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╔══════════════════════════════════════════════════════════════════════╗
║ TaxBot AI — app.py ║
║ Multimodal Financial Co-pilot for Indian MSMEs & Taxpayers ║
║ Built for Hugging Face Spaces · Powered by Streamlit + LangChain ║
╚══════════════════════════════════════════════════════════════════════╝
ARCHITECTURE OVERVIEW (Triple-Engine Hybrid RAG):
Engine 1 — Knowledge Base (RAG): PDF → ChromaDB → Retrieval
Engine 2 — Generative Reasoning: Retrieved context → Claude → Answer
Engine 3 — Notice Interpreter: Image/PDF upload → GPT-4o Vision → Summary
DEPLOYMENT:
1. Upload this file + requirements.txt to a Hugging Face Space (Streamlit SDK).
2. Set secrets: ANTHROPIC_API_KEY, OPENAI_API_KEY in HF Space Settings.
3. ChromaDB runs in-memory (no external DB needed for the pilot).
"""
# ─────────────────────────────────────────────
# SECTION 0: Imports & Page Configuration
# ─────────────────────────────────────────────
import os
import io
import base64
import tempfile
import streamlit as st
# LangChain — the orchestration backbone
from langchain_community.document_loaders import PyPDFLoader
from langchain_text_splitters import RecursiveCharacterTextSplitter
from langchain_community.vectorstores import Chroma
from langchain_openai import OpenAIEmbeddings # Embeddings via OpenAI
from langchain_anthropic import ChatAnthropic # LLM via Anthropic Claude
from langchain_core.prompts import PromptTemplate # Moved to langchain_core
# RetrievalQA — try modern location first, fall back to legacy
try:
from langchain.chains import RetrievalQA
except ImportError:
from langchain_community.chains import RetrievalQA
# OpenAI Vision (for Notice Interpreter)
from openai import OpenAI
# ── Streamlit Page Setup (must be FIRST Streamlit call) ──────────────
st.set_page_config(
page_title="TaxBot AI · Indian Tax Co-pilot",
page_icon="⚖️",
layout="wide",
initial_sidebar_state="expanded",
)
# ─────────────────────────────────────────────
# SECTION 1: Custom CSS — Visual Identity
# ─────────────────────────────────────────────
# Design Direction: "Legal Ink on Digital Paper"
# Crisp deep navy + saffron accent. Monospaced touches for the "statutory" feel.
# Evokes trust, authority, and precision — appropriate for a compliance tool.
st.markdown("""
<style>
@import url('https://fonts.googleapis.com/css2?family=DM+Serif+Display:ital@0;1&family=JetBrains+Mono:wght@400;600&family=DM+Sans:wght@400;500;600&display=swap');
/* ── Root Variables ── */
:root {
--navy: #0d1b2a;
--saffron: #e8851a;
--cream: #f5f0e8;
--teal: #1a7a6e;
--red: #c0392b;
--text: #1a1a2e;
--muted: #6b7280;
--border: #d4c9b0;
--card-bg: #fdfaf5;
}
/* ── Global Reset ── */
html, body, [class*="css"] {
font-family: 'DM Sans', sans-serif;
background-color: var(--cream) !important;
color: var(--text);
}
/* ── Sidebar ── */
[data-testid="stSidebar"] {
background: var(--navy) !important;
border-right: 3px solid var(--saffron);
}
[data-testid="stSidebar"] * { color: var(--cream) !important; }
[data-testid="stSidebar"] h1,
[data-testid="stSidebar"] h2,
[data-testid="stSidebar"] h3 { color: var(--saffron) !important; }
[data-testid="stSidebar"] .stButton > button {
background: var(--saffron) !important;
color: var(--navy) !important;
font-weight: 700 !important;
border: none !important;
border-radius: 4px !important;
width: 100% !important;
font-family: 'JetBrains Mono', monospace !important;
letter-spacing: 0.05em;
}
[data-testid="stSidebar"] .stButton > button:hover {
background: #f0972a !important;
transform: translateY(-1px);
box-shadow: 0 4px 12px rgba(232,133,26,0.4) !important;
}
/* ── Main Header ── */
.taxbot-header {
display: flex;
align-items: center;
gap: 1rem;
padding: 1.5rem 0 0.5rem;
border-bottom: 2px solid var(--saffron);
margin-bottom: 1.5rem;
}
.taxbot-header h1 {
font-family: 'DM Serif Display', serif;
font-size: 2.4rem;
color: var(--navy);
margin: 0;
letter-spacing: -0.03em;
}
.taxbot-header .badge {
background: var(--saffron);
color: var(--navy);
font-family: 'JetBrains Mono', monospace;
font-size: 0.65rem;
font-weight: 700;
padding: 3px 10px;
border-radius: 2px;
letter-spacing: 0.12em;
text-transform: uppercase;
align-self: flex-start;
margin-top: 0.6rem;
}
.taxbot-subtitle {
color: var(--muted);
font-size: 0.95rem;
margin-bottom: 1.5rem;
}
/* ── Chat Messages ── */
.chat-user {
background: var(--navy);
color: var(--cream);
border-radius: 12px 12px 2px 12px;
padding: 1rem 1.25rem;
margin: 0.75rem 0 0.75rem 3rem;
font-size: 0.95rem;
line-height: 1.6;
box-shadow: 0 2px 8px rgba(13,27,42,0.15);
}
.chat-bot {
background: var(--card-bg);
border: 1px solid var(--border);
border-left: 4px solid var(--teal);
border-radius: 2px 12px 12px 12px;
padding: 1rem 1.25rem;
margin: 0.75rem 3rem 0.75rem 0;
font-size: 0.95rem;
line-height: 1.7;
box-shadow: 0 2px 8px rgba(0,0,0,0.06);
}
.chat-bot .source-tag {
font-family: 'JetBrains Mono', monospace;
font-size: 0.7rem;
color: var(--teal);
background: rgba(26,122,110,0.1);
padding: 2px 8px;
border-radius: 3px;
display: inline-block;
margin-top: 0.75rem;
margin-right: 0.4rem;
}
/* ── Notice Summary Card ── */
.notice-card {
background: #fff8f0;
border: 1.5px solid var(--saffron);
border-radius: 8px;
padding: 1.25rem;
margin: 1rem 0;
}
.notice-card h4 {
font-family: 'DM Serif Display', serif;
color: var(--navy);
margin: 0 0 0.5rem;
font-size: 1.1rem;
}
.notice-card .deadline {
background: var(--red);
color: white;
font-family: 'JetBrains Mono', monospace;
font-size: 0.75rem;
font-weight: 600;
padding: 3px 10px;
border-radius: 3px;
display: inline-block;
margin-top: 0.5rem;
}
/* ── Status Pills ── */
.status-ok { background:#d4edda; color:#1a5e31; padding:3px 10px; border-radius:12px; font-size:0.8rem; font-weight:600; }
.status-warn { background:#fff3cd; color:#856404; padding:3px 10px; border-radius:12px; font-size:0.8rem; font-weight:600; }
.status-err { background:#f8d7da; color:#721c24; padding:3px 10px; border-radius:12px; font-size:0.8rem; font-weight:600; }
/* ── Input Area ── */
.stTextInput > div > div > input,
.stTextArea > div > div > textarea {
border: 1.5px solid var(--border) !important;
border-radius: 6px !important;
font-family: 'DM Sans', sans-serif !important;
background: white !important;
}
.stTextInput > div > div > input:focus,
.stTextArea > div > div > textarea:focus {
border-color: var(--teal) !important;
box-shadow: 0 0 0 3px rgba(26,122,110,0.15) !important;
}
.stButton > button {
background: var(--teal) !important;
color: white !important;
border: none !important;
border-radius: 6px !important;
font-weight: 600 !important;
padding: 0.5rem 1.5rem !important;
}
.stButton > button:hover {
background: #155f55 !important;
transform: translateY(-1px);
box-shadow: 0 4px 12px rgba(26,122,110,0.3) !important;
}
/* ── Tabs ── */
.stTabs [data-baseweb="tab-list"] { border-bottom: 2px solid var(--border); }
.stTabs [data-baseweb="tab"] {
font-family: 'JetBrains Mono', monospace;
font-size: 0.8rem;
letter-spacing: 0.08em;
color: var(--muted) !important;
}
.stTabs [aria-selected="true"] {
color: var(--navy) !important;
border-bottom: 2px solid var(--saffron) !important;
}
/* ── Divider ── */
hr { border-color: var(--border) !important; }
</style>
""", unsafe_allow_html=True)
# ─────────────────────────────────────────────
# SECTION 2: API Client Initialisation
# ─────────────────────────────────────────────
# Business Purpose: Securely load API keys from Hugging Face Secrets
# (or .env locally). Never hard-code keys in source code.
@st.cache_resource
def get_llm():
"""
Returns a LangChain-wrapped Claude 3.5 Sonnet instance.
Claude handles all the statutory reasoning and answer generation.
"""
api_key = os.environ.get("ANTHROPIC_API_KEY", "")
if not api_key:
st.warning("⚠️ ANTHROPIC_API_KEY not set. Reasoning engine offline.", icon="⚠️")
return None
return ChatAnthropic(
model="claude-sonnet-4-5", # Claude Sonnet 4.5 — smart + efficient
api_key=api_key,
temperature=0.1, # Low temp = more deterministic legal answers
max_tokens=1500,
)
@st.cache_resource
def get_openai_client():
"""
Returns an OpenAI client used exclusively for Vision-based notice parsing
(GPT-4o's multimodal capability).
"""
api_key = os.environ.get("OPENAI_API_KEY", "")
if not api_key:
return None
return OpenAI(api_key=api_key)
@st.cache_resource
def get_embeddings():
"""
Returns an OpenAI Embeddings model for converting text chunks
into vectors stored in ChromaDB.
"""
api_key = os.environ.get("OPENAI_API_KEY", "")
if not api_key:
return None
return OpenAIEmbeddings(
model="text-embedding-3-small", # Cost-effective, high quality
api_key=api_key
)
# ─────────────────────────────────────────────
# SECTION 3: Session State Initialisation
# ─────────────────────────────────────────────
# Think of session_state as the app's short-term memory per user session.
def init_session_state():
defaults = {
"chat_history": [], # List of {"role": "user"/"bot", "content": "..."}
"vectorstore": None, # ChromaDB instance (built when user uploads PDFs)
"kb_doc_count": 0, # Number of chunks indexed
"kb_file_names": [], # Names of uploaded files for display
"notice_result": None, # Last parsed notice result
}
for key, val in defaults.items():
if key not in st.session_state:
st.session_state[key] = val
init_session_state()
# ─────────────────────────────────────────────
# SECTION 3b: AUTO-PRELOAD on Startup
# ─────────────────────────────────────────────
# Business Purpose: When deployed on Hugging Face Spaces, this block
# runs ONCE per session and loads all PDFs from the 'docs/' folder
# automatically. Judges see a fully-ready Knowledge Base on first load.
# The @st.cache_resource on embeddings/LLM ensures this is efficient.
@st.cache_resource(show_spinner=False)
def autoload_knowledge_base():
"""
Cached function — runs only ONCE per app instance (not per user session).
Loads all PDFs from the docs/ folder into ChromaDB.
Returns (vectorstore, chunk_count, file_names) or (None, 0, []) if no docs found.
"""
docs_folder = "docs" # Relative path — matches your HF Space folder structure
embeddings = get_embeddings()
if embeddings is None:
return None, 0, []
if not os.path.exists(docs_folder):
return None, 0, []
pdf_files = [f for f in os.listdir(docs_folder) if f.lower().endswith(".pdf")]
if not pdf_files:
return None, 0, []
all_pages = []
for pdf_name in pdf_files:
try:
loader = PyPDFLoader(os.path.join(docs_folder, pdf_name))
pages = loader.load()
for page in pages:
page.metadata["source"] = pdf_name
all_pages.extend(pages)
except Exception:
continue
if not all_pages:
return None, 0, []
splitter = RecursiveCharacterTextSplitter(
chunk_size=800, chunk_overlap=150,
separators=["\n\n", "\n", ".", " "]
)
chunks = splitter.split_documents(all_pages)
vectorstore = Chroma.from_documents(
documents=chunks,
embedding=embeddings,
collection_name="taxbot_preloaded_kb",
)
return vectorstore, len(chunks), pdf_files
# Run the auto-preload and populate session state (only if KB not already set)
if st.session_state["vectorstore"] is None:
_vs, _count, _files = autoload_knowledge_base()
if _vs is not None:
st.session_state["vectorstore"] = _vs
st.session_state["kb_doc_count"] = _count
st.session_state["kb_file_names"] = _files
st.session_state["kb_preloaded"] = True # Flag to show "Pre-loaded" badge
# ─────────────────────────────────────────────
# SECTION 4: ENGINE 1 — Knowledge Base Builder
# ─────────────────────────────────────────────
# Business Logic:
# User uploads PDF circulars/acts → we split them into manageable chunks →
# embed each chunk as a vector → store in ChromaDB.
# Later, when a user asks a question, we retrieve the top-K most relevant
# chunks as "context" for Claude (this is RAG).
def build_knowledge_base(uploaded_files: list) -> tuple[Chroma | None, int]:
"""
Ingests a list of uploaded PDF files into a ChromaDB vector store.
Args:
uploaded_files: List of Streamlit UploadedFile objects.
Returns:
(vectorstore, chunk_count) — the ChromaDB instance and total chunks indexed.
"""
embeddings = get_embeddings()
if embeddings is None:
st.error("OpenAI API key required for building the Knowledge Base.")
return None, 0
all_chunks = []
# ── Step 1: Load and parse each PDF ──────────────────────────────
with st.spinner("📄 Reading and parsing PDFs..."):
for uploaded_file in uploaded_files:
# Save to temp file (PyPDFLoader requires a file path)
with tempfile.NamedTemporaryFile(delete=False, suffix=".pdf") as tmp:
tmp.write(uploaded_file.getvalue())
tmp_path = tmp.name
loader = PyPDFLoader(tmp_path)
raw_pages = loader.load()
# Add source metadata to each page for citation tracking
for page in raw_pages:
page.metadata["source"] = uploaded_file.name
all_chunks.extend(raw_pages)
os.unlink(tmp_path) # Clean up temp file
# ── Step 2: Chunk the text ────────────────────────────────────────
# Why chunk? LLMs have context limits. Smaller chunks = more precise retrieval.
# chunk_size=800 chars ≈ ~200 tokens. Overlap=150 prevents context loss at edges.
with st.spinner("✂️ Chunking documents into retrievable segments..."):
splitter = RecursiveCharacterTextSplitter(
chunk_size=800,
chunk_overlap=150,
separators=["\n\n", "\n", ".", " "], # Prefer splitting at paragraphs
)
chunks = splitter.split_documents(all_chunks)
# ── Step 3: Embed and store in ChromaDB ──────────────────────────
with st.spinner(f"🧠 Embedding {len(chunks)} chunks into vector database..."):
vectorstore = Chroma.from_documents(
documents=chunks,
embedding=embeddings,
collection_name="taxbot_knowledge_base",
)
return vectorstore, len(chunks)
def build_knowledge_base_from_folder(folder_path: str = "docs") -> tuple:
"""
AUTO-PRELOAD FUNCTION: Ingests all PDFs from a local folder on startup.
This runs automatically when the app launches on Hugging Face Spaces,
so the Knowledge Base is ready without any manual uploads.
Business Purpose: Judges open the app → KB is already loaded with all
CBDT Circulars and Finance Act → they can ask questions immediately.
Args:
folder_path: Path to the folder containing pre-loaded PDFs.
On Hugging Face this is the 'docs/' folder in your Space repo.
Returns:
(vectorstore, chunk_count, file_names) tuple
"""
embeddings = get_embeddings()
if embeddings is None:
return None, 0, []
# Check if the docs folder exists
if not os.path.exists(folder_path):
return None, 0, []
# Find all PDFs in the folder
pdf_files = [
f for f in os.listdir(folder_path)
if f.lower().endswith(".pdf")
]
if not pdf_files:
return None, 0, []
all_pages = []
# ── Load each PDF from disk (no temp files needed — we have direct paths) ──
for pdf_name in pdf_files:
pdf_path = os.path.join(folder_path, pdf_name)
try:
loader = PyPDFLoader(pdf_path)
pages = loader.load()
# Tag each page with its source filename for citations
for page in pages:
page.metadata["source"] = pdf_name
all_pages.extend(pages)
except Exception as e:
st.warning(f"Could not load {pdf_name}: {e}")
continue
if not all_pages:
return None, 0, []
# ── Chunk ────────────────────────────────────────────────────────
splitter = RecursiveCharacterTextSplitter(
chunk_size=800,
chunk_overlap=150,
separators=["\n\n", "\n", ".", " "],
)
chunks = splitter.split_documents(all_pages)
# ── Embed into ChromaDB ──────────────────────────────────────────
vectorstore = Chroma.from_documents(
documents=chunks,
embedding=embeddings,
collection_name="taxbot_knowledge_base",
)
return vectorstore, len(chunks), pdf_files
# ─────────────────────────────────────────────
# SECTION 5: ENGINE 2 — Generative Reasoning Chain
# ─────────────────────────────────────────────
# Business Logic:
# When a user asks a tax question, we:
# (a) Retrieve top-4 most relevant document chunks from ChromaDB.
# (b) Feed those chunks + the user's question into Claude via a
# carefully crafted prompt that enforces statutory accuracy.
# ── The System Prompt — this is the "personality" of TaxBot AI ───────
TAXBOT_PROMPT_TEMPLATE = """
You are TaxBot AI, an expert Indian tax compliance assistant for MSMEs and individual taxpayers.
Your answers must be:
1. GROUNDED: Only use information from the provided context (retrieved statutory excerpts).
2. PLAIN-LANGUAGE: Explain complex legal provisions in simple business terms.
3. STRUCTURED: Use bullet points and section references where helpful.
4. HONEST: If the context does not contain enough information, say so clearly.
Never fabricate section numbers or circular references.
5. ACTIONABLE: End with a clear "What you should do" recommendation.
RETRIEVED STATUTORY CONTEXT:
──────────────────────────────
{context}
──────────────────────────────
USER QUESTION: {question}
TAXBOT AI RESPONSE:
"""
TAXBOT_PROMPT = PromptTemplate(
input_variables=["context", "question"],
template=TAXBOT_PROMPT_TEMPLATE
)
def get_tax_answer(question: str, vectorstore: Chroma) -> dict:
"""
Runs the RAG pipeline: retrieve relevant law chunks, then ask Claude.
Args:
question: The user's tax query string.
vectorstore: The populated ChromaDB instance.
Returns:
dict with keys: "answer" (str), "sources" (list of source filenames)
"""
llm = get_llm()
if llm is None:
return {"answer": "⚠️ LLM not configured. Please set ANTHROPIC_API_KEY.", "sources": []}
# Build a RetrievalQA chain with our custom prompt
qa_chain = RetrievalQA.from_chain_type(
llm=llm,
chain_type="stuff", # "stuff" = all chunks stuffed into one prompt
retriever=vectorstore.as_retriever(
search_type="similarity",
search_kwargs={"k": 4} # Retrieve top 4 most relevant chunks
),
chain_type_kwargs={"prompt": TAXBOT_PROMPT},
return_source_documents=True, # We want to show citations
)
result = qa_chain.invoke({"query": question})
# Extract unique source file names for citation display
sources = list({
doc.metadata.get("source", "Unknown")
for doc in result.get("source_documents", [])
})
return {
"answer": result.get("result", "No answer generated."),
"sources": sources
}
# ─────────────────────────────────────────────
# SECTION 6: ENGINE 3 — Notice Interpreter (Vision AI)
# ─────────────────────────────────────────────
# Business Logic:
# User uploads a scanned tax notice image or PDF.
# We encode it as base64 and send to GPT-4o Vision.
# The model extracts key details: notice type, demands, deadlines, required action.
NOTICE_SYSTEM_PROMPT = """
You are an expert Indian tax notice analyst. When given a tax notice image,
extract and summarize the following in a structured JSON format:
{
"notice_type": "e.g., Section 143(1) Intimation / GST ASMT-10 / etc.",
"assessment_year": "AY 20XX-XX",
"taxpayer_pan": "PAN or GSTIN if visible",
"key_discrepancy": "Plain-language description of what the department found",
"amount_involved": "₹ amount of demand or refund",
"deadline": "Date by which taxpayer must respond or pay",
"required_action": "Specific steps the taxpayer must take",
"severity": "LOW / MEDIUM / HIGH",
"severity_reason": "Brief reason for severity classification"
}
If any field is not visible in the notice, set it to "Not specified".
"""
def parse_tax_notice(image_bytes: bytes, file_type: str = "image/jpeg") -> dict | None:
"""
Sends a notice image to GPT-4o Vision and returns a structured summary.
Args:
image_bytes: Raw bytes of the uploaded notice image.
file_type: MIME type of the image (image/jpeg, image/png, etc.)
Returns:
Parsed dict with notice details, or None on failure.
"""
import json
client = get_openai_client()
if client is None:
return {"error": "OpenAI API key not configured. Vision engine offline."}
# Encode image to base64 for the Vision API
b64_image = base64.b64encode(image_bytes).decode("utf-8")
with st.spinner("🔍 Analysing notice with Vision AI..."):
response = client.chat.completions.create(
model="gpt-4o",
messages=[
{
"role": "system",
"content": NOTICE_SYSTEM_PROMPT
},
{
"role": "user",
"content": [
{
"type": "image_url",
"image_url": {
"url": f"data:{file_type};base64,{b64_image}",
"detail": "high" # High detail for text-heavy docs
}
},
{
"type": "text",
"text": "Please analyse this Indian tax notice and extract the structured information as specified."
}
]
}
],
max_tokens=1000,
temperature=0.0, # Zero temp for factual extraction
)
raw_text = response.choices[0].message.content.strip()
# Strip markdown code fences if present (GPT sometimes wraps JSON)
raw_text = raw_text.replace("```json", "").replace("```", "").strip()
try:
return json.loads(raw_text)
except json.JSONDecodeError:
# If JSON parsing fails, return the raw text in a wrapper
return {"notice_type": "Parsed (raw)", "raw_response": raw_text}
# ─────────────────────────────────────────────
# SECTION 7: UI LAYOUT — Sidebar
# ─────────────────────────────────────────────
with st.sidebar:
st.markdown("## ⚖️ TaxBot AI")
st.markdown("*Your Indian Tax Co-pilot*")
st.markdown("---")
# ── Knowledge Base Builder ────────────────────────────────────────
st.markdown("### 📚 Knowledge Base")
st.caption("Upload CBDT Circulars, Finance Acts, GST notifications, or any tax PDF.")
uploaded_pdfs = st.file_uploader(
"Upload Tax Documents (PDF)",
type=["pdf"],
accept_multiple_files=True,
help="These will be ingested into ChromaDB to power the RAG engine."
)
if st.button("⚡ Build Knowledge Base", key="build_kb"):
if not uploaded_pdfs:
st.warning("Please upload at least one PDF first.")
else:
vectorstore, chunk_count = build_knowledge_base(uploaded_pdfs)
if vectorstore:
st.session_state["vectorstore"] = vectorstore
st.session_state["kb_doc_count"] = chunk_count
st.session_state["kb_file_names"] = [f.name for f in uploaded_pdfs]
st.success(f"✅ Knowledge Base ready! {chunk_count} chunks indexed.")
# Show current KB status
if st.session_state["vectorstore"]:
is_preloaded = st.session_state.get("kb_preloaded", False)
label = "● Pre-loaded KB Active" if is_preloaded else "● KB Active"
st.markdown(
f'<span class="status-ok">{label} — {st.session_state["kb_doc_count"]} chunks</span>',
unsafe_allow_html=True
)
if is_preloaded:
st.caption("✅ Core tax documents loaded automatically.")
st.caption("Sources:")
for fname in st.session_state["kb_file_names"]:
st.caption(f" • {fname}")
else:
st.markdown('<span class="status-warn">● KB Not Built</span>', unsafe_allow_html=True)
st.caption("No docs/ folder found. Upload PDFs above to build manually.")
st.markdown("---")
# ── Settings ─────────────────────────────────────────────────────
st.markdown("### ⚙️ Settings")
show_sources = st.toggle("Show source citations", value=True)
retrieval_k = st.slider("Chunks to retrieve (k)", min_value=2, max_value=8, value=4,
help="More chunks = broader context. May increase latency.")
st.markdown("---")
st.caption("Built for SIH1285 · Hackathon Demo")
st.caption("Claude Sonnet 4.5 + GPT-4o Vision")
# ─────────────────────────────────────────────
# SECTION 8: UI LAYOUT — Main Panel
# ─────────────────────────────────────────────
# ── Header ────────────────────────────────────
st.markdown("""
<div class="taxbot-header">
<h1>TaxBot AI</h1>
<span class="badge">Beta · SIH1285</span>
</div>
<p class="taxbot-subtitle">
Multimodal Financial Co-pilot · Statutory-accurate guidance for Indian MSMEs & Taxpayers
</p>
""", unsafe_allow_html=True)
# ── Three Tabs: Chat | Notice Interpreter | Audit Risk ───────────────
tab_chat, tab_notice, tab_audit = st.tabs([
"💬 Tax Advisory Chat",
"📋 Notice Interpreter",
"📊 Audit Risk Scanner"
])
# ══════════════════════════════════════════
# TAB 1: TAX ADVISORY CHAT
# ══════════════════════════════════════════
with tab_chat:
# ── Display chat history ──────────────────────────────────────────
chat_container = st.container()
with chat_container:
if not st.session_state["chat_history"]:
st.markdown("""
<div style="text-align:center; padding: 3rem 1rem; color: #9ca3af;">
<div style="font-size: 2.5rem; margin-bottom: 1rem;">⚖️</div>
<div style="font-family: 'DM Serif Display', serif; font-size: 1.2rem;
color: #374151; margin-bottom: 0.5rem;">
Ask me anything about Indian Tax Law
</div>
<div style="font-size: 0.9rem;">
Upload PDFs to the Knowledge Base, then ask queries like:<br>
<em>"What are the due dates under Circular 15/2025?"</em><br>
<em>"Explain the 87A rebate changes under Finance Act 2025."</em><br>
<em>"What is the penalty for late TDS payment?"</em>
</div>
</div>
""", unsafe_allow_html=True)
for msg in st.session_state["chat_history"]:
if msg["role"] == "user":
st.markdown(
f'<div class="chat-user">🧑 {msg["content"]}</div>',
unsafe_allow_html=True
)
else:
sources_html = ""
if show_sources and msg.get("sources"):
for src in msg["sources"]:
sources_html += f'<span class="source-tag">📎 {src}</span>'
st.markdown(
f'<div class="chat-bot">⚖️ {msg["content"]}{sources_html}</div>',
unsafe_allow_html=True
)
# ── Input row ────────────────────────────────────────────────────
st.markdown("<br>", unsafe_allow_html=True)
col_input, col_btn = st.columns([5, 1])
with col_input:
user_query = st.text_input(
"Your tax question",
placeholder="e.g. What is the deadline for filing ITR for AY 2025-26?",
label_visibility="collapsed",
key="chat_input"
)
with col_btn:
send_clicked = st.button("Send →", key="send_btn")
# ── Handle query submission ───────────────────────────────────────
if send_clicked and user_query.strip():
# Add user message to history
st.session_state["chat_history"].append({
"role": "user",
"content": user_query
})
# Route to appropriate engine
if st.session_state["vectorstore"] is None:
# No KB built — use Claude without RAG (fallback mode)
llm = get_llm()
if llm:
with st.spinner("🤔 Thinking (no Knowledge Base — using Claude's base knowledge)..."):
fallback_prompt = f"""
You are TaxBot AI, an expert Indian tax assistant. Answer the following question
based on your knowledge of Indian Income Tax Act 1961, GST laws, and CBDT circulars.
Be specific, structured, and cite relevant sections. End with actionable advice.
Question: {user_query}
"""
response = llm.invoke(fallback_prompt)
answer = response.content
else:
answer = "⚠️ Both the Knowledge Base and LLM are unavailable. Please check your API keys."
st.session_state["chat_history"].append({
"role": "bot",
"content": answer,
"sources": ["Claude base knowledge (no RAG)"]
})
else:
# RAG mode — retrieve from ChromaDB, then reason with Claude
with st.spinner("🔎 Searching knowledge base + reasoning..."):
result = get_tax_answer(user_query, st.session_state["vectorstore"])
st.session_state["chat_history"].append({
"role": "bot",
"content": result["answer"],
"sources": result["sources"]
})
st.rerun()
# ── Clear chat button ─────────────────────────────────────────────
if st.session_state["chat_history"]:
if st.button("🗑 Clear Chat", key="clear_chat"):
st.session_state["chat_history"] = []
st.rerun()
# ══════════════════════════════════════════
# TAB 2: NOTICE INTERPRETER
# ══════════════════════════════════════════
with tab_notice:
st.markdown("### 📋 Tax Notice Interpreter")
st.markdown(
"Upload a scanned or digital tax notice (image or PDF screenshot). "
"The Vision AI engine will extract key information and explain what action you need to take."
)
uploaded_notice = st.file_uploader(
"Upload Notice (Image: JPG/PNG)",
type=["jpg", "jpeg", "png"],
help="For PDF notices, take a screenshot of the main page and upload as PNG/JPG.",
key="notice_uploader"
)
if uploaded_notice:
col_preview, col_result = st.columns([1, 1])
with col_preview:
st.markdown("**Preview:**")
st.image(uploaded_notice, use_container_width=True)
with col_result:
if st.button("🔍 Analyse Notice", key="analyse_notice"):
image_bytes = uploaded_notice.getvalue()
file_type = f"image/{uploaded_notice.type.split('/')[-1]}"
result = parse_tax_notice(image_bytes, file_type)
st.session_state["notice_result"] = result
# Display results if available
if st.session_state.get("notice_result"):
r = st.session_state["notice_result"]
st.markdown("---")
if "error" in r:
st.error(r["error"])
elif "raw_response" in r:
st.info("Raw extraction (structured parsing unavailable):")
st.write(r["raw_response"])
else:
# Severity color mapping
severity_class = {
"HIGH": "status-err",
"MEDIUM": "status-warn",
"LOW": "status-ok"
}.get(r.get("severity", "MEDIUM"), "status-warn")
st.markdown(f"""
<div class="notice-card">
<h4>{r.get('notice_type', 'Tax Notice')}</h4>
<p><b>Assessment Year:</b> {r.get('assessment_year', 'N/A')}</p>
<p><b>PAN / GSTIN:</b> {r.get('taxpayer_pan', 'N/A')}</p>
<hr style="margin: 0.5rem 0;">
<p><b>🔍 Discrepancy Found:</b><br>{r.get('key_discrepancy', 'N/A')}</p>
<p><b>💰 Amount Involved:</b> {r.get('amount_involved', 'N/A')}</p>
<p><b>✅ What You Must Do:</b><br>{r.get('required_action', 'N/A')}</p>
<span class="{severity_class}">
{r.get('severity', 'MEDIUM')} PRIORITY
</span>
<span class="deadline">DEADLINE: {r.get('deadline', 'Check notice')}</span>
</div>
""", unsafe_allow_html=True)
# Offer to explain further via chat
st.info(
"💡 Switch to the **Tax Advisory Chat** tab and ask "
f"\"Explain {r.get('notice_type', 'this notice type')} and my options\" "
"for detailed statutory guidance."
)
# ══════════════════════════════════════════
# TAB 3: AUDIT RISK SCANNER (Placeholder)
# ══════════════════════════════════════════
with tab_audit:
st.markdown("### 📊 Audit Risk Scanner")
st.markdown(
"Enter your key financial figures. The ML model (Random Forest) "
"will estimate your audit risk score based on anomaly patterns."
)
st.info(
"🔧 **Engine Status:** ML model placeholder. "
"In the full build, a Scikit-Learn Random Forest model trained on "
"historical audit trigger patterns will power this scanner.",
icon="ℹ️"
)
col1, col2 = st.columns(2)
with col1:
turnover = st.number_input("Annual Turnover (₹ Lakhs)", min_value=0.0, value=50.0, step=1.0)
gross_profit = st.number_input("Gross Profit (₹ Lakhs)", min_value=0.0, value=8.0, step=0.5)
tds_claimed = st.number_input("TDS Claimed (₹ Lakhs)", min_value=0.0, value=2.0, step=0.1)
with col2:
tax_paid = st.number_input("Total Tax Paid (₹ Lakhs)", min_value=0.0, value=3.5, step=0.1)
deductions_80c = st.number_input("80C/80D Deductions (₹ Lakhs)", min_value=0.0, value=1.5, step=0.1)
cash_deposits = st.number_input("Cash Deposits in FY (₹ Lakhs)", min_value=0.0, value=5.0, step=0.5)
if st.button("⚡ Run Audit Risk Scan", key="audit_scan"):
# ── Placeholder Rule-Based Score (replace with sklearn RF model) ──
risk_score = 0
flags = []
gp_ratio = (gross_profit / turnover * 100) if turnover > 0 else 0
if gp_ratio < 8:
risk_score += 25
flags.append(f"Low gross profit ratio ({gp_ratio:.1f}%) — industry avg ~10-15%")
if deductions_80c > 1.5:
risk_score += 20
flags.append(f"80C deductions (₹{deductions_80c}L) exceed ₹1.5L limit")
if cash_deposits > turnover * 0.3:
risk_score += 30
flags.append(f"High cash deposit ratio ({cash_deposits/turnover*100:.0f}% of turnover)")
if tds_claimed > tax_paid * 0.8:
risk_score += 15
flags.append("High TDS-to-tax-paid ratio — possible TDS mismatch")
risk_score = min(risk_score, 100)
# Display result
if risk_score >= 60:
color, label = "#c0392b", "HIGH RISK"
elif risk_score >= 30:
color, label = "#e8851a", "MEDIUM RISK"
else:
color, label = "#1a7a6e", "LOW RISK"
st.markdown(f"""
<div style="background:{color}15; border: 2px solid {color}; border-radius:8px;
padding:1.5rem; margin:1rem 0; text-align:center;">
<div style="font-family:'DM Serif Display',serif; font-size:2rem;
color:{color}; font-weight:bold;">{risk_score} / 100</div>
<div style="color:{color}; font-weight:700; font-family:'JetBrains Mono',monospace;
font-size:0.9rem; letter-spacing:0.1em;">{label}</div>
</div>
""", unsafe_allow_html=True)
if flags:
st.markdown("**⚠️ Risk Flags Detected:**")
for flag in flags:
st.markdown(f"- {flag}")
else:
st.success("✅ No significant risk flags detected in your financial profile.")
st.caption(
"Note: This score is based on heuristic rules for the demo. "
"The production version uses a Random Forest model trained on audit patterns."
)
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