HAPPY MORNING PRASANNA AND SHORUPEN MYSELF SANTHOSH

THIYAGARAJAN HERE IS THE DETAILD REPORT ABOUT OUR

UPCOMING CHATBOT
AI Assistant Account Chatbot Report
Project Overview: The AI Assistant Chatbot is designed to streamline various accounting
and administrative tasks. It integrates functionalities related to account management, contact
handling, reconciliation, project tracking, and more. The chatbot leverages ChatterBot for
basic conversation capabilities, Flask and SQLAlchemy for data management, and connects
with external accounting services via APIs.

: Key Features and Functionalities

1. Account Creation
o Description: Allows users to create new accounts based on a defined Chart of
Accounts.
o Implementation:
 User inputs are gathered (account name, type, etc.).
 Account information is saved to the database.
 Integration with external accounting services via API (e.g.,
accountants.io).
2. Contact Management:
o Description: Facilitates the creation and management of contact information.
o Implementation:
 User inputs contact details (name, email).
 Contact information is stored in the database.
3. Product Class Creation:
o Description: Enables users to define and manage classes of products.
o Implementation:
 User provides product class details.
 Data is saved in the database for future reference.
4. Service Creation
o Description: Allows users to create and manage different services offered.
o Implementation:
 User inputs service details (name).
 Service information is stored in the database.
5. Bank Statement Reconciliation
o Description: Reconciles bank statements with accounts.
o Implementation:
 Bank statement data is retrieved from accountants.io API.
 Local database is updated with reconciled information.
6. Project Management
o Description: Manages projects and their associated details.
o Implementation:
 Users can create projects linked to accounts.
 Project details are stored and managed in the database.
7. Work Order Management
o Description: Handles work orders related to projects.
o Implementation:
 Users can create work orders with descriptions.
  Work orders are linked to projects and stored in the database.
8. Billable Claims
o Description: Manages claims for billable work done.
o Implementation:
 Users can create claims linked to work orders.
 Claims are stored in the database for tracking.
9. Payroll Management
o Description: Manages payroll for employees.
o Implementation:
 Users input payroll details (employee name, salary).
 Payroll information is stored and linked to accounts.
10. Estimates Based on Historical Information
o Description: Provides estimates for various financial aspects based on
historical data.
o Implementation:
 Uses historical data to generate estimates.
 Requires advanced algorithms and data analysis techniques (not fully
implemented in the provided code).
11. Customized Dashboards
o Description: Creates dashboards pooling information from various sources for
visualization.
o Implementation:
 Dashboard data is aggregated from multiple sources.
 Visualizations and summaries are created for user insights.

Technical Implementation:
 Chatbot Framework:
o Uses ChatterBot for basic conversational capabilities.
o Trained with initial responses related to account creation and other
functionalities.
 Data Management:
o Utilizes Pandas for managing data in-memory (e.g., accounts_df, contacts_df).
o SQLAlchemy is used for persistent storage with a SQLite database.
 API Integration:
o External services like accountants.io are integrated for operations like bank
statement reconciliation.
o Example API endpoints are provided for account creation, contact
management, and reconciliation.
 Web Application Framework:
o Flask is used to build the web application with RESTful API endpoints.
o Flask-Marshmallow is used for object serialization.
 Database Models:
o SQLAlchemy models define the schema for Accounts, Contacts, Product
Classes, Services, Bank Statements, Projects, Work Orders, Billable Claims,
and Payroll.
 Future Enhancements:
o Implement advanced algorithms for generating estimates based on historical
data.
 o Develop customized dashboards with interactive features and advanced data
visualization.

Code:
python
Copy code
import chatterbot
from chatterbot.trainers import ListTrainer
import pandas as pd
import numpy as np
import requests
import os
import json
from flask import Flask, request, jsonify
from flask_sqlalchemy import SQLAlchemy
from flask_marshmallow import Marshmallow
from accountants_io_api import AccountantsIOAPI # assuming you have an API
wrapper for accountants.io

# Create a chatbot instance

chatbot = chatterbot.ChatBot('AccountantBot')

# Train the chatbot with basic responses

trainer = ListTrainer(chatbot)
trainer.train([
'Hi', 'Hello there!',
'How can I help you?', 'I can assist with account creation, contact
management, reconciliation, and more.',
'What is your Chart of Accounts structure?', 'Please provide details
about your account types, names, and relationships.'
])

# Function to handle user input and trigger specific actions

def handle_user_input(user_input):
# Process user input using NLP techniques
# Identify intent and extract relevant information
# Based on intent, call specific functions:
if intent == 'create_account':
create_account()
elif intent == 'create_contact':
create_contact()
# ... other intents

# Example function for account creation

def create_account():
# Gather account details from user
account_name = input('Enter account name:')
account_type = input('Enter account type:')
# ... other details

# Integrate with accounting software or database

# Create account record

# ... other functions for contact creation, reconciliation, etc.

# Use Pandas to manage account, contact, and other data
accounts_df = pd.DataFrame(columns=['account_name', 'account_type', ...])
contacts_df = pd.DataFrame(columns=['name', 'address', 'phone', ...])
# ... other dataframes
# Example: Adding a new account
new_account = {'account_name': 'Cash', 'account_type': 'Asset'}
accounts_df = accounts_df.append(new_account, ignore_index=True)

# Use API calls or web scraping to interact with accountants.io

# Example API call (replace with actual API endpoint and authentication)
def create_account_on_accountants_io(account_data):
url = 'https://accountants.io/api/accounts'
headers = {'Authorization': 'Bearer YOUR_API_TOKEN'}
response = requests.post(url, json=account_data, headers=headers)
# Handle response

# Flask app setup

app = Flask(__name__)
app.config["SQLALCHEMY_DATABASE_URI"] = "sqlite:///chatbox.db" # adjust to
your database URI
db = SQLAlchemy(app)
ma = Marshmallow(app)

# Define models for each feature

class Account(db.Model):
id = db.Column(db.Integer, primary_key=True)
name = db.Column(db.String(100), nullable=False)
chart_of_accounts = db.Column(db.String(200), nullable=False)

class Contact(db.Model):
id = db.Column(db.Integer, primary_key=True)
name = db.Column(db.String(100), nullable=False)
email = db.Column(db.String(100), nullable=False)

class ProductClass(db.Model):
id = db.Column(db.Integer, primary_key=True)
name = db.Column(db.String(100), nullable=False)

class Service(db.Model):
id = db.Column(db.Integer, primary_key=True)
name = db.Column(db.String(100), nullable=False)

class BankStatement(db.Model):
id = db.Column(db.Integer, primary_key=True)
account_id = db.Column(db.Integer, db.ForeignKey("account.id"))
account = db.relationship("Account", backref="bank_statements")
statement_date = db.Column(db.DateTime, nullable=False)
balance = db.Column(db.Float, nullable=False)

class Project(db.Model):
id = db.Column(db.Integer, primary_key=True)
name = db.Column(db.String(100), nullable=False)
account_id = db.Column(db.Integer, db.ForeignKey("account.id"))
account = db.relationship("Account", backref="projects")

class WorkOrder(db.Model):
id = db.Column(db.Integer, primary_key=True)
project_id = db.Column(db.Integer, db.ForeignKey("project.id"))
project = db.relationship("Project", backref="work_orders")
description = db.Column(db.String(200), nullable=False)

class BillableClaim(db.Model):
id = db.Column(db.Integer, primary_key=True)
work_order_id = db.Column(db.Integer, db.ForeignKey("work_order.id"))
work_order = db.relationship("WorkOrder", backref="billable_claims")
 amount = db.Column(db.Float, nullable=False)

class Payroll(db.Model):
id = db.Column(db.Integer, primary_key=True)
account_id = db.Column(db.Integer, db.ForeignKey("account.id"))
account = db.relationship("Account", backref="payrolls")
employee_name = db.Column(db.String(100), nullable=False)
salary = db.Column(db.Float, nullable=False)

# Define API endpoints for each feature

@app.route("/create_account", methods=["POST"])
def create_account():
data = request.get_json()
account = Account(name=data["name"],
chart_of_accounts=data["chart_of_accounts"])
db.session.add(account)
db.session.commit()
return jsonify({"message": "Account created successfully"})

@app.route("/create_contact", methods=["POST"])
def create_contact():
data = request.get_json()
contact = Contact(name=data["name"], email=data["email"])
db.session.add(contact)
db.session.commit()
return jsonify({"message": "Contact

LIST OF QUESTION:
1) FOR TRAINING THE CHATBOT WE NEED DATASET COULD U PLEASE GIVE
US ACCES TO UR DATA BASE OR DAY BOOK ?