Here is the exact prompt I started with, except for munging the data to make it a sample. After that I didnāt need hardly any prompting.
Hello, I have an Excel file with four columns A-D that have data like this (I am showing the CSV):
Client,interval,next date,amount
Client 1,Every Year,6/1/2025,200
Client 2,Every 3 Months,10/1/2024,100
Client 3,Every 3 Months,10/1/2024,300
Client 4,Every 3 Months,10/1/2024,200
Client 5,Every Year,7/1/2025,800
Client 6,Every 3 Months,10/1/2024,100
Client 7,Every 3 Months,10/1/2024,200
Client 8,Every 6 Months,10/1/2024,400
Client 9,Every Month,10/1/2024,50
Client 10,Every Month,10/1/2024,200
Could you please write a python program which will read a filename as the first command line parameter and read all the initial non-empty rows, and compute for each of the next 12 months, how much will be invoiced. It should output two columns, Month and Total, where the Month column starts with the first of next month (it is 9/14/2024 now, so next month is 10/1/2024). For the data provided, the first two lines will be
Month Total
10/1/2024 $xx,xxx
11/1/2024 $yy,yyy
Please give me the python program, I will test it and let you know.
And here are the FULL thoughts before it gave the program.
Charting invoicing trends
Iām piecing together a Python program to read an Excel or CSV file, calculate monthly invoices for the next 12 months (starting 10/1/2024), and format the output columns as Month and Total.
Parsing data details
Iām analyzing a file with columns on clients, invoicing intervals, next dates, and amounts. Mapping out monthly invoices requires parsing and structuring this data.
Determining invoicing dates
Iām figuring out invoicing dates for each client, setting them 12 months apart. For instance, monthly intervals mean invoices are due on 10/1/2024, 11/1/2024, etc., up to 9/1/2025. Quarterly intervals adjust slightly, showing clear patterns.
Mapping out billing intervals
Iām calculating invoice dates for each client over the next 12 months, starting from October 1, 2024. Using dateutil.relativedelta
helps manage varying months and years effectively.
Establishing key dates
Iām mapping out the period from 10/1/2024 to 9/1/2025, listing the invoicing dates for each client within this timeframe.
Navigating invoice dates
Iām figuring out the next invoice dates for each client within the 12-month period. Then, I sum up the invoices by month and present the findings.
Setting up the CSV reader
First, I read the CSV file with sys.argv[1], then use the csv module to extract fields, and import datetime for date parsing and arithmetic.
Evaluating options
OK, letās consider using dateutil due to its flexibility and wide adoption. If thatās not ideal, Iāll explore alternatives and possibly handle issues manually.
Reading and parsing
Iām loading data from a CSV, converting dates and intervals into a structured dictionary of clients. This data is crucial for processing client invoices.
Adjusting the method
Iām refining a function to add months to a date, using calendar computations to manage month transitions and leap years.
Reviewing client schedules
Iām noting the clients whose invoices are set for October 1, 2024, including their billing frequency and amounts.
Summing up values
OK, let me see. Denying participants works it out to be $3,750. Combining this with the Cook County $2,578 contribution, the total comes to $6,328.
Hopefully this is of some use to you, I donāt think I have omitted any significant detail whatsoever, I just modified client names and changed $ amounts to dummy values (increasing them so they are less shameful )
After that I just had to prompt it to fix some Python errors - which actually may have been mine, from not including the packages it told me to.
One more thing. Originally I wanted this to generate the 12 output rows in Excel, using formulas, so all I ever need to do is just update my spreadsheet and Iāll see the next 12 months of invoicing auto-update.
Last year I was able to get ChatGPT 4 to do this in Excel, but only after sweating with it for an hour or two. (In the end, it still did something I would never have come up with myself; the formulas were complex and used Excel functions like SUMPRODUCT that I didnāt know about). But this year something has broken in that formula so I needed to redo it.
I tried the Excel approach again with ChatGPT 4o, and it too struggled so I quickly gave up. I did not try the o1-preview because it does not accept uploaded files or screenshots. I know I can work around that by describing the columns, but havenāt tried that yet. I just wanted actual numbers fast, and the Python approach was fast.
If o1-preview can generate the correct Excel formulas in one shot, that would be very impressive. Iām attaching what that formula looks like (albeit wrong), and while I understand the idea of it now, as you can see it is too complex for a non-poweruser to come up with, and still too complex for me to mess with it and find the exact bug. I probably could, but who has the time? I canāt imagine life when ChatGPT can do this kind of thing for everyone flawlessly, the first time, and from you just telling it what you want in Excel.