import chromadb from chromadb.config import Settings from openai import OpenAI import uuid import time class FinancialSituationMemory: def __init__(self, name, config, session_id=None): if config["backend_url"] == "http://localhost:11434/v1": self.embedding = "nomic-embed-text" else: self.embedding = "text-embedding-3-small" self.openai_client = OpenAI(base_url=config["backend_url"]) # Generate session ID if not provided if session_id is None: session_id = str(uuid.uuid4()) self.session_id = session_id self.collection_name = f"{name}_{session_id}" # Initialize ChromaDB client chroma_path = config.get("chroma_db_path", "./chroma_db") settings = Settings(allow_reset=True) self.chroma_client = chromadb.PersistentClient(path=chroma_path, settings=settings) # Get or create collection to avoid conflicts self.situation_collection = self._get_or_create_collection() def _get_or_create_collection(self): """Get existing collection or create new one to avoid conflicts""" try: return self.chroma_client.get_collection(name=self.collection_name) except Exception: return self.chroma_client.create_collection(name=self.collection_name) def get_embedding(self, text): """Get OpenAI embedding for a text""" response = self.openai_client.embeddings.create( model=self.embedding, input=text ) return response.data[0].embedding def add_situations(self, situations_and_advice): """Add financial situations and their corresponding advice. Parameter is a list of tuples (situation, rec)""" situations = [] advice = [] ids = [] embeddings = [] offset = self.situation_collection.count() for i, (situation, recommendation) in enumerate(situations_and_advice): situations.append(situation) advice.append(recommendation) ids.append(str(offset + i)) embeddings.append(self.get_embedding(situation)) self.situation_collection.add( documents=situations, metadatas=[{"recommendation": rec} for rec in advice], embeddings=embeddings, ids=ids, ) def get_memories(self, current_situation, n_matches=1): """Find matching recommendations using OpenAI embeddings""" query_embedding = self.get_embedding(current_situation) results = self.situation_collection.query( query_embeddings=[query_embedding], n_results=n_matches, include=["metadatas", "documents", "distances"], ) matched_results = [] for i in range(len(results["documents"][0])): matched_results.append( { "matched_situation": results["documents"][0][i], "recommendation": results["metadatas"][0][i]["recommendation"], "similarity_score": 1 - results["distances"][0][i], } ) return matched_results def cleanup(self): """ Clean up the collection (optional - for resource management). This method can be called to remove the collection when no longer needed. """ try: self.chroma_client.delete_collection(self.collection_name) except Exception: pass if __name__ == "__main__": # Example usage matcher = FinancialSituationMemory() # Example data example_data = [ ( "High inflation rate with rising interest rates and declining consumer spending", "Consider defensive sectors like consumer staples and utilities. Review fixed-income portfolio duration.", ), ( "Tech sector showing high volatility with increasing institutional selling pressure", "Reduce exposure to high-growth tech stocks. Look for value opportunities in established tech companies with strong cash flows.", ), ( "Strong dollar affecting emerging markets with increasing forex volatility", "Hedge currency exposure in international positions. Consider reducing allocation to emerging market debt.", ), ( "Market showing signs of sector rotation with rising yields", "Rebalance portfolio to maintain target allocations. Consider increasing exposure to sectors benefiting from higher rates.", ), ] # Add the example situations and recommendations matcher.add_situations(example_data) # Example query current_situation = """ Market showing increased volatility in tech sector, with institutional investors reducing positions and rising interest rates affecting growth stock valuations """ try: recommendations = matcher.get_memories(current_situation, n_matches=2) for i, rec in enumerate(recommendations, 1): print(f"\nMatch {i}:") print(f"Similarity Score: {rec['similarity_score']:.2f}") print(f"Matched Situation: {rec['matched_situation']}") print(f"Recommendation: {rec['recommendation']}") except Exception as e: print(f"Error during recommendation: {str(e)}")