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| import streamlit as st | |
| 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> | |
| /* ── Global Reset & Font ── */ | |
| html, body, [class*="css"] { | |
| font-family: 'Inter', sans-serif !important; | |
| } | |
| #MainMenu, footer, header { visibility: hidden; } | |
| .block-container { padding-top: 2rem !important; } | |
| /* ── Background ── */ | |
| .stApp { | |
| background: #0a0a0f; | |
| color: #e2e8f0; | |
| } | |
| /* ── Sidebar ── */ | |
| [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; } | |
| /* ── Nav buttons ── */ | |
| 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; | |
| } | |
| /* ── Primary Buttons ── */ | |
| .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; | |
| } | |
| /* ── Secondary Buttons ── */ | |
| .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; | |
| } | |
| /* ── Inputs ── */ | |
| .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; } | |
| /* ── Glass Cards ── */ | |
| .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); } | |
| /* ── Hero ── */ | |
| .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; } | |
| /* ── Divider ── */ | |
| hr { border-color: rgba(255,255,255,0.07) !important; } | |
| /* ── Expanders ── */ | |
| [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; | |
| } | |
| /* ── Alerts ── */ | |
| [data-testid="stAlert"] { border-radius: 10px !important; } | |
| /* ── Chat bubbles ── */ | |
| [data-testid="stChatMessage"] { border-radius: 12px !important; } | |
| </style> | |
| """) | |
| def login_register_page(): | |
| inject_css() | |
| st.html(""" | |
| <div class="hero"> | |
| <div class="badge">✦ AI-Powered Finance</div> | |
| <h1>MoneyRAG</h1> | |
| <p>Your personal finance analyst. Upload bank statements, ask questions, get insights — 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 →", 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 →", 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("📚 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("📥 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("🏗️ 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** 💰") | |
| st.caption(st.session_state.user.email) | |
| st.divider() | |
| # Modern nav buttons using st.button styled via CSS | |
| for label, icon in [("Chat", "💬"), ("Ingest Data", "📥"), ("Account Config", "⚙️")]: | |
| 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) · [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("⚙️ 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("📥 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"📄 **{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("💬 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("⚠️ 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"📊 **{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() |