some progress, still some bugs

assets/jsonformatter.txt

@@ -0,0 +1,574 @@
+[
+  {
+    "date": {
+      "$date": "2023-05-01T00:00:00Z"
+    },
+    "amount": 1805,
+    "description": "may rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "591312316",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2023-05-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 05/01/2023 to 05/31/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "591300255",
+    "balanceDue": 1805
+  },
+  {
+    "date": {
+      "$date": "2023-05-01T00:00:00Z"
+    },
+    "amount": 14,
+    "description": "Resident Insurance - Posted from 05/01/2023 to 05/31/2023",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "591300250",
+    "balanceDue": 1730
+  },
+  {
+    "date": {
+      "$date": "2023-05-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 05/01/2023 to 05/31/2023",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "591300169",
+    "balanceDue": 1716
+  },
+  {
+    "date": {
+      "$date": "2023-05-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 05/01/2023 to 05/31/2023",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "591300131",
+    "balanceDue": 1646
+  },
+  {
+    "date": {
+      "$date": "2023-04-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 04/01/2023 to 04/30/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "588412549",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2023-04-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 04/01/2023 to 04/30/2023",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "588412484",
+    "balanceDue": -75
+  },
+  {
+    "date": {
+      "$date": "2023-04-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 04/01/2023 to 04/30/2023",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "588412305",
+    "balanceDue": -145
+  },
+  {
+    "date": {
+      "$date": "2023-03-31T00:00:00Z"
+    },
+    "amount": 1791,
+    "description": "April rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "588224846",
+    "balanceDue": -1791
+  },
+  {
+    "date": {
+      "$date": "2023-03-03T00:00:00Z"
+    },
+    "amount": 1791,
+    "description": "March rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "584318217",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2023-03-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 03/01/2023 to 03/31/2023",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "583405541",
+    "balanceDue": 1791
+  },
+  {
+    "date": {
+      "$date": "2023-03-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 03/01/2023 to 03/31/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "583405463",
+    "balanceDue": 1721
+  },
+  {
+    "date": {
+      "$date": "2023-03-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 03/01/2023 to 03/31/2023",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "583405325",
+    "balanceDue": 1646
+  },
+  {
+    "date": {
+      "$date": "2023-02-03T00:00:00Z"
+    },
+    "amount": 1791,
+    "description": "February rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "579065522",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2023-02-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 02/01/2023 to 02/28/2023",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "578156418",
+    "balanceDue": 1791
+  },
+  {
+    "date": {
+      "$date": "2023-02-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 02/01/2023 to 02/28/2023",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "578156225",
+    "balanceDue": 1721
+  },
+  {
+    "date": {
+      "$date": "2023-02-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 02/01/2023 to 02/28/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "578156187",
+    "balanceDue": 75
+  },
+  {
+    "date": {
+      "$date": "2023-01-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 01/01/2023 to 01/31/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "572085404",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2023-01-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 01/01/2023 to 01/31/2023",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "572085176",
+    "balanceDue": -75
+  },
+  {
+    "date": {
+      "$date": "2023-01-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 01/01/2023 to 01/31/2023",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "572085175",
+    "balanceDue": -1721
+  },
+  {
+    "date": {
+      "$date": "2022-12-30T00:00:00Z"
+    },
+    "amount": 1791,
+    "description": "January Rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "571665715",
+    "balanceDue": -1791
+  },
+  {
+    "date": {
+      "$date": "2022-12-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 12/01/2022 to 12/31/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "544872334",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-12-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 12/01/2022 to 12/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "544872228",
+    "balanceDue": -75
+  },
+  {
+    "date": {
+      "$date": "2022-12-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 12/01/2022 to 12/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "544872187",
+    "balanceDue": -145
+  },
+  {
+    "date": {
+      "$date": "2022-11-27T00:00:00Z"
+    },
+    "amount": 1791,
+    "description": "Dec rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "543619342",
+    "balanceDue": -1791
+  },
+  {
+    "date": {
+      "$date": "2022-11-01T00:00:00Z"
+    },
+    "amount": 1791,
+    "description": "Nov rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "538666572",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-11-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 11/01/2022 to 11/30/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "538424563",
+    "balanceDue": 1791
+  },
+  {
+    "date": {
+      "$date": "2022-11-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 11/01/2022 to 11/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "538424445",
+    "balanceDue": 1716
+  },
+  {
+    "date": {
+      "$date": "2022-11-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 11/01/2022 to 11/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "538424441",
+    "balanceDue": 70
+  },
+  {
+    "date": {
+      "$date": "2022-10-21T00:00:00Z"
+    },
+    "amount": 10,
+    "description": "eCheck Payment #1539400302 - Captured",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "536302929",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-10-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 10/01/2022 to 10/31/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "532001440",
+    "balanceDue": 10
+  },
+  {
+    "date": {
+      "$date": "2022-10-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 10/01/2022 to 10/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "532001340",
+    "balanceDue": -65
+  },
+  {
+    "date": {
+      "$date": "2022-10-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 10/01/2022 to 10/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "532001281",
+    "balanceDue": -135
+  },
+  {
+    "date": {
+      "$date": "2022-09-30T00:00:00Z"
+    },
+    "amount": 1781,
+    "description": "Oct rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "531718456",
+    "balanceDue": -1781
+  },
+  {
+    "date": {
+      "$date": "2022-09-30T00:00:00Z"
+    },
+    "amount": 4,
+    "description": "Oct rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "531687647",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-09-21T00:00:00Z"
+    },
+    "amount": 25,
+    "description": "Garage Rental - Posted from 09/21/2022 to 09/30/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "529721967",
+    "balanceDue": 4
+  },
+  {
+    "date": {
+      "$date": "2022-09-21T00:00:00Z"
+    },
+    "amount": 44,
+    "description": "Garage Rental - Posted from 09/01/2022 to 09/20/2022 - Rentable Items ( Garage - Garage Units ( 5 ) ",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "529721804",
+    "balanceDue": -21
+  },
+  {
+    "date": {
+      "$date": "2022-09-03T00:00:00Z"
+    },
+    "amount": 1781,
+    "description": "September rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "526588165",
+    "balanceDue": -65
+  },
+  {
+    "date": {
+      "$date": "2022-09-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 09/01/2022 to 09/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "525076110",
+    "balanceDue": 1716
+  },
+  {
+    "date": {
+      "$date": "2022-09-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 09/01/2022 to 09/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "525075867",
+    "balanceDue": 1646
+  },
+  {
+    "date": {
+      "$date": "2022-08-04T00:00:00Z"
+    },
+    "amount": 1645,
+    "description": "Aug rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "518272353",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-08-01T00:00:00Z"
+    },
+    "amount": 1520,
+    "description": "Rent - Posted from 08/01/2022 to 08/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "516585408",
+    "balanceDue": 1645
+  },
+  {
+    "date": {
+      "$date": "2022-08-01T00:00:00Z"
+    },
+    "amount": 60,
+    "description": "RUBS - Posted from 08/01/2022 to 08/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "516585358",
+    "balanceDue": 125
+  },
+  {
+    "date": {
+      "$date": "2022-08-01T00:00:00Z"
+    },
+    "amount": 65,
+    "description": "Garage Rental - Posted from 08/01/2022 to 08/31/2022 - Rentable Items ( Garage -  ( 5 ) )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "516585288",
+    "balanceDue": 65
+  },
+  {
+    "date": {
+      "$date": "2022-07-01T00:00:00Z"
+    },
+    "amount": 1520,
+    "description": "Rent - Posted from 07/01/2022 to 07/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "511174142",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-07-01T00:00:00Z"
+    },
+    "amount": 60,
+    "description": "RUBS - Posted from 07/01/2022 to 07/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "511173995",
+    "balanceDue": -1520
+  },
+  {
+    "date": {
+      "$date": "2022-07-01T00:00:00Z"
+    },
+    "amount": 65,
+    "description": "Garage Rental - Posted from 07/01/2022 to 07/31/2022 - Rentable Items ( Garage -  ( 5 ) )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "511173953",
+    "balanceDue": -1580
+  },
+  {
+    "date": {
+      "$date": "2022-06-27T00:00:00Z"
+    },
+    "amount": 1645,
+    "description": "July rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "510569723",
+    "balanceDue": -1645
+  },
+  {
+    "date": {
+      "$date": "2022-06-01T00:00:00Z"
+    },
+    "amount": 1640.05,
+    "description": "June rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "506678644",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-06-01T00:00:00Z"
+    },
+    "amount": 1520,
+    "description": "Rent - Posted from 06/01/2022 to 06/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "506451438",
+    "balanceDue": 1640.05
+  },
+  {
+    "date": {
+      "$date": "2022-06-01T00:00:00Z"
+    },
+    "amount": 60,
+    "description": "RUBS - Posted from 06/01/2022 to 06/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "506451433",
+    "balanceDue": 120.05
+  },
+  {
+    "date": {
+      "$date": "2022-06-01T00:00:00Z"
+    },
+    "amount": 65,
+    "description": "Garage Rental - Posted from 06/01/2022 to 06/30/2022 - Rentable Items ( Garage -  ( 5 ) )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "506451407",
+    "balanceDue": 60.05
+  }
+]

assets/ledger.rtf

@@ -0,0 +1,9 @@
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+\cocoatextscaling0\cocoaplatform0{\fonttbl\f0\fnil\fcharset0 HelveticaNeue;}
+{\colortbl;\red255\green255\blue255;\red0\green0\blue0;}
+{\*\expandedcolortbl;;\cssrgb\c0\c0\c0;}
+\paperw11900\paperh16840\margl1440\margr1440\vieww11520\viewh8400\viewkind0
+\deftab720
+\pard\pardeftab720\partightenfactor0
+
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assets/ledger2.json

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assets/ledger_exp.txt

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assets/tey2.json

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+    "description": "Garage Rental - Posted from 02/01/2023 to 02/28/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
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+  },
+  {
+    "date": {
+      "$date": "2023-01-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 01/01/2023 to 01/31/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
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+  {
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+    },
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+  },
+  {
+    "date": {
+      "$date": "2023-01-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 01/01/2023 to 01/31/2023",
+    "transactionType": "Charge",
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+  },
+  {
+    "date": {
+      "$date": "2022-12-30T00:00:00Z"
+    },
+    "amount": 1791,
+    "description": "January Rent",
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+    "transactionID": "571665715",
+    "balanceDue": -1791
+  },
+  {
+    "date": {
+      "$date": "2022-12-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 12/01/2022 to 12/31/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
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+    "transactionID": "544872334",
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+  },
+  {
+    "date": {
+      "$date": "2022-12-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 12/01/2022 to 12/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "544872228",
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+  },
+  {
+    "date": {
+      "$date": "2022-12-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 12/01/2022 to 12/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "544872187",
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+  },
+  {
+    "date": {
+      "$date": "2022-11-27T00:00:00Z"
+    },
+    "amount": 1791,
+    "description": "Dec rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "543619342",
+    "balanceDue": -1791
+  },
+  {
+    "date": {
+      "$date": "2022-11-01T00:00:00Z"
+    },
+    "amount": 1791,
+    "description": "Nov rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "538666572",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-11-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 11/01/2022 to 11/30/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
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+  },
+  {
+    "date": {
+      "$date": "2022-11-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 11/01/2022 to 11/30/2022",
+    "transactionType": "Charge",
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+  },
+  {
+    "date": {
+      "$date": "2022-11-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 11/01/2022 to 11/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "538424441",
+    "balanceDue": 70
+  },
+  {
+    "date": {
+      "$date": "2022-10-21T00:00:00Z"
+    },
+    "amount": 10,
+    "description": "eCheck Payment #1539400302 - Captured",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "536302929",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-10-01T00:00:00Z"
+    },
+    "amount": 75,
+    "description": "Garage Rental - Posted from 10/01/2022 to 10/31/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "532001440",
+    "balanceDue": 10
+  },
+  {
+    "date": {
+      "$date": "2022-10-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 10/01/2022 to 10/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "532001340",
+    "balanceDue": -65
+  },
+  {
+    "date": {
+      "$date": "2022-10-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 10/01/2022 to 10/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "532001281",
+    "balanceDue": -135
+  },
+  {
+    "date": {
+      "$date": "2022-09-30T00:00:00Z"
+    },
+    "amount": 1781,
+    "description": "Oct rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "531718456",
+    "balanceDue": -1781
+  },
+  {
+    "date": {
+      "$date": "2022-09-30T00:00:00Z"
+    },
+    "amount": 4,
+    "description": "Oct rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "531687647",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-09-21T00:00:00Z"
+    },
+    "amount": 25,
+    "description": "Garage Rental - Posted from 09/21/2022 to 09/30/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "529721967",
+    "balanceDue": 4
+  },
+  {
+    "date": {
+      "$date": "2022-09-21T00:00:00Z"
+    },
+    "amount": 44,
+    "description": "Garage Rental - Posted from 09/01/2022 to 09/20/2022 - Rentable Items ( Garage - Garage Units ( 5 ) ",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "529721804",
+    "balanceDue": -21
+  },
+  {
+    "date": {
+      "$date": "2022-09-03T00:00:00Z"
+    },
+    "amount": 1781,
+    "description": "September rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "526588165",
+    "balanceDue": -65
+  },
+  {
+    "date": {
+      "$date": "2022-09-01T00:00:00Z"
+    },
+    "amount": 70,
+    "description": "RUBS - Posted from 09/01/2022 to 09/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "525076110",
+    "balanceDue": 1716
+  },
+  {
+    "date": {
+      "$date": "2022-09-01T00:00:00Z"
+    },
+    "amount": 1646,
+    "description": "Rent - Posted from 09/01/2022 to 09/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "525075867",
+    "balanceDue": 1646
+  },
+  {
+    "date": {
+      "$date": "2022-08-04T00:00:00Z"
+    },
+    "amount": 1645,
+    "description": "Aug rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "518272353",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-08-01T00:00:00Z"
+    },
+    "amount": 1520,
+    "description": "Rent - Posted from 08/01/2022 to 08/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "516585408",
+    "balanceDue": 1645
+  },
+  {
+    "date": {
+      "$date": "2022-08-01T00:00:00Z"
+    },
+    "amount": 60,
+    "description": "RUBS - Posted from 08/01/2022 to 08/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "516585358",
+    "balanceDue": 125
+  },
+  {
+    "date": {
+      "$date": "2022-08-01T00:00:00Z"
+    },
+    "amount": 65,
+    "description": "Garage Rental - Posted from 08/01/2022 to 08/31/2022 - Rentable Items ( Garage -  ( 5 ) )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "516585288",
+    "balanceDue": 65
+  },
+  {
+    "date": {
+      "$date": "2022-07-01T00:00:00Z"
+    },
+    "amount": 1520,
+    "description": "Rent - Posted from 07/01/2022 to 07/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "511174142",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-07-01T00:00:00Z"
+    },
+    "amount": 60,
+    "description": "RUBS - Posted from 07/01/2022 to 07/31/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "511173995",
+    "balanceDue": -1520
+  },
+  {
+    "date": {
+      "$date": "2022-07-01T00:00:00Z"
+    },
+    "amount": 65,
+    "description": "Garage Rental - Posted from 07/01/2022 to 07/31/2022 - Rentable Items ( Garage -  ( 5 ) )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "511173953",
+    "balanceDue": -1580
+  },
+  {
+    "date": {
+      "$date": "2022-06-27T00:00:00Z"
+    },
+    "amount": 1645,
+    "description": "July rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "510569723",
+    "balanceDue": -1645
+  },
+  {
+    "date": {
+      "$date": "2022-06-01T00:00:00Z"
+    },
+    "amount": 1640.05,
+    "description": "June rent",
+    "transactionType": "Payment",
+    "chargeCode": null,
+    "transactionID": "506678644",
+    "balanceDue": 0
+  },
+  {
+    "date": {
+      "$date": "2022-06-01T00:00:00Z"
+    },
+    "amount": 1520,
+    "description": "Rent - Posted from 06/01/2022 to 06/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "2",
+    "transactionID": "506451438",
+    "balanceDue": 1640.05
+  },
+  {
+    "date": {
+      "$date": "2022-06-01T00:00:00Z"
+    },
+    "amount": 60,
+    "description": "RUBS - Posted from 06/01/2022 to 06/30/2022",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "506451433",
+    "balanceDue": 120.05
+  },
+  {
+    "date": {
+      "$date": "2022-06-01T00:00:00Z"
+    },
+    "amount": 65,
+    "description": "Garage Rental - Posted from 06/01/2022 to 06/30/2022 - Rentable Items ( Garage -  ( 5 ) )",
+    "transactionType": "Charge",
+    "chargeCode": "3",
+    "transactionID": "506451407",
+    "balanceDue": 60.05
+  }
+]

assets/try.txt

@@ -0,0 +1,574 @@
+[
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+      "date": {
+         "$date": "2023-05-01T00:00:00Z"
+      },
+      "amount": 1805,
+      "description": "may rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "591312316",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2023-05-01T00:00:00Z"
+      },
+      "amount": 75,
+      "description": "Garage Rental - Posted from 05/01/2023 to 05/31/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "591300255",
+      "balanceDue": 1805
+   },
+   {
+      "date": {
+         "$date": "2023-05-01T00:00:00Z"
+      },
+      "amount": 14,
+      "description": "Resident Insurance - Posted from 05/01/2023 to 05/31/2023",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "591300250",
+      "balanceDue": 1730
+   },
+   {
+      "date": {
+         "$date": "2023-05-01T00:00:00Z"
+      },
+      "amount": 70,
+      "description": "RUBS - Posted from 05/01/2023 to 05/31/2023",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "591300169",
+      "balanceDue": 1716
+   },
+   {
+      "date": {
+         "$date": "2023-05-01T00:00:00Z"
+      },
+      "amount": 1646,
+      "description": "Rent - Posted from 05/01/2023 to 05/31/2023",
+      "transactionType": "Charge",
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+      "transactionID": "591300131",
+      "balanceDue": 1646
+   },
+   {
+      "date": {
+         "$date": "2023-04-01T00:00:00Z"
+      },
+      "amount": 75,
+      "description": "Garage Rental - Posted from 04/01/2023 to 04/30/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "588412549",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2023-04-01T00:00:00Z"
+      },
+      "amount": 70,
+      "description": "RUBS - Posted from 04/01/2023 to 04/30/2023",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "588412484",
+      "balanceDue": -75
+   },
+   {
+      "date": {
+         "$date": "2023-04-01T00:00:00Z"
+      },
+      "amount": 1646,
+      "description": "Rent - Posted from 04/01/2023 to 04/30/2023",
+      "transactionType": "Charge",
+      "chargeCode": "2",
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+      "balanceDue": -145
+   },
+   {
+      "date": {
+         "$date": "2023-03-31T00:00:00Z"
+      },
+      "amount": 1791,
+      "description": "April rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "588224846",
+      "balanceDue": -1791
+   },
+   {
+      "date": {
+         "$date": "2023-03-03T00:00:00Z"
+      },
+      "amount": 1791,
+      "description": "March rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "584318217",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2023-03-01T00:00:00Z"
+      },
+      "amount": 70,
+      "description": "RUBS - Posted from 03/01/2023 to 03/31/2023",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "583405541",
+      "balanceDue": 1791
+   },
+   {
+      "date": {
+         "$date": "2023-03-01T00:00:00Z"
+      },
+      "amount": 75,
+      "description": "Garage Rental - Posted from 03/01/2023 to 03/31/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "583405463",
+      "balanceDue": 1721
+   },
+   {
+      "date": {
+         "$date": "2023-03-01T00:00:00Z"
+      },
+      "amount": 1646,
+      "description": "Rent - Posted from 03/01/2023 to 03/31/2023",
+      "transactionType": "Charge",
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+      "transactionID": "583405325",
+      "balanceDue": 1646
+   },
+   {
+      "date": {
+         "$date": "2023-02-03T00:00:00Z"
+      },
+      "amount": 1791,
+      "description": "February rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "579065522",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2023-02-01T00:00:00Z"
+      },
+      "amount": 70,
+      "description": "RUBS - Posted from 02/01/2023 to 02/28/2023",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "578156418",
+      "balanceDue": 1791
+   },
+   {
+      "date": {
+         "$date": "2023-02-01T00:00:00Z"
+      },
+      "amount": 1646,
+      "description": "Rent - Posted from 02/01/2023 to 02/28/2023",
+      "transactionType": "Charge",
+      "chargeCode": "2",
+      "transactionID": "578156225",
+      "balanceDue": 1721
+   },
+   {
+      "date": {
+         "$date": "2023-02-01T00:00:00Z"
+      },
+      "amount": 75,
+      "description": "Garage Rental - Posted from 02/01/2023 to 02/28/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "578156187",
+      "balanceDue": 75
+   },
+   {
+      "date": {
+         "$date": "2023-01-01T00:00:00Z"
+      },
+      "amount": 75,
+      "description": "Garage Rental - Posted from 01/01/2023 to 01/31/2023 - Rentable Item  ( Garage - Garage Units ( AA )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "572085404",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2023-01-01T00:00:00Z"
+      },
+      "amount": 1646,
+      "description": "Rent - Posted from 01/01/2023 to 01/31/2023",
+      "transactionType": "Charge",
+      "chargeCode": "2",
+      "transactionID": "572085176",
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+   },
+   {
+      "date": {
+         "$date": "2023-01-01T00:00:00Z"
+      },
+      "amount": 70,
+      "description": "RUBS - Posted from 01/01/2023 to 01/31/2023",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "572085175",
+      "balanceDue": -1721
+   },
+   {
+      "date": {
+         "$date": "2022-12-30T00:00:00Z"
+      },
+      "amount": 1791,
+      "description": "January Rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "571665715",
+      "balanceDue": -1791
+   },
+   {
+      "date": {
+         "$date": "2022-12-01T00:00:00Z"
+      },
+      "amount": 75,
+      "description": "Garage Rental - Posted from 12/01/2022 to 12/31/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "544872334",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2022-12-01T00:00:00Z"
+      },
+      "amount": 70,
+      "description": "RUBS - Posted from 12/01/2022 to 12/31/2022",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "544872228",
+      "balanceDue": -75
+   },
+   {
+      "date": {
+         "$date": "2022-12-01T00:00:00Z"
+      },
+      "amount": 1646,
+      "description": "Rent - Posted from 12/01/2022 to 12/31/2022",
+      "transactionType": "Charge",
+      "chargeCode": "2",
+      "transactionID": "544872187",
+      "balanceDue": -145
+   },
+   {
+      "date": {
+         "$date": "2022-11-27T00:00:00Z"
+      },
+      "amount": 1791,
+      "description": "Dec rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "543619342",
+      "balanceDue": -1791
+   },
+   {
+      "date": {
+         "$date": "2022-11-01T00:00:00Z"
+      },
+      "amount": 1791,
+      "description": "Nov rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "538666572",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2022-11-01T00:00:00Z"
+      },
+      "amount": 75,
+      "description": "Garage Rental - Posted from 11/01/2022 to 11/30/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "538424563",
+      "balanceDue": 1791
+   },
+   {
+      "date": {
+         "$date": "2022-11-01T00:00:00Z"
+      },
+      "amount": 1646,
+      "description": "Rent - Posted from 11/01/2022 to 11/30/2022",
+      "transactionType": "Charge",
+      "chargeCode": "2",
+      "transactionID": "538424445",
+      "balanceDue": 1716
+   },
+   {
+      "date": {
+         "$date": "2022-11-01T00:00:00Z"
+      },
+      "amount": 70,
+      "description": "RUBS - Posted from 11/01/2022 to 11/30/2022",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "538424441",
+      "balanceDue": 70
+   },
+   {
+      "date": {
+         "$date": "2022-10-21T00:00:00Z"
+      },
+      "amount": 10,
+      "description": "eCheck Payment #1539400302 - Captured",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "536302929",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2022-10-01T00:00:00Z"
+      },
+      "amount": 75,
+      "description": "Garage Rental - Posted from 10/01/2022 to 10/31/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "532001440",
+      "balanceDue": 10
+   },
+   {
+      "date": {
+         "$date": "2022-10-01T00:00:00Z"
+      },
+      "amount": 70,
+      "description": "RUBS - Posted from 10/01/2022 to 10/31/2022",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "532001340",
+      "balanceDue": -65
+   },
+   {
+      "date": {
+         "$date": "2022-10-01T00:00:00Z"
+      },
+      "amount": 1646,
+      "description": "Rent - Posted from 10/01/2022 to 10/31/2022",
+      "transactionType": "Charge",
+      "chargeCode": "2",
+      "transactionID": "532001281",
+      "balanceDue": -135
+   },
+   {
+      "date": {
+         "$date": "2022-09-30T00:00:00Z"
+      },
+      "amount": 1781,
+      "description": "Oct rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "531718456",
+      "balanceDue": -1781
+   },
+   {
+      "date": {
+         "$date": "2022-09-30T00:00:00Z"
+      },
+      "amount": 4,
+      "description": "Oct rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "531687647",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2022-09-21T00:00:00Z"
+      },
+      "amount": 25,
+      "description": "Garage Rental - Posted from 09/21/2022 to 09/30/2022 - Rentable Item  ( Garage - Garage Units ( AA )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "529721967",
+      "balanceDue": 4
+   },
+   {
+      "date": {
+         "$date": "2022-09-21T00:00:00Z"
+      },
+      "amount": 44,
+      "description": "Garage Rental - Posted from 09/01/2022 to 09/20/2022 - Rentable Items ( Garage - Garage Units ( 5 ) ",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "529721804",
+      "balanceDue": -21
+   },
+   {
+      "date": {
+         "$date": "2022-09-03T00:00:00Z"
+      },
+      "amount": 1781,
+      "description": "September rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "526588165",
+      "balanceDue": -65
+   },
+   {
+      "date": {
+         "$date": "2022-09-01T00:00:00Z"
+      },
+      "amount": 70,
+      "description": "RUBS - Posted from 09/01/2022 to 09/30/2022",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "525076110",
+      "balanceDue": 1716
+   },
+   {
+      "date": {
+         "$date": "2022-09-01T00:00:00Z"
+      },
+      "amount": 1646,
+      "description": "Rent - Posted from 09/01/2022 to 09/30/2022",
+      "transactionType": "Charge",
+      "chargeCode": "2",
+      "transactionID": "525075867",
+      "balanceDue": 1646
+   },
+   {
+      "date": {
+         "$date": "2022-08-04T00:00:00Z"
+      },
+      "amount": 1645,
+      "description": "Aug rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "518272353",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2022-08-01T00:00:00Z"
+      },
+      "amount": 1520,
+      "description": "Rent - Posted from 08/01/2022 to 08/31/2022",
+      "transactionType": "Charge",
+      "chargeCode": "2",
+      "transactionID": "516585408",
+      "balanceDue": 1645
+   },
+   {
+      "date": {
+         "$date": "2022-08-01T00:00:00Z"
+      },
+      "amount": 60,
+      "description": "RUBS - Posted from 08/01/2022 to 08/31/2022",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "516585358",
+      "balanceDue": 125
+   },
+   {
+      "date": {
+         "$date": "2022-08-01T00:00:00Z"
+      },
+      "amount": 65,
+      "description": "Garage Rental - Posted from 08/01/2022 to 08/31/2022 - Rentable Items ( Garage -  ( 5 ) )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "516585288",
+      "balanceDue": 65
+   },
+   {
+      "date": {
+         "$date": "2022-07-01T00:00:00Z"
+      },
+      "amount": 1520,
+      "description": "Rent - Posted from 07/01/2022 to 07/31/2022",
+      "transactionType": "Charge",
+      "chargeCode": "2",
+      "transactionID": "511174142",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2022-07-01T00:00:00Z"
+      },
+      "amount": 60,
+      "description": "RUBS - Posted from 07/01/2022 to 07/31/2022",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "511173995",
+      "balanceDue": -1520
+   },
+   {
+      "date": {
+         "$date": "2022-07-01T00:00:00Z"
+      },
+      "amount": 65,
+      "description": "Garage Rental - Posted from 07/01/2022 to 07/31/2022 - Rentable Items ( Garage -  ( 5 ) )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "511173953",
+      "balanceDue": -1580
+   },
+   {
+      "date": {
+         "$date": "2022-06-27T00:00:00Z"
+      },
+      "amount": 1645,
+      "description": "July rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "510569723",
+      "balanceDue": -1645
+   },
+   {
+      "date": {
+         "$date": "2022-06-01T00:00:00Z"
+      },
+      "amount": 1640.05,
+      "description": "June rent",
+      "transactionType": "Payment",
+      "chargeCode": null,
+      "transactionID": "506678644",
+      "balanceDue": 0
+   },
+   {
+      "date": {
+         "$date": "2022-06-01T00:00:00Z"
+      },
+      "amount": 1520,
+      "description": "Rent - Posted from 06/01/2022 to 06/30/2022",
+      "transactionType": "Charge",
+      "chargeCode": "2",
+      "transactionID": "506451438",
+      "balanceDue": 1640.05
+   },
+   {
+      "date": {
+         "$date": "2022-06-01T00:00:00Z"
+      },
+      "amount": 60,
+      "description": "RUBS - Posted from 06/01/2022 to 06/30/2022",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "506451433",
+      "balanceDue": 120.05
+   },
+   {
+      "date": {
+         "$date": "2022-06-01T00:00:00Z"
+      },
+      "amount": 65,
+      "description": "Garage Rental - Posted from 06/01/2022 to 06/30/2022 - Rentable Items ( Garage -  ( 5 ) )",
+      "transactionType": "Charge",
+      "chargeCode": "3",
+      "transactionID": "506451407",
+      "balanceDue": 60.05
+   }
+]

chatbot_legger.py

@@ -14,6 +14,7 @@ from langchain.embeddings.openai import OpenAIEmbeddings
 from langchain.chat_models import ChatOpenAI
 from langchain.chains import ConversationalRetrievalChain
 from langchain.vectorstores import FAISS
+from json2table import convert
 
 
 # To be able to update the changes made to modules in localhost,
@@ -50,12 +51,12 @@ def main():
     layout.show_header_txt()
     user_api_key = utils.load_api_key()
 
-
     if not user_api_key:
         layout.show_api_key_missing()
     else:
         os.environ["OPENAI_API_KEY"] = user_api_key
-        uploaded_file = utils.handle_upload_txt()
+        # uploaded_file = utils.handle_upload_txt()
+        uploaded_file = utils.handle_upload_ledger()
 
         if uploaded_file:
             history = ChatHistory()
@@ -66,25 +67,12 @@ def main():
 
             # st.write(string_data)
 
-
             try:
-                chatbot = utils.setup_chatbot_txt(
+                chatbot = utils.setup_chatbot_ledger(
                     uploaded_file, st.session_state["model"], st.session_state["temperature"]
                 )
+                # st.write(chatbot)
                 st.session_state["chatbot"] = chatbot
-
-                # agent = create_csv_agent(ChatOpenAI(temperature=0),
-                #                          uploaded_file_content,
-                #                          verbose=True,
-                #                          max_iterations=15)
-
-                # embeddings = OpenAIEmbeddings()
-                # vectors = FAISS.from_documents([uploaded_file], embeddings)
-
-                # agent = ConversationalRetrievalChain.from_llm(
-                #     llm=ChatOpenAI(temperature=0.0, model_name='gpt-3.5-turbo', openai_api_key=user_api_key),
-                #     retriever=vectors.as_retriever())
-                # st.session_state['agent'] = agent
                 st.session_state['agent'] = chatbot
 
                 if st.session_state["ready"]:
@@ -99,53 +87,12 @@ def main():
 
                         if is_ready:
                             history.append("user", user_input)
-                            output = st.session_state["chatbot"].conversational_chat(user_input)
-
+                            output = st.session_state["chatbot"].csv_agent(user_input)
+                            st.write(output)
                             history.append("assistant", output)
-                            # old_stdout = sys.stdout
-                            # sys.stdout = captured_output = StringIO()
-                            # agent_answer = chatbot.run(user_input)
-                            # sys.stdout = old_stdout
-                            # thoughts = captured_output.getvalue()
-                            #
-                            # cleaned_thoughts = re.sub(r'\x1b\[[0-9;]*[a-zA-Z]', '', thoughts)
-                            # cleaned_thoughts = re.sub(r'\[1m>', '', cleaned_thoughts)
-                            #
-                            # resp = cleaned_thoughts.split('Thought:')[-1].split('Final Answer')
-                            # thought = resp[0]
-                            # final_answer = resp[1].split('\n')[0].split(': ')[-1]
-                            # agent_answer_clean = '\n'.join([thought, final_answer])
-                            # full_answer = '\n'.join([output, agent_answer_clean])
-                            # history.append("assistant", full_answer)
 
                     history.generate_messages(response_container)
 
-                    # if st.session_state["show_csv_agent"]:
-                    #     query = st.text_input(
-                    #         label="Use CSV agent for precise information about the structure of your csv file",
-                    #         placeholder="ex : how many rows in my file ?")
-                    #     if query != "":
-                    #         old_stdout = sys.stdout
-                    #         sys.stdout = captured_output = StringIO()
-                    #         agent = create_csv_agent(ChatOpenAI(temperature=0),
-                    #                                  uploaded_file_content,
-                    #                                  verbose=True,
-                    #                                  max_iterations=4)
-                    #
-                    #
-                    #         result = agent.run(query)
-                    #
-                    #         sys.stdout = old_stdout
-                    #         thoughts = captured_output.getvalue()
-                    #
-                    #         cleaned_thoughts = re.sub(r'\x1b\[[0-9;]*[a-zA-Z]', '', thoughts)
-                    #         cleaned_thoughts = re.sub(r'\[1m>', '', cleaned_thoughts)
-                    #
-                    #         with st.expander("Afficher les pensées de l'agent"):
-                    #             st.write(cleaned_thoughts)
-                    #
-                    #         st.write(result)
-
             except Exception as e:
                 st.error(f"Error: {str(e)}")
 

pandasai_demo.py

@@ -8,6 +8,7 @@ import toml
 #
 #
 key = 'sk-Sr1286CInNN1FxVqTOzu' + 'T3BlbkFJi1eo1gRQED5dSj4KXyHn'
+'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'
 page_title = "Vanti chatBI"
 page_icon = ":money_with_wings:"  # emojis: https://www.webfx.com/tools/emoji-cheat-sheet/
 

src/modules/chatbot.py

@@ -2,6 +2,9 @@ import streamlit as st
 from langchain.chat_models import ChatOpenAI
 from langchain.chains import ConversationalRetrievalChain
 from langchain.prompts.prompt import PromptTemplate
+from langchain.agents import create_csv_agent
+from langchain.chat_models import ChatOpenAI
+from langchain.llms import OpenAI
 
 
 class Chatbot_txt:
@@ -86,3 +89,36 @@ class Chatbot:
         st.session_state["history"].append((query, result["answer"]))
 
         return result["answer"]
+
+
+class Chatbot_ledger:
+
+    def __init__(self, model_name, temperature, csv):
+        self.model_name = model_name
+        self.temperature = temperature
+        self.csv = csv
+
+    def csv_agent(self, query):
+        agent = create_csv_agent(OpenAI(temperature=self.temperature, model_name=self.model_name),
+                                 self.csv,
+                                 verbose=True,
+                                 index_col=0)
+        result = agent.run(query)
+        st.session_state['history'].append((query, result))
+        return result
+
+    def conversational_chat(self, query):
+        """
+        Starts a conversational chat with a model via Langchain
+        """
+        chain = ConversationalRetrievalChain.from_llm(
+            llm=ChatOpenAI(model_name=self.model_name, temperature=self.temperature),
+            condense_question_prompt=self.CONDENSE_QUESTION_PROMPT,
+            qa_prompt=self.QA_PROMPT,
+            retriever=self.vectors.as_retriever(),
+        )
+        result = chain({"question": query, "chat_history": st.session_state["history"]})
+
+        st.session_state["history"].append((query, result["answer"]))
+
+        return result["answer"]

src/modules/embedder.py

@@ -113,4 +113,4 @@ class Embedder:
         with open(f"{self.PATH}/{filename}.pkl", "rb") as f:
             vectors = pickle.load(f)
 
-        return vectors
+        return vectors

src/modules/history.py

@@ -38,6 +38,7 @@ class ChatHistory:
     def generate_messages(self, container):
         if st.session_state["assistant"]:
             with container:
+                # st.write(st.session_state['assistant'])
                 for i in range(len(st.session_state["assistant"])):
                     message(
                         st.session_state["user"][i],

src/modules/utils.py

@@ -2,13 +2,57 @@ import os
 import pandas as pd
 import streamlit as st
 from io import StringIO
+import json
+from json2table import convert
 
-
-from src.modules.chatbot import Chatbot_txt, Chatbot
+from src.modules.chatbot import Chatbot_txt, Chatbot, Chatbot_ledger
 from src.modules.embedder import Embedder_txt, Embedder
 
 
+def ledger_to_dataframe(df_d):
+    # st.write(ledger_csv_path)
+    # df_d = pd.read_csv(ledger_csv_path)
+    data_string = df_d.iloc[0]['fullLedger'][1:-1]
+    temp = data_string
+    temp = temp.replace("{\"date\":{\"$", '\"').replace("}", "")
+    result = dict((a.strip(), b.strip())
+                  for a, b in (element.split(':', 1)
+                               for element in temp.split(',')))
+    columns = [i.replace("\"", '') for i in list(result.keys())]
+
+    row_count = 0
+    for idx, element in enumerate(temp.split(',')):
+        q = element.split(':')
+        command = q[0]
+        if command == '"date"':
+            row_count = row_count + 1
+
+    out = pd.DataFrame(columns=columns, index=range(row_count))
+
+    row = -1
+
+    for idx, element in enumerate(temp.split(',')):
+        q = element.split(':')
+        command = q[0].replace("\"", '')
+        if len(q) > 2:
+            value = ''.join(q[1:])
+        else:
+            value = q[1]
+            try:
+                value = float(value)
+            except:
+                value = value
+
+        if command == 'date':
+            #         print(row, command, value)
+            row = row + 1
+        out.iloc[row][command] = value
+    out.index.name = 'transaction_id'
+    return out
+
+
 class Utilities:
+
     @staticmethod
     def load_api_key():
         """
@@ -40,6 +84,44 @@ class Utilities:
                 string_data = uploaded_file_content.read()
                 file_container.write(string_data)
 
+                try:
+                    dict1 = {}
+                    dict1 = json.loads(string_data)
+                    st.write(dict1)
+                    # creating dictionary
+                    # st.write(string_data)
+                    # for line in string_data:
+                    #     st.write(line)
+                    # with open(uploaded_file) as fh:
+                    #
+                    #     a = 1
+                    #     for line in fh:
+                    #         command, description = line.strip().split(None, 1)
+                    #         dict1[command] = description.strip()
+                    # file_container.write(dict1)
+
+                    # # creating json file
+                    # # the JSON file is named as test1
+                    # out_file = open("test1.json", "w")
+                    # json.dump(dict1, out_file, indent=4, sort_keys=False)
+                    # out_file.close()
+                    # #
+                    # # # first load the json file
+                    # file_path = 'test1.json'
+                    # with open(file_path, 'r') as f:
+                    #     data = json.load(f)
+                    # df = pd.DataFrame(dict1)
+                    df = pd.json_normalize(dict1, record_path=['date'])
+
+                    st.DataFrame(df)
+                    # build_direction = "TOP_TO_BOTTOM"
+                    # table_attributes = {"style": "width:100%", "class": "table table-striped"}
+                    # html = convert(dict1, build_direction=build_direction, table_attributes=table_attributes)
+                    # st.markdown(html)
+                except:
+                    print('not json')
+                    st.error('not a json')
+
             show_user_file(uploaded_file)
         else:
             st.sidebar.info(
@@ -72,6 +154,31 @@ class Utilities:
             st.session_state["reset_chat"] = True
         return uploaded_file
 
+    @staticmethod
+    def handle_upload_ledger():
+        """
+        Handles the file upload and displays the uploaded file
+        """
+        uploaded_file = st.sidebar.file_uploader("upload", type="csv", label_visibility="collapsed")
+        if uploaded_file is not None:
+
+            def show_user_file(uploaded_file):
+                file_container = st.expander("Your Ledger :")
+                shows = pd.read_csv(uploaded_file)
+                out = ledger_to_dataframe(shows)
+                out.to_csv('ledger.csv')
+                uploaded_file.seek(0)
+                file_container.write(out)
+
+            show_user_file(uploaded_file)
+        else:
+            st.sidebar.info(
+                "👆 Upload your CSV file to get started, "
+                "sample for try : [fishfry-locations.csv](https://drive.google.com/file/d/1TpP3thVnTcDO1_lGSh99EKH2iF3GDE7_/view?usp=sharing)"
+            )
+            st.session_state["reset_chat"] = True
+        return uploaded_file
+
     @staticmethod
     def setup_chatbot_txt(uploaded_file, model, temperature):
         """
@@ -86,7 +193,6 @@ class Utilities:
         st.session_state["ready"] = True
         return chatbot
 
-
     @staticmethod
     def setup_chatbot(uploaded_file, model, temperature):
         """
@@ -100,3 +206,20 @@ class Utilities:
             chatbot = Chatbot(model, temperature, vectors)
         st.session_state["ready"] = True
         return chatbot
+
+    @staticmethod
+    def setup_chatbot_ledger(uploaded_file, model, temperature):
+        """
+        Sets up the chatbot with the uploaded file, model, and temperature
+        """
+        # embeds = Embedder()
+        with st.spinner("Processing..."):
+            uploaded_file.seek(0)
+            shows = pd.read_csv(uploaded_file)
+            out = ledger_to_dataframe(shows)
+            out.to_csv('ledger.csv')
+            # file = uploaded_file.read()
+            # vectors = embeds.getDocEmbeds(file, uploaded_file.name)
+            chatbot = Chatbot_ledger(model, temperature, 'ledger.csv')
+        st.session_state["ready"] = True
+        return chatbot

test1.json

@@ -0,0 +1 @@
+{}