From 2828a14eaa05bd8bcc3b381125f9b539b95587c5 Mon Sep 17 00:00:00 2001
From: Ben Sima <ben@bsima.me>
Date: Tue, 29 Apr 2025 02:48:35 -0400
Subject: Simple budget report

This isn't an agent yet but it shows the power of just `llm` - I'll need to work
on the full agent framework next.
---
 BudgetReport.sh | 58 +++++++++++++++++++++++++++++++++++++++++++++++++++++++++
 1 file changed, 58 insertions(+)
 create mode 100755 BudgetReport.sh

diff --git a/BudgetReport.sh b/BudgetReport.sh
new file mode 100755
index 0000000..65be630
--- /dev/null
+++ b/BudgetReport.sh
@@ -0,0 +1,58 @@
+#!/usr/bin/env bash
+#
+set -euo pipefail
+tempdir=$(mktemp --tmpdir -d "budget.report.XXX")
+#trap 'rm -rf "$tempdir"' EXIT
+pushd "$tempdir"
+
+# generate budget report
+(cd /home/ben/fund ; \
+  eval "$(direnv export bash 2>/dev/null)" ; \
+  hledger @budget.args -O csv | csv2md) > budget.md
+
+# generate analysis
+today=$(date +%Y-%m-%d)
+month=$(date +%Y-%m)
+llm -m claude -s "Today is $today.
+This is a budget report for Ben and Kate's household as CSV data.
+The 'Account' column is the abbreviated account name.
+The 'budget' column is how much we budgeted for this month.
+The '$month' column is how much we actually spent so far this month.
+Create a report that summarizes how much we have spent so far.
+Make recommendations to help us stay under budget for the rest of the month.
+Identify opportunities to save money or to make room in the budget.
+Be concise and to the point.
+Don't offer follow-up tasks, this is a one-off report, not a conversation.
+
+Account names are abbreviated like so:
+- 'ex' means an expense account
+- 'ex:us:need' are necessary operating expenses, these are consistent
+  month-to-month and we don't have much room to reduce them in most cases
+- 'ex:us:need:home' are mostly-fixed utilities, can't really change these
+- 'ex:us:need:home:pool' is only active during the summer
+= 'ex:us:need:auto' varies slightly month-to-month, but we cannot change it
+- 'ex:us:want' are discretionary spending accounts, we have the most room for
+  modification here
+- 'ex:me' are Ben's personal expenses
+- 'li' means a liability, these are mostly consistent and must be paid
+
+" < budget.md > analysis.md
+
+
+subject="Budget Report for $today"
+
+cat analysis.md <(echo) <(echo) budget.md > email.md
+pandoc --standalone --metadata title="$subject" \
+  -f markdown_mmd -t html -i email.md -o email.html
+
+email_args=(
+  --to ben@bensima.com
+  --to katesima21@gmail.com
+  --from ben@bensima.com
+  --smtp-server bensima.com
+  --subject "$subject"
+  --body-text "$(realpath email.md)"
+  --body-html "$(realpath email.html)"
+)
+popd
+Biz/EmailAgent.py "${email_args[@]}" --password-file <(pass ben@bensima.com)
-- 
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