tjk dZddlmZddlZddlmZddlmZmZm Z m Z ddl m Z m Z mZmZmZmZmZmZddlmZmZddlmZdd lmZmZmZmZmZmZm Z m!Z!m"Z"m#Z#m$Z$m%Z%m&Z&dd l'm(Z(m)Z)m*Z*m+Z+m,Z,m-Z-m.Z.m/Z/m0Z0m1Z1m2Z2dd l3m4Z5dd l6m7Z7dd l8m8Z8m9Z9m:Z:ddddddddddddd Z;eddZ?dd#Z@ddd(ZAdd)ZBdd+ZCdd,ZDdd.ZEdd1ZFddd2ZGdd4ZHdd8ZIdd<ZJdd=ZKdd>ZLdd?ZMdd@ZNddAZOddCZPdddFZQejRdGZSdHZTddJZUddKZVddMZWdNddOdOdPddVZXdWddXdd]ZYddd^ZZdd_ddaZ[dddbZ\ddddZ]ddfZ^ddgZ_ddhZ`dddiZadddjZbdddkZcdddlZdddmZeddnZfddoZgddpZhddqddtZidduZjdddvZkdddwZlddyZmddzZnddd{Zodd|Zpdd}Zqdd~ZrddddZsdddZtdddddddZudS)u^Build analyst-style structured insights from statement jobs — never expose retrieval jargon.) annotationsN)Any) InsightMetric InsightTableInsightTransactionStructuredInsight)_detect_currency_symbol_detect_spend_category _money_out _money_in _pretty_money_rough_category_row_matches_keysis_pdf_overview_question)apply_paragraph_stylewants_paragraph_format)is_coverage_challenge) FINANCE_INTENT_LABELSclassify_finance_intentextract_merchant_queryis_analyse_overview_askis_biggest_expenses_questionis_financial_advice_questionis_payment_list_questionis_period_coverage_questionis_profit_loss_questionis_statement_field_questionis_statement_identity_questionis_statement_period_question is_vague_single_payment_question) _MONTH_ALIASES_date_sort_key_full_statement_text _month_token_normalize_date_label_parse_day_month_row_matches_day_month_spend_by_date_from_rows_spend_by_date_from_textis_per_date_spend_questionlist_agent_statement_jobs)db)unique_ready_docs)datetimetimezone timedeltaJanuaryFebruaryMarchAprilMayJuneJulyAugust SeptemberOctoberNovemberDecember) janfebmaraprmayjunjulaugsepoctnovdecjobdict[str, Any]returnstrc$t|pdS)Nu₹)r rIs ,/var/www/html/CA-Chatbot/app/saas/insight.py_currPLs "3 ' ' 050vobjectcurc,t||p|dS)Nz 0.00)r )rRrTs rO_moneyrVPs C 1sMMM1rQ8textlimitintcFtjdd|pddd}tjdd|d}|sdSt ||kr|n!|d|dz d zS) N\s+  z-(?i)\b(upi\s*id|upi\s*ref\s*no|tag:|note:).*$z -|,Paymentu…)resubreplacestriplenrstrip)rXrYts rO _clean_descriTs vsTZR00s;;<<BBDDA ?QGGMMfUUA yA%11Q{{^%:%:%<%z"_header_metrics..gs((I(I1A(I(I(I(I(I(IrQroc34K|]}t|VdSrtr rvs rOryz"_header_metrics..is('F'F ! 'F'F'F'F'F'FrQrprqrr) getdict _outflow_rows _inflow_rowsroundsumrffloat TypeError ValueError)rIcalcrlheaderkout_rowsin_rowss rO_header_metricsr\s 77= ! ! 'RD488I&&,"--G WW' ( ( .BF \'' ;;q>> !fjjmm&?AGAJS!!H3G{{;'H'$S(I(I(I(I(I%I%I1MM {{:&7&#C'F'Fg'F'F'F$F$FJJ {{?##++#&x== {{&''/G/'*7||#${{>""*w{{:/F/F/RW^WbWbcnWoWoW{ &+GJ,?&@&@5Q\I]C^C^&^GN # #:&    D  Ns .G;;HH str | Nonec`t|dd}tjd|}|r;tjdd|dStjd|}|r-|dd|dSdS) N u(?i)(\d{1,2}\s*(?:JAN|FEB|MAR|APR|MAY|JUN|JUL|AUG|SEP|OCT|NOV|DEC)'?\d{0,4}\s*[-–]\s*\d{1,2}\s*(?:JAN|FEB|MAR|APR|MAY|JUN|JUL|AUG|SEP|OCT|NOV|DEC)'?\d{0,4})r\r]razo(?i)statement\s+from\s*[:\-]?\s*(\d{1,2}[/-]\d{1,2}[/-]\d{2,4})\s*to\s*[:\-]?\s*(\d{1,2}[/-]\d{1,2}[/-]\d{2,4})z - rz)r#rbsearchrcgroupre)rIrXmm2s rO _period_labelrvs  $ $UdU +D  _   A  7vfc1771::..44666  <   B  0((1++//"((1++/// 4rQc(t|dd}tjd|}|r;tjdd|dStjd|}|rtjdd|d}tjdd |}t |d kr*|r| n|S| D]}|r d r.tj d tj rOtj d rHd}tfd|Drtjdd cStj drdvrcSdS)zHBest-effort account / statement holder from header text (bank-agnostic).Nrz(?i)(?:customer\s*name|account\s*holder|account\s*name|name\s*of\s*customer)\s*[:\-]\s*([A-Z][A-Za-z]+(?:\s+[A-Z][A-Za-z]+){0,3})r\r]razN(?i)\b((?:mr|mrs|ms|smt|shri)\.?\s+[A-Z][A-Za-z]+(?:\s+[A-Z][A-Za-z]+){0,3})\bz3(?i)\s+(HARYANA|PUNJAB|DELHI|INDIA|CITY|STATE)\b.*$r^rz---z ^page\s*\d+z^[A-Z][A-Z\s.'-]{2,48}$)PAYTM STATEMENTHDFCICICIAXISSBIBANKUPINOTE PANCHKULAHARYANASECTORADDRESSJOINTc3 K|]}|vV dSrt)rwtokss rOryz"_account_holder..s',,3!8,,,,,,rQz$^[A-Z][a-z]+(?:\s+[A-Z][a-z]+){1,3}$@)r#rbrrcrrerfsplitisuppertitle splitlines startswithmatchIany)rIrXlabeled honorificnamelineskiprs @rO_account_holderrs  $ $UdU +Di 6 G =vfc7==#3#344::<<< Y I <vfc9??1#5#566<<>>v B     %'' tzz||   ! !#'<<>>;4::<<._grabst IgtRT * *  "&aggajj1177>>C "!s  " " " "rQaccount_branchz?account\s+branch\s*[:\-]?\s*([A-Za-z0-9][A-Za-z0-9 /,&-]{1,40})zA(?i)account\s+branch\s*[:\-]?\s*[^\n]+\n\s*([A-Z][A-Za-z ]{2,30})ra> JOINT HOLDERSrCURRENCY, branch_codez"branch\s*code\s*[:\-]?\s*(\d{3,8})account_numberzG(?:account\s*no\.?|a/?c\s*no\.?|account\s*number)\s*[:\-]?\s*(\d{9,18})ifscz8(?:rtgs/?neft\s*)?ifsc\s*[:\-]?\s*([A-Z]{4}0[A-Z0-9]{6})micrzmicr\s*[:\-]?\s*(\d{6,12})cust_idz(cust(?:omer)?\s*id\s*[:\-]?\s*(\d{5,15})statez$\bstate\s*:\s*([A-Z][A-Za-z ]{2,30}) bank_namezV\b((?:HDFC|ICICI|SBI|AXIS|YES|KOTAK|IDFC|PNB|BOB|CANARA|UNION)\s+Bank(?:\s+Ltd\.?)?)\bz1\b([A-Z][A-Za-z&. ]{2,40}\s+Bank(?:\s+Ltd\.?)?)\bz1(?i)\b(?:phone|email|od\s*limit|currency|india)\brz .r]z ,.account_holderperiod)rrLrrLrKr) r#r}rbrrreupperrjoinrr)rIrm_citycityholderrrrXs @@rO_extract_statement_fieldsrs}  $ $UdU +DF""""""" EJ zz"##Q P     Q<<??((**Dzz||#KKK.45E.F+P+P$+P+P'( E->??? ER E&MNNN E&/000 E)@AAA E':;;; Ea ::k " "    @   zz'M( @ 7O    U4[[ w((6'?#8#8#:#:2A2#>??EEeLLw S ! !F *#) 3  F "!x MrQquestionrct|}|dpd}|pd}g}tjd|rgd}ntjd|r|dtjd|r|d tjd |r|d tjd |r|d tjd|r*|d|dtjd|r*|d|dtjd|r*tjd|s|dtjd|r|sgd}tjd|rgd|z}t }g}|D]6\}} | |vr || ||| f7g} |D]E\}} || r+| t||| dF| sHdD]E\}} || r+| t||| dF|dr+| td|dd|dr+| td|dd| s%td td d!d"|d#gd$g%S| d&} t| d'krd(|d)| j d*| j d+nd,|d-} td td d.| | d/g%S)0zKAnswer branch / IFSC / account number style asks from the statement header.filename statementr^z9(?i)state\s+account\s+branch|statement\s+account\s+branch)z Branch coderzAccount branchrzAccount numberrIFSCrStaterz (?i)\bifsc\brz (?i)\bmicr\b)MICRrz(?i)\bcust(?:omer)?\s*id\bz Customer IDrz=(?i)\baccount\s*(?:number|no\.?|num)\b|\ba/?c\s*(?:number|no)rz7(?i)\bbranch\s*code\b|\bbranch\s*(?:number|no\.?|num)\brrz(?i)\baccount\s+branch\bz (?i)\bstate\bz(?i)\bstatement\brz(?i)\bbranch\bzT(?i)\bbank\s+name\b|\bname\s+of\s+(?:the\s+)?bank\b|\bwhich\s+bank\b|\bwhat\s+bank\b))Bankrrraccentlabelvaluetone)rrrrrrneutralrAccount holderrPeriodstatement_summaryzStatement detailsu5I couldn’t find branch / account identifiers on “uO”. Try asking for the statement overview, or check the first page of the PDF.z)Looked through the statement header text.intent intent_labelheadlinesummaryrl footnotesrrauFrom “”: z is .u.Here are the account / branch details from “”.zAccount & branch detailsuIRead from the statement header / first page — not a general definition.)rr}lowerrbrappendsetaddrrrrfrr) rIrrrqwantedseenorderedrrrlprimaryrs rObuild_statement_field_answerrs &s + +Fwwz""1kH R  A%'F yMqQQ"n    9_a ( ( , MM* + + + 9_a ( ( , MM* + + + 92A 6 6 6 MM4 5 5 5 9UWX Y Y @ MM> ? ? ? 9OQR S S @ MM8 9 9 9 MM> ? ? ? 90! 4 4 : MM> ? ? ? MM8 9 9 9 9%q ) ) .")?+^_    rQc t|}t|}|dpd}t|}t |}|d}|d}|d} | >|<|: t |t |z } n#t tf$rd} YnwxYw| $tdtddd |d gg St | } | d krd t| |d} d} d} n%| d krdt| |d} d} d} nd} d} d} d}t| t| || g}|3| tdt||d|3| tdt||d|r%| td|d|r%| td|dtdtdd| dz|z|gd |d!g"S)#uQFocused profit/loss style answer from statement net cashflow — not a full dump.rrrornrrNinsightsCashflowu*I couldn’t determine net cashflow on “uK”. Ask for total spent and total received, or upload a clearer statement.rruIBased on this statement, money out exceeded money in — net cashflow is z (a net outflow for the period).dangerz Net outflowuIBased on this statement, money in exceeded money out — net cashflow is z (a net inflow for the period).successz Net inflowuPBased on this statement, inflows and outflows balanced — net cashflow is zero.r Net cashflowzwThis is statement cashflow (credits vs debits for the period), not accounting profit/loss or your live account balance.r Total spentTotal receivedrrz!Profit or loss on this statement?r]uFigures from “u” statement totals.rrrrrl highlightsr) rPrr}rrrrrrrrVrr)rIrrTrrrrreceivedspentnetnet_fverdictrrnoterls rObuild_cashflow_verdictrns s))CAwwz""1kH 3  F S ! !FuuZ  H EE+  E %%  C {x+0A //E%LL0CC:&   CCC  { .z:YXYYY     #JJE qyy T%eS11 T T T   S%eS11 S S S d C Es););$GGGG }=uc@R@RYabbbccc}+;6(TWCXCX_hiiijjj T}86 RRRSSS \}+;6PYZZZ[[[ *:64# $EhEEEF   sB::CClist[list[str]]cft|}tjd}|}g}g}|D][}||r|r|||g}D|r||\|r|||S)zCSplit statement text into date-headed payment blocks (Paytm-style).D(?i)^(\d{1,2})\s+(Jan|Feb|Mar|Apr|May|Jun|Jul|Aug|Sep|Oct|Nov|Dec)\b)r#rbcompilerrrer)rIrX date_startlinesblocksrTrs rO_payment_blocksrs  $ $DOJ OO  E FC   DJJLL ) )  # c"""&CC   JJt     c MrQblock list[str]dict[str, Any] | Nonec tjd}d}tjd}d|}||d}|sdStjdd|}tjd|d |d |rdStjd |sdSd}tjd |}|rJ t|d  dd}n#t$rd}YnwxYw|r|dkrdS||} | r| d | d d} | d| d } n$tjdd|ddd} tjdd| tj } t|d dd|ddd} | | dd|d| |dddt|d |dddd S)Nrz/Jan|Feb|Mar|Apr|May|Jun|Jul|Aug|Sep|Oct|Nov|Decz(?i)(?:Paid to|Money sent to|Received from|Recharge of|Transferred to)\s+(.+?)(?:\s+Note:|\s+UPI\s+ID:|\s+Tag:|\s+HDFC|\s+payu|\s+State Bank|\s*$)r_rr\r]z(?i)\d{1,2}\s+(?:u)\S*\s*[-–]\s*\d{1,2}\s+(?:)zj(?i)\b(paid\s+to|money\s+sent|received\s+from|recharge\s+of|transferred\s+to|upi\s+ref|money\s+received)\bu+(?i)-\s*-?\s*(?:Rs\.?|₹)\s*([\d,]+\.?\d*)ra,r^Pz \s+(HDFC|ICICI|Axis|SBI|Bank).*$)flags02drzrT) date descriptiondebitcreditamountraw _from_text_day_month)rbrrrrercrrrrdrrrrZrr) rrmonthspaid_reblobdmflatamtm_outpaidprefixdesc date_labels rO _block_to_rowr6sOJ@Fj PG 99U  D   %(..** + +B t 6&#t $ $D yOvOOfOOO t 9    t C IDd K KE   A..sB7788CC   CCC  #((t >>$  D 2A$$TZZ]]33A6<<>>224::a==..002288::vfc58,,SbS1 65r4rt L L L R R T TD $$DDD288A;;rr?+@+@+B+BDDJCRCy$DSDzBHHQKK  ((1++bqb/''))   s6D DDdaymonthlist[dict[str, Any]]c|pddd}g}t|D][}t|}|s|d|kr.|d|kr||\|S)Nr^rr)r*rrr6r}r)rIr7r8monhitsrrows rO_day_hits_from_textr? s ;B  ! ! # #C!#D %%E""   776??c ! !cggh&7&73&>&> KK    KrQc|pddd}g}t|D]B}t|}|s|d|kr||C|S)Nr^rr*r;)rIr8r<r=rr>s rO_month_hits_from_textrAs ;B  ! ! # #C!#D %%E""   778   # # KK    KrQcDd|dpgDS)zFTable-extracted outflows only (may be incomplete vs statement header).c8g|]}t|dk|Srrurvs rO z!_outflow_rows..$s( D D D!*Q--!2C2CA2C2C2CrQrowsr}rNs rOrr"s% D D-2 D D DDrQcDd|dpgDS)Nc8g|]}t|dk|SrDr|rvs rOrEz _inflow_rows..(s( C C C!)A,,2B2BA2B2B2BrQrFrGrNs rOrr's% C C-2 C C CCrQcg}t|D];}t|}|r(t|dkr||<|S)z>Outflows parsed from full statement text blocks (Paytm-style).r)rr6r r)rIr=rr>s rO_text_outflow_rowsrK+s[!#D %%E""  :c??Q&& KK    KrQcZtt|t|zS)uUnion of table rows + text blocks — same source month/date lookups use. Keeps “list all payments” consistent with August/July month queries. )_dedupe_category_rowsrKrrNs rO_complete_outflow_rowsrN5s( !!3C!8!8=;M;M!M N NNrQ int | Nonect|}|d}|dS t|S#ttf$rYdSwxYw)Nrp)rr}rZrr)rIrr's rO_header_payments_maderQ=saA %% C {t3xx z "tts9A A indexed_ntuple[int, int] | Nonect|}|dS||ntt|}||kr||fSdS)zMReturn (indexed, header) when indexed count is short of the statement header.N)rQrfrN)rIrRheader_nns rO_extraction_gaprWHsQ$S))Ht* 4J34O4O0P0PA8||8} 4rQaI(?i)\b(all|every|each|full|complete|entire|list|list\s+out|show\s+(?:me\s+)?all|break\s*down|detail(?:ed|s)?|itemi[sz]e|every\s+payment|all\s+payments|all\s+transactions?|full\s+list|only\s+(?:a\s+)?few|more\s+(?:payments?|transactions?|rows?)|rest\s+of\s+(?:the\s+)?(?:list|payments?|transactions?)|show\s+(?:everything|more))\biboolcTtt|pdSNr^)rX _FULL_LIST_RErrs rO_wants_full_listr]^s"  $$X^44 5 55rQcJttjd|pdS)Nz6(?i)\bhow\s+many\s+(?:payments?|transactions?|txns?)\br^)rXrbrr\s rO_wants_payment_countr_bs$  SU]Ucacdd e eerQr>ctt|dpdpDt|dpdddddS)Nr"r^r_r )r%rLr}r)r>s rO_row_date_labelrbfsdc#''&//"7R8899 : swwv$" % % + +D 1 1! 4SbS 9rQTF)outrYfull sort_by_daterFrcrdrelist[InsightTransaction]c |s| t}d}n0tdtt|t}|rt |d}nt |fdd}g}|d|D]}rt |nt |} t|} |t| pdtt| dpd d | d rd nd|S)zPBuild transaction cards. Prefer full chronological lists for analytical answers.NTrac>tt|pdSrZ)r"rbrxs rOz_txn_items..}s^OA.s3@*Q---IaLLrQrreverser#r`HrY,.2frcinr"r#r& direction) _TXN_HARD_CAPmaxminrZsortedr r rbrrrirLr}) rFrcrYrdrecapritemsrxr0r"s ` rO _txn_itemsr{ms? 5u} !SU]3344 #U#UVVV @@@@    ')E TcT]   "4jmmm ! q!! \T'AEE-,@,@,MI(N(NVXYYY}}#&0%%D         LrQpayments)rrUshown indexed_totalrrUc|dkr|sdS|||kr d|d|d|dS||kr d|d|d|dS|||kr d|d|d Sd|d|d S) uGHonest list coverage — never claim 'all' when header count is higher.rNzShowing z of r]uS from the statement for this view — ask about a date or merchant for more detail.z2. Ask for the full list if you need every payment. Showing all z reported on the statement.z retrieved from the statement.r)r}r~rrUs rO_list_footnoters(t 0 0 n<|r:|d \}"}#|'d9|"d?t|#dd@| \|rZ| r|sVt5|d }(|(| dzkr8|'dAtC|(|dBtC| |dCt|dkrK| r|sG|'dD|dd d.t|dddd@| rA|r?dEtC||dF|d1|dGd|'ddz})dH|d}*n)dI})|'r#|)dzd|'ddz})dJ}*tKdKtMjdKdL|*|)|| dd7|&gdMdN|rdO|dPndQgR S)SuPEvidence pack for save/cut/habit questions — metrics + merchant concentration.r^rnrpNc34K|]}t|VdSrtrurvs rOryz+build_financial_analysis..(::A*Q--::::::rQrzrarrc8g|]}t|dk|Srzrfrwrhs rOrEz,build_financial_analysis..s$RRRAs1vvPQzzazzzrQr\cZg|]'}t|dkt|%|(SrDr r)rwrx focus_keyss rOrEz,build_financial_analysis..s;mmmajmma6G6GL]^_akLlLl6G6G6G6GrQrFc34K|]}t|VdSrtrurvs rOryz+build_financial_analysis..s(EE! 1 EEEEEErQr#Unknownr]r)spendcountrrc:t|dd S)Nrarrxs rOrjz*build_financial_analysis..sad7m8L8L7LrQrkTrmY@ spendu₹ 0.00z payments · .0fz % of totalrr)rrhintrrrPaymentsz Average spendrrzTop merchant shareu% ·  (z % of spend):  across z payment: z No clear uN payments found on this statement — advice below uses overall concentration.z Largest: FrcrdrYz Start with  — z payments.z Set a weekly u9 cap and skip 1–2 orders to cut that bill meaningfully.u — highest concentration (z payments).zOne payment of z is well above your average of rzNext, trim repeat spend at zOn this statement you spent  on payments. zCutting zhBased on your uploaded statement, here is where spending concentrates and a few practical places to cut.zSpending habits & savings ideasfinancial_advicezFinancial AdvicezHow much did I spend overall?zShow my biggest expenseszHow much spent on ?zHow much spent on groceries?) rrrrrlr transactionsr suggestions)'rPrrNrrer}rrrfrrrvrZrrr rrrbr_category_hits_from_textrMrirLr setdefaultr rxrzislowerrrrrVextend_format_txn_amountsr{rr),rIrrTrrrtotalrravg focus_namecatmerchanttokens focus_matched focus_total focus_count text_hitsrF by_merchantrxr4rbucketrankedtophighestdisplayrlsharetop_name top_statsr share_bitrstatspct sample_rowstxnsrecommendationshirrrs, @rObuild_financial_analysisrs s))CA%c**@mC.@.@H R  A EE+  E EE/ " "E }}c:::::::A>>H  3  F C U ,,SZZ!3!33CC:&   CCC "J"$J'( 2  # # #dC ;!$QQ JJ01;)!,,,t  ;!J"..**,JRR&(..2B2B!C!CRRRF ;&):55&nn..q : *,MKK)j),S*== mmmmCGGFOO1rmmmCL\PT\-i$.>???Z\ CEE}EEEEEqII -(( 57K 333quu]339r::;;Hy,0?chhtzz||BQB'(((i''sQ-G-GHHw00:a==@wfWo..2w K%%''-L-L M M MF !*CX:t<< + &/6 Z + + + + +.us(bbbQagHHbbbrQc8g|]}|j|j|jdS)r"r#r&rrs rOrEz*analysis_evidence_dict..ws8   VAMQX N N   rQN r)rrrlrsample_paymentsrecommendations_seedr^rz (?i)\bspend\bz(?i)^(total|average)\s+spendz(?i)\s+spend\s*$T)rrdetailfoundfocus_merchantc3zK|]5}|jpdv1|V6dSr^N)rr)rwrrs rOryz)analysis_evidence_dict..sL a a1:3C3C3E3E!'-UWI^I^I`I`3`3`Q3`3`3`3` a arQFz(\d+)\s+payments?ra)rrrr|r)rrrllistrrrer rrrbrrcrrrrnextrZr) rrpayloadrrrrr focus_metricrr|m_countrs @rOanalysis_evidence_dictrps$?bbRYRabbb7-344  *0b#2#6   !%W%7%=2 > >rr B  G R  A!J3$Q''  3QJJ/22J # &B  AW]))++Ey)511 ")/;;  V$7UCCIIKKSt  *!""#&!% 11G,- E  (2(:(:(<(<L*""$$$* a a a a.B a a a     %L- %i 4l6GHHG %w}}Q//00 1 +7A\''T+7Al''T  % %  ! NrQrzcg}|D]}|jdd} t|}t||}n#t$r |j}YnwxYw||d|p|ji|S)Nrr^r&)update)r&rdrrVrr model_copy)rzrTrcrhr'rr0s rOrrs C EEhsB'' **Cc""CC   (CCC  1<<#/'B<CCDDDD JsAAAcT|jd|jg}|jrZ|d|jD]=}|jr d|jdnd}|d|jd|j|>|jrL|d|d|jD]}|d||jr|jj r|jj r|d|dd |jj zd z|dd d |jj Dzd z|jj D]0}|dd |zd z1|j r|dt|j }||d krd |dnd|j D]<}|jr |jdnd}|d||jd|j=|jr8|d|jD]} |d| dd |S)uIFallback plain answer for copy / audit — still analyst tone, no jargon.r^rrz- **z:** z**Highlights**z- z| z | z |c3K|]}dVdS)rNr)rw_s rOryz&insight_to_markdown..s"&L&Lu&L&L&L&L&L&LrQrz **Payments (z)**z **Payments**rrrr_)rrrlrrrrrtableheadersrFrrrfr"r#r&rre) rrrrhr>rVrhwhenfs rOinsight_to_markdownrs  r7? 3E> R > >A%&V3>>>>>D LL<<|<|: t|t|z } n#ttf$rd} YnwxYwg} |rd|nd} |rd|d nd} | t| } | d kr-| d | | d t| |d nj| d kr-| d | | dt| |d n7| d | | dn| d| | d |rf| dtt ||dtt|dpdd|d}||r t|t t|dz }| dt|dt||d n#ttt f$rYnwxYw|d}|ra|_ t|t t|ddzkr| dn#ttf$rYnwxYw| dd| S)uNInsightful overview prose — observations, not a restatement of metric cards.rkNrnrorr for r^rrrzLooking at this statementuD, money going out ran ahead of money coming in — a net outflow of ru,, inflows beat outflows — a net inflow of z(, inflows and outflows roughly balanced.u'Here’s a quick read on this statementzThe standout outflow was r#payment).rpraAcross z+ payments made, the average send was about rqruXOutgoing activity is much denser than credits — everyday spend is driving the picture.uThe cards show the raw totals — the takeaway is the cashflow direction and what is driving it, not just the headline numbers.r])rPrrrrrvr r}rrrrrVrirLrZZeroDivisionErrorr)rIrTrrrrlargestr r r partswhorr maderrecv_ns rO_overview_narrativers s))CA 3  F S ! !FS!!H/7Ac( ++++TG EE+  EuuZ  H %%  C {u(X-A //E%LL0CC:&   CCC E$ , &   "C# +>>>>>D c  199 LL:C:::$*5#$6$6:::    QYY LL9C999#)%#5#5999     LL_C____      KsKDKKKLLL   Nz'/B/BC(H(H N NC M : : GiHHII N N N   55 ! !D T ,,SYY!2!22C LLc#d))ccPVWZ\_P`P`ccc    :'89    D UU& ' 'F " 4yy3s6{{A..222 n:&    D  LL = 88E??s8,C C"!C"*A$JJ)(J)AL L! L!c ` t|}t|}|dpd}t|}t |}t |}|rt |tnd}t|pd} |pd} t| rt|| St| r|rmtdtddd|dtd|d g|rtd |d gngtd t|d gdgStdtddd|dgggSt!| rP|rNtdtddd|dtd |d g|rtd|d gnggdgSg} |r%| td|d |d9| tdt%|d|d |d9| tdt%|d|d |dPt'|d} | tdt%| || dkrdnd |dE| tdtt)|dd |d E| td!tt)|d d |r%| td |d g} |re| d"t%t||d#t+t|d$pd|dr|dr~ t'|dt t)|dd%z }| d&t%||n#t,t.t0f$rYnwxYwg}| r!t3t5|d'd'd(|}g}| rX|d)t7t9|t9|}|r|d|n|d*| rd+|d,|rd-|ndz|rd.|ndzd/z}nt=|}tdtdd0|| | ||1S)2NrYour statementrkr^rrzThis statement belongs to rrrrrDocumentz,Read from the statement header / first page.ru4I couldn’t find a clear account-holder name on “uN”. Try opening the first page of the PDF, or ask for the statement overview.Statement periodzThis statement covers z+Taken from the statement header date range.rnrrrorrrrrrrp Payments maderqPayments receivedzLargest outflow: rr#razAverage payment size: TrzDAsk about spend by date, a merchant, or a category for a deeper cut.z@Ask for payment details, a date, or a merchant for a deeper cut.u Here’s a clean overview of “”rz covering z6. Figures in the cards come from the statement totals.zStatement overviewrrrrrlrrr)rPrr}rrrrvr r]rrrrrrrLrrrVrrZrirrrrr{rrfinsertr)rIrrTrrrrrrrdrrlr rrrrrrs rObuild_statement_summaryr$s s))CAwwz""6&6H 3  F S ! !FS!!H/7Ac( ++++TG HN + +DBA#1%%4+C333%a((  $*23FG)>V>>>!(8XVVVW]e}86 RRRSSce" #h--iXXX IJ    !&./BC%\x\\\    $A&&  6   &./BC'6V666HFJJJ[ai='7vIVVVWWgiDE    G [}+;6PXYYYZZZuu[%}=q~WZ@[@[bjkkkllluuZ$}+;6!J-Y\C]C]dmnnnooouu^(An%&& $S#&&!$qXXi       uu_)}?#c!OJ\F]F]B^B^enooopppuu !!-}+>c#aPcNdJeJeFfFfmvwwwxxx T}86 RRRSSSJ  {z'':':C @ @ { {{SVW^WbWbcpWqWqWwuwSxSxGyGy { {    uu[aeeO44 +''#c!O2D.E.Eq*I*IIC   Ivc37G7GII J J J J:'89    D  D  " xTD A A A   I ]_```c$iiX77  &   Q % % %[\\\ + ?%    s AR,,SSc t|}|pd}d}tjd|}|rR tdt dt |d}n#t$rd}YnwxYwt|}t|tdd |}td |D|}|s.td td d d ggt|S|d} d} t|d} | rJ dt| zt#| z } d| dd} n#t$tt&f$rd} YnwxYwt)|t+|} dt+|dt-t| |dt/t1| dpdt3| r&dt3| pdzndd| }| r|d| }t7dt1t+|dt7d t-t| |pdd!g}t9gd"d#t;|D$}td td d ||g||t|d%gz& S)'uMRanked outflows with merchant, amount, and date — not a totals restatement.r^rz(?i)\btop\s+(\d+)\brraTrmNc g|]d}tt|pdtt|dpddt |ddeS)Nr#r`rorprqrcrs)rrbrirLr}r rvs rOrEz*build_biggest_expenses..s    $Q''/4'AEE-,@,@,MI(N(NVXYYY$Q--..       rQrzBiggest expensesuYI couldn’t rank individual expenses — no indexed outflow lines on this statement yet.rrrrrlrrrrnru That’s about rz&% of total statement spend on its own.zHere are your top uM expenses by amount — each with merchant, amount, and date. The largest is  to r#za payeerrr]ShownrrLargestr)#DatezMerchant / descriptionAmountcjg|]0\}}t|dz|jpd|jpd|jpdg1S)ra—r`r^)rLr"r#r&)rwirhs rOrEz*build_biggest_expenses..sY   1 AE % *B     rQrrFzJRanked from indexed outflows (statement text + table rows), largest first. rrrrrlrrrr)rPrbrrvrwrZrrrNrxr rrrrrr}rrrrrfrVrirLrbrerr enumerate)rIrrTrtop_nm_toprrrrr header_spentr incompleterrlrs rObuild_biggest_expensesrs s))CBA E I,a 0 0E  3r3u{{1~~#6#67788EE   EEE &c**H H*d ; ; ;FUF CF         D    .z:'o)#..     )C E"3''++K88L *S//)E,,?,??CVsVVVVEE:'89   EEE .c3x==AAJ SYY   C#66   s377=11>Y?? @ @ ?Nc>R>R ZFoc**0b7799 9 9XZ       ,++z++ G3s4yy>>IIIC#..4"   G AAA  "$      E *:6#%c** W XY    s#>A-- A<;A<&)EE,+E,c  t|t|}t|pdrt|nt |}|d}|d}|8|r6t td|Dd}t|}t|}t|pd}d}|J|rH t|tt|dz }n#ttf$rd}YnwxYwtdt!|d td t#t|pd d g} |3| td t!|d |r%| td|d g} t'|t(ddd} | D]f} | t!t)| dt+t#| dpdgd} g}|ri}|D]\} t-t#| dpd}||dt)| z||<]|rAt/ddgfdt'|dD} t3t5|dd}g}t7|}|r{|dt9t|t||}|r|d ||t?||r~tA|t|}|r.|dt|d t|dkrd!ndd"}n|r,d#t|d t|dkrd!ndd$}nd%}nd}| r_d&t!t)| d d't+t#| d dpd(d)}d*t!|d+t|pd d,t|pd dkrd!ndd-|}tCd.tDd.d/|| | || |0 S)1Nr^rnrpc34K|]}t|VdSrtrurvs rOryz)build_spending_summary.. rrQrzrarrr TransactionsrrAverager Date rangeTrmrrr#rCategoryrcbg|]+\}}|t|pdg,S)r^)rrV)rwrr0rTs rOrEz*build_spending_summary..0sI!cZZ\\6#s#3#3#9r:rQc|d S)Nrarrs rOrjz(build_spending_summary..2s 1rQrkrrcrdz2Totals prefer the statement header when available.rU Listing the z indexed outflowrz I could retrieve.u(Here’s how money left the account —  listed below.u]Here’s how money left the account on this statement, with the largest outflows highlighted.z Largest was rrrz You spent r payment on this statement.spending_summaryzSpending summaryr)#rPrr]rNrr}rrrfrrrvrZrrrrVrLrrxr rirrrzrr{rQrrrrrrr)rIrrrrrrrdrrlrrrxrrcatsrrrUrrrtop_noterTs @rObuild_spending_summaryr-s s))CA.>x~2.N.Nf%c***TabeTfTfH EE+  E EE/ " "E }}c:::::::A>>H  3  F HN + +D C U ,,SZZ!3!33CC:&   CCC  Ms1C1C(SSSN#c%*1oo2F2FYWWWG }9F3#    s-DDDc :t|}t|}t|}|d}|d}|8|r6t t d|Dd}t |}t|}tdt||dtdtt|pd d g}|r%| td |d tt|d d|} g} tt | t |d} | r| | t!dt"ddd|| g| S)Nrorqc34K|]}t|VdSrtr|rvs rOryz'build_income_summary..os(881)A,,888888rQrzrrrCreditsrrr rFTr$credits)rincomezMoney receivedz/Credits and inflows recorded on this statement.rrrrrlrrr)rPrrr}rrrfrrrVrLrZrrr{rrr) rIrrTrrrrrrlrrrs rObuild_income_summaryr4hs s))CA3G EE*  E EE% & &E }}c8888888!<<G  3  F,F5#4F4FYWWWISUZa-A-A RRRGW}t1||r t#t%|ddng} d?|d@|dAg} |rBt't | t |}|r| *dB||r5t |t |kr| (dCtK|}|rd*|nd+|}|r,|dD|d:krdEnd0dF|d/| rdGt | dHnd0z} n=dI|dJt1|dK|dD|d:krdEnd0d/ | rdGt | dLnd0z} tdtd|| t3dt1|dt3d!t5|d t3dMt1|d7t3dN|d g|| | OS)PNrrrF date_lookupz Spend by dateu I reviewed dated outflows in “uj” but couldn’t assemble a reliable day-by-day view. Try a specific day such as “spend on 16 July”.zDSearched payment history lines with calendar dates on the statement.rc3@K|]}t|dVdSrNrrwrRs rOryz$build_date_lookup..s.AA%' ++AAAAAArQrzc3@K|]}t|dVdSrVNrZr9s rOryz$build_date_lookup..s,11AcF 111111rQrSpentrc g|]I}|t|dpdtt|dgJSrr^rVrVrLrZ)rwrbyrTs rOrEz%build_date_lookup..sar%y1377=2s3r%yQT~CVCV?W?WXrQrkrTr$zDaily table covers all z& dates with spend among indexed lines.r%z,Payment list includes every indexed outflow.u(Daily spending across the statement — z payments totaling z. z# dates with spend are listed below.r]rrrzDays with spendrr) rrrrrlrrrrr rc\g|](}t|t|dk&|)SrD)r'r )rwrxr7r8s rOrEz%build_date_lookup..s@ccc!'=ae'L'LcQ[\]Q^Q^abQbQbAQbQbQbrQc34K|]}t|VdSrtrurvs rOryz$build_date_lookup..(99A*Q--999999rQrrVc34K|]}t|VdSrtrurvs rOryz$build_date_lookup..rErQz Payments on z Spend on zNo payments on r)z The statement covers rr^I searched “u” for money-out activity on z}. No matching payments showed up for that calendar day on this statement. You can try a nearby date or ask for spend by date.z Date searchedResultNo payments foundrrz)Looked through dated payment history for razLargest on this day: rr#zAverage payment: zScoped to outflows dated  on “rrzUTotals use the full statement text (table extract alone was incomplete for this day).r(rr All z" indexed matches are listed below.zOn r went out across r'rrr)+rPr}r*r)r#r(rfrrrrvaluesrrxkeysr"rNrr{rrQrrrrVrrLr&_relative_month_keybuild_month_spendr-rr?rMrrZrr_rvr rrir)"rIrrby_textby_rowsrrVrrrrrr day_month month_onlyrdate_keyrrF matched_rowsrmatchedrrcount_qrrrrrrBrTr7r8s" @@@@rObuild_date_lookuprYs[ s))Cwwz""1kH!(++9 *+?+D+DEE*3776??+@bAAG G 44WW' $$2=A(IxIIIab    cAARYY[[AAAAA1EE 11RYY[[111 1 1111#BGGII>BBB   *#..":hDt#L#L#LcRR Uc"gg U U U 3t99c(mm>STW>X>X Y Y Y >= ,S112221#s4yyAA  +>$D$D  ;WZ[b[f[fgt[u[u[{y{W|W|K}K}       ) )B@fS#.>.>@@AAAQX ` z't$GGG M M M^`DIUII8IIIJI&c$iiW66  &   Q % % % S^^c,&7&777 c   #8,,G)0I%e%%%6I%6I6IH   E EUaZZccR E EU E E EHLTDs4yyDDDDRT V  l% k k6%-- k k k kV[_`V`V`ssfh k k k48@0s4yy0000b B  *=9  VE35G5Gh W W W  #e**9 M M M  S1A1A Q Q Q e) D D D     rQc( t||dpd}|pdddt}t |}|dpg}fd|D}t |}tt|} fd| Dr9ttd  Dd nd } r+td  Dnd } |rJt||z} ttd| Dd } t| }nr|r| t|kr|} | } | }n|r9|} ttd| Dd } t| }nt|}d|D}|r&dd||rd|dndzdzn |rd|dnd}t#dt$dd|d|d|d|dt'd|dt'd d!d"g|rt'd#|dgnggd$|d%g&S| t)|d'z }| rt)| t*(nd}g}|rh|d)|d*t/t+|d+t1t3|d,pd|r|d-|d.|d/| r t5t7| d0d01ng}d2|d3|d4d5g}| rBt9t|t| }|r|d |d}rYtd'krFt=gd6fd7t? tB(D8}t#dt$dd|d9|dt/| d:|d;|d'krdndzt'd?t/| d@t'dAt3|dt'dBt/|d"t'd|dg||||C S)DuKAnswer spend scoped to a calendar month — never dump the whole statement.rrr^NrrFcZg|]'}t|dkt|%|(SrD)r _row_in_month)rwrxr<s rOrEz%build_month_spend..=s8SSS!z!}}q'8'8]1c=R=R'8A'8'8'8rQci|]E\}}tjdtjd|B||FS)\b)rbrescaper)rwrrRr<s rO z%build_month_spend..As] Aq 9-29S>>---qwwyy 9 9 1rQc3@K|]}t|dVdSr8rr9s rOryz$build_month_spend..Fs.OO1U1W:..OOOOOOrQrzrc3@K|]}t|dVdSr;r<r9s rOryz$build_month_spend..Gs,??13qv;;??????rQrc34K|]}t|VdSrtrurvs rOryz$build_month_spend..KrErQc34K|]}t|VdSrtrurvs rOryz$build_month_spend..SrErQc(g|]}t|Sr _MONTH_FULLrs rOrEz%build_month_spend..Ws:::Q+a.:::rQz This statement mainly covers rrrrz Statement period: r6z Spend in rGu” for money-out activity in zB. No matching payments showed up for that month on this statement.z9 Try a month that appears on the PDF, or a specific date.MonthrrrHrIrrz Scoped to u' only — not the full statement total.rrarkz Largest in rrr#zStatement covers z (answer filtered to rTr$zScoped to outflows dated in rJruHThis is not the full statement spend — only the month you asked about.r=c g|]I}|t|dpdtt|dgJSr@rA)rwrrT month_bucketss rOrEz%build_month_spend..sf}U3G(>??????VWH& ' L(@AAc99999991==G  " " C s rOryz _row_in_month..sK"#CGGAJJ "rQ)r"r#r'accountr^')rrrXrbrr_)r>r8r-s` rOr\r\s 88'P   egg   , %((,,,d33  u<<<4  ;;;$   rQc|pd}tjtj}t jd|r>|d}|tdz }t|j dz St jd|rt|j dz St|S)zFResolve 'last month' / 'this month' / explicit month name to jan..dec.r^z\b(last|previous)\s+month\bra)r7)daysz\b(this|current)\s+month\b) rr.nowr/utcr"rbrrdr0 _MONTH_ORDERr8r$)rrtodayfirstprevs rOrOrOs R  A L & & + + - -E y/33, ! $$ya((((DJN++ y.22-EK!O,,  ! !!rQr8rNtuple[str, ...]cd fd }g}t|D]}d|}|}||s7t|}|sIt j|dpdp|d} |r| |kr|||S) uParse Paytm-style payment blocks from full statement text. Tags like ``# Groceries`` often sit on a following line, so we group by date-headed blocks and match the whole block — not single lines. blob_lowrLrKrXcD]v}|}|s+|dr||vrdSHtjdtj|d|rdSwdS)NrTz (?._block_matchess  C !!##A ||C   ==44yD")A,,DDDhOO tt urQr_r*r^)rrLrKrX)rrrr6r!r}r) rIrNr8rr=rr-lowr>mon_keys ` rOrrs      "$D %%  yyjjll~c""  E""   $SWWX%6%6%<"==RARAR  W%%  C KrQct|d}t}g}|D]R}t|pd}t jdd|dd}t jdd|}t jd |}|rUt| d d d| d d d}tt|d }||f} | |vr|dkr(| | ||T|S)zJPrefer table-extracted rows; drop text duplicates of the same date+amount.c4|drdndS)Nr(rarrGris rOrjz'_dedupe_category_rows..saeeL.A.A)HqrQrkr^r\r]r_rz '?\d{2,4}$zA(?i)(\d{1,2})\s*(jan|feb|mar|apr|may|jun|jul|aug|sep|oct|nov|dec)rar rzNr)rxrrbrrbrcrrerrZrrr rr) rFrrrcrxr"rUrr0rs rOrMrMs`THHIIIGuuD "C ""(b//116&#tzz$'7'7':;;AACC6-X66<<>> H P     Iaggajj//HHH 0@0@0B0B2A20FHHHJqMM1%%o $;;377    1 JrQc t|}|dpd}t|}|pd}t jdd|}t jdd|}|d}|d }t |}t|} || rt| }||rt|}tt j d |} tt j d |} | r| p7tt j d |ot j d| } | r| p'tt j d|s| o| } | r| sd} d} g}| rA|?| tdtt|d| rG|E| rdnd}| t|tt|d|E|C| rA| s?| tdtt|d|r%| td|d| tdt|d| rA| s?|=| rdnd}dt|d|t|dkrdndd |d!}| rd"nd}n|0|d#t|d$nd}dt|d%|d&}d'}nr|dt|d(}d'}nZt|d)pg}d*|d+|d,|dkrdndd-}d'}td.t|dg}td/t!jd/d0|||gd1g2S)3zIAnswer how many payments were made/received from statement header totals.rrr^z \b,\s*ade\bz madez\bmad\brrprqNz,(?i)\b(credits?|deposits?|received|inflow)\bz(?i)\b(debits?|withdrawals?)\bz (?i)\breceivz (?i)\bmade\bTFrrrzCredits / depositsrrrrrr%rzThis statement shows r]raru (money in) on “rzCredits received and z receivedz payments maderz Payment countz payments received.rFu(I couldn’t find a payment count on “u”. I extracted z transaction linez from the PDF.zExtracted lines payment_countz Payment CountzXCounts use statement header totals when available, otherwise indexed credit/debit lines.r)rr}rrrbrcrrrfrXrrrrLrZrr)rIrrrrrrrecvrr want_credit want_debit want_recv want_maderlrkindrrextrarows_ns rObuild_payment_countrsAwwz""1kH 3  F R  A ~w**A z61%%A 55 ! !D 55$ % %D3GS!!H ||8}} ||7||ry!PRSTTUUKbi A1EEFFJ/Z RY * *++QBIoq4Q4Q0Q/K bi++ , , =I R{?:  #%GbT%}?#c$ii..W_```aaaYT%(3L$$9L}5CIIYWWWXXX D,,9,}+>c#d))nn[deeefff T}86 RRRSSS NN=zXYWWWXXX^^t'7&5xxI /CII / / /SYY!^^ccQS / / ( / / / *5M%%:M 040@,D ,,,,bK#d))KK5KKK" H#d))HHH"SWWV__*++ _x _ _! _ _;AQ;;CCB _ _ _ # '8F R[\\\] *.PPmn   rQc rt|}t|}t|}|d}t |}t |}t t|dd|}t|} t|pdr|t|n| } tdt| dg} |r%| td |dtd td d d | d | dkrdndd| t!|Sg} |2| tdt|d| tdt| d|r%| td |dg} t#| t||} | r| | | t!|t'|| }t)|}d}|r%d|D}dd|d}|r|d| d| dkrdndd|}n| rd| d| dkrdndd|}nd}td td d || || !S)"u?List outflow payments — lighter than a full spending summary.rpTr$r^NPayments on statementrrrtransaction_searchzWhich payment?zYour statement shows r(raruZ. I can't tell which one you mean without more detail — try a merchant, date, or amount.rzPayments (header)zIndexed & listedrr%chg|]/}t||0Sr)rgr}rrs rOrEz&build_payment_list..~s.@@@A+//!QWWYY//@@@rQz Indexed months include rrr&z indexed paymentz I do have below.z Here are all z% I could retrieve from the statement.z8I couldn't find indexed payment lines on this statement.z Your paymentsr )rPrrNr}rQrrr{rfr rZrrLrrrrrrrrkr)rIrrTrrrrUrrlisted header_showrlrrrr+ month_hintlabelsrs rObuild_payment_listrLs s))CA%c**H EE/ " "E$S))H 3  F z(4HHH# N ND YYF'B77 $)$5c%jjj6  7s;?O?OV_ ` ` `   X NN=xvIVVV W W W './CD%k kkKSTDTDTSSZ\kkk)#..    $&G  33x==y Y Y Y    NN='9VS[\\\]]] T}86 RRRSSSI &#h--( C C CD  (--...-c6::J S ! !FJ E@@@@@D &0A0ADDD  M I I I Ikkssr I I.s# F F FA3q66A::a:::rQr\cZg|]'}t|dkt|%|(SrDrrwrxrNs rOrEz+build_merchant_spending..; c c c!*Q--!2C2CHYZ[]aHbHb2CA2C2C2CrQrFmerchant_analysisruI looked for payments to “ul” on this statement and didn’t find clear matches. Try the exact merchant name as it appears on the PDF.MerchantrrSearched narrations for: rrrTr$c34K|]}t|VdSrtrurvs rOryz*build_merchant_spending..(55jmm555555rQrzrarz matching paymentrr^r HTotals use the full statement text (table extract alone was incomplete). Spending on rrr(z). Every matching payment is listed below.zMerchant totalrrrrc g|]S}tt|dtt|dpdTSrr#r^rVr rirLr}rwrxrTs rOrEz+build_merchant_spending..i   jmmS)) ] ]{3quu]?S?S?YWY;Z;Z/[/[ ] ]   rQrmrr3)rr rbuild_category_spendingrbrrPrr}rMrrrrrrrr{rrrfrvrrrrVrLrxr )rIrrrrrrFrWrrrrrrrTrNs @@rObuild_merchant_spendingrs !( + +D t  * *C 6s1v||~~--&sH555 JJLL?D F F&$**,,77 F F FF )&)4'' fQi( s))C(d33I c c c c-2 c c cD9BRdR#I$4555PRG"llnn6djjlll$G    &./BC'''HwHHH#7SSSTE499T??EEEF     z't$GGG M MD #55W55555q 9 9E IIE #eQ-- CXuXXeqjjssbXXgXXXI 9~~D !! V   (--... "*+>?### 67 6 6fUC&8&8 6 6% 6 6X]abXbXbQTQThj 6 6 6  0uc8J8JQY Z Z Z  #e**9 M M M  S1A1A Q Q Q     GTBBB2A2F   %   rQc t|}|sdS|\}t|t|rtpddnd}t |}fd|dpgD}rfd|D}t |t |krt||z}nt||z}|rd|nd}|stdtd| dd |d |d td | d g|rtd|dgnggdd dddgStt|dd} tt!d|Dd} t | } | t#| dz } d| d|d| dkrdnd|dg} |r| d|d t |t |kr| d!| t)|tdtd| d|rd"|zndd#||d$t+| d%| d&| t | krd'nd( td)t+| d*td+t-| d td,t+| dg|rtd|dgng| fd-t/|t0d.dd/D| 0S)1Nr^r~cZg|]'}t|dkt|%|(SrDrrs rOrEz+build_category_spending..rrQrFc4g|]}t||Sr)r\)rwrxr8s rOrEz+build_category_spending..s(;;;a=E#:#:;;;;rQz in category_spendingrz I looked for z activityu} on this statement and didn’t find clear matches. Try a merchant name that appears on the PDF, or ask for overall spending.r!rrrrrrrrTr$c34K|]}t|VdSrtrurvs rOryz*build_category_spending..rrQrzrarz matching r(rz Filtered to z<. Payments outside this month on the statement are excluded.rrrrrrz/Every matching indexed payment is listed below.z+Matching indexed payments are listed below.zCategory totalrrrc g|]S}tt|dtt|dpdTSrrrs rOrEz+build_category_spending..'rrQrmrr3)r rPrOrgr}rrfrMrrrrrrr{rrrvrrrrVrLrxr )rIrrrrlrrFrW period_bitrrrrrrTrNr8s @@@rOrrs  * *C tKE4 s))C  ) )E6;C+//%+2r222K)d%@@@I c c c c-2 c c cD <;;;;4;;; 9~~T""' D(899'y(899)4<% %%%"J   &./BC ---\\\ \\\Jekkmm)TTTWbj=x{RRRSShjI499T"1"X3F3FIIIJ    z't$GGG M MD #55W55555q 9 9E IIE #eQ-- C `u____eqjjssb_R\___I  d; d d d    9~~D !! V   (--... "*+>?KKMMXX;)V&;*>*>TVXX L5 L* L Luc0B0B L LE L LDISQUYYDVDV@@]J L L  0uc8J8JQY Z Z Z  #e**9 M M M  S1A1A Q Q Q T_f}8;XNNNOOdf      GTBBB2A2F   '   rQc t|}t|}t|}t|}t |}t |}|dpd}tdt|dg} |3| dtdt|d |r%| td |d |d 9| td t|d |d |||krd|d|d|d} d} nd|d|d|d|dndz} d} tdd| | | ggS)uMAnswer follow-ups about payment list coverage — without exposing internals.rrzPayments reviewedrrNrrrrrnrruOn “u” I can review z6 individual payments in detail (the statement reports zo overall). Overall totals use the statement figures; ask about a date or merchant to inspect specific payments.zPayment coveragez I can review u payments on “rz", matching the statement total of rperiod_coverageCoverager) rPrrNrfrQrr}rrLrrrVr) rIrrTrcompleteindexedrUrrrlrrs rObuild_coverage_explanationr0s s))CA%c**H(mmG$S))H 3  Fwwz""1kH /s7||(SSSG  7s8}}S\ ] ] ]   T}86 RRRSSSuu[%  VAkNC5P5PW_ ` ` `   ( 2 2 ,X , , , ,&. , , ,  & CG B BX B B BCKCW?H????]` b &     rQc t t|pd}t|dd}t|}t |dpg}||ddfD]j}t jd|D]R}tj| d }|r |Skt| t| zD]r}t jd|D]Z}tj| d dd }|r |[s|dpgD]} tt| d pdp#t| d pd} t jd| D]Z}tj| d dd }|r |[Ȉ fd t DS) z.s 2 2 2!qEzzAzzzrQ)rrr#r)r(r}rbfinditerr!rrrrrNr%rLrz) rIrrXrQrRr-rrrrxr"rs @rOrkrkcsseeE 3   %2F  $ $VeV ,D&t,,G&swwv'<"==Gete% e     A !$QWWQZZ%5%5%7%788C  # gllnn%%W\\^^(<(<< N     A!$QWWQZZ%5%5%7%7%;<>Z#aeeFmmFYWYBZBZ N     A!$QWWQZZ%5%5%7%7%;<> JJsOOO JrQc |dpd}t|}t|dD}t|}fd|D}fd|D}|r d|d|d}n^|rVt |d krd|d |d d }n9d |ddd|dz} d|d| d }nd|d}g} |rgd|D} | d | dt | d krdnddt | d krdndd|r|s| d|r.|r,| dd |dg} |r%| td|d |r8| td!d |d" |rB| td#d d$|Dd% t|} | d&td'td'd|| | | (S))uVAnswer why certain months appear / don’t appear — from full statement, not chunks.rrc(g|]}t|Srrfrs rOrEz)build_period_coverage..s666k!n666rQcg|]}|v| Srrrwrros rOrEz)build_period_coverage..s#444Q1G#3#3q#3#3#3rQcg|]}|v| Srrrs rOrEz)build_period_coverage..s6661gQrQ“u ” covers **uR**. That printed period is what the statement contains — not a retrieval sample.rau ” only includes activity in **rzO**. I checked the statement header and every dated transaction on the document.rNru” includes activity in **uI reviewed “ur” but could not pin a clear calendar period from the header. Ask me to list spend by date for a day-by-day view.c(g|]}t|Srrfrs rOrEz)build_period_coverage..s777!{1~777rQr]isareuH not on this statement — there are no dated lines or header dates for z that monthz those monthsrzaThe month(s) you named do appear on the statement; ask about spend on a specific date for detail.zMonths actually present: rrrzMonths presentrzNot on statementc30K|]}t|VdSrtrfrs rOryz(build_period_coverage..s&@@1 A@@@@@@rQrzMAnswered from the full statement period and dated lines, not vector snippets.rr) r}rrkrrfrrrrrr)rIrrrrpaskedmissing present_askedrjoinedr miss_labelsrlrros @rObuild_period_coveragerswwz""6&6H 3  Fc""G66g666N h ' 'E4444%444G6666666M   ]( ] ] ] ] ]   ~  ! # #^h^^q@Q^^^ G YY~crc2336RnR>P6R6RRF^h^^6^^^ G  BX B B B  J 77w777 yy%% L L;''1,,tt% L L #;//144||. L L L    W  o    '  D .(A(A D D D   G ]}+=VRZ[[[\\\  &ii//        (ii@@@@@@@      $C((I deee  *+<=#   rQprior_questionrc t|}t|}t|}|r'tt d|Ddnd}|d}|d}t |}|pd} ddt||d t||nd zd zg} |'| d t||d |&| d t|d t|} | d| g} |3| tdt||d|3| tdt||d|r%| td|dtdddd| | | S)uIExplain how totals were derived — prefer header, disclose row coverage.c34K|]}t|VdSrtrurvs rOryz)build_calc_explanation..rrQrzNrnrpzthe previous figurezIStatement header totals are treated as primary for overall spend/receive.z(Indexed outflow lines on this document: z totaling r^rzHeader money out: zHeader payments made: zRecomputed while explaining: zHeader total spentrrzSum of indexed outflowsrrrrzCalculation checkzHow the figures were derivedzI re-checked the full statement. Overall cash totals come from the statement header when present; date/merchant/category cuts aggregate every matching indexed transaction on the document.r)rPrrrrr}rrerfrVrrZrrr) rIrrTrr row_total header_outrUrfocusrrrls rObuild_calc_explanationrs= s))CAS!!HBJTc:::::::A>>>PTI{##Juu_%%H 3  F  44 ; ; = =E TB3x==BB4=4I 0y#.. 0 0 0r S  J Ivj#/F/FIIIJJJC3x==CCCDDD#C((I } n| r^t|d?t|dkrdndd@|rdt|dAndz|rdt|dndzdBz} nddC| d$dDD}t| dDkrdEt| dDz dFnd}dGt|d9t|dkrdnddH||dB} |r | dI|dBz } | dJz } td d dK| |dL| d$dMD|dNgOS)PuUAnswer knowledge-base / document-metadata questions — never summarize PDF contents.cDg|]}|ddk|SstatusreadyrGrwds rOrEz&build_kb_inventory..# s,QQQQaeeHoo6P6Pq6P6P6PrQc@g|]}|ddv|S)r>pendingindexing processingrGrs rOrEz&build_kb_inventory..$ s-___QaeeHoo9^&^&^q&^&^&^rQc@g|]}|ddv|S)r>errorfailedrGrs rOrEz&build_kb_inventory..% s- L L LAQUU8__8K%K%Ka%K%K%KrQr^z(?i)\bpages?\bz,(?i)\bfilename|file\s+name|document\s+name\bz0(?i)\bhow\s+many\s+(?:documents?|files?|pdfs?)\bz%(?i)\bstatus|ready|uploaded|indexed\b document_qazKnowledge baseKnowledge base is emptyuI don't have a knowledge base yet, so I can't list filenames or page counts. Please upload a knowledge base first (PDF, TXT, MD, or CSV in the Knowledge panel) — I won’t invent files or page counts. Documents0rrReadyu5Metadata only — no document content was summarized.rzI see z uploadrarz, but none are ready yetrz still processing)rz faileduB. I won’t guess page counts or contents until indexing finishes.zUploads in progressz Total uploadsr ProcessingrcVg|]&}t|dpd'S)rfilersrs rOrEz&build_kb_inventory..Q s1YYYQAEE*--788YYYrQNrzAsk again once status is ready.cVg|]&}t|dpd'S)rdocumentrsrs rOrEz&build_kb_inventory..U s1 A A AaSz""0j 1 1 A A ArQc3^K|](}t|dpdV)dS) page_countrNrZr}rs rOryz%build_kb_inventory..V s;CCc!%% --233CCCCCCrQc3^K|](}t|dpdV)dS) chunk_countrNrrs rOryz%build_kb_inventory..W s;EE!s155//4155EEEEEErQzReady documentsz Total pageszIndexed chunkszStill processing)FilenameStatusPagesChunksc fg|]}t|dpdt|dpdtt|dpdpdtt|dpdpdgS)rrrrrrrr)rLr}rZrs rOrEz&build_kb_inventory..e s    AEE*%%344AEE(OO.w//Cl++0q11:U;;Cm,,122;e<<     rQraruThe indexed file is “ru” (status: ready).z It has z pagez indexed.rz ready documentz , I have zI have uY, but page counts were not recorded for these uploads — I won’t invent a page number.z You have z in the knowledge base.z documentz readyz still processingrc3"K|] }d|dV dS)rrNrrwrVs rOryz%build_kb_inventory.. s*;;A<<<<;;;;;;rQrrz morezYour knowledge base has rz Combined indexed pages: u] Ask about spend or a merchant if you want the statement contents — not just the file list.zIndexed documentscg|]}d|d S)rrrrs rOrEz&build_kb_inventory.. s 444QL!LLL444rQru\This is inventory metadata (filenames, pages, status) — not a content summary of the PDFs.)rrrrrlrrr)saas_dblist_kb_documentsr-rerXrbrrrrfrLrrrr)rrrall_docsrrrr wants_pageswants_filename wants_count wants_statusrnames total_pages total_chunksrlrrrs rObuild_kb_inventoryr s(::@bH QQ(QQQ R RE__(___G L L L L LF R  Ary!2A6677K")$SUVWWXXNry!TVWXXYYK "JANNOOL    ).9 KsKKKG3YGGGNO    "  g   &S]] & &#h--12D2D33" & & &8?G4CLL4444R I-3:(CKK(((( <S  S ! )*O3s8}};M;MT]^^^G3XFFFLCLL8I8IPXYYY ZY7VCSUWVWUWBXYYY89     B A5 A A AECCUCCCCCKEEuEEEEEL -SU__8TTT$Gc}=K@P@PW`aaabbbg}+;3|CTCT[deeefffi}+=SWEVEV]fggghhh 999  3B3Z      E!s#e**//JE!HJJJ  _ ^+^^;!;K;KCCQS^^^ ^G s  W#e**WWCJJ!OOSSQSWW%WW3>!3C3CCCWWW G j#e**jjCJJ!OOSSQSjjj G spc%jjppE aUWppp s5zz J J3u::??CC J J J7>F3CLL3333B H,2:(CKK(((( <  ;;rr;;;;;14Ua-E Q----R s5zz  UWX##^`         B A;AAA AGrr %$44%)444 j     rQ)original_question conv_intentr prior_answerrrr$tuple[str, StructuredInsight] | Nonec 6|pd}|p|}|s|sdSt|} | dkr!||kr|dvrt|} | dkr| } ddlm} | |p2| |p't t jd|dz|z} t|pt|} | r&| s$t|||}|rt||fSt||}|sgt jd|dz|zrJtj ||}d |D}|s'td d d d ggg}t||fSdS|d}|dkst|st|rct|st|r!t||}t||fSt!||p|}t||fS|dkrY|p|}t|}t#|st#|rt%||}n|dkst'|rt)||}n|dkr!t+||pt-||}nb|dkrt/||}nK|dvrt-||}n6|dkst#|rt%||}nt1||}t3|jpgdgz|_|r6t3|jpg|_|jddt||fS| dkst#|st#|r2t%|t#|r|n|}t||fSt;|st;|r!t=||}t||fS| dkst?|st?|r!tA||}t||fS| dkst'|rPt)||}tC|}|rt3|jpg|z|_t||fS|dvrct'|rT| dvrPt)||}tC|}|rt3|jpg|z|_t||fS| dkr!tE||}t||fStG|ptG|}tI|pKtK|ot jd|p'|o%|o#tI|pt jd|}|rttI|s&tK|rt jd|s|r?|}|r|r|dvr|}tM||}|rtO||}t||fStI|s$tK|r6t jd|r!tM||}t||fS| dkrdt+||}|rRt3|jpgtC|tQ|j)pgz|_t||fS| dkrLt/||}t3|jpgtC|z|_t||fS| d vrt;|r!t=||}t||fStU|s| d!kr6t jd"|r!tW||}t||fStY||}|r t[|rt||fSt-||}| d!kr d!|_.t^d!|_0d#|_1t||fSte|s| r6t jd|s!t1||}t||fS| d$kr!t1||}t||fS|dvr|rt|st|r!t||}t||fSt|}|dkst#|r!t%||}t||fStG|rH|rFt jd|r1tM||}tO||}t||fStK|rnt jd|s|rWt jd|rBtM||p|}tG|rtO||}t||fS|dkst'|r3t)||}d%|d&|j3|_3t||fS|d'vrqtU|stU|r#tW||p|}t||fSt-||}d(|j3|_3t||fS|d)kstI|r!tM||}t||fS|dkr!t/||}t||fS|dkr1t+||pt-||}t||fS|d*vrti|r!t%||}t||fSt|st jd+|r!t||}t||fS|d$krt1||}nl|dkrt/||}nU|dkrtE||}n>|d)krtM||}n'|dkrt)||}nt-||}d,|j3|_3t||fS| d-vr| d)kr0tI|r!tM||}t||fStY||}|rt||fSt-||}| |_.t_j5| d.|_0t3|jpgd/gz|_t||fSdS)0zReturn analyst markdown + structured insight when we can answer from statements. Always aggregates over the full statement job (header + all indexed rows/text), never over a vector-chunk sample. r^Ngeneral>verify follow_up explain_calcr)is_kb_meta_questionz(?i)\bknowledge\s*base\br]cDg|]}|ddk|SrrGrs rOrEz,try_structured_kb_answer.. s,CCC1h7(B(BQ(B(B(BrQrz Document Q&ArzBUpload a PDF, TXT, MD, or CSV to teach this agent, then ask again.rrrrr6rr2>r comparisonr*rru_Re-checked against the full statement after your challenge — not defending the earlier reply.zSPrior answer was set aside; figures below are freshly aggregated from the document.r>rr>rrrz(?i)\bpayments?\bz((?i)\b(?:list|payments?|transactions?)\br>rrr*rz#(?i)\b(biggest|largest|top\s+\d+)\bzSpending insightsruFollowing up on “r>rr*rz-Following up on your earlier spend question: r>r2rr6rr*rrz1(?i)\b(missing|incomplete|only\s+\d+|rest\s+of)\bzFollowing up: >rrAnalysiszDName a merchant (e.g. Zepto or a person) for a focused payment list.)6rerapp.saas.knowledge_staterrXrbrrrrr+rrrrrrrrr*rYrr-r4rrrrrrrrrrrrrr]rrrfrrrrrrrrrrrrr})rrrrrrrroriginalrrewritten_intent _is_kb_metakb_meta overview_askinvjobsdocsremptyrIrr focus_intentr paragraph_askpayment_contextmerchant_insight prior_intents rOtry_structured_kb_answerr, sq R  A!&Q--//H Xt %X . .F qH}}@g1g1g2155 y ( (%FLKKKKKk(##{{1~~ -x#~/ABB::G+844R8OPQ8R8RL1|1 8<<  1&s++S0 0 $VX 6 6D  90(S.12D E E 9,VX>>DCCCCCE 9)(!/6`! +511588t q'Cn$$(=h(G(G$K`abKcKc$  * * 9.CA.F.F 90h??G&w//8 8(^=WxXXX"7++W44h*(.u55 &x 0 0 :4OPQ4R4R :+C::GG ] * *.H.O.O *'U33GG 0 0 0-c599_=STWY^=_=_GG X % %*366GG ` ` `,S%88GG . . .2Me2T2T .+C77GG-c599G !2!8b99 m=    !%g&8&>B!?!?G    % %e   #7++W44 ### &x 0 0 $ &q ) ) $(9TU]9^9^-eXXdeff"7++W44x((5,CA,F,F5(h77"7++W44 ###'CH'M'M#QmnoQpQp#*399"7++W44 ">G"7++W44))5""5')y1Ex'P'P5%S(33"7++W44 $$$)#x88  9 $W%6%<" = =@Ss7#7#=2>>AAA!G 'w//8 8 &sH55 !2!8b99> , , ,0KH0U0U ,+C::G&w//8 8 !( + + 9 929 7D D  9)n==G+GX>>G&w//8 8 H % % =y-x88 = =#%9-A>#R#R =-S.2LHMM)(33G3GXFFG*733W<< = ( (,F~,V,V ('^<BBF\^GGG'w//8 8    !** =/X>>*733W<<$X.. =")Dh33 =5S(CC*733W<<2221#~FF)).sNCC00-c>BB!555,S.AA..+C@@0nEE@w@@GO&w//8 8 <<< ) ) ).Fx.P.P )(h77G&w//8 823AA  K&'788:JJ J(h7748LL !2!8b99 R=  #7++W44 4rQ)rIrJrKrL)rRrSrTrLrKrL)rW)rXrLrYrZrKrL)rIrJrKrJ)rIrJrKr)rIrJrKr)rIrJrrLrKrrt)rIrJrrrKr)rIrJrKr)rrrKr)rIrJr7rZr8rLrKr9)rIrJr8rLrKr9)rIrJrKr9)rIrJrKrO)rIrJrRrOrKrS)rrLrKrX)r>rJrKrL) rFr9rcrXrYrOrdrXrerXrKrf) r}rZr~rZrrLrUrOrKr)rIrJrRrOrKr)rIrJrrOrKr)rrrrrKrJ)rzrfrTrLrKrf)rrrKrL)rIrJrrLr8rLrKr)r>rJr8rLrKrX)rrLrKr)rIrJrNrr8rrKr9)rFr9rKr9)rIrJrrLrKr)rIrJrKr)rrLrKr)rIrJrrrKr)rrLrrLrrrKr)rrLrrLrrLrrrrrrrrrKr)v__doc__ __future__rrbtypingrapp.models.schemasrrrr app.pdf.calcr r r r r rrrapp.saas.answer_stylerrapp.saas.conversationrapp.saas.finance_intentrrrrrrrrrrrrr app.saas.kb_answerr!r"r#r$r%r&r'r(r)r*r+app.saasr,rrr-r.r/r0rgrrNrzrPrVrirrrrrrrr6r?rArrrKrNrQrWrr[rur]r_rbr{rrrrrrrrrrr-r4rYrPr\rOrrMrrrrrrkrrrrr,rrQrOr7s#dd""""""                     POOOOOOO777777                          #"""""6666662222222222               tK$$&&'' 11112222EEEEE4(7777t;;;;|iiiiXIIIIIX*8888v        EEEE DDDDOOOO    6666ffff $$$$$$V HHHHHH2 IMsssssl99999x    $$$$BGGGGTD]]]]]@_____DBhhhhVnnnnb " " " "" &&&&&&R0KKKKK\JJJJJZDDDDNLLLL`00000f%3%3%3%3P    RRRRp"&000000f~~~~~L%)"!%#uuuuuuuurQ