Minor Project

Financial_Assistant

Group - 18

Mentor - Prof. Sudesh Rani, Faculty, Computer Science and Engineering

Developers:

• Vishal Thakur - 18103007
• Gaganpreet Singh Khurana - 18103032
• Shayan Yaseen - 18103033
• Akshit Garg - 18103042

Project Execution:

   

AI ChatBot

   

Documentation:

Summary

Requirements

• Python 3.7
• npm 6.14.7

Run Instructions

1. Clone the repository.
2. Add the following files.secret_key.py at backend/backend/

               DJANGO_SECRET_KEY = 'r+k$)jbma$$c+o#fzt(^aoc+q8j6ztmh!n5l$$g0j&62hco*+)'
               SENDER_EMAIL = "Your GMAIL E-Mail ID"
               SENDER_EMAIL_PASSWORD = "YOUR GMAIL APP Password generated after enabling 2 factor auth in account settings"
               DJANGO_MAIL_HOST = 'smtp.gmail.com'
               DJANGO_MAIL_HOST_PORT = 587
           

3. Run the backend, and the frontend server to start the project.

   • Batch Scripts

     • Linux

       • SETUP
         • - Install python3-venv on Debian based distros run sudo apt install python3-venv
         • - Create python3-venv in the backend using sudo python3 -m venv backend/venv
         • - Install espeak on Debian based distros run sudo apt-get install espeak
         • - Run make install in bash shell to set up the environment and install necessary packages.
       • RUN
         • - Run make to start the servers. Wait for the browser to open.

     • Windows

       • SETUP - Run install_requirements.bat to setup the environment and install necessary packages.
       • RUN - Run donna.bat to start the servers. Wait for the browser to open.

   • Command Line

     Open 2 terminal windows/tabs.

     • Backend

       1. Give command pip install -r requirements.txt to install the required dependencies.
       2. Change directory to backend cd backend
       3. Give command python manage.py runserver to run the backend server.

     • Frontend

       1. Change directory to frontend cd frontend
       2. Give command npm install to install the required dependencies.
       3. Give command npm start to run the frontend server and this will automatically start the app in the browser.

Objectives:

Currently Functional

• User can record their transactional activities
• Can set the amazon tracker to track a particular item and predict the best time to buy it.
• Can manage their stock portfolio and get a prediction for a stock price/portfolio
• User can interact with the system using a traditional web form or use the chatbot
• Added multilingual interaction
• Visualization of user data
• Voice-based interaction through Text to speech

---

Progress:

1 August 2020 - 16 August 2020

Team formation and Mentor Selection:

• Team Member Selection.
• Preliminary domain shortlisting
• Approaching the mentor with related domain specialization

---

15 August 2020 - 5 September 2020

Project Discussion

• Our Preliminary domain was shortlisted to a web and ml based project
• Among many other ideas, we decided to build an application which helps a user keep track of all their financial expenditures

---

5 September 2020 - 25 September 2020

Framework Training and Initial Commits

• We decided to use Django for the backend and React for the frontend
• An appropriate period was used to learn the new framework
• The project was divided into three modules trackers-chatbot, backend, and frontend
• The three sub-modules were developed to provide basic features in this period
• Integration of the modules was absent in this period
• This allowed us to avoid errors in integration when the codebase was turbulent

---

25 September 2020 - 5 October 2020

Module Integration

• With basic features working in each module, we integrated the project in this period
• This included debugging the integration errors and standardizing the codebase
• Completed the login and authentication features
• Integrated the chatbot with the stock and amazon trackers
• Working Features - Transaction activities using web-form, Login Authentication Chat Bot, Stock, and Amazon Trackers

---

5 October 2020 - 15 October 2020

Feature Expansion

• Most of the basic features are working in this stage
• The chatbot, which was working standalone on the backend, was now integrated with the frontend
• Issued several bugs fixes in the modules and integration

---

15 October 2020 - Present

Feature Expansion

• Added several features like Visualizations, Translations and text to speach
• Issued several bugs fixes