banko-ai-assistant 1.0.15__tar.gz → 1.0.17__tar.gz

{banko_ai_assistant-1.0.15/banko_ai_assistant.egg-info → banko_ai_assistant-1.0.17}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: banko-ai-assistant
-Version: 1.0.15
+Version: 1.0.17
 Summary: AI-powered expense analysis and RAG system with CockroachDB vector search and multi-provider AI support
 Author-email: Virag Tripathi <virag.tripathi@gmail.com>
 License-Expression: MIT
@@ -30,9 +30,9 @@ Requires-Dist: jinja2<4.0.0,>=3.1.0
 Requires-Dist: psycopg2-binary<3.0.0,>=2.9.0
 Requires-Dist: sqlalchemy<3.0.0,>=2.0.0
 Requires-Dist: sqlalchemy-cockroachdb<3.0.0,>=2.0.0
-Requires-Dist: sentence-transformers<3.0.0,>=2.2.0
-Requires-Dist: boto3<1.35.0,>=1.34.0
-Requires-Dist: botocore<1.35.0,>=1.34.0
+Requires-Dist: sentence-transformers<4.0.0,>=3.1.0
+Requires-Dist: boto3<1.41.0,>=1.40.0
+Requires-Dist: botocore<1.41.0,>=1.40.0
 Requires-Dist: openai<2.0.0,>=1.11.0
 Requires-Dist: requests<3.0.0,>=2.32.4
 Requires-Dist: numpy<2.0.0,>=1.26.0
@@ -76,9 +76,48 @@ A modern AI-powered expense analysis application with Retrieval-Augmented Genera
 
 ### Prerequisites
 
-- Python 3.8+
-- CockroachDB (running locally or cloud)
-- AI Provider API Key (OpenAI, AWS, IBM Watsonx, or Google Gemini)
+- **Python 3.8+**
+- **CockroachDB v25.2.4+** (recommended: [v25.3.1](https://www.cockroachlabs.com/docs/releases/v25.3#v25-3-1))
+- **Vector Index Feature Enabled** (required for vector search)
+- **AI Provider API Key** (OpenAI, AWS, IBM Watsonx, or Google Gemini)
+
+#### CockroachDB Setup
+
+1. **Download and Install CockroachDB**:
+   ```bash
+   # Download CockroachDB v25.3.1 (recommended)
+   # Visit: https://www.cockroachlabs.com/docs/releases/v25.3#v25-3-1
+   
+   # Or install via package manager
+   brew install cockroachdb/tap/cockroach  # macOS
+   ```
+
+2. **Start CockroachDB Single Node**:
+   ```bash
+   # Start a single-node cluster (for development)
+   cockroach start-single-node \
+     --insecure \
+     --store=./cockroach-data \
+     --listen-addr=localhost:26257 \
+     --http-addr=localhost:8080 \
+     --background
+   ```
+
+3. **Enable Vector Index Feature**:
+   ```sql
+   -- Connect to the database
+   cockroach sql --url="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable"
+   
+   -- Enable vector index feature (required for vector search)
+   SET CLUSTER SETTING feature.vector_index.enabled = true;
+   ```
+
+4. **Verify Setup**:
+   ```sql
+   -- Check if vector index is enabled
+   SHOW CLUSTER SETTING feature.vector_index.enabled;
+   -- Should return: true
+   ```
 
 ### Installation
 
@@ -94,7 +133,7 @@ export WATSONX_MODEL_ID="openai/gpt-oss-120b"
 export DATABASE_URL="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable"
 
 # Run the application
-python -m banko_ai
+python -m banko-ai
 ```
 
 #### Option 2: Development Installation
@@ -230,14 +269,14 @@ banko-ai help
 
 ## 🔌 API Endpoints
 
-| Endpoint | Method | Description |
-|----------|--------|-------------|
-| `/` | GET | Web interface |
-| `/api/health` | GET | System health check |
-| `/api/ai-providers` | GET | Available AI providers |
-| `/api/models` | GET | Available models for current provider |
-| `/api/search` | POST | Vector search expenses |
-| `/api/rag` | POST | RAG-based Q&A |
+| Endpoint            | Method | Description                           |
+|---------------------|--------|---------------------------------------|
+| `/`                 | GET    | Web interface                         |
+| `/api/health`       | GET    | System health check                   |
+| `/api/ai-providers` | GET    | Available AI providers                |
+| `/api/models`       | GET    | Available models for current provider |
+| `/api/search`       | POST   | Vector search expenses                |
+| `/api/rag`          | POST   | RAG-based Q&A                         |
 
 ### API Examples
 
@@ -366,10 +405,36 @@ banko_ai/
 
 ### Common Issues
 
+**CockroachDB Version Issues**
+```bash
+# Check CockroachDB version (must be v25.2.4+)
+cockroach version
+
+# If version is too old, download v25.3.1:
+# https://www.cockroachlabs.com/docs/releases/v25.3#v25-3-1
+```
+
+**Vector Index Feature Not Enabled**
+```bash
+# Connect to database and enable vector index feature
+cockroach sql --url="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable"
+
+# Enable vector index feature
+SET CLUSTER SETTING feature.vector_index.enabled = true;
+
+# Verify it's enabled
+SHOW CLUSTER SETTING feature.vector_index.enabled;
+```
+
 **Database Connection Error**
 ```bash
-# Check CockroachDB is running
-cockroach start --insecure --listen-addr=localhost:26257
+# Start CockroachDB single node
+cockroach start-single-node \
+  --insecure \
+  --store=./cockroach-data \
+  --listen-addr=localhost:26257 \
+  --http-addr=localhost:8080 \
+  --background
 
 # Verify database exists
 cockroach sql --url="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable" --execute "SHOW TABLES;"
@@ -417,4 +482,4 @@ For issues and questions:
 
 ---
 
-**Built with ❤️ using CockroachDB, Flask, and modern AI technologies**
+**Built with ❤️ using CockroachDB, Flask, and modern AI technologies such as **

{banko_ai_assistant-1.0.15 → banko_ai_assistant-1.0.17}/README.md

@@ -22,9 +22,48 @@ A modern AI-powered expense analysis application with Retrieval-Augmented Genera
 
 ### Prerequisites
 
-- Python 3.8+
-- CockroachDB (running locally or cloud)
-- AI Provider API Key (OpenAI, AWS, IBM Watsonx, or Google Gemini)
+- **Python 3.8+**
+- **CockroachDB v25.2.4+** (recommended: [v25.3.1](https://www.cockroachlabs.com/docs/releases/v25.3#v25-3-1))
+- **Vector Index Feature Enabled** (required for vector search)
+- **AI Provider API Key** (OpenAI, AWS, IBM Watsonx, or Google Gemini)
+
+#### CockroachDB Setup
+
+1. **Download and Install CockroachDB**:
+   ```bash
+   # Download CockroachDB v25.3.1 (recommended)
+   # Visit: https://www.cockroachlabs.com/docs/releases/v25.3#v25-3-1
+   
+   # Or install via package manager
+   brew install cockroachdb/tap/cockroach  # macOS
+   ```
+
+2. **Start CockroachDB Single Node**:
+   ```bash
+   # Start a single-node cluster (for development)
+   cockroach start-single-node \
+     --insecure \
+     --store=./cockroach-data \
+     --listen-addr=localhost:26257 \
+     --http-addr=localhost:8080 \
+     --background
+   ```
+
+3. **Enable Vector Index Feature**:
+   ```sql
+   -- Connect to the database
+   cockroach sql --url="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable"
+   
+   -- Enable vector index feature (required for vector search)
+   SET CLUSTER SETTING feature.vector_index.enabled = true;
+   ```
+
+4. **Verify Setup**:
+   ```sql
+   -- Check if vector index is enabled
+   SHOW CLUSTER SETTING feature.vector_index.enabled;
+   -- Should return: true
+   ```
 
 ### Installation
 
@@ -40,7 +79,7 @@ export WATSONX_MODEL_ID="openai/gpt-oss-120b"
 export DATABASE_URL="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable"
 
 # Run the application
-python -m banko_ai
+python -m banko-ai
 ```
 
 #### Option 2: Development Installation
@@ -176,14 +215,14 @@ banko-ai help
 
 ## 🔌 API Endpoints
 
-| Endpoint | Method | Description |
-|----------|--------|-------------|
-| `/` | GET | Web interface |
-| `/api/health` | GET | System health check |
-| `/api/ai-providers` | GET | Available AI providers |
-| `/api/models` | GET | Available models for current provider |
-| `/api/search` | POST | Vector search expenses |
-| `/api/rag` | POST | RAG-based Q&A |
+| Endpoint            | Method | Description                           |
+|---------------------|--------|---------------------------------------|
+| `/`                 | GET    | Web interface                         |
+| `/api/health`       | GET    | System health check                   |
+| `/api/ai-providers` | GET    | Available AI providers                |
+| `/api/models`       | GET    | Available models for current provider |
+| `/api/search`       | POST   | Vector search expenses                |
+| `/api/rag`          | POST   | RAG-based Q&A                         |
 
 ### API Examples
 
@@ -312,10 +351,36 @@ banko_ai/
 
 ### Common Issues
 
+**CockroachDB Version Issues**
+```bash
+# Check CockroachDB version (must be v25.2.4+)
+cockroach version
+
+# If version is too old, download v25.3.1:
+# https://www.cockroachlabs.com/docs/releases/v25.3#v25-3-1
+```
+
+**Vector Index Feature Not Enabled**
+```bash
+# Connect to database and enable vector index feature
+cockroach sql --url="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable"
+
+# Enable vector index feature
+SET CLUSTER SETTING feature.vector_index.enabled = true;
+
+# Verify it's enabled
+SHOW CLUSTER SETTING feature.vector_index.enabled;
+```
+
 **Database Connection Error**
 ```bash
-# Check CockroachDB is running
-cockroach start --insecure --listen-addr=localhost:26257
+# Start CockroachDB single node
+cockroach start-single-node \
+  --insecure \
+  --store=./cockroach-data \
+  --listen-addr=localhost:26257 \
+  --http-addr=localhost:8080 \
+  --background
 
 # Verify database exists
 cockroach sql --url="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable" --execute "SHOW TABLES;"
@@ -363,4 +428,4 @@ For issues and questions:
 
 ---
 
-**Built with ❤️ using CockroachDB, Flask, and modern AI technologies**
+**Built with ❤️ using CockroachDB, Flask, and modern AI technologies such as **

{banko_ai_assistant-1.0.15 → banko_ai_assistant-1.0.17}/banko_ai/cli.py

@@ -60,6 +60,7 @@ def run(host, port, debug, generate_data, no_data, clear_data, background):
     # Generate data if not explicitly disabled
     if not no_data:
         click.echo("🔍 Checking database setup...")
+        click.echo(f"Using database: {config.database_url}")
         click.echo(f"Generating {generate_data} sample expense records...")
         generator = EnhancedExpenseGenerator(config.database_url)
         
@@ -207,6 +208,7 @@ def start(host, port, generate_data, no_data, clear_data):
     # Generate data if not explicitly disabled
     if not no_data:
         click.echo("🔍 Checking database setup...")
+        click.echo(f"Using database: {config.database_url}")
         click.echo(f"Generating {generate_data} sample expense records...")
         generator = EnhancedExpenseGenerator(config.database_url)
         
@@ -258,6 +260,12 @@ def help():
 
 This is a modern AI-powered expense analysis application with RAG capabilities.
 
+PREREQUISITES:
+--------------
+- CockroachDB v25.2.4+ (recommended: v25.3.1)
+- Vector index feature enabled: SET CLUSTER SETTING feature.vector_index.enabled = true;
+- Start single node: cockroach start-single-node --insecure --store=./cockroach-data --listen-addr=localhost:26257 --http-addr=localhost:8080 --background
+
 QUICK START:
 -----------
 1. Set up your environment variables:

{banko_ai_assistant-1.0.15 → banko_ai_assistant-1.0.17}/banko_ai/vector_search/generator.py

@@ -331,14 +331,31 @@ class EnhancedExpenseGenerator:
     def get_expense_count(self) -> int:
         """Get the current number of expenses in the database."""
         try:
+            # Ensure tables exist first
+            self._ensure_tables_exist()
+            
             from sqlalchemy import text
             with self.engine.connect() as conn:
                 result = conn.execute(text("SELECT COUNT(*) FROM expenses"))
                 return result.scalar()
         except Exception as e:
             print(f"Error getting expense count: {e}")
+            if "connection" in str(e).lower() or "refused" in str(e).lower():
+                print("💡 Make sure CockroachDB is running:")
+                print("   cockroach start --insecure")
+                print("   Or set DATABASE_URL to your database connection string")
             return 0
     
+    def _ensure_tables_exist(self):
+        """Ensure database tables exist."""
+        try:
+            from ..utils.database import DatabaseManager
+            db_manager = DatabaseManager(self.database_url)
+            db_manager.create_tables()
+        except Exception as e:
+            print(f"Error creating tables: {e}")
+            # Continue anyway - tables might already exist
+    
     def generate_and_save(
         self, 
         count: int, 

{banko_ai_assistant-1.0.15 → banko_ai_assistant-1.0.17}/banko_ai/vector_search/search.py

@@ -70,9 +70,9 @@ class VectorSearchEngine:
                     merchant,
                     shopping_type,
                     expense_amount,
-                    embedding <=> :search_embedding as similarity_score
+                    embedding <-> :search_embedding as similarity_score
                 FROM expenses
-                ORDER BY embedding <=> :search_embedding
+                ORDER BY embedding <-> :search_embedding
                 LIMIT :limit
             """)
             
@@ -465,7 +465,7 @@ class VectorSearchEngine:
                     merchant,
                     expense_amount,
                     expense_date,
-                    1 - (embedding <=> %s) as similarity_score,
+                    1 - (embedding <-> %s) as similarity_score,
                     shopping_type,
                     payment_method,
                     recurring,

{banko_ai_assistant-1.0.15 → banko_ai_assistant-1.0.17}/banko_ai/web/app.py

@@ -620,7 +620,7 @@ def create_app() -> Flask:
     def ai_status():
         """Endpoint to check the status of AI services and database."""
         # Check database status
-        db_connected, db_message, table_exists, record_count = db_manager.test_connection()
+        db_connected, db_message, table_exists, record_count = check_database_connection(config.database_url)
         
         status = {
             'current_service': config.ai_service,

{banko_ai_assistant-1.0.15 → banko_ai_assistant-1.0.17/banko_ai_assistant.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: banko-ai-assistant
-Version: 1.0.15
+Version: 1.0.17
 Summary: AI-powered expense analysis and RAG system with CockroachDB vector search and multi-provider AI support
 Author-email: Virag Tripathi <virag.tripathi@gmail.com>
 License-Expression: MIT
@@ -30,9 +30,9 @@ Requires-Dist: jinja2<4.0.0,>=3.1.0
 Requires-Dist: psycopg2-binary<3.0.0,>=2.9.0
 Requires-Dist: sqlalchemy<3.0.0,>=2.0.0
 Requires-Dist: sqlalchemy-cockroachdb<3.0.0,>=2.0.0
-Requires-Dist: sentence-transformers<3.0.0,>=2.2.0
-Requires-Dist: boto3<1.35.0,>=1.34.0
-Requires-Dist: botocore<1.35.0,>=1.34.0
+Requires-Dist: sentence-transformers<4.0.0,>=3.1.0
+Requires-Dist: boto3<1.41.0,>=1.40.0
+Requires-Dist: botocore<1.41.0,>=1.40.0
 Requires-Dist: openai<2.0.0,>=1.11.0
 Requires-Dist: requests<3.0.0,>=2.32.4
 Requires-Dist: numpy<2.0.0,>=1.26.0
@@ -76,9 +76,48 @@ A modern AI-powered expense analysis application with Retrieval-Augmented Genera
 
 ### Prerequisites
 
-- Python 3.8+
-- CockroachDB (running locally or cloud)
-- AI Provider API Key (OpenAI, AWS, IBM Watsonx, or Google Gemini)
+- **Python 3.8+**
+- **CockroachDB v25.2.4+** (recommended: [v25.3.1](https://www.cockroachlabs.com/docs/releases/v25.3#v25-3-1))
+- **Vector Index Feature Enabled** (required for vector search)
+- **AI Provider API Key** (OpenAI, AWS, IBM Watsonx, or Google Gemini)
+
+#### CockroachDB Setup
+
+1. **Download and Install CockroachDB**:
+   ```bash
+   # Download CockroachDB v25.3.1 (recommended)
+   # Visit: https://www.cockroachlabs.com/docs/releases/v25.3#v25-3-1
+   
+   # Or install via package manager
+   brew install cockroachdb/tap/cockroach  # macOS
+   ```
+
+2. **Start CockroachDB Single Node**:
+   ```bash
+   # Start a single-node cluster (for development)
+   cockroach start-single-node \
+     --insecure \
+     --store=./cockroach-data \
+     --listen-addr=localhost:26257 \
+     --http-addr=localhost:8080 \
+     --background
+   ```
+
+3. **Enable Vector Index Feature**:
+   ```sql
+   -- Connect to the database
+   cockroach sql --url="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable"
+   
+   -- Enable vector index feature (required for vector search)
+   SET CLUSTER SETTING feature.vector_index.enabled = true;
+   ```
+
+4. **Verify Setup**:
+   ```sql
+   -- Check if vector index is enabled
+   SHOW CLUSTER SETTING feature.vector_index.enabled;
+   -- Should return: true
+   ```
 
 ### Installation
 
@@ -94,7 +133,7 @@ export WATSONX_MODEL_ID="openai/gpt-oss-120b"
 export DATABASE_URL="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable"
 
 # Run the application
-python -m banko_ai
+python -m banko-ai
 ```
 
 #### Option 2: Development Installation
@@ -230,14 +269,14 @@ banko-ai help
 
 ## 🔌 API Endpoints
 
-| Endpoint | Method | Description |
-|----------|--------|-------------|
-| `/` | GET | Web interface |
-| `/api/health` | GET | System health check |
-| `/api/ai-providers` | GET | Available AI providers |
-| `/api/models` | GET | Available models for current provider |
-| `/api/search` | POST | Vector search expenses |
-| `/api/rag` | POST | RAG-based Q&A |
+| Endpoint            | Method | Description                           |
+|---------------------|--------|---------------------------------------|
+| `/`                 | GET    | Web interface                         |
+| `/api/health`       | GET    | System health check                   |
+| `/api/ai-providers` | GET    | Available AI providers                |
+| `/api/models`       | GET    | Available models for current provider |
+| `/api/search`       | POST   | Vector search expenses                |
+| `/api/rag`          | POST   | RAG-based Q&A                         |
 
 ### API Examples
 
@@ -366,10 +405,36 @@ banko_ai/
 
 ### Common Issues
 
+**CockroachDB Version Issues**
+```bash
+# Check CockroachDB version (must be v25.2.4+)
+cockroach version
+
+# If version is too old, download v25.3.1:
+# https://www.cockroachlabs.com/docs/releases/v25.3#v25-3-1
+```
+
+**Vector Index Feature Not Enabled**
+```bash
+# Connect to database and enable vector index feature
+cockroach sql --url="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable"
+
+# Enable vector index feature
+SET CLUSTER SETTING feature.vector_index.enabled = true;
+
+# Verify it's enabled
+SHOW CLUSTER SETTING feature.vector_index.enabled;
+```
+
 **Database Connection Error**
 ```bash
-# Check CockroachDB is running
-cockroach start --insecure --listen-addr=localhost:26257
+# Start CockroachDB single node
+cockroach start-single-node \
+  --insecure \
+  --store=./cockroach-data \
+  --listen-addr=localhost:26257 \
+  --http-addr=localhost:8080 \
+  --background
 
 # Verify database exists
 cockroach sql --url="cockroachdb://root@localhost:26257/defaultdb?sslmode=disable" --execute "SHOW TABLES;"
@@ -417,4 +482,4 @@ For issues and questions:
 
 ---
 
-**Built with ❤️ using CockroachDB, Flask, and modern AI technologies**
+**Built with ❤️ using CockroachDB, Flask, and modern AI technologies such as **

{banko_ai_assistant-1.0.15 → banko_ai_assistant-1.0.17}/banko_ai_assistant.egg-info/requires.txt

@@ -4,9 +4,9 @@ jinja2<4.0.0,>=3.1.0
 psycopg2-binary<3.0.0,>=2.9.0
 sqlalchemy<3.0.0,>=2.0.0
 sqlalchemy-cockroachdb<3.0.0,>=2.0.0
-sentence-transformers<3.0.0,>=2.2.0
-boto3<1.35.0,>=1.34.0
-botocore<1.35.0,>=1.34.0
+sentence-transformers<4.0.0,>=3.1.0
+boto3<1.41.0,>=1.40.0
+botocore<1.41.0,>=1.40.0
 openai<2.0.0,>=1.11.0
 requests<3.0.0,>=2.32.4
 numpy<2.0.0,>=1.26.0

{banko_ai_assistant-1.0.15 → banko_ai_assistant-1.0.17}/pyproject.toml

@@ -7,7 +7,7 @@ py-modules = []
 
 [project]
 name = "banko-ai-assistant"
-version = "1.0.15"
+version = "1.0.17"
 description = "AI-powered expense analysis and RAG system with CockroachDB vector search and multi-provider AI support"
 authors = [
     { name="Virag Tripathi", email="virag.tripathi@gmail.com" }
@@ -37,9 +37,9 @@ dependencies = [
     "psycopg2-binary>=2.9.0,<3.0.0",
     "sqlalchemy>=2.0.0,<3.0.0",
     "sqlalchemy-cockroachdb>=2.0.0,<3.0.0",
-    "sentence-transformers>=2.2.0,<3.0.0",
-    "boto3>=1.34.0,<1.35.0",
-    "botocore>=1.34.0,<1.35.0",
+    "sentence-transformers>=3.1.0,<4.0.0",
+    "boto3>=1.40.0,<1.41.0",
+    "botocore>=1.40.0,<1.41.0",
     "openai>=1.11.0,<2.0.0",
     "requests>=2.32.4,<3.0.0",
     "numpy>=1.26.0,<2.0.0",