rasa-pro 3.13.1a4__py3-none-any.whl → 3.13.1a6__py3-none-any.whl

rasa/cli/project_templates/finance/actions/database.py

@@ -0,0 +1,233 @@
+import logging
+from pathlib import Path
+from typing import Any, Dict, List, Optional
+
+import pandas as pd
+
+
+class Database:
+    def __init__(self, csv_path: Optional[Path] = None) -> None:
+        """Initialize the database with CSV file paths."""
+        self.project_root_path = Path(__file__).resolve().parent.parent
+        self.csv_path = csv_path or self.project_root_path / "csvs"
+        self.logger = self.setup_logger()
+
+    def setup_logger(self) -> logging.Logger:
+        """Set up logging configuration."""
+        logger = logging.getLogger(__name__)
+        logger.setLevel(logging.DEBUG)
+
+        formatter = logging.Formatter(
+            "%(asctime)s %(levelname)8s %(name)s  - %(message)s"
+        )
+
+        console_handler = logging.StreamHandler()
+        console_handler.setLevel(logging.DEBUG)
+        console_handler.setFormatter(formatter)
+        logger.addHandler(console_handler)
+
+        return logger
+
+    def get_user_by_name(self, username: str) -> Optional[Dict[str, Any]]:
+        """Get user information by username."""
+        try:
+            df = pd.read_csv(self.csv_path / "users.csv")
+            user_data = df[df["name"] == username]
+            if user_data.empty:
+                return None
+            return user_data.iloc[0].to_dict()
+        except Exception as e:
+            self.logger.error(f"Error getting user by name: {e}")
+            return None
+
+    def get_user_by_id(self, user_id: int) -> Optional[Dict[str, Any]]:
+        """Get user information by user_id."""
+        try:
+            df = pd.read_csv(self.csv_path / "users.csv")
+            user_data = df[df["id"] == user_id]
+            if user_data.empty:
+                return None
+            return user_data.iloc[0].to_dict()
+        except Exception as e:
+            self.logger.error(f"Error getting user by id: {e}")
+            return None
+
+    def get_account_by_user_and_number(
+        self, user_id: int, account_number: str
+    ) -> Optional[Dict[str, Any]]:
+        """Get account information by user_id and account number."""
+        try:
+            df = pd.read_csv(self.csv_path / "accounts.csv")
+            account_data = df[
+                (df["user_id"] == user_id) & (df["number"] == account_number)
+            ]
+            if account_data.empty:
+                return None
+            return account_data.iloc[0].to_dict()
+        except Exception as e:
+            self.logger.error(f"Error getting account: {e}")
+            return None
+
+    def get_accounts_by_user(self, user_id: int) -> List[Dict[str, Any]]:
+        """Get all accounts for a user."""
+        try:
+            df = pd.read_csv(self.csv_path / "accounts.csv")
+            accounts_data = df[df["user_id"] == user_id]
+            return accounts_data.to_dict("records")
+        except Exception as e:
+            self.logger.error(f"Error getting accounts by user: {e}")
+            return []
+
+    def get_payees_by_user(self, user_id: int) -> List[Dict[str, Any]]:
+        """Get all payees for a user."""
+        try:
+            df = pd.read_csv(self.csv_path / "payees.csv")
+            payees_data = df[df["user_id"] == user_id]
+            return payees_data.to_dict("records")
+        except Exception as e:
+            self.logger.error(f"Error getting payees by user: {e}")
+            return []
+
+    def get_payee_by_name_and_user(
+        self, payee_name: str, user_id: int
+    ) -> Optional[Dict[str, Any]]:
+        """Get payee information by name and user_id."""
+        try:
+            df = pd.read_csv(self.csv_path / "payees.csv")
+            payee_data = df[(df["name"] == payee_name) & (df["user_id"] == user_id)]
+            if payee_data.empty:
+                return None
+            return payee_data.iloc[0].to_dict()
+        except Exception as e:
+            self.logger.error(f"Error getting payee by name and user: {e}")
+            return None
+
+    def get_cards_by_user(self, user_id: int) -> List[Dict[str, Any]]:
+        """Get all cards for a user."""
+        try:
+            df = pd.read_csv(self.csv_path / "cards.csv")
+            cards_data = df[df["user_id"] == user_id]
+            return cards_data.to_dict("records")
+        except Exception as e:
+            self.logger.error(f"Error getting cards by user: {e}")
+            return []
+
+    def get_card_by_number(self, card_number: str) -> Optional[Dict[str, Any]]:
+        """Get card information by card number."""
+        try:
+            df = pd.read_csv(self.csv_path / "cards.csv")
+            card_data = df[df["number"] == card_number]
+            if card_data.empty:
+                return None
+            return card_data.iloc[0].to_dict()
+        except Exception as e:
+            self.logger.error(f"Error getting card by number: {e}")
+            return None
+
+    def update_card_status(self, card_number: str, status: str) -> bool:
+        """Update card status."""
+        try:
+            df = pd.read_csv(self.csv_path / "cards.csv")
+            df.loc[df["number"] == card_number, "status"] = status
+            df.to_csv(self.csv_path / "cards.csv", index=False)
+            return True
+        except Exception as e:
+            self.logger.error(f"Error updating card status: {e}")
+            return False
+
+    def add_payee(
+        self,
+        user_id: int,
+        name: str,
+        sort_code: str,
+        account_number: str,
+        payee_type: str,
+        reference: str = "",
+    ) -> bool:
+        """Add a new payee."""
+        try:
+            df = pd.read_csv(self.csv_path / "payees.csv")
+
+            # Get the next ID
+            next_id = df["id"].max() + 1 if not df.empty else 1
+
+            # Create new payee record
+            new_payee = {
+                "id": next_id,
+                "user_id": user_id,
+                "name": name,
+                "sort_code": sort_code,
+                "account_number": account_number,
+                "type": payee_type,
+                "reference": reference,
+                "added_at": pd.Timestamp.now().strftime("%Y-%m-%d %H:%M:%S"),
+            }
+
+            # Add to dataframe and save
+            df = pd.concat([df, pd.DataFrame([new_payee])], ignore_index=True)
+            df.to_csv(self.csv_path / "payees.csv", index=False)
+            return True
+        except Exception as e:
+            self.logger.error(f"Error adding payee: {e}")
+            return False
+
+    def remove_payee(self, payee_name: str, user_id: int) -> bool:
+        """Remove a payee."""
+        try:
+            df = pd.read_csv(self.csv_path / "payees.csv")
+            df = df[~((df["name"] == payee_name) & (df["user_id"] == user_id))]
+            df.to_csv(self.csv_path / "payees.csv", index=False)
+            return True
+        except Exception as e:
+            self.logger.error(f"Error removing payee: {e}")
+            return False
+
+    def check_sufficient_funds(
+        self, user_id: int, account_number: str, amount: float
+    ) -> bool:
+        """Check if account has sufficient funds."""
+        try:
+            account = self.get_account_by_user_and_number(user_id, account_number)
+            if not account:
+                return False
+            return float(account["balance"]) >= amount
+        except Exception as e:
+            self.logger.error(f"Error checking sufficient funds: {e}")
+            return False
+
+    def get_branches(self) -> List[Dict[str, Any]]:
+        """Get all branches."""
+        try:
+            df = pd.read_csv(self.csv_path / "branches.csv")
+            return df.to_dict("records")
+        except Exception as e:
+            self.logger.error(f"Error getting branches: {e}")
+            return []
+
+    def get_advisors_by_branch(self, branch_id: int) -> List[Dict[str, Any]]:
+        """Get all advisors for a branch."""
+        try:
+            df = pd.read_csv(self.csv_path / "advisors.csv")
+            advisors_data = df[df["branch_id"] == branch_id]
+            return advisors_data.to_dict("records")
+        except Exception as e:
+            self.logger.error(f"Error getting advisors by branch: {e}")
+            return []
+
+    def get_appointments_by_advisor(self, advisor_id: int) -> List[Dict[str, Any]]:
+        """Get all appointments for an advisor."""
+        try:
+            df = pd.read_csv(self.csv_path / "appointments.csv")
+            appointments_data = df[df["advisor_id"] == advisor_id]
+            return appointments_data.to_dict("records")
+        except Exception as e:
+            self.logger.error(f"Error getting appointments by advisor: {e}")
+            return []
+
+    def __enter__(self):
+        """Enter the runtime context related to this object."""
+        return self
+
+    def __exit__(self, exc_type, exc_value, traceback):
+        """Exit the runtime context related to this object."""
+        self.logger.info("Database connection closed")

rasa/cli/project_templates/finance/config.yml

@@ -7,11 +7,26 @@ 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
   llm:
     model_group: openai-gpt-4o
+  prompt_template: prompts/command-generator.jinja2
 
 # Configuration for Rasa Core.
 policies:
 - name: FlowPolicy
-- name: IntentlessPolicy
+- name: EnterpriseSearchPolicy
+  model: openai-gpt-4o
+  vector_store:
+    type: "faiss"
+    source: "./docs"

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

@@ -0,0 +1,8 @@
+id,user_id,balance,type,number,sort_code,created_at
+1,1,10123.45,savings,12345678,123456,"2024-10-02 17:33:16"
+2,1,4923.67,current,23456789,123456,"2024-10-02 17:33:16"
+3,2,14789.32,current,34567890,234567,"2024-10-02 17:33:16"
+4,2,7134.56,savings,45678901,234567,"2024-10-02 17:33:16"
+5,2,2987.23,business,56789012,234567,"2024-10-02 17:33:16"
+6,3,20245.67,savings,67890123,345678,"2024-10-02 17:33:16"
+7,3,8034.12,current,78901234,345678,"2024-10-02 17:33:16"

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

@@ -0,0 +1,7 @@
+id,branch_id,name,email,phone,position
+1,1,"Eto Demerzel",eto.demerzel@trantorbranch.com,02079460001,"Business Loan Advisor"
+2,1,"Bayta Darell",bayta.darell@trantorbranch.com,02079460003,"Wealth Management Advisor"
+3,2,"Daneel Olivaw",daneel.olivaw@terminusbranch.com,02079460004,"Retirement Planning Advisor"
+4,3,"Hober Mallow",hober.mallow@asimovbranch.com,02079460007,"Personal Finance Advisor"
+5,3,"Bel Riose",bel.riose@asimovbranch.com,02079460008,"Investment Advisor"
+6,3,Pritcher,pritcher@asimovbranch.com,02079460009,"Investment Advisor"

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

@@ -0,0 +1,211 @@
+id,advisor_id,date,start_time,end_time,status
+1,1,2024-10-01,09:00,09:30,open
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+36,2,2024-10-01,09:00,09:30,open
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+175,5,2024-10-07,15:00,15:30,booked
+176,6,2024-10-01,09:00,09:30,open
+177,6,2024-10-01,10:00,10:30,booked
+178,6,2024-10-01,11:00,11:30,open
+179,6,2024-10-01,14:00,14:30,booked
+180,6,2024-10-01,15:00,15:30,booked
+181,6,2024-10-02,09:00,09:30,booked
+182,6,2024-10-02,10:00,10:30,open
+183,6,2024-10-02,11:00,11:30,open
+184,6,2024-10-02,14:00,14:30,booked
+185,6,2024-10-02,15:00,15:30,booked
+186,6,2024-10-03,09:00,09:30,open
+187,6,2024-10-03,10:00,10:30,booked
+188,6,2024-10-03,11:00,11:30,open
+189,6,2024-10-03,14:00,14:30,booked
+190,6,2024-10-03,15:00,15:30,booked
+191,6,2024-10-04,09:00,09:30,booked
+192,6,2024-10-04,10:00,10:30,open
+193,6,2024-10-04,11:00,11:30,booked
+194,6,2024-10-04,14:00,14:30,booked
+195,6,2024-10-04,15:00,15:30,open
+196,6,2024-10-05,09:00,09:30,open
+197,6,2024-10-05,10:00,10:30,booked
+198,6,2024-10-05,11:00,11:30,booked
+199,6,2024-10-05,14:00,14:30,booked
+200,6,2024-10-05,15:00,15:30,open
+201,6,2024-10-06,09:00,09:30,open
+202,6,2024-10-06,10:00,10:30,open
+203,6,2024-10-06,11:00,11:30,booked
+204,6,2024-10-06,14:00,14:30,booked
+205,6,2024-10-06,15:00,15:30,open
+206,6,2024-10-07,09:00,09:30,open
+207,6,2024-10-07,10:00,10:30,open
+208,6,2024-10-07,11:00,11:30,booked
+209,6,2024-10-07,14:00,14:30,open
+210,6,2024-10-07,15:00,15:30,booked

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

@@ -0,0 +1,10 @@
+id,name,address,distance_km
+1,"Trantor Square Branch","10 Psychohistorical Way, Trantor Square, London, SW1A 1AB",0.2
+2,"Foundation Central Branch","5 Foundation Road, Trantor Square, London, SW1A 1AC",0.3
+3,"Trantor East Branch","12 Trantor Lane, Trantor Square, London, SW1A 1AD",0.4
+4,"Terminus Park Branch","3 Foundation Drive, Terminus Park, London, E1 6AP",0.5
+5,"Foundation Retail Branch","8 Terminus Avenue, Terminus Park, London, E1 6AQ",0.6
+6,"Terminus Square Branch","6 Terminus Way, Terminus Park, London, E1 6AR",0.7
+7,"Asimov Gardens Branch","4 Scholar's Lane, Asimov Gardens, London, WC1B 5HB",0.3
+8,"Garden Square Branch","8 Asimov Way, Asimov Gardens, London, WC1B 5HC",0.5
+9,"Scholar's Lane Branch","2 Scholar's Court, Asimov Gardens, London, WC1B 5HD",0.4

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

@@ -0,0 +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"

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

@@ -0,0 +1,10 @@
+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"

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

@@ -0,0 +1,71 @@
+id,account_id,amount,datetime,description,payment_method,payee
+1,1,500.0,"2024-08-11 02:45:50","Purchase at Galactic Market",debit,"Galactic Market"
+2,1,1500.0,"2024-08-05 15:18:59","Rent Payment to Trantor Estates",regular,"Trantor Estates"
+3,1,75.5,"2024-08-27 23:24:38","Dinner at Mycogen Sector Restaurant",debit,"Mycogen Cuisine"
+4,1,250.0,"2024-08-29 19:59:35","Interplanetary Transport Fare",debit,"Imperial Spacelines"
+5,1,120.75,"2024-09-23 01:41:01","Vault of Trantor Museum Tickets",debit,"Trantor Historical Society"
+6,1,800.0,"2024-09-21 13:26:46","Personal Shield Maintenance",regular,"Imperial Tech Services"
+7,1,45.99,"2024-09-05 22:04:38","Prime Radiant Data Subscription",debit,"Seldon Psychohistory Institute"
+8,1,350.0,"2024-08-18 09:02:44","Gravitic Repulsor Boots",debit,"Terminus Outfitters"
+9,1,1000.0,"2024-08-24 02:31:24","Spaceship Insurance Premium",regular,"Galactic Insurers"
+10,1,180.25,"2024-08-10 22:43:41","Galactic Standard Language Course",regular,"Imperial University of Trantor"
+11,2,200.0,"2024-08-11 03:31:18","Energy Bill for Terminus Power",regular,"Terminus Power"
+12,2,1200.0,"2024-09-30 02:22:24","Subscription to Encyclopedia Galactica",regular,"Encyclopedia Galactica"
+13,2,85.75,"2024-09-11 13:02:22","Hyperwave Transceiver Repair",debit,"Foundation TechnoFix"
+14,2,450.0,"2024-08-01 23:17:02","Subetheric Communication Package",regular,GalactiComm
+15,2,75.0,"2024-09-02 11:37:32","Atomic Converter Fuel",debit,"Anacreon Fuel Station"
+16,2,300.0,"2024-09-06 10:46:27","Positronic Brain Maintenance",debit,"R. Daneel Olivaw Services"
+17,2,1800.0,"2024-09-22 21:55:55","Vault of Trantor Access Fee",debit,"Imperial Library of Trantor"
+18,2,95.5,"2024-09-08 01:17:03","Neuronic Whip Power Cell",debit,"Imperial Armory"
+19,2,250.0,"2024-09-14 14:34:47","Holographic Home Decor",debit,"Kalgan Luxury Imports"
+20,2,500.0,"2024-09-09 17:18:46","Gravitic Gymnasium Membership",regular,"Trantor Fitness"
+21,3,450.0,"2024-09-03 20:59:43","Purchase from Anacreon Traders",debit,"Anacreon Traders"
+22,3,320.0,"2024-09-07 10:27:28","Gym Membership at Imperial Fitness",regular,"Imperial Fitness"
+23,3,150.75,"2024-09-08 01:41:20","Galactic Cuisine Cooking Class",debit,"Synnax Culinary Academy"
+24,3,700.0,"2024-09-29 13:33:38","Jump Drive Upgrade",debit,"Terminus Shipyards"
+25,3,45.99,"2024-07-12 16:08:22","Mycogen Sector Fungi Supplies",debit,"Mycogen Agri-Corp"
+26,3,1200.0,"2024-08-22 17:56:27","Personal Force Field Maintenance",regular,"Terminus Technologies"
+27,3,80.0,"2024-09-24 02:38:36","Trantorian Postal Service",debit,"Imperial Postal Service"
+28,3,350.0,"2024-09-23 06:28:21","Psychohistory Conference Fee",regular,"Second Foundation"
+29,3,25.5,"2024-09-13 19:45:03","Spaceship Debris Shield Insurance",regular,"Galactic Insurers"
+30,3,500.0,"2024-09-21 00:09:11","Mental Static Device",debit,"Second Foundation Tech"
+31,4,300.0,"2024-07-18 18:57:48","Dinner at Star's End Diner",debit,"Star's End Diner"
+32,4,50.0,"2024-09-28 12:23:36","Coffee at Terminus Cafe",debit,"Terminus Cafe"
+33,4,1500.0,"2024-08-20 18:21:20","Far Star Spacecraft Lease Payment",regular,"Foundation Fleet Services"
+34,4,75.25,"2024-07-30 06:02:46","Zero-G Yoga Class",debit,"Synnax Fitness Studio"
+35,4,200.0,"2024-07-23 22:29:14","Galactic Dating App Subscription",regular,"Hearts Across the Stars"
+36,4,450.0,"2024-09-20 00:42:13","Vault of Trantor Virtual Access",regular,"Imperial Library of Trantor"
+37,4,30.5,"2024-08-21 10:17:36","Anacreon Beast Feed",debit,"Anacreon Livestock Supplies"
+38,4,800.0,"2024-09-07 03:32:28","Personal Force Field Repair",debit,"Foundation Tech Services"
+39,4,150.0,"2024-09-16 10:58:24","Mule's Emotional Projector Experience",debit,"Kalgan Entertainment"
+40,4,100.0,"2024-07-31 19:52:02","Mycogen Yeast Culture Subscription",regular,"Mycogen Sector Imports"
+41,5,600.0,"2024-09-08 02:57:02","Office Supplies from Foundation Store",debit,"Foundation Office Store"
+42,5,1000.0,"2024-08-18 13:06:49","Trantor Docking Fee",regular,"Imperial Spaceport Authority"
+43,5,75.5,"2024-08-04 16:30:28","Galactic Standard Translator Device",debit,"Foundation Electronics"
+44,5,250.0,"2024-08-26 16:22:14","Visi-Sonor Tuning",debit,"Rossem Instruments"
+45,5,350.0,"2024-09-24 03:53:18","Planetary Defense Shield Subscription",regular,"Terminus Defense Systems"
+46,5,120.75,"2024-08-03 01:43:36","Seldon Crisis Forecast Update",debit,"Psychohistory Institute"
+47,5,800.0,"2024-08-11 14:16:35","Artificial Gravity Generator",debit,"Foundation Physics Corp"
+48,5,40.0,"2024-09-13 23:44:14","Concentrated Food Tablets",debit,"Foundation Nutrition"
+49,5,500.0,"2024-07-15 03:55:28","Hyper-sleep Chamber Rental",regular,"Anacreon Travel Services"
+50,5,150.0,"2024-08-23 18:15:31","Vault of Trantor Artifact Insurance",regular,"Galactic Treasures Assurance"
+51,6,900.0,"2024-09-22 11:01:35","Software Subscription to Seldon Analytics",regular,"Seldon Analytics"
+52,6,1200.0,"2024-09-16 01:55:56","Purchase of Holographic Equipment",debit,HoloTech
+53,6,50.25,"2024-09-27 10:41:20","Atomic Coffee Subscription",regular,"Trantor Roasters"
+54,6,300.0,"2024-08-16 22:39:15","Hyperspace Communication Charges",regular,GalactiComm
+55,6,75.0,"2024-07-20 13:41:10","Anti-Grav Hair Styling Gel",debit,"Kalgan Cosmetics"
+56,6,450.0,"2024-07-08 16:39:22","R. Daneel Olivaw Model Upgrade",debit,"Aurora Robotics"
+57,6,200.0,"2024-07-31 22:59:01","Space Pirate Insurance",regular,"Galactic Risk Management"
+58,6,100.0,"2024-08-14 00:38:37","Terminus Mining Royalties",regular,"Foundation Resources"
+59,6,750.0,"2024-09-07 06:51:00","Jump-2 Hyperdrive System",debit,"Foundation Fleet Tech"
+60,6,25.5,"2024-07-30 23:58:23","Gravitic Repulsion Yoga Mat",debit,"Synnax Fitness Gear"
+61,7,150.0,"2024-07-05 04:57:25","Book Purchase from Trantor Books",debit,"Trantor Books"
+62,7,500.0,"2024-09-30 10:36:55","Personal Force Field System",debit,"Terminus Security Solutions"
+63,7,75.25,"2024-09-06 02:16:38","Atomic Vibro-Blade Toothbrush",debit,"Foundation Health Tech"
+64,7,1000.0,"2024-09-01 08:59:49","Spacecraft Neural Interface Upgrade",debit,"Foundation Fleet Systems"
+65,7,250.0,"2024-09-05 23:57:50","Holographic History Tour of Trantor",debit,"Imperial Tourism Board"
+66,7,180.0,"2024-08-12 04:01:36","Psychohistory for Beginners Course",regular,"Seldon Institute"
+67,7,90.5,"2024-07-12 14:27:56","Trantorian Cuisine Delivery",debit,GalactiEats
+68,7,550.0,"2024-08-24 12:45:00","Personal Mentalic Shield",debit,"Second Foundation Tech"
+69,7,125.75,"2024-10-02 01:53:13","Vault of Trantor Virtual Tour",debit,"Imperial Library of Trantor"
+70,7,300.0,"2024-07-04 21:10:25","Foundation Encyclopedia Update",regular,"Encyclopedia Galactica"

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

@@ -0,0 +1,4 @@
+id,name,email,phone,address,username,password,segment,created_at,updated_at
+1,"John Smith",john.smith@example.com,0123456789,"1 Psychohistorical Way, Trantor Square, London, SW1A 1AA",john.smith,smith123,Corporate,"2024-10-02 17:33:16","2024-10-02 17:33:16"
+2,"Mary Brown",mary.brown@example.com,0129876543,"2 Foundation Drive, Terminus Park, London, E1 6AN",mary.brown,brown123,Retail,"2024-10-02 17:33:16","2024-10-02 17:33:16"
+3,"Dan Young",dan.young@example.com,0123345678,"3 Scholar's Lane, Asimov Gardens, London, WC1B 5HA",dan.young,young123,SME,"2024-10-02 17:33:16","2024-10-02 17:33:16"

rasa/cli/project_templates/finance/data/flows/add_payee.yml

@@ -0,0 +1,29 @@
+flows:
+  add_payee:
+    description: "Add a new payee to the user’s account by collecting and confirming details such as payee name, account number, payee type (person or business), and a reference note"
+    steps:
+      - collect: payee_name
+        description: "name of the payee"
+      - collect: account_number
+        description: "banking account number"
+      - collect: payee_type
+        description: "type of the payee that can be either person or business"
+      - collect: reference
+        description: "a short note to identify the payee or purpose"
+      - collect: confirm_payee_details
+        description: "confirmation from the user that all payee details are correct before proceeding"
+        ask_before_filling: true
+        next:
+            - if: slots.confirm_payee_details
+              then: action_add_payee_step
+            - else: END
+      - id: action_add_payee_step
+        action: action_add_payee
+        next:
+          - if: slots.payee_added
+            then:
+              - action: utter_payee_added_success
+                next: END
+          - else:
+              - action: utter_payee_added_failure
+                next: END