from swarms.models.openai_function_caller import OpenAIFunctionCaller
from pydantic import BaseModel, Field
# Pydantic is a data validation library that provides data validation and parsing using Python type hints.
# It is used here to define the data structure for making API calls to retrieve weather information.
class Transaction(BaseModel):
amount: float = Field(..., description="The amount of the transaction")
category: str = Field(
...,
description="The category of the transaction according to Xeros categories such as Dues & Subscriptions, Fees & Charges, Meals & Entertainment.",
)
date: str = Field(..., description="The date of the transaction")
class TransactionsToCut(BaseModel):
transactions: list[Transaction]
expense_analysis: str
dollars_saved: float
# The WeatherAPI class is a Pydantic BaseModel that represents the data structure
# for making API calls to retrieve weather information. It has two attributes: city and date.
# Example usage:
# Initialize the function caller
function_caller = OpenAIFunctionCaller(
system_prompt="You are a helpful assistant.",
max_tokens=2000,
temperature=0.5,
base_model=TransactionsToCut,
)
# Task
logs = """
################################
Date Description Type Amount Balance Action
Jul 31, 2024 MONTHLY SERVICE FEE
Fee -$15.00 -$986.49
Jul 31, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000028806182 EED:240731 IND ID:ST-R7Z6S6U2K5U1 IND NAME:KYE GOMEZ TRN: 2138806182TC ACH credit $18.46 -$971.49
Jul 26, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000027107200 EED:240726 IND ID:ST-F1B2H5X5P7A5 IND NAME:KYE GOMEZ TRN: 2087107200TC ACH credit $48.25 -$989.95
Jul 24, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000026863283 EED:240724 IND ID:ST-B3Q3I3S7G1C8 IND NAME:KYE GOMEZ TRN: 2066863283TC ACH credit $18.81 -$1,038.20
Jul 23, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000024970457 EED:240723 IND ID:ST-Y8V3O8K6B8Y2 IND NAME:KYE GOMEZ TRN: 2054970457TC ACH credit $48.15 -$1,057.01
Jul 22, 2024 ORIG CO NAME:GitHub Sponsors ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:GitHub SpoSEC:CCD TRACE#:111000029548278 EED:240722 IND ID:ST-G1P1A1A3Y8L2 IND NAME:KYE GOMEZ TRN: 2049548278TC Other $8.33 -$1,105.16
Jul 22, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000029566827 EED:240722 IND ID:ST-A4F9I2H5H6I9 IND NAME:KYE GOMEZ TRN: 2049566827TC ACH credit $18.66 -$1,113.49
Jul 19, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000025982141 EED:240719 IND ID:ST-K4M7U0J6X3T3 IND NAME:KYE GOMEZ TRN: 2015982141TC ACH credit $19.11 -$1,132.15
Jul 12, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000023532836 EED:240712 IND ID:ST-L3F1Q6U7O2I4 IND NAME:KYE GOMEZ TRN: 1943532836TC ACH credit $1.58 -$1,151.26
Jul 11, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000027946637 EED:240711 IND ID:ST-T2S8O9G9L6Y6 IND NAME:KYE GOMEZ TRN: 1937946637TC ACH credit $19.11 -$1,152.84
Jul 9, 2024 OVERDRAFT FEE FOR A $19.49 CARD PURCHASE - DETAILS: 0706TST* LULU'S - ALAMED WEST MENLO PA CA0############0029 07 Fee -$34.00 -$1,171.95
Jul 9, 2024 OVERDRAFT FEE FOR A $38.77 CARD PURCHASE - DETAILS: 0705TST* LULU'S - ALAMED WEST MENLO PA CA0############0029 07 Fee -$34.00 -$1,137.95
Jul 9, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000021343065 EED:240709 IND ID:ST-G4X7Q1Z3O7P2 IND NAME:KYE GOMEZ TRN: 1911343065TC ACH credit $18.71 -$1,103.95
Jul 8, 2024 OVERDRAFT FEE FOR A $66.00 ITEM - DETAILS: ORIG CO NAME:CAPITAL ONE ORIG ID:9541719318 DESC DATE:240704 CO ENTRY DESCR:CRCARDPMT SEC:CCD TRACE#:056073615999158 EED:240705 IND ID:3XS9ZC4R7RBL1JG IND NAME:KYE B GOMEZ TRN: 1875999158TC Fee -$34.00 -$1,122.66
Jul 8, 2024 OVERDRAFT FEE FOR A $15.20 CARD PURCHASE - DETAILS: 0704STARBUCKS STORE 05798 MENLO PARK CA 0############0029 07 Fee -$34.00 -$1,088.66
Jul 8, 2024 OVERDRAFT FEE FOR A $11.35 CARD PURCHASE - DETAILS: 0703CHIPOTLE 0801 MOUNTAIN VIEW CA 0############0029 07 Fee -$34.00 -$1,054.66
Jul 8, 2024 OVERDRAFT FEE FOR A $26.17 CARD PURCHASE - DETAILS: 0703KFC/LJS #223 MOUNTAIN VIEW CA 0############0029 05 Fee -$34.00 -$1,020.66
Jul 8, 2024 TST* LULU'S - ALAMED WEST MENLO PA CA 07/06 (...0029) Card -$19.49 -$986.66
Jul 8, 2024 TST* LULU'S - ALAMED WEST MENLO PA CA 07/05 (...0029) Card -$38.77 -$967.17
Jul 5, 2024 OVERDRAFT FEE FOR A $13.97 CARD PURCHASE - DETAILS: 0702SAMOVAR MOUNTAIN VIEW CA 0############0029 05 Fee -$34.00 -$928.40
Jul 5, 2024 OVERDRAFT FEE FOR A $18.66 CARD PURCHASE - DETAILS: 0703LYFT *1 RIDE 07-01 HELP.LYFT.COM CA0############0029 01 Fee -$34.00 -$894.40
Jul 5, 2024 OVERDRAFT FEE FOR A $10.59 CARD PURCHASE - DETAILS: 0702PAYPAL *ELENA_SMIRNOV 402-935-7733 CA0############0029 00419 Fee -$34.00 -$860.40
Jul 5, 2024 ORIG CO NAME:CAPITAL ONE ORIG ID:9541719318 DESC DATE:240704 CO ENTRY DESCR:CRCARDPMT SEC:CCD TRACE#:056073615999158 EED:240705 IND ID:3XS9ZC4R7RBL1JG IND NAME:KYE B GOMEZ TRN: 1875999158TC ACH debit -$66.00 -$826.40
Jul 5, 2024 UBER *TRIP SAN FRANCISCO CA 127199 07/04 (...0029) Card -$16.85 -$760.40
Jul 5, 2024 STARBUCKS STORE 05798 MENLO PARK CA 07/04 (...0029) Card -$15.20 -$743.55
Jul 5, 2024 CHIPOTLE 0801 MOUNTAIN VIEW CA 07/03 (...0029) Card -$11.35 -$728.35
Jul 5, 2024 KFC/LJS #223 MOUNTAIN VIEW CA 07/03 (...0029) Card -$26.17 -$717.00
Jul 5, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000021739712 EED:240705 IND ID:ST-E7N6R7F0Y2B1 IND NAME:KYE GOMEZ TRN: 1871739712TC ACH credit $94.80 -$690.83
Jul 3, 2024 OVERDRAFT FEE FOR A $23.68 CARD PURCHASE - DETAILS: 0701CHIPOTLE 0801 MOUNTAIN VIEW CA 0############0029 07 Fee -$34.00 -$785.63
Jul 3, 2024 OVERDRAFT FEE FOR A $46.59 CARD PURCHASE - DETAILS: 0702LYFT *4 RIDES 06-3 HELP.LYFT.COM CA0############0029 01 Fee -$34.00 -$751.63
Jul 3, 2024 SAMOVAR MOUNTAIN VIEW CA 07/02 (...0029) Card -$13.97 -$717.63
Jul 3, 2024 LYFT *1 RIDE 07-01 HELP.LYFT.COM CA 07/03 (...0029) Card -$18.66 -$703.66
Jul 3, 2024 PAYPAL *ELENA_SMIRNOV 402-935-7733 CA 07/02 (...0029) Card -$10.59 -$685.00
Jul 2, 2024 OVERDRAFT FEE FOR A $18.35 CARD PURCHASE - DETAILS: 0629STARBUCKS STORE 05798 MENLO PARK CA 0############0029 07 Fee -$34.00 -$674.41
Jul 2, 2024 OVERDRAFT FEE FOR A $20.00 RECURRING CARD PURCHASE - DETAILS: 0629OPENAI *CHATGPT SUBS HTTPSOPENAI.C CA0############0029 01699 Fee -$34.00 -$640.41
Jul 2, 2024 OVERDRAFT FEE FOR A $31.27 CARD PURCHASE - DETAILS: 0629LULU'S ON THE ALAMEDA MENLO PARK CA 0############0029 07 Fee -$34.00 -$606.41
Jul 2, 2024 OVERDRAFT FEE FOR A $11.99 CARD PURCHASE - DETAILS: 0629LYFT *1 RIDE 06-27 HELP.LYFT.COM CA0############0029 01 Fee -$34.00 -$572.41
Jul 2, 2024 OVERDRAFT FEE FOR A $21.73 CARD PURCHASE - DETAILS: 0628SQ *BRIOCHE BAKERY & San Francisco CA0############0029 07 Fee -$34.00 -$538.41
Jul 2, 2024 OVERDRAFT FEE FOR A $16.04 CARD PURCHASE - DETAILS: 0628CHIPOTLE 0801 MOUNTAIN VIEW CA 0############0029 07 Fee -$34.00 -$504.41
Jul 2, 2024 CHIPOTLE 0801 MOUNTAIN VIEW CA 07/01 (...0029) Card -$23.68 -$470.41
Jul 2, 2024 LYFT *4 RIDES 06-3 HELP.LYFT.COM CA 07/02 (...0029) Card -$46.59 -$446.73
Jul 1, 2024 TACO BELL #28833 PALO ALTO CA 06/30 (...0029) Card -$21.80 -$400.14
Jul 1, 2024 UBER *TRIP SAN FRANCISCO CA 336624 06/30 (...0029) Card -$8.16 -$378.34
Jul 1, 2024 SAMOVAR MOUNTAIN VIEW CA 06/30 (...0029) Card -$15.27 -$370.18
Jul 1, 2024 TST* DUTCH GOOSE Menlo Park CA 06/30 (...0029) Card -$40.23 -$354.91
Jul 1, 2024 KEPLERS BOOKS MENLO PARK CA 06/30 (...0029) Card -$19.14 -$314.68
Jul 1, 2024 LYFT *1 RIDE 06-29 HELP.LYFT.COM CA 07/01 (...0029) Card -$8.76 -$295.54
Jul 1, 2024 WALGREENS #7087 MENLO PARK CA 06/29 (...0029) Card -$8.99 -$286.78
Jul 1, 2024 STARBUCKS STORE 05798 MENLO PARK CA 06/29 (...0029) Card -$18.35 -$277.79
Jul 1, 2024 OPENAI *CHATGPT SUBS HTTPSOPENAI.C CA 06/29 (...0029) Card -$20.00 -$259.44
Jul 1, 2024 LULU'S ON THE ALAMEDA MENLO PARK CA 06/29 (...0029) Card -$31.27 -$239.44
Jul 1, 2024 LYFT *1 RIDE 06-27 HELP.LYFT.COM CA 06/29 (...0029) Card -$11.99 -$208.17
Jul 1, 2024 SQ *BRIOCHE BAKERY & San Francisco CA 06/28 (...0029) Card -$21.73 -$196.18
Jul 1, 2024 CHIPOTLE 0801 MOUNTAIN VIEW CA 06/28 (...0029) Card -$16.04 -$174.45
Jul 1, 2024 LYFT *4 RIDES 06-2 HELP.LYFT.COM CA 06/30 (...0029) Card -$167.26 -$158.41
Jul 1, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000028483776 EED:240701 IND ID:ST-D0P1O6R3S4R7 IND NAME:KYE GOMEZ TRN: 1838483776TC ACH credit $18.71 $8.85
Jun 28, 2024 MONTHLY SERVICE FEE
Fee -$15.00 -$9.86
Jun 28, 2024 ORIG CO NAME:STRIPE ORIG ID:1800948598 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:091000012519287 EED:240628 IND ID:ST-N8K5T9C8E2Y8 IND NAME:KYE GOMEZ TRN: 1802519287TC ACH debit -$175.20 $5.14
Jun 28, 2024 LYFT *1 RIDE 06-26 HELP.LYFT.COM CA 06/28 (...0029) Card -$51.73 $180.34
Jun 28, 2024 SQ *SHACK15 San Francisco CA 06/27 (...0029) Card -$5.37 $232.07
Jun 28, 2024 CHIPOTLE 0801 MOUNTAIN VIEW CA 06/27 (...0029) Card -$25.86 $237.44
Jun 28, 2024 PAYPAL *CANVAPTYLIM 35314369001 06/27 (...0029) Card -$250.00 $263.30
Jun 27, 2024 UBER *TRIP SAN FRANCISCO CA 407732 06/26 (...0029) Card -$18.73 $513.30
Jun 27, 2024 CHIPOTLE 0801 MOUNTAIN VIEW CA 06/26 (...0029) Card -$26.35 $532.03
Jun 27, 2024 LULU'S ON THE ALAMEDA MENLO PARK CA 06/26 (...0029) Card -$30.28 $558.38
Jun 27, 2024 LYFT *3 RIDES 06-2 HELP.LYFT.COM CA 06/27 (...0029) Card -$40.48 $588.66
Jun 26, 2024 LULU'S ON THE ALAMEDA MENLO PARK CA 06/25 (...0029) Card -$41.21 $629.14
Jun 26, 2024 LYFT *6 RIDES 06-2 HELP.LYFT.COM CA 06/26 (...0029) Card -$205.60 $670.35
Jun 26, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000022601747 EED:240626 IND ID:ST-M4C8I3J4I2U8 IND NAME:KYE GOMEZ TRN: 1782601747TC ACH credit $48.25 $875.95
Jun 25, 2024 MCDONALDS F6641 SAN CARLOS CA 06/24 (...0029) Card -$16.26 $827.70
Jun 25, 2024 SQ *SAPPORO ROCK-N-ROLL San Mateo CA 06/25 (...0029) Card -$52.24 $843.96
Jun 25, 2024 LULU'S ON THE ALAMEDA MENLO PARK CA 06/24 (...0029) Card -$22.28 $896.20
Jun 25, 2024 KEPLERS BOOKS MENLO PARK CA 06/24 (...0029) Card -$77.95 $918.48
Jun 25, 2024 LYFT *1 RIDE 06-23 HELP.LYFT.COM CA 06/25 (...0029) Card -$7.99 $996.43
Jun 25, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000021325399 EED:240625 IND ID:ST-O1M2Y8X8B1Z1 IND NAME:KYE GOMEZ TRN: 1771325399TC ACH credit $9.26 $1,004.42
Jun 24, 2024 LYFT *1 RIDE 06-22 HELP.LYFT.COM CA 06/24 (...0029) Card -$28.97 $995.16
Jun 24, 2024 PY *CUN PALO ALTO PALO ALTO CA 06/23 (...0029) Card -$21.51 $1,024.13
Jun 24, 2024 WALGREENS STORE 643 SA MENLO PARK CA 06/23 Purchase $5.79 Cash Back $20.00 (...0029) Card -$25.79 $1,045.64
Jun 24, 2024 PAYPAL *ELENA_SMIRNOV 402-935-7733 CA 06/24 (...0029) Card -$10.59 $1,071.43
Jun 24, 2024 LYFT *6 RIDES 06-2 HELP.LYFT.COM CA 06/23 (...0029) Card -$83.58 $1,082.02
Jun 24, 2024 LULU'S ON THE ALAMEDA MENLO PARK CA 06/22 (...0029) Card -$26.35 $1,165.60
Jun 24, 2024 LYFT *3 RIDES 06-2 HELP.LYFT.COM CA 06/22 (...0029) Card -$38.41 $1,191.95
Jun 24, 2024 ORIG CO NAME:STRIPE ORIG ID:4270465600 DESC DATE: CO ENTRY DESCR:TRANSFER SEC:CCD TRACE#:111000026019819 EED:240624 IND ID:ST-M3H3N3G9F3G9 IND NAME:KYE GOMEZ TRN: 1766019819TC
"""
# Run
response = function_caller.run(
f"Cut out all of the expenses on the transactions in the logs above that are not necessary expenses such as Meals and Entertainment and transportation, the startup is a bit tight on cash: {logs}, Analyze the expenses and provide a summary of the expenses that can be cut out and the amount of money that can be saved."
)
# The run() method of the OpenAIFunctionCaller class is used to make a function call to the API.
# It takes a string parameter that represents the user's request or query.
print(response)