rasa-pro 3.13.1a18__py3-none-any.whl → 3.13.1a20__py3-none-any.whl

rasa/cli/project_templates/finance/actions/{action_remove_payee.py → transfers/action_remove_payee.py}

@@ -17,19 +17,19 @@ class ActionRemovePayee(Action):
         tracker: Tracker,
         domain: Dict[Text, Any],
     ) -> List[Dict[Text, Any]]:
-        username = tracker.get_slot("username")
+        name = tracker.get_slot("name")
         payee_name = tracker.get_slot("payee_name")
 
         db = Database()
 
         # Get user information
-        user = db.get_user_by_name(username)
+        user = db.get_user_by_name(name)
         if not user:
             dispatcher.utter_message(text="User not found.")
             return []
 
         # Check if payee exists
-        payee = db.get_payee_by_name_and_user(payee_name, user["id"])
+        payee = db.get_payee_by_name_and_user(payee_name, int(user["id"]))
         if not payee:
             dispatcher.utter_message(
                 text=f"I'm sorry, but I couldn't find a payee named '{payee_name}'"
@@ -37,7 +37,7 @@ class ActionRemovePayee(Action):
             return [SlotSet("payee_removed", False)]
 
         # Remove the payee
-        success = db.remove_payee(payee_name, user["id"])
+        success = db.remove_payee(payee_name, int(user["id"]))
 
         if success:
             dispatcher.utter_message(

rasa/cli/project_templates/finance/config.yml

@@ -1,32 +1,21 @@
-# The config recipe.
 recipe: default.v1
-
-# The assistant project unique identifier
-# This default value must be replaced with a unique assistant name within your deployment
+language: en
 assistant_id: placeholder_default
 
-language: en
 pipeline:
-- name: WhitespaceTokenizer
-- name: RegexFeaturizer
-- name: LexicalSyntacticFeaturizer
-- name: CountVectorsFeaturizer
-- name: CountVectorsFeaturizer
-  analyzer: char_wb
-  min_ngram: 1
-  max_ngram: 4
-- name: LogisticRegressionClassifier
-# - name: NLUCommandAdapter
-- name: CompactLLMCommandGenerator
+- name: SearchReadyLLMCommandGenerator
   llm:
     model_group: openai-gpt-4o
-  prompt_template: prompts/command-generator.jinja2
+  flow_retrieval:
+    active: false
+
 
-# Configuration for Rasa Core.
 policies:
 - name: FlowPolicy
 - name: EnterpriseSearchPolicy
-  model: openai-gpt-4o
   vector_store:
     type: "faiss"
     source: "./docs"
+  llm:
+    model_group: openai-gpt-4o
+  check_relevancy: true

rasa/cli/project_templates/finance/credentials.yml

@@ -1,11 +1,14 @@
 # This file contains the credentials for the voice & chat platforms
 # which your bot is using.
 # https://rasa.com/docs/rasa-pro/connectors/messaging-and-voice-channels/
-
 rest:
-#  # you don't need to provide anything here - this channel doesn't
-#  # require any credentials
+socketio:
+  bot_message_evt: bot_uttered
+  session_persistence: true
+  user_message_evt: user_uttered
 
+rasa:
+  url: "http://localhost:5002/api"
 
 #facebook:
 #  verify: "<verify>"
@@ -27,7 +30,3 @@ rest:
 #  token: "<bot token>"
 #  webhook_url: "<callback URL>"
 
-# This entry is needed if you are using Rasa Enterprise. The entry represents credentials
-# for the Rasa Enterprise "channel", i.e. Talk to your bot and Share with guest testers.
-rasa:
-  url: "http://localhost:5002/api"

rasa/cli/project_templates/finance/csvs/cards.csv

@@ -1,11 +1,11 @@
 id,user_id,account_id,number,type,status,issued_at,updated_at
-1,1,1,1111222233334444,debit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
-2,1,2,1234567812345678,debit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
-3,1,,5555666677778888,credit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
-4,2,3,9999000011112222,debit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
-5,2,4,2345678923456789,debit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
-6,2,5,3456789034567890,debit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
-7,2,,3333444455556666,credit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
-8,3,6,2222333344445555,debit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
-9,3,7,4567890145678901,debit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
-10,3,,6666777788889999,credit,active,"2024-10-02 17:33:16","2024-10-02 17:33:16"
+1,1,1,1111222233334444,debit,active,2024-10-02 17:33:16,2024-10-02 17:33:16
+2,1,2,1234567812345678,debit,active,2024-10-02 17:33:16,2024-10-02 17:33:16
+3,1,,5555666677778888,credit,active,2024-10-02 17:33:16,2024-10-02 17:33:16
+4,2,3,9999000011112222,debit,active,2024-10-02 17:33:16,2024-10-02 17:33:16
+5,2,4,2345678923456789,debit,active,2024-10-02 17:33:16,2024-10-02 17:33:16
+6,2,5,3456789034567890,debit,active,2024-10-02 17:33:16,2024-10-02 17:33:16
+7,2,,3333444455556666,credit,active,2024-10-02 17:33:16,2024-10-02 17:33:16
+8,3,6,2222333344445555,debit,active,2024-10-02 17:33:16,2024-10-02 17:33:16
+9,3,7,4567890145678901,debit,active,2024-10-02 17:33:16,2024-10-02 17:33:16
+10,3,,6666777788889999,credit,active,2024-10-02 17:33:16,2024-10-02 17:33:16

rasa/cli/project_templates/finance/csvs/payees.csv

@@ -1,10 +1,11 @@
 id,user_id,name,sort_code,account_number,type,reference,added_at
-1,1,Robert,123456,65432178,person,friend,"2024-10-02 17:33:16"
-2,1,James,123456,87654321,person,son,"2024-10-02 17:33:16"
-3,1,"Food Market",123456,11223344,business,groceries,"2024-10-02 17:33:16"
-4,2,Richard,654321,12345678,person,"business partner","2024-10-02 17:33:16"
-5,2,Susan,654321,87654321,person,friend,"2024-10-02 17:33:16"
-6,2,"Electric Company",654321,99887766,business,utilities,"2024-10-02 17:33:16"
-8,3,Amy,111111,33332222,person,colleague,"2024-10-02 17:33:16"
-9,3,"Fitness Gym",111111,44556677,business,gym,"2024-10-02 17:33:16"
-10,3,William,111111,22223333,person,friend,"2024-11-27 12:21:15"
+1,1,Robert,123456,65432178,person,friend,2024-10-02 17:33:16
+2,1,James,123456,87654321,person,son,2024-10-02 17:33:16
+3,1,Food Market,123456,11223344,business,groceries,2024-10-02 17:33:16
+4,2,Richard,654321,12345678,person,business partner,2024-10-02 17:33:16
+5,2,Susan,654321,87654321,person,friend,2024-10-02 17:33:16
+6,2,Electric Company,654321,99887766,business,utilities,2024-10-02 17:33:16
+8,3,Amy,111111,33332222,person,colleague,2024-10-02 17:33:16
+9,3,Fitness Gym,111111,44556677,business,gym,2024-10-02 17:33:16
+10,3,William,111111,22223333,person,friend,2024-11-27 12:21:15
+11,1,albert,,123123123,person,big brother,2025-08-01 15:47:00

rasa/cli/project_templates/finance/data/{flows → accounts}/check_balance.yml

@@ -2,8 +2,9 @@ flows:
   check_balance:
     description: |
       Guides the user through retrieving their account balance by requesting an
-      account number and returning the balance on account
+      account number or an account name and returning the balance on the selected account
     name: check an account balance
     steps:
       - collect: account
+        description: "The account number to check balance for"
       - action: action_check_balance

rasa/cli/project_templates/finance/data/general/bot_identity.yml

@@ -0,0 +1,6 @@
+flows:
+  bot_identity:
+    name: Bot Identity
+    description: This flow handles questions about whether the assistant is a bot or AI
+    steps:
+      - action: utter_bot_identity

rasa/cli/project_templates/finance/data/general/feedback.yml

@@ -0,0 +1,20 @@
+# Simple thumbs up/down feedback flow
+flows:
+  leave_feedback:
+    description: This flow collects simple thumbs up or thumbs down feedback
+    if: False # Flow guard to prevent direct triggering
+    steps:
+      - collect: feedback_rating
+        description: Ask user for thumbs up or thumbs down feedback
+      - id: feedback_response
+        noop: true
+        next:
+          - if: slots.feedback_rating == "thumbs_up"
+            then: positive_response
+          - else: negative_response
+      - id: positive_response
+        action: utter_thankyou_positive
+        next: END
+      - id: negative_response
+        action: utter_thankyou_negative
+        next: END

rasa/cli/project_templates/finance/data/general/goodbye.yml

@@ -0,0 +1,6 @@
+flows: 
+  goodbye_flow:
+    description: Handle user goodbye messages, say farewell, and collect feedback
+    steps:
+      - action: utter_goodbye
+      - link: leave_feedback

rasa/cli/project_templates/finance/data/general/hello.yml

@@ -0,0 +1,7 @@
+flows:
+  hello:
+    description: Flow for greeting the user hello
+    name: hello
+    steps:
+      - action: utter_greeting
+

rasa/cli/project_templates/finance/data/{flows/welcome.yml → general/help.yml}

@@ -1,14 +1,9 @@
 flows:
   help:
-    # nlu_trigger:
-    #   - intent:
-    #       name: help
-    #       confidence_threshold: 0.9999
-    description: |
-      This flow addresses user inquiries about the assistant's capabilities.
+    description: This flow addresses user inquiries about the assistant's capabilities.
       It starts by acknowledging the user's request and providing a clear overview of
       key skills and services. This helps users understand how the assistant can assist
       them effectively.
-    name: help you
+    name: help
     steps:
       - action: utter_help

rasa/cli/project_templates/finance/data/general/human_handoff.yml

@@ -0,0 +1,16 @@
+version: "3.1"
+flows:
+  human_handoff:
+    description: Handles escalation to a live human agent.
+    steps:
+      - collect: confirm_human_handoff
+        ask_before_filling: True
+        next:
+          - if: slots.confirm_human_handoff is "Yes"
+            then:
+            - action: utter_transferring_to_human
+            - action: action_human_handoff
+              next: END
+          - else:
+            - action: utter_human_handoff_cancelled
+              next: END

rasa/cli/project_templates/finance/data/general/welcome.yml

@@ -0,0 +1,9 @@
+flows:
+  welcome:
+    if: False
+    description: |
+      This flow is designed to greet and onboard new users who initiate a welcome intent.
+      It begins with an initial greeting message to establish a friendly interaction.
+    name: say hello
+    steps:
+      - action: utter_greeting

rasa/cli/project_templates/finance/data/{patterns → system/patterns}/pattern_chitchat.yml

@@ -1,7 +1,5 @@
 flows:
   pattern_chitchat:
     description: Handle chitchat related questions
-    nlu_trigger:
-        - intent: greet
     steps:
       - action: utter_chitchat

rasa/cli/project_templates/finance/data/system/patterns/pattern_completed.yml

@@ -0,0 +1,7 @@
+flows: 
+  pattern_completed:
+    description: A flow has been completed and there is nothing else to be done
+    if: False
+    steps:
+      - noop: true
+        next: END

rasa/cli/project_templates/finance/data/system/patterns/pattern_correction.yml

@@ -0,0 +1,7 @@
+flows:
+  pattern_correction:
+    description: Handle a correction of a slot value.
+    name: pattern correction
+    steps:
+      - action: action_correct_flow_slot
+        next: "END"

rasa/cli/project_templates/finance/data/system/patterns/pattern_search.yml

@@ -0,0 +1,8 @@
+flows:
+  pattern_search:
+    name: pattern_search
+    description: Flow for handling knowledge-based questions
+    steps:
+    - id: 0_action_trigger_search
+      next: END
+      action: action_trigger_search

rasa/cli/project_templates/finance/data/{patterns → system/patterns}/pattern_session_start.yml

@@ -6,4 +6,3 @@ flows:
         - intent: session_start
     steps:
       - action: utter_greeting
-      - action: utter_show_greeting_accordion

rasa/cli/project_templates/finance/domain/{check_balance.yml → accounts/check_balance.yml}

@@ -3,6 +3,8 @@ version: "3.1"
 slots:
   account:
     type: text
+    mappings:
+      - type: from_llm
 
 actions:
   - action_ask_account

rasa/cli/project_templates/finance/domain/general/assistant_details.yml

@@ -0,0 +1,12 @@
+slots:
+  skills_summary:
+    type: text
+    initial_value: "transferring money, managing authorised payees, checking an account balance, blocking a card, and answering your general finance enquiries"
+    mappings:
+      - type: controlled
+  assistant_name:
+    type: text
+    initial_value: "Finley"
+    mappings:
+      - type: controlled
+

rasa/cli/project_templates/finance/domain/general/bot_identity.yml

@@ -0,0 +1,5 @@
+responses:
+  utter_bot_identity:
+    - text: "Yes, I'm an AI assistant designed to help you with your questions. I'm here to provide helpful information and support. How can I assist you today?"
+    - text: "I am indeed an AI assistant! I'm programmed to be helpful, accurate, and friendly. What can I help you with?"
+    - text: "That's right, I'm an AI bot created to assist you. I aim to provide useful responses and help solve your questions. Is there something specific I can help you with?"

rasa/cli/project_templates/finance/domain/general/cannot_handle.yml

@@ -0,0 +1,5 @@
+responses:
+  utter_no_relevant_answer_found:
+    - text: I’m sorry, I can’t help with that.
+      metadata:
+        rephrase: False

rasa/cli/project_templates/finance/domain/general/defaults.yml

@@ -0,0 +1,24 @@
+version: "3.1"
+
+slots:
+  current_date:
+    type: text
+  username:
+    type: text
+  email_address:
+    type: text
+  physical_address:
+    type: text
+  segment:
+    type: text
+  name:
+    type: text
+
+actions:
+  - action_session_start
+
+responses:
+  utter_chitchat:
+    - text: "Hello, how can I help you today?"
+      metadata:
+        rephrase: True

rasa/cli/project_templates/finance/domain/general/feedback.yml

@@ -0,0 +1,28 @@
+slots:
+  feedback_rating:
+    type: categorical
+    values: [thumbs_up, thumbs_down]
+    mappings:
+      - type: from_llm
+
+responses:
+  utter_ask_feedback_rating:
+    - text: "Before you go, how was your experience?"
+      buttons:
+        - title: "👍 Great"
+          payload: "/SetSlots(feedback_rating=thumbs_up)"
+        - title: "👎 Could be better"
+          payload: "/SetSlots(feedback_rating=thumbs_down)"
+
+  utter_thankyou_positive:
+    - text: "That's wonderful to hear! Thank you for your feedback! Have a fantastic day! 🌟"
+    - text: "So glad we could help! Thanks for the positive feedback! Take care! 😊"
+    - text: "Amazing! We're thrilled you had a great experience. Have a wonderful day! 🎉"
+
+  utter_thankyou_negative:
+    - text: "Thank you for your honest feedback. We're always working to improve our service. Have a good day."
+    - text: "We appreciate your feedback and will use it to make our service better. Thank you for your time."
+    - text: "Thanks for letting us know. Your feedback helps us improve. Take care!"
+
+actions:
+  - action_default_fallback

rasa/cli/project_templates/finance/domain/general/goodbye.yml

@@ -0,0 +1,7 @@
+responses: 
+  utter_goodbye:
+    - text: "Thanks for stopping by — take care!"
+    - text: "Thanks for the chat. Have a great day!"
+    - text: "Catch you later! Feel free to reach out anytime."
+    - text: "Goodbye for now — we’re here if you need anything."
+    - text: "Take care! Let us know if you have any other questions."

rasa/cli/project_templates/finance/domain/general/help.yml

@@ -0,0 +1,5 @@
+version: "3.1"
+
+responses:
+  utter_help:
+    - text: "I can help you with {skills_summary}."

rasa/cli/project_templates/finance/domain/general/human_handoff.yml

@@ -0,0 +1,30 @@
+version: "3.1"
+actions:
+  - "action_human_handoff"
+
+slots: 
+ confirm_human_handoff:
+    type: "categorical"
+    mappings:
+      - type: "from_llm"
+    values:
+      - "Yes"
+      - "No" 
+
+responses:
+  utter_ask_confirm_human_handoff:
+    - text: "Do you want to be connected to a human agent?"
+      buttons:
+        - payload: "/SetSlots(confirm_human_handoff=Yes)"
+          title: "Yes"
+        - payload: "/SetSlots(confirm_human_handoff=No)"
+          title: "No"
+
+  utter_transferring_to_human:
+    - text: "You will be transfered to a human agent in a few moments."
+
+  utter_human_handoff_cancelled:
+    - text: "Ok, I understand you don't want to be connected to a human agent. Is there something else I can help you with?"
+      metadata:
+        rephrase: True
+

rasa/cli/project_templates/finance/domain/general/utils.yml

@@ -0,0 +1,13 @@
+version: "3.1"
+
+slots:
+  current_date:
+    type: text
+  username:
+    type: text
+  email_address:
+    type: text
+  physical_address:
+    type: text
+  segment:
+    type: text

rasa/cli/project_templates/finance/domain/general/welcome.yml

@@ -0,0 +1,8 @@
+version: "3.1"
+
+responses:
+  utter_greeting:
+    - text: "Hi there! I'm {assistant_name}. I can help you with {skills_summary}. How can I help you today?"
+      metadata:
+        rephrase: True
+

rasa/cli/project_templates/finance/endpoints.yml

@@ -60,3 +60,4 @@ model_groups:
         model: gpt-4o-2024-11-20
         request_timeout: 7
         max_tokens: 256
+

rasa/cli/project_templates/finance/prompts/rephraser_demo_personality_prompt.jinja2

@@ -3,11 +3,11 @@ The assistant is professional, calm, and highly attentive to detail.
 Its main priorities are efficiency, speed, and accuracy when handling user requests.
 
 Please rephrase the suggested AI response, staying close to the original meaning while
-ensuring the assistant’s tone remains formal yet empathetic, friendly, and reassuring.
+ensuring the assistant's tone remains formal yet empathetic, friendly, and reassuring.
 It should convey patience, even with vague or repetitive questions, and be clear,
 informative, and slightly humorous where appropriate.
 
-Write your responses in UK English
+Write your responses in English
 
 Context / previous conversation with the user:
 {{history}}
@@ -16,4 +16,4 @@ Context / previous conversation with the user:
 
 Suggested AI Response: {{suggested_response}}
 
-Rephrased AI Response:
+Rephrased AI Response:

rasa/cli/project_templates/telco/actions/actions_billing.py

@@ -1,17 +1,21 @@
 import csv
 import logging
 from datetime import datetime
-from typing import Dict, List
+from typing import Any, Dict, List
 
 from rasa_sdk import Action
 from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+from rasa_sdk.interfaces import Tracker
+from rasa_sdk.types import DomainDict
 
 
 class ActionVerifyBillByDate(Action):
     def name(self) -> str:
         return "action_verify_bill_by_date"
 
-    def text_to_date(self, month_text: str) -> str:
+    @staticmethod
+    def text_to_date(month_text: str) -> str:
         try:
             # Get the current year
             current_year = datetime.now().year
@@ -29,7 +33,9 @@ class ActionVerifyBillByDate(Action):
         except ValueError:
             return "Invalid format. Please use a full month name (e.g., 'March')."
 
-    def run(self, dispatcher, tracker, domain) -> List[Dict]:
+    def run(
+        self, dispatcher: CollectingDispatcher, tracker: Tracker, domain: DomainDict
+    ) -> List[Dict[str, Any]]:
         # Get customer ID and date from slots
         customer_id = tracker.get_slot("customer_id")
         bill_month = tracker.get_slot("bill_month")
@@ -77,15 +83,15 @@ class ActionVerifyBillByDate(Action):
                     )
                     return []
 
-                bill_amount = specific_bill["amount"]
+                bill_amount = float(specific_bill["amount"])
 
                 # Calculate average
                 if customer_bills:
-                    average_bill = sum(bill["amount"] for bill in customer_bills) / len(
-                        customer_bills
-                    )
+                    average_bill = sum(
+                        float(bill["amount"]) for bill in customer_bills
+                    ) / len(customer_bills)
                 else:
-                    average_bill = 0
+                    average_bill = 0.0
 
                 difference = bill_amount - average_bill
 
@@ -100,9 +106,9 @@ class ActionVerifyBillByDate(Action):
 
                 dispatcher.utter_message(response)
                 return [
-                    SlotSet("bill_amount", int(bill_amount)),
-                    SlotSet("average_bill", int(average_bill)),
-                    SlotSet("difference", int(difference)),
+                    SlotSet("bill_amount", float(bill_amount)),
+                    SlotSet("average_bill", float(average_bill)),
+                    SlotSet("difference", float(difference)),
                 ]
 
         except FileNotFoundError:
@@ -117,7 +123,9 @@ class ActionRecapBill(Action):
     def name(self) -> str:
         return "action_recap_bill"
 
-    def run(self, dispatcher, tracker, domain) -> List[Dict]:
+    def run(
+        self, dispatcher: CollectingDispatcher, tracker: Tracker, domain: DomainDict
+    ) -> List[Dict[str, Any]]:
         # Get customer_id and bill_date from slots
         customer_id = tracker.get_slot("customer_id")
         bill_month = tracker.get_slot("bill_month")
@@ -151,14 +159,14 @@ class ActionRecapBill(Action):
                 bill_date_obj = datetime.strptime(bill_date, "%d/%m/%Y")
 
                 # Filter records for the given customer_id
-                filtered_records = []
+                filtered_records: List[Dict[str, Any]] = []
                 for row in reader:
                     if row["customer_id"] == str(customer_id):
                         # Parse date and add to filtered records
-                        row_date = datetime.strptime(row["date"], "%Y-%m-%d")
+                        row_date: datetime = datetime.strptime(row["date"], "%Y-%m-%d")
                         filtered_records.append(
                             {
-                                "date": row_date,
+                                "date": row_date.date(),
                                 "amount": float(row["amount"]),
                                 "source": row["source"],
                             }
@@ -177,7 +185,7 @@ class ActionRecapBill(Action):
                 response = "\n".join(
                     [
                         (
-                            f"{record['date'].date()} | {record['amount']} $ "
+                            f"{record['date']} | {record['amount']} $ "
                             f"| {record['source']}"
                         )
                         for record in filtered_records
@@ -186,7 +194,6 @@ class ActionRecapBill(Action):
 
                 # Send response to user
                 dispatcher.utter_message(response)
-                print("response heeere", response)
                 return []
 
         except FileNotFoundError:

rasa/cli/project_templates/telco/actions/actions_get_data_from_db.py

@@ -3,13 +3,18 @@ from typing import Dict, List
 
 from rasa_sdk import Action
 from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+from rasa_sdk.interfaces import Tracker
+from rasa_sdk.types import DomainDict
 
 
 class ActionGetCustomerInfo(Action):
     def name(self) -> str:
         return "action_get_customer_info"
 
-    def run(self, dispatcher, tracker, domain) -> List[Dict]:
+    def run(
+        self, dispatcher: CollectingDispatcher, tracker: Tracker, domain: DomainDict
+    ) -> List[Dict]:
         # Load CSV file
         file_path = "csvs/customers.csv"  # get information from your DBs
         customer_id = tracker.get_slot("customer_id")

rasa/cli/project_templates/telco/actions/actions_run_diagnostics.py

@@ -3,13 +3,18 @@ import random
 
 from rasa_sdk import Action
 from rasa_sdk.events import EventType, SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+from rasa_sdk.interfaces import Tracker
+from rasa_sdk.types import DomainDict
 
 
 class ActionSleepAndRespond(Action):
     def name(self) -> str:
         return "actions_run_speed_test"
 
-    async def run(self, dispatcher, tracker, domain) -> list[EventType]:
+    async def run(
+        self, dispatcher: CollectingDispatcher, tracker: Tracker, domain: DomainDict
+    ) -> list[EventType]:
         await asyncio.sleep(10)
         dispatcher.utter_message(
             text="Thank you for waiting... ✅ "