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README.md
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pinned: true
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---
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# Smart Budget Recommendation API
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A FastAPI-based service that provides intelligent budget recommendations based on past spending behavior. This service analyzes historical expense data and suggests personalized budgets for each category.
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## Features
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- **Smart Budget Recommendations**: Analyzes past spending patterns and recommends personalized budgets
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- **Category-based Analysis**: Provides recommendations for each expense category
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- **Confidence Scoring**: Each recommendation includes a confidence score based on data quality
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- **MongoDB Integration**: Stores expenses and budgets in MongoDB
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- **RESTful API**: Clean API endpoints for expense tracking and budget management
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## Example Recommendation
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```json
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{
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"category": "Groceries",
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"average_expense": 3800.0,
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"recommended_budget": 4000.0,
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"reason": "Your average monthly grocery expense is Rs.3,800. We suggest setting your budget to Rs.4,000 for next month (includes a 5% buffer for variability).",
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"confidence": 0.85
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}
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```
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## API Endpoints
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### Health Check
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- `GET /health` - Check API and database connection status
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### Expenses
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- `POST /expenses` - Create a new expense
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- `GET /expenses?user_id={user_id}` - Get expenses for a user
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### Budgets
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- `POST /budgets` - Create a new budget
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- `GET /budgets?user_id={user_id}` - Get budgets for a user
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### Recommendations
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- `GET /recommendations/{user_id}?month={month}&year={year}` - Get smart budget recommendations
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- `GET /category-expenses/{user_id}?months={months}` - Get average expenses by category
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## Local Development
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### Prerequisites
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- Python 3.11+
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- MongoDB connection string
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### Setup
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1. Install dependencies:
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```bash
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pip install -r requirements.txt
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```
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2. Set environment variables:
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```bash
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export MONGODB_URI="mongodb://expenseuser:Kem_6o%3F%[email protected]:27017/expense?authSource=admin"
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# optional
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export OPENAI_API_KEY="your_openai_key"
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```
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3. Run the application:
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```bash
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uvicorn app.main:app --reload
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```
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The API will be available at `http://localhost:8000`
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## Docker Deployment
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### Build Docker Image
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```bash
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docker build -t smart-budget-recommendation .
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```
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### Run Docker Container
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```bash
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docker run -p 7860:7860 -e MONGODB_URI="your_mongodb_uri" smart-budget-recommendation
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```
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## Hugging Face Deployment
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### Prerequisites
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1. Hugging Face account
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2. Docker installed
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3. MongoDB connection string stored as a secret in Hugging Face
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### Steps
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1. **Store secrets in Hugging Face**:
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- Go to your Hugging Face Space settings
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- Navigate to "Variables and secrets"
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- Add `MONGODB_URI` with your MongoDB connection string
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- *(Optional)* Add `OPENAI_API_KEY` if you want GPT-powered recommendations
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2. **Create Hugging Face Space**:
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- Create a new Space on Hugging Face
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- Choose "Docker" as the SDK
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3. **Upload Files**:
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- Upload all files from this repository to your Space
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- Ensure `Dockerfile` is in the root directory
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4. **Configure Space**:
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- The Dockerfile will automatically build and run the application
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- The app will use the `MONGODB_URI` secret from Hugging Face environment variables
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### Hugging Face Space Configuration
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The Dockerfile is configured to:
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- Use Python 3.11
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- Install all dependencies
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- Expose port 7860 (Hugging Face default)
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- Run the FastAPI application with Uvicorn
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Hugging Face will automatically:
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- Build the Docker image
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- Set environment variables from secrets
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- Deploy the container
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- Provide a public URL
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## API Documentation
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Once deployed, access interactive API documentation at:
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- Swagger UI: `http://your-url/docs`
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- ReDoc: `http://your-url/redoc`
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## Algorithm Details
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The Smart Budget Recommendation engine:
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1. **Data Collection**: Analyzes expenses from the past 6 months
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2. **Category Analysis**: Groups expenses by category and calculates:
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- Average monthly spending
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- Standard deviation (variability)
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- Number of transactions
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- Months of data available
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3. **Budget Calculation**:
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- Base: Average monthly expense
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- Buffer: 5-10% based on spending variability
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- Rounding: Rounds to nearest 100 for cleaner numbers
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4. **Confidence Scoring**:
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- Based on data quality (months analyzed, transaction count, consistency)
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- Returns score from 0-1
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5. **(Optional) GPT Refinement**:
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- If `OPENAI_API_KEY` is set, GPT reviews the history and suggests increase/decrease/keep along with a natural-language reason.
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## Environment Variables
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- `MONGODB_URI`: MongoDB connection string (required)
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- `OPENAI_API_KEY`: Optional. If set, GPT-based recommendations augment the rule-based engine.
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## License
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Copyright © 2025 WalletSync. All Rights Reserved
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pinned: true
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---
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# Smart Budget Recommendation API
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