| """Scenarios the harness's personal-records (life) and finance engines support, labelled by construction against |
| the v2 entry criteria (docs/components/loop-taxonomy.md). Writes corpus_v2/life_finance.jsonl. |
| |
| The point is the boundaries around `plan`: setting up or changing a goal / routine / budget / tracker is `plan`; |
| the lookups, single reminders, reported measurements and cause-questions around it are not. Continuations |
| ("All", "yes") carry the request they answer, as the classifier's state does. |
| """ |
| import json |
| import os |
| import random |
|
|
| rng = random.Random(11) |
|
|
| S = { |
| "cat": ["dining", "groceries", "subscriptions", "shopping", "transport", "entertainment", "coffee", "fuel", |
| "travel", "utilities", "gym", "takeout", "clothing", "rideshare", "streaming", "books"], |
| "amt": ["$50", "$75", "$100", "$150", "$200", "$300", "$400", "$500", "$800", "$1,000", "$1,500", "$2,000"], |
| "goal": ["lose 5 kg in two weeks", "lose 10 pounds by June", "read 20 books this year", "run a 10K by March", |
| "save $5,000 by December", "sleep 8 hours a night", "cut my screen time to 2 hours a day", |
| "walk 10,000 steps a day", "meditate every day for a month", "drink 2 litres of water a day", |
| "pay off my credit card by September", "get to 75 kg", "write every morning", "cook at home 4 nights a week", |
| "stop snacking after dinner", "go to the gym 3 times a week", "save $200 a month", "reach 60 kg"], |
| "habit": ["drink water three times a day", "stretch every morning", "walk 30 minutes after lunch", "take my vitamins every day", |
| "journal before bed", "do 20 pushups every morning", "floss every night", "call my parents every Sunday", |
| "review my budget every Friday", "meal prep on Sundays", "go to bed by 11"], |
| "metric": ["weight", "savings", "sleep", "screen time", "steps", "spending", "running distance", "water intake", "reading"], |
| "period": ["a month", "a week", "each month", "per month", "monthly"], |
| "when": ["Sunday", "Monday morning", "Friday evening", "7:30 every morning", "the 1st of the month", "tomorrow at 9"], |
| "thing": ["call Sam", "renew my passport", "pick up the dry cleaning", "weigh in", "take out the trash", "pay rent", |
| "book the dentist", "send the invoice", "water the plants"], |
| "num": ["82", "78.5", "74", "10", "3", "5,000", "7.5", "12"], |
| "unit": ["kg", "pounds", "pages", "km", "hours", "glasses"], |
| "sub": ["Netflix", "Spotify", "the gym membership", "my cloud storage", "Hulu", "the meal kit"], |
| "month": ["last month", "this month", "in March", "this week", "last week", "so far this year"], |
| } |
|
|
| T = { |
| "plan": [ |
| "I want to keep my {cat} spending under {amt} {period}", "keep my {cat} spending under {amt} a month", |
| "I don't want to spend more than {amt} on {cat} {period}", "cap my {cat} at {amt} {period}", |
| "set a {amt} monthly limit for {cat}", "set up a {amt} {cat} budget", "stay under {amt} on {cat} each month", |
| "I need to cut {cat} spending to {amt} a month", "limit my {cat} spend to {amt} a month", |
| "I want to {goal}", "my goal is to {goal}", "help me {goal}", "I'd like to {goal}", "I'm trying to {goal}", |
| "set up a goal: {goal}", "I want to {habit}", "make {habit} a daily routine", "set up a routine to {habit}", |
| "I want to start to {habit}", "track my {metric} against my goal", "track my {metric} for me", "set up a tracker for my {metric}", |
| "show my {metric} goal on a tracker", "make a tracker for my {metric}", "start tracking my {metric} weekly", |
| "move my {thing} reminder to {when}", "change my goal target to {num} {unit}", "change my {cat} budget to {amt}", |
| "raise my {cat} limit to {amt}", "lower my {cat} budget to {amt}", "pause my {metric} goal", "drop the {habit} routine", |
| "add a weekly check-in to my {metric} goal", "add a step to my goal to {thing}", "undo the goal you just set up", |
| "delete my {metric} tracker", "update my goal to {goal}", "rename my routine to something shorter", |
| "remind me every {when} to {habit} and track it", "I want a nudge every morning to {habit}", |
| ], |
| "conversation": [ |
| "how much did I spend on {cat} {month}?", "what did I spend on {cat} {month}", "show my {cat} spending {month}", |
| "how much is left in my {cat} budget?", "what are my budgets?", "show my goals", "list my routines", |
| "what's my {metric} progress?", "how am I doing on my {metric} goal?", "what's my current weight goal?", |
| "remind me to {thing} on {when}", "remind me to {thing} at 5", "set a reminder to {thing}", "note that I need to {thing}", |
| "I weighed {num} {unit} today", "log {num} {unit} for {metric}", "I walked {num} steps today", "I read {num} pages", |
| "what's my balance?", "what categories do I have?", "how many transactions did I have {month}?", |
| "what was my biggest purchase {month}?", "when is my next reminder?", "what time is my {thing} reminder?", |
| "is {amt} a reasonable {cat} budget?", "should I set a budget for {cat}?", "what's a good savings rate?", |
| "thanks", "ok", "got it", "what can you do with my goals?", "can you track my spending?", |
| ], |
| "diagnose": [ |
| "why did my {cat} spending double {month}?", "why is my {cat} spend so high {month}?", "why did my spending jump {month}?", |
| "what's causing my {cat} spend to spike?", "my {cat} spending doesn't add up {month}, why?", "why is my {metric} off track?", |
| "why did my balance drop {month}?", "figure out why I overspent on {cat} {month}", "why am I always over my {cat} budget?", |
| "something's wrong with my {cat} numbers {month}", |
| ], |
| "research": [ |
| "compare my spending across all categories over the last 6 months and tell me where I can cut", |
| "review my {cat} and {cat} spending over the past year and suggest changes", |
| "analyze my subscriptions and find any overlaps or things I don't use", |
| "look into how my {cat} spending has trended and what the best budget would be", |
| "go through my last 12 months and work out a realistic savings rate", |
| "investigate my recurring charges and summarize what I pay for", "research how much people typically spend on {cat} and compare it to me", |
| "do a full review of my goals and spending and tell me what's working", |
| ], |
| "transact": [ |
| "transfer {amt} to savings", "pay my credit card bill", "cancel {sub}", "pay the {cat} bill now", "book a table for dinner on {when}", |
| "order more coffee beans", "send {amt} to Sam", "renew my gym membership", "buy a {cat} gift card for {amt}", |
| "cancel my {sub} subscription today", "schedule a payment of {amt} on {when}", |
| ], |
| "produce": [ |
| "build me a {cat} budget spreadsheet", "write me a monthly budget template", "make a spreadsheet to track my {metric}", |
| "draft a savings plan document I can share with my partner", "write a script that totals my {cat} transactions", |
| "create a one-page summary of my spending {month}", "make me a printable weekly habit chart", |
| ], |
| "learn": [ |
| "teach me to budget", "help me learn how to invest, one lesson at a time", "quiz me on personal finance basics", |
| "teach me to read a balance sheet over the next few weeks", |
| ], |
| } |
|
|
| |
| FOLLOW = { |
| "plan": ["All", "yes", "yes, go ahead", "just that one", "the second one", "$200 is fine", "monthly", "weekly works", |
| "starting next week", "include everything", "only the first option", "sounds good", "do it", "that works", |
| "exclude groceries", "both together", "make it {amt}", "ok, set it up"], |
| "conversation": ["and last month?", "what about {cat}?", "thanks", "and the month before?", "how about this week?", "ok", "show me more"], |
| "diagnose": ["go on", "what else could it be?", "check {cat} too", "yes, dig in"], |
| "research": ["go deeper", "include the last year", "yes, do that", "and compare to last year"], |
| } |
|
|
| HARD = [ |
| ("remind me to weigh in on Sunday", "conversation"), ("I want to lose 5 kg and weigh in every Sunday", "plan"), |
| ("how much did I spend on dining?", "conversation"), ("keep dining under $200", "plan"), |
| ("why is my dining spend so high?", "diagnose"), ("what should my dining budget be?", "conversation"), |
| ("I weighed 82 kg this morning", "conversation"), ("track my weight toward 75 kg", "plan"), |
| ("teach me guitar", "learn"), ("I want to practice guitar 20 minutes a day", "plan"), |
| ("write me a budget spreadsheet", "produce"), ("set my budget to $2,000 a month", "plan"), |
| ("transfer $500 to savings", "transact"), ("save $500 every month", "plan"), |
| ("cancel Netflix", "transact"), ("tell me how much Netflix costs me a year", "conversation"), |
| ("my card was just stolen and there are charges I don't recognise", "stabilize"), |
| ("I'm stressed about money lately", "companion"), ("what's in my goals list?", "conversation"), |
| ("move my dentist reminder to Friday", "plan"), ("what time is my dentist reminder?", "conversation"), |
| ("undo what you just set up", "plan"), ("delete my reading goal", "plan"), ("how's my reading goal going?", "conversation"), |
| ] |
|
|
|
|
| def fill(tpl): |
| out = tpl |
| while "{" in out: |
| key = out[out.index("{") + 1: out.index("}")] |
| out = out.replace("{" + key + "}", rng.choice(S[key]), 1) |
| return out |
|
|
|
|
| def main(): |
| quota = {"plan": 520, "conversation": 360, "diagnose": 120, "research": 90, "transact": 90, "produce": 70, "learn": 30} |
| items, seen = [], set() |
|
|
| def add(state, label, src): |
| key = state.lower() |
| if key in seen: |
| return False |
| seen.add(key) |
| items.append({"state": state, "label": label, "src": src, "id": f"lf-{label}-{len(items)}"}) |
| return True |
|
|
| for label, n in quota.items(): |
| made = guard = 0 |
| while made < n and guard < n * 60: |
| guard += 1 |
| made += add(fill(rng.choice(T[label])), label, "lf") |
| for label, ends in FOLLOW.items(): |
| priors = [i["state"] for i in items if i["label"] == label] |
| target = int(quota[label] * 0.2) |
| made = guard = 0 |
| while made < target and guard < target * 60: |
| guard += 1 |
| made += add(f"Earlier request: {rng.choice(priors)}\nNew request: {fill(rng.choice(ends))}", label, "lf-cont") |
| for text, label in HARD: |
| add(text, label, "lf-hard") |
| os.makedirs("corpus_v2", exist_ok=True) |
| with open("corpus_v2/life_finance.jsonl", "w") as fh: |
| for it in items: |
| fh.write(json.dumps(it) + "\n") |
| by = {} |
| for it in items: |
| by[it["label"]] = by.get(it["label"], 0) + 1 |
| print(len(items), by) |
|
|
|
|
| main() |
|
|
