rasa-pro 3.13.1a5__py3-none-any.whl → 3.13.1a7__py3-none-any.whl

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

@@ -0,0 +1,47 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionAddPayee(Action):
+    def name(self) -> Text:
+        return "action_add_payee"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+        payee_name = tracker.get_slot("payee_name")
+        account_number = tracker.get_slot("account_number")
+        sort_code = tracker.get_slot("sort_code")
+        payee_type = tracker.get_slot("payee_type")
+        reference = tracker.get_slot("reference") or ""
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        if not user:
+            dispatcher.utter_message(text="User not found.")
+            return []
+
+        # Add the payee
+        success = db.add_payee(
+            user["id"], payee_name, sort_code, account_number, payee_type, reference
+        )
+
+        if success:
+            dispatcher.utter_message(
+                text=f"Payee {payee_name} has been added successfully."
+            )
+            return [SlotSet("payee_added", True)]
+        else:
+            dispatcher.utter_message(text="Failed to add payee. Please try again.")
+            return [SlotSet("payee_added", False)]

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

@@ -0,0 +1,50 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionAskAccount(Action):
+    def name(self) -> Text:
+        return "action_ask_account"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        if not user:
+            dispatcher.utter_message(text="User not found.")
+            return []
+
+        # Get all accounts for the user
+        accounts = db.get_accounts_by_user(user["id"])
+
+        if not accounts:
+            dispatcher.utter_message(text="No accounts found for this user.")
+            return []
+
+        buttons = [
+            {
+                "content_type": "text",
+                "title": f"{account['number']} ({account['type'].title()})",
+                "payload": str(account["number"]),
+            }
+            for account in accounts
+        ]
+        message = "Which account would you like the balance for?"
+        dispatcher.utter_message(text=message, buttons=buttons)
+
+        selected_account = tracker.get_slot("account")
+
+        return [SlotSet("account", selected_account)]

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

@@ -0,0 +1,50 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionAskAccountFrom(Action):
+    def name(self) -> Text:
+        return "action_ask_account_from"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        if not user:
+            dispatcher.utter_message(text="User not found.")
+            return []
+
+        # Get all accounts for the user
+        accounts = db.get_accounts_by_user(user["id"])
+
+        if not accounts:
+            dispatcher.utter_message(text="No accounts found for this user.")
+            return []
+
+        buttons = [
+            {
+                "content_type": "text",
+                "title": (
+                    f"{account['type'].title()} (Balance: "
+                    f"${float(account['balance']):.2f})"
+                ),
+                "payload": str(account["number"]),
+            }
+            for account in accounts
+        ]
+        message = "Which account would you like to transfer money from?"
+        dispatcher.utter_message(text=message, buttons=buttons)
+
+        return []

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

@@ -0,0 +1,47 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionAskCard(Action):
+    def name(self) -> Text:
+        return "action_ask_card"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        if not user:
+            dispatcher.utter_message(text="User not found.")
+            return []
+
+        # Get all cards for the user
+        cards = db.get_cards_by_user(user["id"])
+
+        if not cards:
+            dispatcher.utter_message(text="No cards found for this user.")
+            return []
+
+        buttons = [
+            {
+                "content_type": "text",
+                "title": f"{i + 1}: x{card['number'][-4:]} ({card['type'].title()})",
+                "payload": f"/SetSlots(card_selection={card['number']!s})",
+            }
+            for i, card in enumerate(cards)
+        ]
+        message = "Select the card you require assistance with:"
+        dispatcher.utter_message(text=message, buttons=buttons)
+
+        return []

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

@@ -0,0 +1,40 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionCheckBalance(Action):
+    def name(self) -> Text:
+        return "action_check_balance"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+        account_number = tracker.get_slot("account")
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        if not user:
+            dispatcher.utter_message(text="User not found.")
+            return []
+
+        # Get account information
+        account = db.get_account_by_user_and_number(user["id"], account_number)
+        if not account:
+            dispatcher.utter_message(text="Account not found.")
+            return []
+
+        current_balance = float(account["balance"])
+
+        message = f"The balance is: ${current_balance}"
+        dispatcher.utter_message(text=message)
+        return []

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

@@ -0,0 +1,35 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionCheckCardExistence(Action):
+    def name(self) -> str:
+        return "action_check_card_existence"
+
+    def run(
+        self, dispatcher: CollectingDispatcher, tracker: Tracker, domain: Dict[str, Any]
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+        card_number = tracker.get_slot("card_number")
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        if not user:
+            dispatcher.utter_message(text="User not found.")
+            return []
+
+        # Get all cards for the user
+        cards = db.get_cards_by_user(user["id"])
+        card_numbers = [card["number"] for card in cards]
+
+        if card_number in card_numbers:
+            return [SlotSet("card_found", True)]
+        else:
+            return [SlotSet("card_found", False)]

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

@@ -0,0 +1,40 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionCheckPayeeExistence(Action):
+    def name(self) -> Text:
+        return "action_check_payee_existence"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+        payee_name = tracker.get_slot("payee_name")
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        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"])
+
+        if payee:
+            return [SlotSet("payee_exists", True)]
+
+        dispatcher.utter_message(
+            text=f"{payee_name} is not an authorised payee. Let's add them!"
+        )
+        return [SlotSet("payee_exists", False)]

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

@@ -0,0 +1,41 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionCheckSufficientFunds(Action):
+    def name(self) -> Text:
+        return "action_check_sufficient_funds"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+        account_from = tracker.get_slot("account_from")
+        amount = float(tracker.get_slot("amount"))
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        if not user:
+            dispatcher.utter_message(text="User not found.")
+            return []
+
+        # Check if user has sufficient funds
+        has_sufficient_funds = db.check_sufficient_funds(
+            user["id"], account_from, amount
+        )
+
+        if has_sufficient_funds:
+            return [SlotSet("sufficient_funds", True)]
+        else:
+            dispatcher.utter_message(text="Insufficient funds for this transaction.")
+            return [SlotSet("sufficient_funds", False)]

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

@@ -0,0 +1,45 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionListPayees(Action):
+    def name(self) -> Text:
+        return "action_list_payees"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        if not user:
+            dispatcher.utter_message(text="User not found.")
+            return []
+
+        # Get payees for the user
+        payees = db.get_payees_by_user(user["id"])
+
+        if not payees:
+            dispatcher.utter_message(text="You have no payees set up.")
+            return []
+
+        payee_names = [payee["name"] for payee in payees]
+        if len(payee_names) > 1:
+            payees_list = ", ".join(payee_names[:-1]) + " and " + payee_names[-1]
+        else:
+            payees_list = payee_names[0]
+
+        message = f"You are authorised to transfer money to: {payees_list}"
+        dispatcher.utter_message(text=message)
+
+        return []

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

@@ -0,0 +1,18 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+
+class ActionProcessImmediatePayment(Action):
+    def name(self) -> Text:
+        return "action_process_immediate_payment"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        return [SlotSet("payment_processed", True)]

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

@@ -0,0 +1,49 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionRemovePayee(Action):
+    def name(self) -> Text:
+        return "action_remove_payee"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+        payee_name = tracker.get_slot("payee_name")
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        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"])
+        if not payee:
+            dispatcher.utter_message(
+                text=f"I'm sorry, but I couldn't find a payee named '{payee_name}'"
+            )
+            return [SlotSet("payee_removed", False)]
+
+        # Remove the payee
+        success = db.remove_payee(payee_name, user["id"])
+
+        if success:
+            dispatcher.utter_message(
+                text=f"Payee {payee_name} has been removed successfully."
+            )
+            return [SlotSet("payee_removed", True)]
+        else:
+            dispatcher.utter_message(text="Failed to remove payee. Please try again.")
+            return [SlotSet("payee_removed", False)]

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

@@ -0,0 +1,19 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+
+class ActionSchedulePayment(Action):
+    def name(self) -> Text:
+        return "action_schedule_payment"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        # TODO: Should this add the payment to a scheduled_payment table?
+        return [SlotSet("payment_scheduled", True)]

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

@@ -0,0 +1,69 @@
+from datetime import datetime
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import ActionExecuted, SlotSet
+
+from actions.database import Database
+
+
+class ActionSessionStart(Action):
+    def name(self) -> Text:
+        return "action_session_start"
+
+    def set_current_date(self) -> List[Dict[Text, Any]]:
+        current_date = datetime.now().strftime("%d/%m/%Y")
+        return [SlotSet("current_date", current_date)]
+
+    def set_user_profile(self, username: str) -> List[Dict[Text, Any]]:
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+
+        if user:
+            return [
+                SlotSet("username", user["name"]),
+                SlotSet("segment", user["segment"]),
+                SlotSet("email_address", user["email"]),
+                SlotSet("physical_address", user["address"]),
+            ]
+        else:
+            return []
+
+    def run(
+        self, dispatcher, tracker: Tracker, domain: Dict[Text, Any]
+    ) -> List[Dict[Text, Any]]:
+        current_date_events = self.set_current_date()
+
+        # Advanced option: It is possible to enable the chatbot with multiple
+        # user profiles.
+        # This option influences the interactions with the assistant.
+        # The bot randomly assigns a user profile at the start of each session.
+        # With this advance option: The demo bot will include three user profiles
+        # with different payees:
+        # John Smith: Payees: Robert (friend), James (son), Food Market (groceries)
+        # Mary Brown: Payees: Richard (business partner), Susan (friend),
+        # Electric Company (utilities)
+        # Dan Young: Payees: Amy (colleague), Fitness Gym (gym), William (friend)
+        #
+        # The default profile is John Smith
+        #
+        # Each profile also has its own accounts—Current (Checking), Savings,
+        # and Business
+        #
+        # Intructions: Just toggle the comments of the following 2 lines.
+        username = "John Smith"
+        # username = random.choice(["John Smith", "Mary Brown", "Dan Young"])
+
+        user_profile_events = self.set_user_profile(username)
+
+        events = (
+            current_date_events
+            + user_profile_events
+            + [
+                ActionExecuted("action_listen"),
+            ]
+        )
+
+        return events

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

@@ -0,0 +1,45 @@
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.database import Database
+
+
+class ActionUpdateCardStatus(Action):
+    def name(self) -> str:
+        return "action_update_card_status"
+
+    def run(
+        self, dispatcher: CollectingDispatcher, tracker: Tracker, domain: Dict[str, Any]
+    ) -> List[Dict[Text, Any]]:
+        username = tracker.get_slot("username")
+        card_number = tracker.get_slot("card_number")
+        new_status = "inactive"
+
+        db = Database()
+
+        # Get user information
+        user = db.get_user_by_name(username)
+        if not user:
+            dispatcher.utter_message(text="User not found.")
+            return []
+
+        # Get card information to verify it belongs to the user
+        card = db.get_card_by_number(card_number)
+        if not card or card["user_id"] != user["id"]:
+            dispatcher.utter_message(text="Card not found or does not belong to you.")
+            return []
+
+        # Update card status
+        success = db.update_card_status(card_number, new_status)
+
+        if success:
+            dispatcher.utter_message(text=f"Card status updated to {new_status}.")
+            return [SlotSet("card_status", new_status)]
+        else:
+            dispatcher.utter_message(
+                text="Failed to update card status. Please try again."
+            )
+            return []

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

@@ -0,0 +1,36 @@
+from datetime import datetime
+from typing import Any, Dict, List, Text
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+
+class ActionValidatePaymentDate(Action):
+    def name(self) -> Text:
+        return "action_validate_payment_date"
+
+    def is_future_date(self, payment_date_str: str, current_date_str: str) -> bool:
+        current_date = datetime.strptime(current_date_str, "%d/%m/%Y").date()
+        payment_date = datetime.strptime(payment_date_str, "%d/%m/%Y").date()
+        return payment_date > current_date
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: Dict[Text, Any],
+    ) -> List[Dict[Text, Any]]:
+        current_date = tracker.get_slot("current_date")
+        payment_date = tracker.get_slot("payment_date")
+
+        if self.is_future_date(payment_date, current_date):
+            return [
+                SlotSet("valid_payment_date", True),
+                SlotSet("future_payment_date", True),
+            ]
+        else:
+            return [
+                SlotSet("valid_payment_date", True),
+                SlotSet("future_payment_date", False),
+            ]