whatsmynote 0.1.0__tar.gz

whatsmynote-0.1.0/LICENSE

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+MIT License
+
+Copyright (c) 2026 Sarthak Jha
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

whatsmynote-0.1.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: whatsmynote
+Version: 0.1.0
+Summary: A CLI app for managing notes and finances using LLMs.
+Author-email: Sarthak Jha <sargedevx@gmail.com>
+License: MIT
+Project-URL: Homepage, https://github.com/SarJ2004/WhatsMyNote
+Project-URL: Repository, https://github.com/SarJ2004/WhatsMyNote
+Keywords: cli,llm,finance,notes
+Classifier: Programming Language :: Python :: 3
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Operating System :: OS Independent
+Requires-Python: >=3.11
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: python-dotenv>=0.9.9
+Requires-Dist: inquirerpy>=0.3.4
+Requires-Dist: plotext>=5.3.2
+Requires-Dist: rich>=13.9.4
+Requires-Dist: termcharts>=1.1.2
+Requires-Dist: platformdirs>=4.2.2
+Requires-Dist: supabase>=2.3.0
+Requires-Dist: requests>=2.31.0
+Requires-Dist: fastapi[standard]>=0.139.0
+Requires-Dist: uvicorn>=0.51.0
+Requires-Dist: twine>=6.2.0
+Dynamic: license-file
+
+# WhatsMyNote
+
+WhatsMyNote is a natural-language personal finance assistant for logging and querying lending, expenses, income, and transfers. It uses advanced **Llama 3 LLMs** to extract structured data, store it in PostgreSQL (Supabase), and answer your complex queries accurately.
+
+## 🚀 Bring Your Own Key (BYOK) Architecture
+WhatsMyNote now supports a secure **BYOK architecture**. You bring your own **Groq API key** to power the inference engine locally and securely. 
+
+On your first run, the app will prompt you for your `GROQ_API_KEY`. It is stored securely in a local `.env` file and is never exposed. The application uses state-of-the-art Groq models:
+- **`llama-3.3-70b-versatile`** for reasoning, intent classification, and SQL generation.
+- **`llama-3.1-8b-instant`** for fast and efficient data extraction.
+
+---
+
+## 🛠 What It Supports & Examples
+
+### 📉 Expenses
+Track where your money is going.
+- Create expense records with amount, category, merchant, payment source, item, and notes.
+- **Example:** `I spent 320 on groceries at Walmart using HDFC`
+- **Example:** `Update my last grocery expense amount to 400`
+- **Example:** `Delete the Walmart expense`
+- **Example:** `Show my highest expenses this month`
+
+### 💰 Income
+Record earnings, cashback, or refunds.
+- **Example:** `I received 50000 as salary from Acme`
+- **Example:** `Update my salary entry notes to include the July bonus`
+- **Example:** `How much income did I receive from salary sources this year?`
+
+### 🤝 Lending & Borrowing
+Keep track of who owes you, and who you owe.
+- **Example:** `I lent Sumit 500 today`
+- **Example:** `Update Sumit's loan amount to 700`
+- **Example:** `How much money have I lent to Sumit?`
+
+### 🔁 Transfers
+Record money moving between your own accounts.
+- **Example:** `I transferred 3000 from HDFC to SBI`
+- **Example:** `Change the transfer destination to ICICI`
+- **Example:** `Show all transfers from HDFC this month`
+
+### 📊 Budgets and Balances
+Track your overall financial health.
+- Set opening balances for your accounts (e.g., cash, wallet, SBI).
+- Track category budgets (e.g., groceries, transport) or an `Overall` limit.
+- **Example:** `Set opening balance for SBI to 50000`
+- **Example:** `Set monthly budget for groceries to 10000`
+- **Example:** `What is my current balance in SBI?`
+- **Example:** `How much budget do I have left for groceries this month?`
+
+### 📈 Analytics (Read-Only)
+Run advanced queries without touching write access.
+- Safe SQL generation with automated validation.
+- Prefix queries with `sql:` for advanced read-only raw queries.
+- **Example:** `What is my total spending this month?`
+- **Example:** `Compare my income and expense totals for July`
+- **Example:** `What is my net worth estimate?`
+
+---
+
+## ⚙️ Environment Setup
+
+Install dependencies and start your virtual environment:
+
+```bash
+uv venv
+.venv\Scripts\activate
+uv pip install -r requirements.txt
+```
+
+Set up your database connection string in your `.env` (we recommend a **Supabase PostgreSQL** instance):
+```env
+DATABASE_URL=postgresql+psycopg2://postgres:YOUR_PASSWORD@db.YOUR_SUPABASE_REF.supabase.co:5432/postgres
+```
+
+Run the app. It will prompt you for your `GROQ_API_KEY` on the first launch!
+```bash
+python app/main.py
+```
+
+---
+
+## 🏗 Tech Stack
+
+- **Python** for core logic.
+- **LangGraph & LangChain** for robust stateful intent routing and HITL (Human-in-the-Loop) flows.
+- **Pydantic** for extraction validation.
+- **SQLAlchemy & PostgreSQL** for data persistence.
+- **Groq LLMs (Llama 3)** for lightning-fast, high-quality inference.
+
+---
+
+## 🚀 Vision
+WhatsMyNote aims to become a fully conversational financial memory system, helping you control your lending, borrowing, expenses, income, and transfers through pure natural language.

whatsmynote-0.1.0/README.md

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+# WhatsMyNote
+
+WhatsMyNote is a natural-language personal finance assistant for logging and querying lending, expenses, income, and transfers. It uses advanced **Llama 3 LLMs** to extract structured data, store it in PostgreSQL (Supabase), and answer your complex queries accurately.
+
+## 🚀 Bring Your Own Key (BYOK) Architecture
+WhatsMyNote now supports a secure **BYOK architecture**. You bring your own **Groq API key** to power the inference engine locally and securely. 
+
+On your first run, the app will prompt you for your `GROQ_API_KEY`. It is stored securely in a local `.env` file and is never exposed. The application uses state-of-the-art Groq models:
+- **`llama-3.3-70b-versatile`** for reasoning, intent classification, and SQL generation.
+- **`llama-3.1-8b-instant`** for fast and efficient data extraction.
+
+---
+
+## 🛠 What It Supports & Examples
+
+### 📉 Expenses
+Track where your money is going.
+- Create expense records with amount, category, merchant, payment source, item, and notes.
+- **Example:** `I spent 320 on groceries at Walmart using HDFC`
+- **Example:** `Update my last grocery expense amount to 400`
+- **Example:** `Delete the Walmart expense`
+- **Example:** `Show my highest expenses this month`
+
+### 💰 Income
+Record earnings, cashback, or refunds.
+- **Example:** `I received 50000 as salary from Acme`
+- **Example:** `Update my salary entry notes to include the July bonus`
+- **Example:** `How much income did I receive from salary sources this year?`
+
+### 🤝 Lending & Borrowing
+Keep track of who owes you, and who you owe.
+- **Example:** `I lent Sumit 500 today`
+- **Example:** `Update Sumit's loan amount to 700`
+- **Example:** `How much money have I lent to Sumit?`
+
+### 🔁 Transfers
+Record money moving between your own accounts.
+- **Example:** `I transferred 3000 from HDFC to SBI`
+- **Example:** `Change the transfer destination to ICICI`
+- **Example:** `Show all transfers from HDFC this month`
+
+### 📊 Budgets and Balances
+Track your overall financial health.
+- Set opening balances for your accounts (e.g., cash, wallet, SBI).
+- Track category budgets (e.g., groceries, transport) or an `Overall` limit.
+- **Example:** `Set opening balance for SBI to 50000`
+- **Example:** `Set monthly budget for groceries to 10000`
+- **Example:** `What is my current balance in SBI?`
+- **Example:** `How much budget do I have left for groceries this month?`
+
+### 📈 Analytics (Read-Only)
+Run advanced queries without touching write access.
+- Safe SQL generation with automated validation.
+- Prefix queries with `sql:` for advanced read-only raw queries.
+- **Example:** `What is my total spending this month?`
+- **Example:** `Compare my income and expense totals for July`
+- **Example:** `What is my net worth estimate?`
+
+---
+
+## ⚙️ Environment Setup
+
+Install dependencies and start your virtual environment:
+
+```bash
+uv venv
+.venv\Scripts\activate
+uv pip install -r requirements.txt
+```
+
+Set up your database connection string in your `.env` (we recommend a **Supabase PostgreSQL** instance):
+```env
+DATABASE_URL=postgresql+psycopg2://postgres:YOUR_PASSWORD@db.YOUR_SUPABASE_REF.supabase.co:5432/postgres
+```
+
+Run the app. It will prompt you for your `GROQ_API_KEY` on the first launch!
+```bash
+python app/main.py
+```
+
+---
+
+## 🏗 Tech Stack
+
+- **Python** for core logic.
+- **LangGraph & LangChain** for robust stateful intent routing and HITL (Human-in-the-Loop) flows.
+- **Pydantic** for extraction validation.
+- **SQLAlchemy & PostgreSQL** for data persistence.
+- **Groq LLMs (Llama 3)** for lightning-fast, high-quality inference.
+
+---
+
+## 🚀 Vision
+WhatsMyNote aims to become a fully conversational financial memory system, helping you control your lending, borrowing, expenses, income, and transfers through pure natural language.

whatsmynote-0.1.0/pyproject.toml

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+[build-system]
+requires = ["setuptools>=61.0"]
+build-backend = "setuptools.build_meta"
+
+[tool.setuptools.packages.find]
+where = ["."]
+include = ["whatsmynote*"]
+
+[project]
+name = "whatsmynote"
+version = "0.1.0"
+description = "A CLI app for managing notes and finances using LLMs."
+readme = "README.md"
+requires-python = ">=3.11"
+authors = [
+    { name = "Sarthak Jha", email = "sargedevx@gmail.com" }
+]
+license = { text = "MIT" }
+keywords = ["cli", "llm", "finance", "notes"]
+classifiers = [
+    "Programming Language :: Python :: 3",
+    "License :: OSI Approved :: MIT License",
+    "Operating System :: OS Independent",
+]
+
+dependencies = [
+    "python-dotenv>=0.9.9",
+    "inquirerpy>=0.3.4",
+    "plotext>=5.3.2",
+    "rich>=13.9.4",
+    "termcharts>=1.1.2",
+    "platformdirs>=4.2.2",
+    "supabase>=2.3.0",
+    "requests>=2.31.0",
+    "fastapi[standard]>=0.139.0",
+    "uvicorn>=0.51.0",
+    "twine>=6.2.0",
+]
+
+[project.urls]
+Homepage = "https://github.com/SarJ2004/WhatsMyNote"
+Repository = "https://github.com/SarJ2004/WhatsMyNote"
+
+[project.scripts]
+whatsmynote = "whatsmynote.app.chat:main"
+
+[dependency-groups]
+dev = [
+    "langgraph>=0.2.6",
+    "langchain-groq>=0.2.1",
+    "sqlalchemy>=2.0.36",
+    "psycopg2-binary>=2.9.10",
+]
+
+# Trigger PyPI release for v0.1.0

whatsmynote-0.1.0/setup.cfg

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+[egg_info]
+tag_build = 
+tag_date = 0
+

whatsmynote-0.1.0/whatsmynote/app/__init__.py

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+# App module — CLI application layer

whatsmynote-0.1.0/whatsmynote/app/auth.py

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+from rich.console import Console
+from rich.prompt import Prompt
+from supabase import create_client, Client
+import os
+import json
+import webbrowser
+from urllib.parse import urlparse, parse_qs
+from http.server import BaseHTTPRequestHandler, HTTPServer
+import threading
+
+console = Console()
+from whatsmynote.app.config import get_session_path, SUPABASE_URL, SUPABASE_KEY
+SESSION_FILE = get_session_path()
+
+def _save_session(session):
+    if session:
+        try:
+            with open(SESSION_FILE, "w") as f:
+                f.write(session.model_dump_json())
+        except Exception:
+            pass
+    else:
+        if os.path.exists(SESSION_FILE):
+            try:
+                os.remove(SESSION_FILE)
+            except Exception:
+                pass
+
+def _load_session():
+    supabase = get_supabase()
+    if os.path.exists(SESSION_FILE):
+        try:
+            with open(SESSION_FILE, "r") as f:
+                data = json.load(f)
+            if 'access_token' in data and 'refresh_token' in data:
+                res = supabase.auth.set_session(
+                    access_token=data['access_token'],
+                    refresh_token=data['refresh_token']
+                )
+                return res.user
+        except Exception:
+            pass
+    return None
+
+_supabase: Client = None
+
+def get_supabase() -> Client:
+    global _supabase
+    if _supabase is None:
+        url = SUPABASE_URL
+        key = SUPABASE_KEY
+        if not url or not key:
+            console.print("[red]Supabase URL and Key must be set in .env[/red]")
+            exit(1)
+        _supabase = create_client(url, key)
+    return _supabase
+
+def ensure_authenticated():
+    supabase = get_supabase()
+    
+    # Try restoring previous session
+    user = _load_session()
+    if user:
+        os.environ["CURRENT_USER_ID"] = user.id
+        console.print(f"[green]Restored session for {user.email}[/green]")
+        return
+        
+    console.print("\n[bold blue]WhatsMyNote - Supabase Authentication[/bold blue]")
+    while True:
+        action = Prompt.ask("Do you want to (L)og in, (S)ign up, or (O)Auth [Google/GitHub]?", choices=["l", "s", "o", "q"], default="l").lower()
+        if action == "q":
+            exit(0)
+            
+        if action == "o":
+            provider = Prompt.ask("Which provider?", choices=["google", "github"], default="google").lower()
+            
+            # Setup a one-time local server to receive the callback
+            auth_code = [None]
+            
+            class OAuthCallbackHandler(BaseHTTPRequestHandler):
+                def do_GET(self):
+                    parsed_path = urlparse(self.path)
+                    query_params = parse_qs(parsed_path.query)
+                    
+                    if 'code' in query_params:
+                        auth_code[0] = query_params['code'][0]
+                        self.send_response(200)
+                        self.send_header("Content-type", "text/html")
+                        self.end_headers()
+                        self.wfile.write(b"<html><body><h1>Authentication Successful!</h1><p>You can close this tab and return to the terminal.</p></body></html>")
+                    else:
+                        self.send_response(400)
+                        self.send_header("Content-type", "text/html")
+                        self.end_headers()
+                        self.wfile.write(b"<html><body><h1>Authentication Failed!</h1><p>Missing auth code.</p></body></html>")
+                        
+                def log_message(self, format, *args):
+                    pass # Silence server logs
+
+            server = HTTPServer(('localhost', 8080), OAuthCallbackHandler)
+            
+            try:
+                res = supabase.auth.sign_in_with_oauth({
+                    "provider": provider,
+                    "options": {
+                        "skip_browser_redirect": True,
+                        "redirect_to": "http://localhost:8080"
+                    }
+                })
+                
+                console.print(f"[dim]Opening browser to authenticate with {provider.capitalize()}...[/dim]")
+                webbrowser.open(res.url)
+                
+                # Wait for exactly one request
+                server.handle_request()
+                
+                if auth_code[0]:
+                    supabase.auth.exchange_code_for_session({"auth_code": auth_code[0]})
+                    console.print(f"[green]Successfully authenticated via {provider.capitalize()}![/green]")
+                    break
+                else:
+                    console.print("[red]Authentication failed: No code received.[/red]")
+            except Exception as e:
+                console.print(f"[red]OAuth failed: {str(e)}[/red]")
+            finally:
+                server.server_close()
+            continue
+        
+        email = Prompt.ask("Email")
+        password = Prompt.ask("Password", password=True)
+        
+        try:
+            if action == "s":
+                res = supabase.auth.sign_up({"email": email, "password": password})
+                console.print("[green]Sign up successful! You can now log in.[/green]")
+                if res.user:
+                    break
+            elif action == "l":
+                res = supabase.auth.sign_in_with_password({"email": email, "password": password})
+                console.print(f"[green]Logged in successfully as {res.user.email}[/green]")
+                break
+        except Exception as e:
+            console.print(f"[red]Authentication failed: {str(e)}[/red]")
+            
+    # Save the user ID in global state and persist to file
+    session = supabase.auth.get_session()
+    if session and session.user:
+        _save_session(session)
+        # We store it globally so config.py can inject it into SQLAlchemy
+        os.environ["CURRENT_USER_ID"] = session.user.id

whatsmynote-0.1.0/whatsmynote/app/chat.py

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+"""Chat loop — the main interactive CLI with HITL support."""
+
+from __future__ import annotations
+
+from rich.console import Console
+from rich.panel import Panel
+from rich.prompt import Prompt
+
+from whatsmynote.app.render import render_result
+from whatsmynote.app.setup import ensure_initial_setup
+from whatsmynote.app.selector import display_search_results
+
+console = Console()
+
+# Global state to persist between turns
+app_state = {}
+
+def _send_state() -> dict:
+    global app_state
+    import requests
+    from whatsmynote.app.config import API_URL, get_groq_api_key
+    from whatsmynote.app.auth import get_supabase
+    
+    session = get_supabase().auth.get_session()
+    token = session.access_token if session else ""
+    
+    headers = {
+        "Authorization": f"Bearer {token}",
+        "X-Groq-Api-Key": get_groq_api_key() or ""
+    }
+    payload = {"message": app_state.get("raw_text", ""), "state": app_state}
+    
+    try:
+        response = requests.post(f"{API_URL}/chat", json=payload, headers=headers)
+        response.raise_for_status()
+        app_state = response.json()["state"]
+    except Exception as e:
+        console.print(f"[red]Error communicating with backend: {e}[/red]")
+        
+    return app_state
+
+def _invoke(message: str) -> dict:
+    """Invoke the stateless graph via backend API."""
+    global app_state
+    app_state["raw_text"] = message
+    return _send_state()
+def run_chat_loop() -> None:
+    console.print(
+        Panel.fit(
+            "[bold]WhatsMyNote CLI[/bold]\nType finance messages. Use [bold]exit[/bold] or [bold]quit[/bold] to stop.",
+            border_style="blue",
+        )
+    )
+
+    global app_state
+
+    while True:
+        message = Prompt.ask("[bold blue]You[/bold blue]")
+        msg_lower = message.strip().lower()
+        if msg_lower in {"exit", "quit", "q"}:
+            console.print("[dim]Bye.[/dim]")
+            break
+        elif msg_lower == "/clear":
+            console.clear()
+            continue
+        elif msg_lower == "/config":
+            from whatsmynote.app.config import set_groq_api_key
+            new_key = Prompt.ask("Enter new Groq API Key", password=True)
+            if new_key:
+                set_groq_api_key(new_key.strip())
+                console.print("[green]API Key updated successfully.[/green]")
+            else:
+                console.print("[yellow]API Key update cancelled.[/yellow]")
+            continue
+        elif msg_lower == "/logout":
+            from whatsmynote.app.auth import get_supabase, SESSION_FILE
+            import os
+            try:
+                get_supabase().auth.sign_out()
+                if os.path.exists(SESSION_FILE):
+                    os.remove(SESSION_FILE)
+                if "CURRENT_USER_ID" in os.environ:
+                    del os.environ["CURRENT_USER_ID"]
+                console.print("[green]Logged out successfully.[/green]")
+            except Exception as e:
+                console.print(f"[red]Error logging out: {e}[/red]")
+            break
+
+        state = _invoke(message)
+
+        # HITL: If the system needs the user to select a record
+        if state.get("awaiting_selection") and state.get("search_results"):
+            render_result(state)  # Show the "please select" message
+
+            record_type = state.get("record_type", "record")
+            intent = state.get("intent")
+            
+            selected_result = display_search_results(
+                state["search_results"], record_type, multiselect=(intent == "delete")
+            )
+
+            if selected_result:
+                # Set selection and manually re-invoke
+                app_state["awaiting_selection"] = False
+                if isinstance(selected_result, list):
+                    app_state["raw_text"] = f"selected multiple: {selected_result}"
+                    app_state["selected_record_ids"] = selected_result
+                    app_state["selected_record_id"] = None
+                else:
+                    app_state["raw_text"] = f"select {selected_result}"
+                    app_state["selected_record_id"] = selected_result
+                    app_state["selected_record_ids"] = None
+                
+                state = _send_state()
+                app_state = state
+                render_result(state)
+            else:
+                console.print("[dim]Operation cancelled.[/dim]")
+            continue
+
+        render_result(state)
+
+
+def main() -> None:
+    from whatsmynote.app.config import ensure_env_config
+    ensure_env_config()
+    from whatsmynote.app.auth import ensure_authenticated
+    ensure_authenticated()
+    from whatsmynote.app.setup import ensure_initial_setup
+    ensure_initial_setup()
+    run_chat_loop()

whatsmynote-0.1.0/whatsmynote/app/config.py

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+"""CLI Configuration."""
+
+import os
+from pathlib import Path
+from platformdirs import user_data_dir
+
+# --- Replace these before publishing ---
+API_URL = "https://whatsmynote.onrender.com"
+SUPABASE_URL = "https://emcdruetkqkrplrrxqbm.supabase.co"
+SUPABASE_KEY = "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJzdXBhYmFzZSIsInJlZiI6ImVtY2RydWV0a3FrcnBscnJ4cWJtIiwicm9sZSI6ImFub24iLCJpYXQiOjE3ODM3NjQ1NTksImV4cCI6MjA5OTM0MDU1OX0.-GRm3ZhaFGDGyy8ocDq0tAov0CxCOwCK9K9JeWPTCvY"
+# ---------------------------------------
+
+APP_NAME = "whatsmynote"
+APP_AUTHOR = "whatsmynote"
+
+def get_data_dir() -> Path:
+    """Return the user data directory for the application."""
+    data_dir = Path(user_data_dir(APP_NAME, APP_AUTHOR))
+    data_dir.mkdir(parents=True, exist_ok=True)
+    return data_dir
+
+def get_env_path() -> Path:
+    return get_data_dir() / "config.env"
+
+def get_session_path() -> Path:
+    """Return the path to the Supabase session file."""
+    return get_data_dir() / "session.json"
+
+def get_groq_api_key() -> str | None:
+    from dotenv import load_dotenv
+    load_dotenv(get_env_path())
+    return os.environ.get("GROQ_API_KEY")
+
+def set_groq_api_key(api_key: str) -> None:
+    env_path = get_env_path()
+    content = ""
+    if env_path.exists():
+        content = env_path.read_text()
+    
+    lines = [line for line in content.splitlines() if not line.startswith("GROQ_API_KEY=")]
+    lines.append(f"GROQ_API_KEY={api_key}")
+    env_path.write_text("\n".join(lines) + "\n")
+    os.environ["GROQ_API_KEY"] = api_key
+
+def ensure_env_config() -> None:
+    from dotenv import load_dotenv
+    from rich.console import Console
+    from rich.prompt import Prompt
+    
+    env_path = get_env_path()
+    console = Console()
+    
+    if not env_path.exists():
+        env_path.touch(mode=0o600, exist_ok=True)
+        
+    load_dotenv(env_path)
+    
+    if not os.environ.get("GROQ_API_KEY"):
+        console.print("[bold yellow]First time setup: Missing required configuration[/bold yellow]")
+        val = Prompt.ask("Enter GROQ_API_KEY", password=True)
+        if not val:
+            console.print("[red]GROQ_API_KEY is required. Exiting.[/red]")
+            exit(1)
+            
+        content = env_path.read_text()
+        lines = [line for line in content.splitlines() if not line.startswith("GROQ_API_KEY=")]
+        lines.append(f"GROQ_API_KEY={val}")
+        env_path.write_text("\n".join(lines) + "\n")
+        os.environ["GROQ_API_KEY"] = val
+        console.print("[green]Configuration saved successfully.[/green]")

whatsmynote-0.1.0/whatsmynote/app/main.py

@@ -0,0 +1,15 @@
+"""WhatsMyNote CLI — single entry point."""
+import sys
+import os
+
+if sys.platform == "win32":
+    # Force UTF-8 encoding for rich/plotext on Windows legacy terminals
+    try:
+        sys.stdout.reconfigure(encoding='utf-8')
+    except Exception:
+        pass
+
+from whatsmynote.app.chat import main
+
+if __name__ == "__main__":
+    main()

whatsmynote-0.1.0/whatsmynote/app/render.py

@@ -0,0 +1,221 @@
+"""Rich output rendering for CLI results."""
+
+from __future__ import annotations
+
+from collections.abc import Iterable
+from typing import Any
+
+from rich.console import Console
+from rich.panel import Panel
+from rich.table import Table
+
+console = Console()
+
+
+def _normalize_item(item: Any) -> Any:
+    if hasattr(item, "__dict__"):
+        return {
+            key: value
+            for key, value in vars(item).items()
+            if not key.startswith("_") and key != "record"
+        }
+    return item
+
+
+def _render_table_from_rows(rows: list[Any]) -> None:
+    if not rows:
+        console.print(Panel("No rows.", title="Result", border_style="yellow"))
+        return
+
+    normalized_rows = [_normalize_item(row) for row in rows]
+    first_row = normalized_rows[0]
+    if not isinstance(first_row, dict):
+        console.print(Panel(str(rows), title="Result", border_style="cyan"))
+        return
+
+    table = Table(title="Result", show_lines=False, header_style="bold cyan")
+    for column in first_row.keys():
+        table.add_column(str(column), overflow="fold")
+
+    for row in normalized_rows:
+        table.add_row(*[str(row.get(column, "")) for column in first_row.keys()])
+
+    console.print(table)
+
+
+def _render_analytics_chart(rows: list[dict[str, Any]], chart_config: dict[str, Any]) -> None | str:
+    chart_type = chart_config.get("chart_type")
+    if not chart_type or chart_type == "none":
+        return None
+
+    x_col = chart_config.get("x_axis")
+    y_col = chart_config.get("y_axis")
+    if not x_col or not y_col:
+        return None
+        
+    title = chart_config.get("title") or "Analytics Chart"
+    color = chart_config.get("color")
+
+    if chart_type in ["pie", "donut"]:
+        try:
+            import termcharts
+            data = {}
+            for row in rows:
+                k = str(row.get(x_col, ""))
+                v = float(row.get(y_col) or 0)
+                data[k] = v
+            
+            if chart_type == "donut":
+                chart_obj = termcharts.donut(data, title=title)
+            else:
+                chart_obj = termcharts.pie(data, title=title)
+                
+            return str(chart_obj)
+        except Exception:
+            # Fallback if termcharts fails
+            chart_type = "bar"
+
+    import plotext as plt
+    plt.clf()
+
+    if chart_type == "line":
+        plt.date_form("Y-m-d")
+        
+        # Sort by date
+        sorted_rows = sorted(rows, key=lambda row: str(row.get(x_col, "")))
+        labels = [str(row.get(x_col, "")) for row in sorted_rows]
+        values = [float(row.get(y_col) or 0) for row in sorted_rows]
+        
+        plt.plot(labels, values, marker="dot")
+    else:
+        # Sort by value for bar chart
+        top_rows = sorted(rows, key=lambda row: float(row.get(y_col) or 0), reverse=True)[:15]
+        labels = [str(row.get(x_col, "")) for row in top_rows]
+        values = [float(row.get(y_col) or 0) for row in top_rows]
+        
+        if chart_type == "scatter":
+            plt.scatter(labels, values)
+        else:
+            plt.bar(labels, values, orientation="horizontal")
+            
+    plt.title(title)
+
+    if color:
+        try:
+            if color == "diverse":
+                plt.colorless() # plotext does not strictly have diverse, but we can set multiple colors. Actually plotext uses diverse colors automatically if we don't set color.
+            else:
+                plt.color(color)
+        except Exception:
+            pass
+
+    plt.plotsize(60, 20)
+    plt.theme("clear")
+    
+    # Render and encode safely to avoid Windows cp1252 crash
+    try:
+        chart_str = plt.build()
+        return chart_str
+    except Exception:
+        plt.theme("pro") # Fallback to a simpler theme
+        return plt.build()
+
+
+def _render_budget_alerts(alerts: list[str]) -> None:
+    if not alerts:
+        return
+
+    table = Table(title="Budget Alerts", header_style="bold yellow")
+    table.add_column("Alert")
+    for alert in alerts:
+        table.add_row(alert)
+    console.print(table)
+
+
+def render_result(state: dict[str, Any]) -> None:
+    """Render the graph output state to the CLI."""
+    if state.get("error"):
+        console.print(
+            Panel.fit(
+                f"[bold red]Error[/bold red]\n{state['error']}", border_style="red"
+            )
+        )
+        return
+
+    analytics_sql = state.get("analytics_sql")
+    analytics_review = state.get("analytics_review")
+    query_result = state.get("query_result")
+    answer = state.get("answer")
+    budget_alerts = state.get("budget_alerts") or []
+
+    if analytics_sql:
+        console.print(Panel.fit(analytics_sql, title="SQL", border_style="dim"))
+
+    if analytics_review:
+        console.print(
+            Panel.fit(str(analytics_review), title="SQL Review", border_style="cyan")
+        )
+
+    if budget_alerts:
+        _render_budget_alerts(list(dict.fromkeys(budget_alerts)))
+
+    chart_config = state.get("chart_config")
+
+    if query_result is not None:
+        if isinstance(query_result, list):
+            if query_result and isinstance(query_result[0], dict) and chart_config:
+                chart = _render_analytics_chart(query_result, chart_config)
+                if chart:
+                    chart_type = chart_config.get("chart_type")
+                    if chart_type in ["pie", "donut"]:
+                        # termcharts returns raw ANSI strings. We MUST parse them via Text.from_ansi
+                        # otherwise Rich's markup parser gets confused and prints literal [31m tags.
+                        from rich.text import Text
+                        console.print(f"\n[bold green]Analytics Chart:[/bold green] {chart_config.get('title', '')}")
+                        console.print(Text.from_ansi(chart))
+                    else:
+                        console.print(
+                            Panel.fit(chart, title="Analytics Chart", border_style="green")
+                        )
+            _render_table_from_rows(query_result)
+            return
+
+        if isinstance(query_result, dict):
+            table = Table(title="Result", header_style="bold cyan")
+            table.add_column("Key")
+            table.add_column("Value")
+            for key, value in query_result.items():
+                table.add_row(str(key), str(value))
+            console.print(table)
+            return
+
+        console.print(Panel.fit(str(query_result), title="Result", border_style="cyan"))
+        return
+
+    if answer:
+        console.print(Panel.fit(answer, title="Result", border_style="green"))
+        return
+
+    # Check for successful operations
+    if state.get("saved_record_ids"):
+        count = len(state["saved_record_ids"])
+        console.print(
+            Panel.fit(f"Successfully created {count} record(s).", title="Result", border_style="green")
+        )
+        return
+
+    if state.get("updated_record_id"):
+        console.print(
+            Panel.fit(f"Record #{state['updated_record_id']} updated successfully.", title="Result", border_style="green")
+        )
+        return
+
+    if state.get("deleted_record_id"):
+        console.print(
+            Panel.fit(f"Record #{state['deleted_record_id']} deleted successfully.", title="Result", border_style="green")
+        )
+        return
+
+    console.print(
+        Panel.fit("Operation completed.", title="Result", border_style="green")
+    )

whatsmynote-0.1.0/whatsmynote/app/selector.py

@@ -0,0 +1,70 @@
+from __future__ import annotations
+
+from typing import Any
+
+from rich.console import Console
+from InquirerPy import inquirer
+from InquirerPy.base.control import Choice
+from InquirerPy.prompts.fuzzy import FuzzyPrompt
+
+# Monkey-patch FuzzyPrompt to prevent IndexError when toggling an empty search result
+_original_toggle = FuzzyPrompt._handle_toggle_choice
+def _safe_toggle(self, event) -> None:
+    try:
+        _original_toggle(self, event)
+    except IndexError:
+        pass
+FuzzyPrompt._handle_toggle_choice = _safe_toggle
+
+console = Console()
+
+def display_search_results(results: list[dict[str, Any]], record_type: str, multiselect: bool = False) -> int | list[int] | None:
+    """Display search results as a fuzzy search menu and prompt user to pick one or more.
+
+    Returns the selected record ID(s), or None if cancelled.
+    """
+    if not results:
+        console.print("[yellow]No records found.[/yellow]")
+        return None
+
+    choices = []
+    display_keys = [k for k in results[0].keys() if k != "id"]
+
+    for record in results:
+        # Build a searchable string out of the values
+        parts = []
+        for key in display_keys:
+            val = record.get(key)
+            if val is not None and val != "" and val != "-":
+                parts.append(f"{key.title()}: {val}")
+        
+        display_str = " | ".join(parts)
+        choices.append(Choice(value=record.get("id"), name=display_str))
+
+    msg = f"Search and select a {record_type} record (Type to filter, Enter to select, Ctrl-C to cancel):"
+    if multiselect:
+        msg = f"Search and select multiple {record_type} records (Tab/Space to toggle, Ctrl-A to select all, Enter to confirm):"
+
+    try:
+        prompt = inquirer.fuzzy(
+            message=msg,
+            choices=choices,
+            instruction="(Use arrow keys or type to fuzzy search)",
+            max_height="60%",
+            multiselect=multiselect,
+        )
+
+        if multiselect:
+            prompt._all_selected = False
+
+            @prompt.register_kb("c-a")
+            def _toggle_all(event):
+                prompt._all_selected = not getattr(prompt, "_all_selected", False)
+                prompt._handle_toggle_all(None, prompt._all_selected)
+
+        choice = prompt.execute()
+
+        return choice
+    except KeyboardInterrupt:
+        console.print("\n[dim]Selection cancelled.[/dim]")
+        return None

whatsmynote-0.1.0/whatsmynote/app/setup.py

@@ -0,0 +1,94 @@
+"""First-run setup — accounts and budgets."""
+
+from __future__ import annotations
+
+import requests
+from rich.console import Console
+from rich.panel import Panel
+from rich.prompt import Confirm, IntPrompt, Prompt
+
+from whatsmynote.app.config import API_URL, get_groq_api_key
+from whatsmynote.app.auth import get_supabase
+
+console = Console()
+
+def _get_headers() -> dict:
+    session = get_supabase().auth.get_session()
+    token = session.access_token if session else ""
+    return {
+        "Authorization": f"Bearer {token}",
+        "X-Groq-Api-Key": get_groq_api_key() or ""
+    }
+
+def ensure_initial_setup() -> None:
+    headers = _get_headers()
+    try:
+        res = requests.get(f"{API_URL}/setup/status", headers=headers)
+        res.raise_for_status()
+        status = res.json()
+    except Exception as e:
+        console.print(f"[red]Error connecting to backend: {e}[/red]")
+        return
+
+    account_count = status.get("account_count", 0)
+    budget_count = status.get("budget_count", 0)
+    default_account = status.get("default_account")
+
+    accounts = []
+    default_account_index = None
+
+    if account_count == 0:
+        console.print(Panel.fit("[bold]Initial account setup[/bold]\nEnter starting balances once.", border_style="cyan"))
+        count = IntPrompt.ask("How many accounts do you want to set up?", default=1)
+        for index in range(count):
+            console.print(f"[bold cyan]Account {index + 1}/{count}[/bold cyan]")
+            name = Prompt.ask("Account name")
+            opening_balance = IntPrompt.ask("Opening balance", default=0)
+            currency = Prompt.ask("Currency", default="INR")
+            notes = Prompt.ask("Notes", default="")
+            accounts.append({
+                "name": name,
+                "opening_balance": opening_balance,
+                "currency": currency,
+                "notes": notes or None,
+            })
+        if accounts:
+            default_index = IntPrompt.ask("Which account should be default?", default=1)
+            default_account_index = max(1, min(default_index, len(accounts))) - 1
+    else:
+        console.print(f"[dim]Found {account_count} account record(s). Skipping account setup.[/dim]")
+        if default_account:
+            console.print(f"[dim]Default account: {default_account}.[/dim]")
+
+    budgets = []
+    if budget_count == 0:
+        if Confirm.ask("Set up budgets now?", default=True):
+            console.print(Panel.fit("[bold]Initial budget setup[/bold]\nSet monthly limits.", border_style="magenta"))
+            count = IntPrompt.ask("How many budgets do you want to set up?", default=0)
+            for index in range(count):
+                console.print(f"[bold magenta]Budget {index + 1}/{count}[/bold magenta]")
+                category = Prompt.ask("Budget category", default="Overall")
+                amount = IntPrompt.ask("Budget limit")
+                period = Prompt.ask("Period", default="monthly")
+                notes = Prompt.ask("Notes", default="")
+                budgets.append({
+                    "category": category,
+                    "amount": amount,
+                    "period": period,
+                    "notes": notes or None,
+                })
+    else:
+        console.print(f"[dim]Found {budget_count} budget record(s). Skipping budget setup.[/dim]")
+
+    if accounts or budgets:
+        payload = {
+            "accounts": accounts,
+            "budgets": budgets,
+            "default_account_index": default_account_index
+        }
+        try:
+            res = requests.post(f"{API_URL}/setup", json=payload, headers=headers)
+            res.raise_for_status()
+            console.print("[green]Setup completed successfully.[/green]")
+        except Exception as e:
+            console.print(f"[red]Error saving setup to backend: {e}[/red]")

whatsmynote-0.1.0/whatsmynote.egg-info/PKG-INFO

@@ -0,0 +1,122 @@
+Metadata-Version: 2.4
+Name: whatsmynote
+Version: 0.1.0
+Summary: A CLI app for managing notes and finances using LLMs.
+Author-email: Sarthak Jha <sargedevx@gmail.com>
+License: MIT
+Project-URL: Homepage, https://github.com/SarJ2004/WhatsMyNote
+Project-URL: Repository, https://github.com/SarJ2004/WhatsMyNote
+Keywords: cli,llm,finance,notes
+Classifier: Programming Language :: Python :: 3
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Operating System :: OS Independent
+Requires-Python: >=3.11
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: python-dotenv>=0.9.9
+Requires-Dist: inquirerpy>=0.3.4
+Requires-Dist: plotext>=5.3.2
+Requires-Dist: rich>=13.9.4
+Requires-Dist: termcharts>=1.1.2
+Requires-Dist: platformdirs>=4.2.2
+Requires-Dist: supabase>=2.3.0
+Requires-Dist: requests>=2.31.0
+Requires-Dist: fastapi[standard]>=0.139.0
+Requires-Dist: uvicorn>=0.51.0
+Requires-Dist: twine>=6.2.0
+Dynamic: license-file
+
+# WhatsMyNote
+
+WhatsMyNote is a natural-language personal finance assistant for logging and querying lending, expenses, income, and transfers. It uses advanced **Llama 3 LLMs** to extract structured data, store it in PostgreSQL (Supabase), and answer your complex queries accurately.
+
+## 🚀 Bring Your Own Key (BYOK) Architecture
+WhatsMyNote now supports a secure **BYOK architecture**. You bring your own **Groq API key** to power the inference engine locally and securely. 
+
+On your first run, the app will prompt you for your `GROQ_API_KEY`. It is stored securely in a local `.env` file and is never exposed. The application uses state-of-the-art Groq models:
+- **`llama-3.3-70b-versatile`** for reasoning, intent classification, and SQL generation.
+- **`llama-3.1-8b-instant`** for fast and efficient data extraction.
+
+---
+
+## 🛠 What It Supports & Examples
+
+### 📉 Expenses
+Track where your money is going.
+- Create expense records with amount, category, merchant, payment source, item, and notes.
+- **Example:** `I spent 320 on groceries at Walmart using HDFC`
+- **Example:** `Update my last grocery expense amount to 400`
+- **Example:** `Delete the Walmart expense`
+- **Example:** `Show my highest expenses this month`
+
+### 💰 Income
+Record earnings, cashback, or refunds.
+- **Example:** `I received 50000 as salary from Acme`
+- **Example:** `Update my salary entry notes to include the July bonus`
+- **Example:** `How much income did I receive from salary sources this year?`
+
+### 🤝 Lending & Borrowing
+Keep track of who owes you, and who you owe.
+- **Example:** `I lent Sumit 500 today`
+- **Example:** `Update Sumit's loan amount to 700`
+- **Example:** `How much money have I lent to Sumit?`
+
+### 🔁 Transfers
+Record money moving between your own accounts.
+- **Example:** `I transferred 3000 from HDFC to SBI`
+- **Example:** `Change the transfer destination to ICICI`
+- **Example:** `Show all transfers from HDFC this month`
+
+### 📊 Budgets and Balances
+Track your overall financial health.
+- Set opening balances for your accounts (e.g., cash, wallet, SBI).
+- Track category budgets (e.g., groceries, transport) or an `Overall` limit.
+- **Example:** `Set opening balance for SBI to 50000`
+- **Example:** `Set monthly budget for groceries to 10000`
+- **Example:** `What is my current balance in SBI?`
+- **Example:** `How much budget do I have left for groceries this month?`
+
+### 📈 Analytics (Read-Only)
+Run advanced queries without touching write access.
+- Safe SQL generation with automated validation.
+- Prefix queries with `sql:` for advanced read-only raw queries.
+- **Example:** `What is my total spending this month?`
+- **Example:** `Compare my income and expense totals for July`
+- **Example:** `What is my net worth estimate?`
+
+---
+
+## ⚙️ Environment Setup
+
+Install dependencies and start your virtual environment:
+
+```bash
+uv venv
+.venv\Scripts\activate
+uv pip install -r requirements.txt
+```
+
+Set up your database connection string in your `.env` (we recommend a **Supabase PostgreSQL** instance):
+```env
+DATABASE_URL=postgresql+psycopg2://postgres:YOUR_PASSWORD@db.YOUR_SUPABASE_REF.supabase.co:5432/postgres
+```
+
+Run the app. It will prompt you for your `GROQ_API_KEY` on the first launch!
+```bash
+python app/main.py
+```
+
+---
+
+## 🏗 Tech Stack
+
+- **Python** for core logic.
+- **LangGraph & LangChain** for robust stateful intent routing and HITL (Human-in-the-Loop) flows.
+- **Pydantic** for extraction validation.
+- **SQLAlchemy & PostgreSQL** for data persistence.
+- **Groq LLMs (Llama 3)** for lightning-fast, high-quality inference.
+
+---
+
+## 🚀 Vision
+WhatsMyNote aims to become a fully conversational financial memory system, helping you control your lending, borrowing, expenses, income, and transfers through pure natural language.

whatsmynote-0.1.0/whatsmynote.egg-info/SOURCES.txt

@@ -0,0 +1,18 @@
+LICENSE
+README.md
+pyproject.toml
+whatsmynote/__init__.py
+whatsmynote.egg-info/PKG-INFO
+whatsmynote.egg-info/SOURCES.txt
+whatsmynote.egg-info/dependency_links.txt
+whatsmynote.egg-info/entry_points.txt
+whatsmynote.egg-info/requires.txt
+whatsmynote.egg-info/top_level.txt
+whatsmynote/app/__init__.py
+whatsmynote/app/auth.py
+whatsmynote/app/chat.py
+whatsmynote/app/config.py
+whatsmynote/app/main.py
+whatsmynote/app/render.py
+whatsmynote/app/selector.py
+whatsmynote/app/setup.py

whatsmynote-0.1.0/whatsmynote.egg-info/dependency_links.txt

@@ -0,0 +1 @@
+

whatsmynote-0.1.0/whatsmynote.egg-info/entry_points.txt

@@ -0,0 +1,2 @@
+[console_scripts]
+whatsmynote = whatsmynote.app.chat:main

whatsmynote-0.1.0/whatsmynote.egg-info/requires.txt

@@ -0,0 +1,11 @@
+python-dotenv>=0.9.9
+inquirerpy>=0.3.4
+plotext>=5.3.2
+rich>=13.9.4
+termcharts>=1.1.2
+platformdirs>=4.2.2
+supabase>=2.3.0
+requests>=2.31.0
+fastapi[standard]>=0.139.0
+uvicorn>=0.51.0
+twine>=6.2.0

whatsmynote-0.1.0/whatsmynote.egg-info/top_level.txt

@@ -0,0 +1 @@
+whatsmynote