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import asyncio
import os
import json
import plotly.io as pio
from supabase import create_client, Client, ClientOptions
from dotenv import load_dotenv
from money_rag import MoneyRAG
load_dotenv()
st.set_page_config(page_title="MoneyRAG", layout="wide", initial_sidebar_state="expanded")
# Initialize Supabase Client per request (NO CACHE) to ensure thread-safe auth headers
def get_supabase() -> Client:
url = os.environ.get("SUPABASE_URL")
key = os.environ.get("SUPABASE_KEY")
if "access_token" in st.session_state:
opts = ClientOptions(headers={"Authorization": f"Bearer {st.session_state.access_token}"})
return create_client(url, key, options=opts)
return create_client(url, key)
supabase = get_supabase()
def inject_css():
st.html("""
<link rel="preconnect" href="https://fonts.googleapis.com">
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet">
<style>
/* ββ Global Reset & Font ββ */
html, body, [class*="css"] {
font-family: 'Inter', sans-serif !important;
}
#MainMenu, footer, header { visibility: hidden; }
.block-container { padding-top: 2rem !important; }
/* ββ Background ββ */
.stApp {
background: #0a0a0f;
color: #e2e8f0;
}
/* ββ Sidebar ββ */
[data-testid="stSidebar"] {
background: linear-gradient(180deg, #0f0f1a 0%, #0d0d16 100%) !important;
border-right: 1px solid rgba(99,102,241,0.15) !important;
}
[data-testid="stSidebar"] * { color: #cbd5e1 !important; }
/* ββ Nav buttons ββ */
div[data-testid="stSidebarContent"] .nav-btn > div > button {
width: 100% !important;
text-align: left !important;
border: none !important;
border-radius: 10px !important;
background: transparent !important;
color: #94a3b8 !important;
padding: 0.65rem 1rem !important;
font-size: 0.9rem !important;
font-weight: 500 !important;
transition: all 0.2s ease !important;
margin-bottom: 2px !important;
}
div[data-testid="stSidebarContent"] .nav-btn > div > button:hover {
background: rgba(99,102,241,0.1) !important;
color: #a5b4fc !important;
}
div[data-testid="stSidebarContent"] .nav-btn-active > div > button {
background: linear-gradient(135deg, rgba(99,102,241,0.25), rgba(139,92,246,0.2)) !important;
color: #a5b4fc !important;
border: 1px solid rgba(99,102,241,0.3) !important;
font-weight: 600 !important;
}
/* ββ Primary Buttons ββ */
.stButton > button[kind="primary"] {
background: linear-gradient(135deg, #6366f1, #8b5cf6) !important;
border: none !important;
border-radius: 10px !important;
color: white !important;
font-weight: 600 !important;
padding: 0.6rem 1.2rem !important;
transition: all 0.2s ease !important;
box-shadow: 0 4px 15px rgba(99,102,241,0.3) !important;
}
.stButton > button[kind="primary"]:hover {
transform: translateY(-1px) !important;
box-shadow: 0 6px 20px rgba(99,102,241,0.45) !important;
}
/* ββ Secondary Buttons ββ */
.stButton > button[kind="secondary"] {
background: rgba(255,255,255,0.05) !important;
border: 1px solid rgba(255,255,255,0.1) !important;
border-radius: 10px !important;
color: #cbd5e1 !important;
font-weight: 500 !important;
transition: all 0.2s ease !important;
}
.stButton > button[kind="secondary"]:hover {
background: rgba(255,255,255,0.08) !important;
border-color: rgba(99,102,241,0.35) !important;
}
/* ββ Inputs ββ */
.stTextInput input, .stSelectbox > div > div {
background: rgba(255,255,255,0.04) !important;
border: 1px solid rgba(255,255,255,0.1) !important;
border-radius: 10px !important;
color: #e2e8f0 !important;
transition: border 0.2s ease !important;
}
.stTextInput input:focus { border-color: #6366f1 !important; box-shadow: 0 0 0 2px rgba(99,102,241,0.2) !important; }
/* ββ Glass Cards ββ */
.glass-card {
background: rgba(255,255,255,0.04);
border: 1px solid rgba(255,255,255,0.08);
border-radius: 16px;
padding: 1.75rem;
backdrop-filter: blur(12px);
transition: border 0.2s ease;
}
.glass-card:hover { border-color: rgba(99,102,241,0.25); }
/* ββ Hero ββ */
.hero { text-align: center; padding: 4rem 1rem 2rem; }
.hero .badge {
display: inline-block;
background: linear-gradient(135deg, rgba(99,102,241,0.2), rgba(139,92,246,0.2));
border: 1px solid rgba(99,102,241,0.35);
color: #a5b4fc;
font-size: 0.78rem;
font-weight: 600;
letter-spacing: 0.1em;
text-transform: uppercase;
padding: 0.3rem 0.9rem;
border-radius: 99px;
margin-bottom: 1.25rem;
}
.hero h1 {
font-size: clamp(2.5rem, 6vw, 4rem);
font-weight: 800;
letter-spacing: -2px;
line-height: 1.1;
background: linear-gradient(135deg, #e2e8f0 30%, #a5b4fc);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
margin-bottom: 1rem;
}
.hero p { font-size: 1.1rem; color: #64748b; max-width: 440px; margin: 0 auto; line-height: 1.7; }
/* ββ Divider ββ */
hr { border-color: rgba(255,255,255,0.07) !important; }
/* ββ Expanders ββ */
[data-testid="stExpander"] {
background: rgba(255,255,255,0.03) !important;
border: 1px solid rgba(255,255,255,0.07) !important;
border-radius: 12px !important;
}
/* ββ Alerts ββ */
[data-testid="stAlert"] { border-radius: 10px !important; }
/* ββ Chat bubbles ββ */
[data-testid="stChatMessage"] { border-radius: 12px !important; }
</style>
""")
def login_register_page():
inject_css()
st.html("""
<div class="hero">
<div class="badge">β¦ AI-Powered Finance</div>
<h1>MoneyRAG</h1>
<p>Your personal finance analyst. Upload bank statements, ask questions, get insights β powered by AI.</p>
</div>
""")
col_l, col1, col2, col_r = st.columns([1, 2, 2, 1])
with col1:
st.markdown('<div class="glass-card">', unsafe_allow_html=True)
st.markdown("### Sign In")
email = st.text_input("Email", key="login_email", placeholder="you@example.com", label_visibility="collapsed")
password = st.text_input("Password", type="password", key="login_pass", placeholder="Password", label_visibility="collapsed")
if st.button("Sign In β", use_container_width=True, type="primary"):
if email and password:
with st.spinner(""):
try:
res = supabase.auth.sign_in_with_password({"email": email, "password": password})
st.session_state.user = res.user
st.session_state.access_token = res.session.access_token
st.query_params["t"] = res.session.access_token
try:
supabase.table("User").upsert({
"id": res.user.id,
"email": email,
"hashed_password": "managed_by_supabase_auth"
}).execute()
except Exception as sync_e:
print(f"Warning: Could not sync user: {sync_e}")
st.rerun()
except Exception as e:
st.error(f"Login failed: {e}")
st.markdown('</div>', unsafe_allow_html=True)
with col2:
st.markdown('<div class="glass-card">', unsafe_allow_html=True)
st.markdown("### Create Account")
reg_email = st.text_input("Email", key="reg_email", placeholder="you@example.com", label_visibility="collapsed")
reg_password = st.text_input("Password", type="password", key="reg_pass", placeholder="Password", label_visibility="collapsed")
if st.button("Create Account β", use_container_width=True):
if reg_email and reg_password:
with st.spinner(""):
try:
res = supabase.auth.sign_up({"email": reg_email, "password": reg_password})
if res.user:
try:
supabase.table("User").upsert({
"id": res.user.id, "email": reg_email,
"hashed_password": "managed_by_supabase_auth"
}).execute()
except Exception:
pass
st.success("Account created! Sign in on the left.")
except Exception as e:
st.error(f"Signup failed: {str(e)}")
st.markdown('</div>', unsafe_allow_html=True)
st.divider()
col3, col4, col5 = st.columns(3)
with col3:
with st.expander("π API Keys"):
st.markdown("**Google:** [AI Studio](https://aistudio.google.com/app/apikey)")
st.markdown("**OpenAI:** [Platform](https://platform.openai.com/api-keys)")
with col4:
with st.expander("π₯ Export Transactions"):
st.markdown("**Chase:** [Video guide](https://www.youtube.com/watch?v=gtAFaP9Lts8)")
st.markdown("**Discover:** [Video guide](https://www.youtube.com/watch?v=cry6-H5b0PQ)")
with col5:
with st.expander("ποΈ Architecture"):
st.image("architecture.svg", use_container_width=True)
def load_user_config():
try:
# Always get a fresh client with the current auth token
client = get_supabase()
res = client.table("AccountConfig").select("*").eq("user_id", st.session_state.user.id).execute()
if res.data:
return res.data[0]
except Exception as e:
print(f"Failed to load config: {e}")
return None
def main_app_view():
inject_css()
# Use session state for active nav tab
if "nav" not in st.session_state:
st.session_state.nav = "Chat"
with st.sidebar:
st.markdown(f"**MoneyRAG** π°")
st.caption(st.session_state.user.email)
st.divider()
# Modern nav buttons using st.button styled via CSS
for label, icon in [("Chat", "π¬"), ("Ingest Data", "π₯"), ("Account Config", "βοΈ")]:
is_active = st.session_state.nav == label
css_class = "nav-btn-active" if is_active else "nav-btn"
st.markdown(f'<div class="{css_class}">', unsafe_allow_html=True)
if st.button(f"{icon} {label}", key=f"nav_{label}", use_container_width=True):
st.session_state.nav = label
st.rerun()
st.markdown('</div>', unsafe_allow_html=True)
st.divider()
if st.button("Log Out", use_container_width=True):
supabase.auth.sign_out()
if "t" in st.query_params:
del st.query_params["t"]
for key in list(st.session_state.keys()):
del st.session_state[key]
st.rerun()
st.divider()
st.caption("[Sajil Awale](https://github.com/AwaleSajil) Β· [Simran KC](https://github.com/iamsims)")
nav = st.session_state.nav
# Always reload config fresh (cached None from unauthenticated loads will persist otherwise)
config = load_user_config()
if nav == "Account Config":
st.header("βοΈ Account Configuration")
st.write("Configure your AI providers and models here.")
current_provider = config['llm_provider'] if config else "Google"
current_key = config['api_key'] if config else ""
current_decode = config.get('decode_model', "gemini-3-flash-preview") if config else "gemini-3-flash-preview"
current_embed = config.get('embedding_model', "gemini-embedding-001") if config else "gemini-embedding-001"
# Provider Selection - Default to Google
provider = st.selectbox("LLM Provider", ["Google", "OpenAI"], index=0 if (not config or config['llm_provider'] == "Google") else 1)
if provider == "Google":
models = ["gemini-3-flash-preview", "gemini-3-pro-image-preview", "gemini-2.5-pro", "gemini-2.5-flash", "gemini-2.5-flash-lite"]
embeddings = ["gemini-embedding-001"]
else:
models = ["gpt-5-mini", "gpt-5-nano", "gpt-4o-mini", "gpt-4o"]
embeddings = ["text-embedding-3-small", "text-embedding-3-large", "text-embedding-ada-002"]
with st.form("config_form"):
api_key = st.text_input("API Key", type="password", value=current_key)
col1, col2 = st.columns(2)
with col1:
# Default to gemini-3 if no config exists
m_default_val = current_decode if config else "gemini-3-flash-preview"
m_idx = models.index(m_default_val) if m_default_val in models else 0
final_decode = st.selectbox("Select Model", models, index=m_idx)
with col2:
e_idx = embeddings.index(current_embed) if (config and current_embed in embeddings) else 0
final_embed = st.selectbox("Select Embedding Model", embeddings, index=e_idx)
submitted = st.form_submit_button("Save Configuration", type="primary", use_container_width=True)
if submitted:
if not api_key:
st.error("API Key is required.")
else:
try:
record = {
"user_id": st.session_state.user.id,
"llm_provider": provider,
"api_key": api_key,
"decode_model": final_decode,
"embedding_model": final_embed
}
if config:
supabase.table("AccountConfig").update(record).eq("id", config['id']).execute()
else:
supabase.table("AccountConfig").insert(record).execute()
st.session_state.user_config = load_user_config()
# Reinitialize RAG with new config
if "rag" in st.session_state:
del st.session_state.rag
st.success("Configuration saved successfully!")
except Exception as e:
st.error(f"Failed to save configuration: {e}")
elif nav == "Ingest Data":
st.header("π₯ Ingest Data")
uploaded_files = st.file_uploader("Upload CSV transactions", accept_multiple_files=True, type=['csv'])
if uploaded_files:
if st.button("Ingest Selected Files", type="primary"):
if not config:
st.error("Please set up your Account Config first!")
return
# Initialize RAG if needed
if "rag" not in st.session_state:
st.session_state.rag = MoneyRAG(
llm_provider=config["llm_provider"],
model_name=config.get("decode_model", "gemini-2.5-pro"),
embedding_model_name=config.get("embedding_model", "gemini-embedding-001"),
api_key=config["api_key"],
user_id=st.session_state.user.id,
access_token=st.session_state.access_token
)
csv_files_info = []
user_id = st.session_state.user.id
with st.spinner("Uploading to Supabase Storage & Processing..."):
for uploaded_file in uploaded_files:
# 1. Save temp locally for pandas parsing
local_path = os.path.join(st.session_state.rag.temp_dir, uploaded_file.name)
with open(local_path, "wb") as f:
f.write(uploaded_file.getbuffer())
# 2. Upload raw file to Supabase Object Storage
s3_key = f"{user_id}/csvs/{uploaded_file.name}"
try:
supabase.storage.from_("money-rag-files").upload(
file=local_path,
path=s3_key,
file_options={"content-type": "text/csv", "upsert": "true"}
)
# 3. Log the upload in the CSVFile table
csv_record = supabase.table("CSVFile").insert({
"user_id": user_id,
"filename": uploaded_file.name,
"s3_key": s3_key
}).execute()
csv_id = csv_record.data[0]['id']
csv_files_info.append({"path": local_path, "csv_id": csv_id})
except Exception as e:
st.error(f"Error uploading {uploaded_file.name}: {e}")
continue
# 4. Trigger the LLM parsing, routing CSV data to Supabase Postgres
if csv_files_info:
asyncio.run(st.session_state.rag.setup_session(csv_files_info))
st.success("Data uploaded, parsed, and vectorized securely!")
st.rerun()
st.divider()
st.subheader("Your Uploaded Files")
try:
res = supabase.table("CSVFile").select("*").eq("user_id", st.session_state.user.id).execute()
files = res.data
if not files:
st.info("No files uploaded yet.")
else:
for f in files:
col_file, col_del = st.columns([4, 1])
with col_file:
st.write(f"π **{f['filename']}** (Uploaded: {f['upload_date'][:10]})")
with col_del:
if st.button("Delete", key=f"del_{f['id']}"):
st.session_state[f"confirm_del_{f['id']}"] = True
if st.session_state.get(f"confirm_del_{f['id']}", False):
st.warning("Are you sure? This permanently deletes the file from Cloud Storage, the SQL Database, and the Vector Index.")
col_y, col_n = st.columns(2)
with col_y:
if st.button("Yes, Delete", key=f"yes_{f['id']}", type="primary"):
with st.spinner("Purging file data..."):
try:
# Delete from storage
supabase.storage.from_("money-rag-files").remove([f['s3_key']])
except Exception as e:
print(f"Warning storage delete failed: {e}")
# Use initialized RAG to delete from Vectors and Postgres
if "rag" not in st.session_state and config:
st.session_state.rag = MoneyRAG(
llm_provider=config["llm_provider"],
model_name=config.get("decode_model", "gemini-2.5-pro"),
embedding_model_name=config.get("embedding_model", "gemini-embedding-001"),
api_key=config["api_key"],
user_id=st.session_state.user.id,
access_token=st.session_state.access_token
)
if "rag" in st.session_state:
asyncio.run(st.session_state.rag.delete_file(f['id']))
else:
# Fallback if no RAG config to just delete from Postgres at least
supabase.table("Transaction").delete().eq("source_csv_id", f['id']).execute()
supabase.table("CSVFile").delete().eq("id", f['id']).execute()
del st.session_state[f"confirm_del_{f['id']}"]
st.success(f"Deleted {f['filename']}!")
st.rerun()
with col_n:
if st.button("Cancel", key=f"cancel_{f['id']}"):
del st.session_state[f"confirm_del_{f['id']}"]
st.rerun()
except Exception as e:
st.error(f"Failed to load files: {e}")
elif nav == "Chat":
st.header("π¬ Financial Assistant")
if not config:
st.warning("Please configure your Account Config (API Key) first!")
return
if "rag" not in st.session_state:
st.session_state.rag = MoneyRAG(
llm_provider=config["llm_provider"],
model_name=config.get("decode_model", "gemini-2.5-pro"),
embedding_model_name=config.get("embedding_model", "gemini-embedding-001"),
api_key=config["api_key"],
user_id=st.session_state.user.id,
access_token=st.session_state.access_token
)
if "messages" not in st.session_state:
st.session_state.messages = []
# Show file ingestion status
try:
client = get_supabase()
files_res = client.table("CSVFile").select("id, filename").eq("user_id", st.session_state.user.id).execute()
file_count = len(files_res.data) if files_res.data else 0
if file_count == 0:
st.warning("β οΈ No data loaded yet. Go to **Ingest Data** to upload a CSV file before chatting.")
else:
names = ", ".join(f['filename'] for f in files_res.data[:3])
suffix = f" + {file_count - 3} more" if file_count > 3 else ""
st.info(f"π **{file_count} file{'s' if file_count > 1 else ''} loaded:** {names}{suffix}")
except Exception:
pass # Don't break chat if the status check fails
# Helper function to cleverly render either text or a Plotly chart
def render_content(content):
if isinstance(content, str) and "===CHART===" in content:
parts = content.split("===CHART===")
st.markdown(parts[0].strip())
for part in parts[1:]:
if "===ENDCHART===" in part:
chart_json, remaining_text = part.split("===ENDCHART===")
try:
fig = pio.from_json(chart_json.strip())
st.plotly_chart(fig, use_container_width=True)
except Exception as e:
st.error("Failed to render chart.")
if remaining_text.strip():
st.markdown(remaining_text.strip())
else:
st.markdown(content)
# Render previous messages
for message in st.session_state.messages:
with st.chat_message(message["role"]):
render_content(message["content"])
# Handle new user input
if prompt := st.chat_input("Ask about your spending..."):
st.session_state.messages.append({"role": "user", "content": prompt})
with st.chat_message("user"):
st.markdown(prompt)
with st.chat_message("assistant"):
with st.spinner("Thinking..."):
try:
response = asyncio.run(st.session_state.rag.chat(prompt))
render_content(response)
st.session_state.messages.append({"role": "assistant", "content": response})
except Exception as e:
st.error(f"Error during chat: {e}")
if __name__ == "__main__":
# Attempt to restore session from query params if page was refreshed
if "user" not in st.session_state:
token_from_url = st.query_params.get("t")
if token_from_url:
try:
res = supabase.auth.get_user(token_from_url)
if res and res.user:
st.session_state.user = res.user
st.session_state.access_token = token_from_url
except Exception:
# Token is invalid/expired - clear it from the URL too
if "t" in st.query_params:
del st.query_params["t"]
if "user" not in st.session_state:
login_register_page()
else:
main_app_view() |