rasa-pro 3.14.0.dev10__py3-none-any.whl → 3.14.0.dev11__py3-none-any.whl

rasa/cli/project_templates/finance/data/cards/replace_eligible_card.yml

@@ -0,0 +1,29 @@
+flows:
+  replace_eligible_card:
+    description: |
+      Guides the user through replacing an eligible card based on the reason (lost, damaged, or unknown)
+      and addresses potential fraud if needed
+    name: replace eligible card
+    steps:
+      - collect: replacement_reason
+        description: "Indicates why the user needs to replace their card: lost, damaged, or reason unknown."
+        next:
+          - if: slots.replacement_reason == "lost"
+            then:
+              - collect: was_card_used_fraudulently
+                description: "Indicates whether the card has been used for unauthorized or fraudulent transactions; accepts True or False, yes or no."
+                ask_before_filling: true
+                next:
+                  - if: slots.was_card_used_fraudulently
+                    then:
+                      - action: utter_report_fraud
+                        next: END
+                  - else: start_replacement
+          - if: slots.replacement_reason == "damaged"
+            then: start_replacement
+          - else:
+            - action: utter_unknown_replacement_reason_handover
+              next: END
+      - id: start_replacement
+        action: utter_will_cancel_and_send_new
+      - action: utter_new_card_has_been_ordered

rasa/cli/project_templates/finance/data/contacts/add_contact.yml

@@ -0,0 +1,33 @@
+flows:
+  add_contact:
+    description: Add a person with their contact details to your contacts list to enable simplified payments.
+    name: add a contact
+    steps:
+      - collect: add_contact_handle
+        description: The persons handle or username starting with @.
+      - collect: add_contact_name
+        description: a name of a person
+      - collect: confirmation
+        utter: utter_ask_add_contact_confirmation
+        description: Confirms whether the user wishes to proceed; accepts True or False, yes or no.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_add_contact_cancelled
+                next: END
+          - else: add_contact
+      - id: add_contact
+        action: add_contact
+        next:
+          - if: "slots.return_value = 'success'"
+            then:
+              - action: utter_contact_added
+                next: END
+          - if: "slots.return_value = 'already_exists'"
+            then:
+              - action: utter_contact_already_exists
+                next: END
+          - else:
+              - action: utter_add_contact_error
+                next: END

rasa/cli/project_templates/finance/data/contacts/list_contacts.yml

@@ -0,0 +1,14 @@
+flows:
+  list_contacts:
+    name: Show the people in your contacts list along with their details. The user can transfer money to these contacts, so they are valid payees as well.
+    description: show your contact list
+    steps:
+      - action: list_contacts
+        next:
+          - if: slots.contacts_list
+            then:
+              - action: utter_list_contacts
+                next: END
+          - else:
+              - action: utter_no_contacts
+                next: END

rasa/cli/project_templates/finance/data/contacts/remove_contact.yml

@@ -0,0 +1,31 @@
+flows:
+  remove_contact:
+    name: remove a contact
+    description: Remove somebody and their details from your contacts list.
+    steps:
+      - collect: remove_contact_handle
+        description: The handle or username starting with @ of the contact to be removed.
+      - collect: confirmation
+        utter: utter_ask_remove_contact_confirmation
+        description: Confirms whether the user wishes to proceed; accepts True or False, yes or no.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_remove_contact_cancelled
+                next: END
+          - else: remove_contact
+      - id: remove_contact
+        action: remove_contact
+        next:
+          - if: "slots.return_value = 'success'"
+            then:
+              - action: utter_remove_contact_success
+                next: END
+          - if: "slots.return_value = 'not_found'"
+            then:
+              - action: utter_contact_not_in_list
+                next: END
+          - else:
+              - action: utter_remove_contact_error
+                next: END

rasa/cli/project_templates/finance/data/data.md

@@ -1,10 +1,13 @@
 ## 📂 `data/` – The Agent's Business Logic
 
-This folder holds files that define your banking agent's skills using "flows". Each flow is a structured sequence of steps that describes the business logic needed to perform a specific goal. 
+This folder holds files that define your agent’s skills using "flows". [1](https://rasa.com/docs/pro/build/writing-flows) Each flow is a step-by-step conversation pattern (like a recipe) for handling a user goal (e.g., checking a balance, updating an address).
 
 **What you'll find:**
-- **billing/**: Billing and payment flows (bill inquiries, payment processing)
-- **network/**: Network service flows (troubleshooting, diagnostics, service checks)
+- **accounts/**: Account management flows (balance checking, statement downloads)
+- **bills/**: Bill payment flows and reminders
+- **cards/**: Card management flows (activation, blocking, replacement, listing)
+- **contacts/**: Contact management flows (add, list, remove trusted contacts)
+- **transfers/**: Money transfer flows (account-to-account, third-party payments)
 - **general/**: General banking conversations (greetings, help, support)
 
 **Edit YAML files in this folder** to add new banking features, modify existing flows, or adjust what the agent asks customers.

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

@@ -0,0 +1,6 @@
+flows:
+  agent_details:
+    description: Flow to provide information about the assistant's capabilities and details
+    name: assistant details
+    steps:
+      - action: utter_agent_details

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

@@ -3,5 +3,4 @@ flows:
     description: Flow for greeting the user hello
     name: hello
     steps:
-      - action: utter_greeting
-
+      - action: utter_hello

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

@@ -1,7 +1,7 @@
 version: "3.1"
 flows:
   human_handoff:
-    description: Handles escalation to a live human agent.
+    description: When you are unable to handle the request or the user is frustrated - offers to hand the user over to a live human agent. 
     steps:
       - collect: confirm_human_handoff
         ask_before_filling: True

rasa/cli/project_templates/finance/data/transfers/check_transfer_limit.yml

@@ -0,0 +1,18 @@
+flows:
+  check_transfer_limit:
+    description: Provides the maximum allowed amount the user can send or transfer per transaction, per day, or per month, as set by account policies—not the current available balance.
+    steps:
+
+      - collect: transfer_limit_type
+        description: Daily or monthly transfer limit.
+
+      - action: check_transfer_limit
+        next:
+          - if: not slots.return_value
+            then:
+              - action: utter_transfer_limit_error
+                next: END
+          - else: show_transfer_limit
+
+      - id: show_transfer_limit
+        action: utter_show_transfer_limit

rasa/cli/project_templates/finance/data/transfers/list_transactions.yml

@@ -0,0 +1,46 @@
+flows:
+  list_transactions:
+    name: Show Recent Transactions
+    description: |
+      Enables users to quickly view their most recent account transactions. 
+      After presenting these, the users has the option to view their scheduled (upcoming) 
+      transactions.
+    steps:
+      - action: list_transactions
+      - action: utter_transactions
+      - collect: list_transactions_next_option
+        ask_before_filling: true
+        next:
+          - if: slots.list_transactions_next_option == "show_scheduled_transactions"
+            then: show_scheduled_transactions
+          - if: slots.list_transactions_next_option == "show_all_transactions"
+            then: show_all_transactions
+          - else:
+            - action: utter_no_next_option
+              next: END
+      - id: show_scheduled_transactions
+        link: list_scheduled_transactions
+      - id: show_all_transactions
+        link: list_all_transactions
+
+  list_all_transactions:
+    name: View All Transactions
+    description: |
+      Enables users to view all of their account transactions.
+    if: False
+    steps:
+      - set_slots:
+         - full_transaction_list: true
+      - action: list_transactions
+      - action: utter_transactions
+      - set_slots:
+         - full_transaction_list: false
+
+  list_scheduled_transactions:
+    name: List scheduled Transactions
+    if: False
+    description: |
+      Shows only the upcoming scheduled transactions of the account.
+    steps:
+    - action: utter_scheduled_transactions
+      next: END

rasa/cli/project_templates/finance/data/transfers/move_money_between_accounts.yml

@@ -0,0 +1,51 @@
+flows:
+
+  move_money_between_accounts:
+    name: move money between accounts
+    description: Transfers money between user's own accounts.
+    if: False
+
+    steps:
+      - collect: self_transfer_source_account
+        description: The user's source account from which the money will be transferred.
+        # rejections:
+        #   - if: self_transfer_destination_account == slots.self_transfer_source_account
+        #     utter: utter_accounts_invalid
+
+      - collect: self_transfer_destination_account
+        description: The destination account that will receive the funds.
+        # rejections:
+        #   - if: self_transfer_destination_account == slots.self_transfer_source_account
+        #     utter: utter_accounts_invalid
+
+      - id: ask_amount
+        collect: amount_of_money
+        description: |
+          The amount of money to transfer, without specifying the currency symbol
+          (e.g., 250.00).
+
+      - action: check_transfer_funds
+        next:
+          - if: not slots.has_sufficient_funds
+            then:
+              - action: utter_transfer_money_insufficient_funds
+              - set_slots:
+                  - amount_of_money: null
+                  - has_sufficient_funds: null
+                next: ask_amount
+          - else: confirm_transfer
+
+      - id: confirm_transfer
+        collect: confirmation
+        utter: utter_ask_self_transfer_final_confirmation
+        description: User confirmation to proceed with the transfer between their accounts; accepts True or False, yes or no.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_transfer_cancelled
+                next: END
+          - else: execute_transfer
+      - id: execute_transfer
+        action: utter_self_transfer_completed
+        next: END

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

@@ -1,67 +1,34 @@
 flows:
   transfer_money:
-    description: Guides the user through the process of initiating a bank transfer.
+    name: transfer money
+    description: |
+      Handles the following types of money transfers initiated by the user:
+      - "Third Party": Transfer money to another person, business or service within domestic banks. Third party transfer can be immediate, scheduled, or set up as a recurring payments.
+      - "Self transfer": Transfer funds between user's own accounts at the same bank (immediate only).
+
     steps:
-      - action: utter_transfer_money_understand
-      - collect: account_from
-      - collect: payee_name
-      - action: action_check_payee_existence
+      - id: choose_transfer_type
+        collect: transfer_type
+        description: |
+          Specifies the type of transfer based on the intended recipient:
+          - "Self transfer": Moving money between the user's own accounts at the same bank.
+          - "Third party": Sending money to another person, business, or paying a bill domestically (inside the country). Includes friends, family, companies, service providers.
+
+          If the user mentions sending money to a person, a business, paying a bill, or setting up a recurring payment, set "third party" transfer.
+          If the user mentions transferring funds between their own accounts (e.g., moving money from savings to checking), set "self transfer".
         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"
+          - if: slots.transfer_type == "self transfer"
+            then: perform_self_transfer
+          - if: slots.transfer_type == "third party"
+            then: perform_third_party_transfer
           - 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
+              - action: utter_inform_on_wrong_transfer_type
+                next: choose_transfer_type
+
+      - id: perform_self_transfer
+        call: move_money_between_accounts
+        next: END
+
+      - id: perform_third_party_transfer
+        call: transfer_money_to_a_third_party
+        next: END

rasa/cli/project_templates/finance/data/transfers/transfer_money_to_a_third_party.yml

@@ -0,0 +1,175 @@
+flows:
+
+  transfer_money_to_a_third_party:
+    description: |
+      Transferring money to someone else, such as friends, family, or businesses. This
+      includes paying bills, rent, subscriptions, or transferring money to accounts
+      outside the user's own portfolio. Third party transfers are limited to recipients
+      with accounts at domestic banks. Supports immediate, scheduled, and recurring
+      transfers.
+    name: transfer money to a third party
+    if: False
+
+    steps:
+      - collect: recipient_account
+        description: |
+          The recipient’s contact handle, if one is available; otherwise, a properly
+          formatted account number.
+
+      - id: ask_amount
+        collect: amount_of_money
+        description: The amount of money without any currency designation.
+
+      - action: check_transfer_funds
+        next:
+          - if: not slots.has_sufficient_funds
+            then:
+              - action: utter_transfer_money_insufficient_funds
+              - set_slots:
+                  - amount_of_money: null
+                  - has_sufficient_funds: null
+                next: ask_amount
+          - else: choose_transfer_timing_type
+
+      - id: choose_transfer_timing_type
+        collect: transfer_timing_type
+        description: |
+          Desired timing of the transfer — whether it should be processed immediately,
+          scheduled for a specific date, or configured as a recurring payment.
+        next:
+          - if: slots.transfer_timing_type == "immediate"
+            then: execute_immediate_transfer
+          - if: slots.transfer_timing_type == "scheduled"
+            then: setup_scheduled_transfer
+          - if: slots.transfer_timing_type == "recurring"
+            then: setup_recurring_payment
+          - else:
+              - action: utter_inform_on_wrong_transfer_timing_type
+                next: choose_transfer_timing_type
+
+      - id: execute_immediate_transfer
+        call: execute_immediate_transfer
+        next: END
+
+      - id: setup_scheduled_transfer
+        call: setup_scheduled_transfer
+        next: END
+
+      - id: setup_recurring_payment
+        call: setup_recurring_payment
+        next: END
+
+
+  execute_immediate_transfer:
+    description: Executes an immediate transfer.
+    name: execute immediate transfer
+    if: False
+
+    steps:
+      - id: confirm_transfer
+        collect: confirmation
+        description: User confirmation to proceed with the immediate transfer; accepts True or False, yes or no.
+        utter: utter_ask_immediate_transfer_confirmation
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_transfer_cancelled
+                next: END
+          - else: execute_transfer
+
+      - id: execute_transfer
+        action: execute_transfer
+        next:
+          - if: slots.transfer_successful
+            then:
+              - action: utter_transfer_completed
+                next: END
+          - else:
+              - action: utter_transfer_failed
+                next: END
+
+
+  setup_scheduled_transfer:
+    name: setup scheduled transfer
+    description: Collects the details and setups a future money transfer.
+    if: False
+
+    steps:
+      - collect: date
+        description: The date on which the transfer should be executed.
+        utter: utter_ask_schedule_transaction_date
+
+      - collect: time
+        description: The time of day when the transfer should be executed.
+        utter: utter_ask_schedule_transaction_time
+
+      - id: confirm_transfer
+        collect: confirmation
+        description: User confirmation to proceed with the scheduled transfer; accepts True or False, yes or no.
+        utter: utter_ask_setup_scheduled_transfer_confirmation
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_transfer_cancelled
+                next: END
+          - else: save_scheduled_transfer
+
+      - id: save_scheduled_transfer
+        action: utter_schedule_transaction_complete
+        next: END
+
+
+  setup_recurring_payment:
+    name: setup recurring payment
+    description: |
+      Collects the information needed to configure a recurring payment and sets it up.
+    if: False
+
+    steps:
+      - collect: recurrent_payment_type
+        description: The type of recurring payment (e.g., standing order or direct debit).
+
+      - collect: recurrent_payment_frequency
+        description: How often the payment occurs.
+
+      - id: set_start_date
+        collect: date_range_start
+        description: The date when the recurring payments begins.
+        utter: utter_ask_recurrent_payment_start_date
+
+      - id: set_end_date
+        collect: date_range_end
+        description: The date when the recurring payments stops.
+        utter: utter_ask_recurrent_payment_end_date
+        rejections:
+          - if: slots.date_range_end < slots.date_range_start
+            utter: utter_invalid_recurrent_payment_end_date
+            then: set_start_date
+
+      - id: confirm_transfer
+        collect: confirmation
+        description: User confirmation to proceed with setting up the recurring payment; accepts True or False, yes or no.
+        utter: utter_ask_setup_recurring_payment_confirmation
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_recurring_payment_setup_cancelled
+                next: END
+          - else: setup_recurring_payment
+
+      - id: setup_recurring_payment
+        action: execute_recurrent_payment
+        next:
+          - if: slots.setup_recurrent_payment_successful
+            then:
+              - action: utter_recurring_payment_setup_complete
+                next: END
+          - else: payment_failed
+
+      - id: payment_failed
+        action: utter_recurring_payment_setup_failed
+      - action: utter_recurring_payment_setup_failed_handover
+      - action: utter_failed_handoff

rasa/cli/project_templates/finance/db/cards.json

@@ -0,0 +1,18 @@
+[
+  {
+    "name": "Mastercard",
+    "handle": "@Mastercard",
+    "number": "5678901234567890",
+    "expiration_date": "2025-12-31",
+    "cvv": "123",
+    "status": "active"
+  },
+  {
+    "name": "Visa",
+    "handle": "@Visa",
+    "number": "4567890123456789",
+    "expiration_date": "2025-12-31",
+    "cvv": "123",
+    "status": "active"
+  }
+]

rasa/cli/project_templates/finance/db/contacts.json

@@ -0,0 +1,10 @@
+[
+  {
+    "name": "Joe",
+    "handle": "@JoeMyers"
+  },
+  {
+    "name": "Mary",
+    "handle": "@MaryLu"
+  }
+]

rasa/cli/project_templates/finance/db/my_account.json

@@ -0,0 +1,6 @@
+{
+  "account": "@FlowMike",
+  "funds": 4200,
+  "daily_limit": 1000,
+  "monthly_limit": 100000
+}

rasa/cli/project_templates/finance/db/transactions.json

@@ -0,0 +1,22 @@
+[
+  { "datetime": "2023-06-20T19:15:45.000000", "recipient": "Anna", "sender": "self", "amount": "120$", "description": "concert tickets" },
+  { "datetime": "2023-06-18T08:22:10.000000", "recipient": "self", "sender": "Tom", "amount": "25$", "description": "grocery reimbursement" },
+  { "datetime": "2023-06-13T14:35:00.000000", "recipient": "Paul", "sender": "self", "amount": "45$", "description": "movie night, tickets" },
+  { "datetime": "2023-06-09T12:07:14.000000", "recipient": "Ben", "sender": "self", "amount": "15$", "description": "coffee meetup" },
+  { "datetime": "2023-06-05T21:40:00.000000", "recipient": "self", "sender": "Anna", "amount": "10$", "description": "shared taxi" },
+  { "datetime": "2023-05-28T13:09:50.000000", "recipient": "Mary", "sender": "self", "amount": "35$", "description": "birthday present contribution" },
+  { "datetime": "2023-05-25T18:38:29.000000", "recipient": "self", "sender": "Paul", "amount": "80$", "description": "utilities bill split" },
+  { "datetime": "2023-05-22T15:15:15.000000", "recipient": "Joe", "sender": "self", "amount": "22$", "description": "picnic groceries" },
+  { "datetime": "2023-05-21T17:55:01.000000", "recipient": "self", "sender": "Mary", "amount": "300$", "description": "rent contribution" },
+  { "datetime": "2023-05-19T14:23:58.000000", "recipient": "Anna", "sender": "self", "amount": "60$", "description": "dinner out" },
+  { "datetime": "2023-05-15T11:41:37.000000", "recipient": "self", "sender": "Ben", "amount": "18$", "description": "cafe lunch" },
+  { "datetime": "2023-05-03T10:18:45.000000", "recipient": "Paul", "sender": "self", "amount": "100$", "description": "shared Airbnb fee" },
+  { "datetime": "2023-04-29T21:16:10.000000", "recipient": "Mary", "sender": "self", "amount": "55$", "description": "concert drinks" },
+  { "datetime": "2023-04-23T13:00:00.000000", "recipient": "Anna", "sender": "self", "amount": "40$", "description": "tickets for art show" },
+  { "datetime": "2023-04-19T16:37:05.000000", "recipient": "Joe", "sender": "self", "amount": "250$", "description": "apartment deposit" },
+  { "datetime": "2023-04-14T09:55:33.000000", "recipient": "self", "sender": "Tom", "amount": "27$", "description": "fuel for roadtrip" },
+  { "datetime": "2023-04-10T20:44:12.000000", "recipient": "Ben", "sender": "self", "amount": "13$", "description": "movie snacks" },
+  { "datetime": "2023-03-28T08:30:30.000000", "recipient": "Mary", "sender": "self", "amount": "10$", "description": "flowers for mom" },
+  { "datetime": "2023-03-24T18:48:59.000000", "recipient": "self", "sender": "Paul", "amount": "35$", "description": "parking lot fee" },
+  { "datetime": "2023-03-16T15:10:09.000000", "recipient": "Anna", "sender": "self", "amount": "75$", "description": "festival entry" }
+]

rasa/cli/project_templates/finance/docs/docs.md

@@ -0,0 +1,8 @@
+## 📂 `docs/` – The Agent's Knowledge Base (optional)
+
+If your agent answers knowledge-based questions (FAQs, policies, etc.), you can put markdown, PDFs, or text files in this folder. Rasa can use this content for retrieval-augmented responses if set up with a vector store [2](https://rasa.com/docs/pro/build/retrieval-actions).
+
+**What you'll find:**
+- **fenlo_banking_faq/**: Fictional banking FAQ documents covering card management, transfers, account features, and security
+
+**Edit here** to update what your agent can retrieve and summarize for users.

rasa/cli/project_templates/finance/docs/fenlo_banking_faq/account_features/budgeting_analytics.txt

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+Budgeting Tools and Spending Analytics
+
+Q: How does Fenlo categorize my spending automatically?
+A: Fenlo automatically categorizes transactions into categories like Groceries & Dining, Transport, Shopping, Entertainment, Bills & Services, Travel, Healthcare, and more. The system learns from your spending patterns to improve accuracy over time.
+
+Q: How do I set up budgets for different spending categories?
+A: Go to 'Analytics' in the app, select 'Budget', then set monthly budget amounts for each category you want to track. You can enable notifications to alert you when you reach 80% and 100% of your budget limits.
+
+Q: What kind of spending insights does Fenlo provide?
+A: Fenlo provides monthly spending breakdowns by category, spending trends and patterns, merchant insights and frequency analysis, balance predictions, and helps identify unusual spending patterns by comparing month-to-month spending.
+
+Q: Can I set savings goals with Fenlo?
+A: Yes, you can set savings goals and track your progress. Fenlo also offers a round-up feature that saves spare change from transactions to help you reach your savings targets automatically.
+
+Q: What notifications can I set up for my spending?
+A: You can enable budget limit warnings at 80% and 100% thresholds, large transaction alerts, weekly spending summaries, monthly budget reviews, and recurring payment reminders.
+
+Q: Is my financial data private and secure?
+A: Absolutely. All your spending data is encrypted and completely private to you. Fenlo uses advanced encryption methods to protect your financial information and never shares your personal spending data with third parties.
+
+Q: Can I export my spending data?
+A: Yes, you can export your transaction data and spending analytics from the app for your personal records or to use with external financial planning tools.