-9da8-9bf7c234a35d"
+      },
+      "execution_count": 7,
+      "outputs": [
+        {
+          "output_type": "stream",
+          "name": "stdout",
+          "text": [
+            "Logging expense...\n",
+            "Expense logged: Weekly grocery shopping of $50 in Groceries category.\n",
+            "Setting budget...\n",
+            "Budget set for Groceries: $200.\n",
+            "Sending financial advice...\n",
+            "Advice sent to [email protected]: 'Consider reducing your grocery budget to save more.'.\n"
+          ]
+        }
+      ]
+    },
+    {
+      "cell_type": "code",
+      "source": [],
+      "metadata": {
+        "id": "k9fvuTaGtGBp"
+      },
+      "execution_count": null,
+      "outputs": []
+    }
+  ]
+}

cookbooks/15_personal_finance_tracker.py

@@ -0,0 +1,164 @@
+# -*- coding: utf-8 -*-
+"""15_Personal_Finance_Tracker.ipynb
+
+Automatically generated by Colab.
+
+Original file is located at
+    https://colab.research.google.com/drive/1jzy4evusmnkPxntEdpibh_Xm12T-m8in
+"""
+
+import uuid
+import yaml
+import time
+from julep import Client
+
+TRACKER_UUID = uuid.uuid4()
+BUDGET_TASK_UUID = uuid.uuid4()
+ADVICE_TASK_UUID = uuid.uuid4()
+
+api_key = ""  # Your API key here
+client = Client(api_key=api_key, environment="dev")
+
+agent = client.agents.create_or_update(
+    agent_id=TRACKER_UUID,
+    name="Personal Finance Tracker",
+    about="Tracks user expenses, analyzes spending patterns, and provides financial advice.",
+    model="gpt-4o",
+)
+
+log_expense_task_def = yaml.safe_load(f"""
+name: Log Expense
+
+input_schema:
+  type: object
+  properties:
+    amount:
+      type: number
+    category:
+      type: string
+    description:
+      type: string
+
+tools:
+- name: finance_tool
+  system:
+    resource: agent
+    subresource: tool
+    operation: create
+
+main:
+- tool: finance_tool
+  arguments:
+    agent_id: "'{agent.id}'"
+    data:
+      amount: inputs[0].amount
+      category: inputs[0].category
+      description: inputs[0].description
+""")
+
+log_expense_task = client.tasks.create_or_update(
+    task_id=TRACKER_UUID,
+    agent_id=TRACKER_UUID,
+    **log_expense_task_def
+)
+
+set_budget_task_def = yaml.safe_load(f"""
+name: Set Budget
+
+input_schema:
+  type: object
+  properties:
+    category:
+      type: string
+    budget_amount:
+      type: number
+
+tools:
+- name: finance_tool
+  system:
+    resource: agent
+    subresource: tool
+    operation: create
+
+main:
+- tool: finance_tool
+  arguments:
+    agent_id: "'{agent.id}'"
+    data:
+      category: inputs[0].category
+      budget_amount: inputs[0].budget_amount
+""")
+
+set_budget_task = client.tasks.create_or_update(
+    task_id=BUDGET_TASK_UUID,
+    agent_id=TRACKER_UUID,
+    **set_budget_task_def
+)
+
+send_advice_task_def = yaml.safe_load(f"""
+name: Send Financial Advice
+
+input_schema:
+  type: object
+  properties:
+    advice:
+      type: string
+    email:
+      type: string
+
+tools:
+- name: email_tool
+  system:
+    resource: agent
+    subresource: tool
+    operation: create
+
+main:
+- tool: email_tool
+  arguments:
+    agent_id: "'{agent.id}'"
+    to: inputs[0].email
+    subject: "Financial Advice"
+    body: inputs[0].advice
+""")
+
+send_advice_task = client.tasks.create_or_update(
+    task_id=ADVICE_TASK_UUID,
+    agent_id=TRACKER_UUID,
+    **send_advice_task_def
+)
+
+def log_expense(amount, category, description):
+    execution = client.executions.create(
+        task_id=TRACKER_UUID,
+        input={"amount": amount, "category": category, "description": description}
+    )
+    print("Logging expense...")
+    time.sleep(5)
+    result = client.executions.get(execution.id)
+    print(f"Expense logged: {description} of ${amount} in {category} category.")
+
+def set_budget(category, budget_amount):
+    execution = client.executions.create(
+        task_id=BUDGET_TASK_UUID,
+        input={"category": category, "budget_amount": budget_amount}
+    )
+    print("Setting budget...")
+    time.sleep(5)
+    result = client.executions.get(execution.id)
+    print(f"Budget set for {category}: ${budget_amount}.")
+
+def send_financial_advice(email, advice):
+    execution = client.executions.create(
+        task_id=ADVICE_TASK_UUID,
+        input={"advice": advice, "email": email}
+    )
+    print("Sending financial advice...")
+    time.sleep(5)
+    result = client.executions.get(execution.id)
+    print(f"Advice sent to {email}: '{advice}'.")
+
+log_expense(50, "Groceries", "Weekly grocery shopping")
+set_budget("Groceries", 200)
+send_financial_advice("[email protected]", "Consider reducing your grocery budget to save more.")
+