### Purpose - Build an MVP of the report generation solution in the next two weeks. ### Principles - Time is of the essence. Don't spend too long and distil it down to the basic features. - Be innovative and don't hesitate to build something not so robust. ### Outcome Visioning - In the next two weeks I build an MVP that allows us to test out this idea with a bunch of users. We are able to launch it to product hunt and take it to some users and get some feedback which we can then use to improve the product and offering. ### Brainstorming - What do I already know about this project? - I have a general idea of how to do this project. I would set up a form that takes in database credentials and store it in a model. I have to generate queries based on the input fields necessary using Chat GPT. I then query the database with the report fields we want and put the numbers into an Excel. - What don’t I know that I need to find out? - I need to figure out how to set up a Google Auth easily. how to deploy this in the fastest manner with the least time. - Who can I talk to who might provide insights? - Abhishek might be able to suggest some simple ideas in terms of tech stack. Nishant might have some ideas into using large language models. - What can I read or listen to for relevant ideas? - Some research into building fast and quickly with react and type script might be valuable. ### Actions - [x] Find the right boiler plate and tech stack to get started with ✅ 2023-03-06 - [x] Implement the basic setup and get started ✅ 2023-03-06 - [x] Deploy the application to production ✅ 2023-03-06 - [x] Build template selection page ✅ 2023-03-14 - [x] Generate SQL queries based on template from Chat GPT ✅ 2023-03-11 - [x] Build a view layer to take in database credentials and store them in our own database ✅ 2023-03-09 - [x] Build a Google auth sign up and a user model ✅ 2023-03-09 - [x] Webflow hero section fixes ✅ 2023-03-14 - [x] Set up the run query command and show a table view or number view ✅ 2023-03-21 - [x] Run the SQL queries against database ✅ 2023-03-21 - [x] Explore ChatGPT embeddings and getting query results from NLP ✅ 2023-03-17 - [x] Get Razorpay data ✅ 2023-03-25 - [x] Storing embeddings from the schema in our database ✅ 2023-03-20 - [x] Upload Excel statements ✅ 2023-03-28 - [x] Process transactions from statements ✅ 2023-04-01 - [x] Create MIS for B2C ✅ 2023-04-11 - [x] Create financial report ✅ 2023-04-04 - [x] Explain to Rajeev to help with other reports ✅ 2023-04-13 - [x] Explore Facebook Prophet for projections ✅ 2023-04-05 - [x] Creating editable Excel view ✅ 2023-04-04 - [x] Figure out cheaper alternate classification for bank statement expenditure ✅ 2023-04-04 - [x] Create mechanism for writing hard coded queries for reports ✅ 2023-04-11 - [x] Running Classifier on test data ✅ 2023-04-11 - [x] Deploy Prophet ✅ 2023-04-13 - [x] Retention Queries ✅ 2023-04-13 - [x] Run GPT for Classifiers ✅ 2023-04-13 - [x] Bank statement transaction processing on upload ✅ 2023-04-14 - [x] Separate out reports ✅ 2023-04-14 - [x] Tracking and storing all commands and results ✅ 2023-04-14 - [x] Store user feedback on commands and results ✅ 2023-04-14 - [x] Using saved queries for processing reports ✅ 2023-04-14 - [x] Connect reports to Prophet ✅ 2023-04-19 - [x] Group transactions ✅ 2023-04-19 - [x] Command history backend ✅ 2023-04-19 - [x] Make commands work with lower and upper case ✅ 2023-04-19 - [x] Provide Table Title in the UI ✅ 2023-04-19 - [x] Create infrastructure for showing continuous commands ✅ 2023-04-19 - [x] Add ask analyst and help command ✅ 2023-04-20 - [x] Post login flow blocker to set up calendly ✅ 2023-04-20 - [x] Projections clearly show as projections ✅ 2023-04-19 - [x] In reports remove columns from the start that have no data ✅ 2023-04-19 - [x] Funnel Steps needs to show total users ✅ 2023-04-19 - [x] Handling Funnel Report ✅ 2023-04-19 - [x] Units for reports backend ✅ 2023-04-20 - [x] Query adjustment model ✅ 2023-04-25 - [x] Handle get-data undefined values ✅ 2023-04-24 - [x] Export to CSV/Excel for all SQL tables, reports and RazorPay Data ✅ 2023-04-21 - [x] Fix second column for user acquisition ✅ 2023-04-26 - [x] Microsoft Clarity in the header ✅ 2023-04-27 - [x] Check Get-Data and fix application errors ✅ 2023-04-29 - [x] Bank Statement and Database put status and let users continue and book call ✅ 2023-05-02 - [x] Maria DB, My SQL frontend ✅ 2023-05-02 - [x] Facebook Prophet projections fixing ✅ 2023-05-02 - [x] Allow next even if no resources ✅ 2023-05-08 - [x] Fix retention report ✅ 2023-05-09 - [x] Saved Queries ✅ 2023-05-03 - [x] Dummy data for all the reports ✅ 2023-05-07