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Commit
e185930
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1 Parent(s): 24cd56b

Enhance OpenAI prompt to explicitly mention user's budget amount and base recommendations on it

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  1. app/smart_recommendation.py +10 -4
app/smart_recommendation.py CHANGED
@@ -1442,16 +1442,22 @@ class SmartBudgetRecommender:
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  summary = (
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  f"Category: {category}\n"
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  f"⚠️ IMPORTANT: This is a NEW BUDGET with NO historical spending data.\n"
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- f"The user has provided a budget amount of {avg_expense:,.2f} for this category.\n"
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- f"This is the ONLY data point available - there is NO spending history to analyze.\n\n"
 
 
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  f"Your recommendation should be based on:\n"
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- f" 1. The provided budget amount: {avg_expense:,.2f}\n"
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  f" 2. Category-specific knowledge (e.g., Food & Drinks inflation, Transport volatility)\n"
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  f" 3. General best practices (add 10-15% buffer for new budgets to account for variability)\n"
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  f" 4. Economic factors (inflation typically 2-5% annually, category-specific inflation)\n\n"
 
 
 
 
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  f"DO NOT reference fake trends or historical patterns - this is a new budget!\n"
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  f"Recommend a budget that accounts for typical variability and inflation for this category.\n"
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- f"For new budgets, typically recommend 10-15% increase from the provided amount to create a safety buffer.\n"
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  )
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  else:
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  # This is based on real historical data
 
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  summary = (
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  f"Category: {category}\n"
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  f"⚠️ IMPORTANT: This is a NEW BUDGET with NO historical spending data.\n"
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+ f"💰 USER'S BUDGET AMOUNT: The user has SET/PLANNED a budget of {avg_expense:,.2f} for this category.\n"
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+ f"This is the budget amount the user wants to allocate - this is the ONLY data point available.\n"
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+ f"There is NO spending history to analyze - this is a fresh budget.\n\n"
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+ f"🎯 YOUR TASK: Provide a recommendation based on the user's budget amount of {avg_expense:,.2f}\n\n"
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  f"Your recommendation should be based on:\n"
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+ f" 1. The user's provided budget amount: {avg_expense:,.2f} (this is what they want to set)\n"
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  f" 2. Category-specific knowledge (e.g., Food & Drinks inflation, Transport volatility)\n"
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  f" 3. General best practices (add 10-15% buffer for new budgets to account for variability)\n"
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  f" 4. Economic factors (inflation typically 2-5% annually, category-specific inflation)\n\n"
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+ f"💡 KEY INSIGHT: The user has indicated they want to budget {avg_expense:,.2f} for this category.\n"
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+ f" - If this amount seems reasonable for the category, recommend keeping it or a small increase (5-10%)\n"
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+ f" - If this category typically requires more (e.g., Food & Drinks with inflation), recommend increase (10-20%)\n"
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+ f" - Always add a buffer for unexpected expenses and inflation\n\n"
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  f"DO NOT reference fake trends or historical patterns - this is a new budget!\n"
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  f"Recommend a budget that accounts for typical variability and inflation for this category.\n"
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+ f"For new budgets, typically recommend 10-15% increase from the user's provided amount to create a safety buffer.\n"
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  )
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  else:
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  # This is based on real historical data