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

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

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

@@ -0,0 +1,66 @@
+flows:
+  block_card:
+    description: "Block or freeze a user's debit or credit card to prevent unauthorized use, stop transactions, or report it lost, stolen, damaged, or misplaced for added security"
+    name: block a card
+    steps:
+      - action: utter_block_card_understand
+      - call: select_card
+      - collect: reason_for_blocking
+        description: |
+          The reason for freezing or blocking the card, described as lost, damaged, stolen, suspected of fraud,
+          malfunctioning, or expired. The user may say they are traveling or moving, or they may say they want to
+          temporarily freeze their card. For all other responses, set reason_for_blocking slot to 'unknown'.
+        next:
+          - if: "slots.reason_for_blocking == 'damaged' or slots.reason_for_blocking == 'expired'"
+            then: "acknowledge_reason_damaged_expired"
+          - if: "slots.reason_for_blocking == 'fraud' or slots.reason_for_blocking == 'stolen' or slots.reason_for_blocking == 'lost'"
+            then:
+              - set_slots:
+                  - fraud_reported: true
+                next: "acknowledge_reason_fraud_stolen_lost"
+          - if: "slots.reason_for_blocking == 'traveling' or slots.reason_for_blocking == 'moving'"
+            then:
+              - set_slots:
+                  - temp_block_card: true
+                next: "acknowledge_reason_travelling_moving"
+          - else: "contact_support"
+      - id: acknowledge_reason_damaged_expired
+        action: utter_acknowledge_reason_damaged_expired
+        next: "confirm_issue_new_card"
+      - id: acknowledge_reason_fraud_stolen_lost
+        action: utter_acknowledge_reason_fraud_stolen_lost
+        next: "card_blocked"
+      - id: acknowledge_reason_travelling_moving
+        action: utter_acknowledge_reason_travelling_moving
+        next: "card_blocked"
+      - id: "card_blocked"
+        action: "utter_card_blocked"
+        next: "confirm_issue_new_card"
+      - id: "confirm_issue_new_card"
+        collect: confirm_issue_new_card
+        description: |
+          Confirm if the user wants to be issued a new card. The answer should be an affirmative statement,
+          such as "yes" or "correct," or a declined statement, such as "no" or "I don't want to"
+        ask_before_filling: true
+        next:
+          - if: "slots.confirm_issue_new_card"
+            then: "retrieve_user_address"
+          - else: "update_card_status"
+      - id: "retrieve_user_address"
+        collect: address_confirmed
+        description: |
+          Confirm if the given address is correct. The answer should be an affirmative statement, such as "yes" or
+          "correct," or a declined statement, such as "no" or "that's not right."
+        next:
+          - if: "slots.address_confirmed"
+            then: "card_sent"
+          - else: "contact_support"
+      - id: "card_sent"
+        action: utter_confirm_physical_address
+        next: update_card_status
+      - id: "contact_support"
+        action: utter_contact_support
+        next: update_card_status
+      - id: "update_card_status"
+        action: action_update_card_status
+        next: END

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

@@ -0,0 +1,9 @@
+flows:
+  check_balance:
+    description: |
+      Guides the user through retrieving their account balance by requesting an
+      account number and returning the balance on account
+    name: check an account balance
+    steps:
+      - collect: account
+      - action: action_check_balance

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

@@ -0,0 +1,5 @@
+flows:
+  list_payees:
+    description: "Retrieve and display the user’s list of authorized payees, allowing them to view all accounts available for transactions."
+    steps:
+      - action: action_list_payees

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

@@ -0,0 +1,21 @@
+flows:
+  remove_payee:
+    if: False
+    description: |
+      Facilitates the process of removing an existing payee from a user's
+      account, ensuring the user is authenticated before proceeding. This flow
+      guides the user through specifying the payee to be removed, attempts the
+      removal action, and provides appropriate feedback on the success or
+      failure of the operation
+    name: delete an existing authorised payee
+    steps:
+      - collect: payee_name
+      - action: action_remove_payee
+        next:
+          - if: slots.payee_removed
+            then:
+              - action: utter_payee_removed_success
+                next: END
+          - else:
+              - action: utter_payee_removed_failure
+                next: END

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

@@ -0,0 +1,12 @@
+flows:
+  select_card:
+    if: False
+    description: Guides the user through selecting a card
+    name: select a card number
+    steps:
+      - collect: card
+        description: "card number of the user"
+        ask_before_filling: true
+        rejections:
+          - if: not (slots.card matches "^[0-9]+$")
+            utter: utter_invalid_card_number

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

@@ -1,5 +1,67 @@
 flows:
   transfer_money:
-    description: Transfer money between accounts.
+    description: Guides the user through the process of initiating a bank transfer.
     steps:
-      - action: utter_transfer_money
+      - action: utter_transfer_money_understand
+      - collect: account_from
+      - collect: payee_name
+      - action: action_check_payee_existence
+        next:
+          - if: not slots.payee_exists
+            then:
+              - call: add_payee
+                next: "get_transfer_amount"
+          - else: "get_transfer_amount"
+      - id: "get_transfer_amount"
+        collect: amount
+        description: The amount of money to transfer
+        rejections:
+          - if: slots.amount <= 0
+            utter: utter_invalid_amount
+      - action: action_check_sufficient_funds
+        next:
+          - if: slots.sufficient_funds
+            then: "get_payment_timing"
+          - else:
+              - action: utter_insufficient_funds
+                next: END
+      - id: "get_payment_timing"
+        collect: timing
+        next:
+          - if: slots.timing == "now"
+            then: "confirm_immediate_transfer"
+          - else: "get_payment_date"
+      - id: "confirm_immediate_transfer"
+        collect: confirm_immediate_payment
+        ask_before_filling: true
+        next:
+          - if: slots.confirm_immediate_payment
+            then:
+              - action: action_process_immediate_payment
+              - action: utter_transfer_successful
+                next: END
+          - else: "transfer_cancelled"
+      - id: "get_payment_date"
+        collect: payment_date
+        description: the future payment date of the money transfer. Convert date to DD/MM/YYYY format
+      - action: action_validate_payment_date
+        next:
+          - if: slots.future_payment_date
+            then: "confirm_future_payment"
+          - else:
+              - action: utter_past_payment_date
+              - set_slots:
+                - payment_date: null
+                next: "get_payment_date"
+      - id: "confirm_future_payment"
+        collect: confirm_future_payment
+        ask_before_filling: true
+        next:
+          - if: slots.confirm_future_payment
+            then:
+              - action: action_schedule_payment
+              - action: utter_payment_scheduled
+                next: END
+          - else: "transfer_cancelled"
+      - id: "transfer_cancelled"
+        action: utter_cancel_transfer

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

@@ -0,0 +1,14 @@
+flows:
+  help:
+    # nlu_trigger:
+    #   - intent:
+    #       name: help
+    #       confidence_threshold: 0.9999
+    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
+    steps:
+      - action: utter_help

rasa/cli/project_templates/finance/data/nlu.yml

@@ -0,0 +1,29 @@
+version: "3.1"
+
+nlu:
+- intent: greet
+  examples: |
+    - Hello!
+    - Hi there
+    - Good morning
+    - Good afternoon
+    - Good evening
+    - Hey!
+    - Hi
+    - Greetings
+    - How are you?
+    - What's up?
+
+- intent: help
+  examples: |
+    - Who are you?
+    - What can you do?
+    - How can you assist me?
+    - Please list your skills.
+    - What services do you provide?
+    - Can you explain your capabilities?
+    - What do you specialise in?
+    - What kind of support can you offer?
+    - Can you tell me about your expertise?
+    - How do you help users?
+    - What tasks are you capable of doing?

rasa/cli/project_templates/finance/data/patterns/pattern_chitchat.yml

@@ -0,0 +1,7 @@
+flows:
+  pattern_chitchat:
+    description: Handle chitchat related questions
+    nlu_trigger:
+        - intent: greet
+    steps:
+      - action: utter_chitchat

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

@@ -0,0 +1,6 @@
+flows:
+  pattern_completed:
+    description: A flow has been completed and there is nothing else to be done
+    steps:
+      - noop: true
+        next: END

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

@@ -0,0 +1,5 @@
+flows:
+  pattern_search:
+    description: Handle knowledge-based requests using enterprise search
+    steps:
+      - action: action_trigger_search

rasa/cli/project_templates/finance/data/patterns/pattern_session_start.yml

@@ -1,7 +1,9 @@
 flows:
   pattern_session_start:
-    description: Custom session start to greet the user.
+    description: Flow for starting the conversation
+    name: pattern session start
     nlu_trigger:
-      - intent: session_start
+        - intent: session_start
     steps:
-      - action: utter_greet
+      - action: utter_greeting
+      - action: utter_show_greeting_accordion

rasa/cli/project_templates/finance/data/source/accounts.json

@@ -0,0 +1,51 @@
+[
+  {
+    "user_id": 1,
+    "balance": 10123.45,
+    "type": "savings",
+    "number": "12345678",
+    "sort_code": "123456"
+  },
+  {
+    "user_id": 1,
+    "balance": 4923.67,
+    "type": "current",
+    "number": "23456789",
+    "sort_code": "123456"
+  },
+  {
+    "user_id": 2,
+    "balance": 14789.32,
+    "type": "current",
+    "number": "34567890",
+    "sort_code": "234567"
+  },
+  {
+    "user_id": 2,
+    "balance": 7134.56,
+    "type": "savings",
+    "number": "45678901",
+    "sort_code": "234567"
+  },
+  {
+    "user_id": 2,
+    "balance": 2987.23,
+    "type": "business",
+    "number": "56789012",
+    "sort_code": "234567"
+  },
+  {
+    "user_id": 3,
+    "balance": 20245.67,
+    "type": "savings",
+    "number": "67890123",
+    "sort_code": "345678"
+  },
+  {
+    "user_id": 3,
+    "balance": 8034.12,
+    "type": "current",
+    "number": "78901234",
+    "sort_code": "345678"
+  }
+]

rasa/cli/project_templates/finance/data/source/advisors.json

@@ -0,0 +1,44 @@
+[
+    {
+      "branch_id": 1,
+      "name": "Eto Demerzel",
+      "email": "eto.demerzel@trantorbranch.com",
+      "phone": "02079460001",
+      "position": "Business Loan Advisor"
+    },
+    {
+      "branch_id": 1,
+      "name": "Bayta Darell",
+      "email": "bayta.darell@trantorbranch.com",
+      "phone": "02079460003",
+      "position": "Wealth Management Advisor"
+    },
+    {
+      "branch_id": 2,
+      "name": "Daneel Olivaw",
+      "email": "daneel.olivaw@terminusbranch.com",
+      "phone": "02079460004",
+      "position": "Retirement Planning Advisor"
+    },
+    {
+      "branch_id": 3,
+      "name": "Hober Mallow",
+      "email": "hober.mallow@asimovbranch.com",
+      "phone": "02079460007",
+      "position": "Personal Finance Advisor"
+    },
+    {
+      "branch_id": 3,
+      "name": "Bel Riose",
+      "email": "bel.riose@asimovbranch.com",
+      "phone": "02079460008",
+      "position": "Investment Advisor"
+    },
+    {
+      "branch_id": 3,
+      "name": "Pritcher",
+      "email": "pritcher@asimovbranch.com",
+      "phone": "02079460009",
+      "position": "Investment Advisor"
+    }
+  ]