rasa-pro 3.14.0.dev9__py3-none-any.whl → 3.14.0.dev11__py3-none-any.whl

rasa/cli/project_templates/finance/actions/transfers/execute_recurrent_payment.py

@@ -0,0 +1,20 @@
+from typing import List
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import EventType, SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+from rasa_sdk.types import DomainDict
+
+
+class ExecutePayment(Action):
+    def name(self) -> str:
+        return "action_execute_recurrent_payment"
+
+    def run(
+        self,
+        dispatcher: CollectingDispatcher,
+        tracker: Tracker,
+        domain: DomainDict,
+    ) -> List[EventType]:
+        # Set-up payment logic and additional checks here
+        return [SlotSet("setup_recurrent_payment_successful", True)]

rasa/cli/project_templates/finance/actions/transfers/execute_transfer.py

@@ -0,0 +1,45 @@
+import re
+from datetime import datetime
+from typing import Any, Dict, List
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.db import Transaction, add_transaction, get_account, write_account
+
+AMOUNT_OF_MONEY_REGEX = re.compile(r"\d*[.,]*\d+")
+
+
+class ExecuteTransfer(Action):
+    def name(self) -> str:
+        return "execute_transfer"
+
+    def run(
+        self, dispatcher: CollectingDispatcher, tracker: Tracker, domain: Dict[str, Any]
+    ) -> List[Dict[str, Any]]:
+        account = get_account(tracker.sender_id)
+
+        recipient = tracker.get_slot("recipient_account")
+        amount_of_money = tracker.get_slot("amount_of_money")
+
+        if recipient is None or amount_of_money is None:
+            return [SlotSet("transfer_successful", False)]
+
+        # just as a play case
+        if recipient == "Jack":
+            return [SlotSet("transfer_successful", False)]
+
+        if isinstance(amount_of_money, str):
+            amount_of_money = float(re.sub(r"[^0-9.]", "", amount_of_money))
+        account.funds -= amount_of_money
+        new_transaction = Transaction(
+            datetime=datetime.now().isoformat(),
+            recipient=recipient or "unknown",
+            sender="self",
+            amount=str(amount_of_money),
+            description="",
+        )
+        add_transaction(tracker.sender_id, new_transaction)
+        write_account(tracker.sender_id, account)
+        return [SlotSet("transfer_successful", True)]

rasa/cli/project_templates/finance/actions/transfers/list_transactions.py

@@ -0,0 +1,32 @@
+from datetime import datetime
+from typing import Any, Dict, List
+
+from rasa_sdk import Action, Tracker
+from rasa_sdk.events import SlotSet
+from rasa_sdk.executor import CollectingDispatcher
+
+from actions.db import get_transactions
+
+
+class ListTransactions(Action):
+    def name(self) -> str:
+        return "list_transactions"
+
+    def run(
+        self, dispatcher: CollectingDispatcher, tracker: Tracker, domain: Dict[str, Any]
+    ) -> List[Dict[str, Any]]:
+        full_transaction_list = tracker.get_slot("full_transaction_list")
+
+        transactions = get_transactions(tracker.sender_id)
+
+        # sort by date
+        transactions.sort(
+            key=lambda x: datetime.strptime(x.datetime, "%Y-%m-%dT%H:%M:%S.%f"),
+            reverse=True,
+        )
+
+        if not full_transaction_list:
+            transactions = transactions[:5]
+
+        transactions_list = "\n".join([t.stringify() for t in transactions])
+        return [SlotSet("transactions_list", transactions_list)]

rasa/cli/project_templates/finance/config.yml

@@ -1,5 +1,11 @@
+# Rasa Assistant Configuration
+# This file controls your assistant's language, message processing pipeline, and conversation policies.
+# For full documentation, see: https://rasa.com/docs/pro/build/configuring-assistant
 recipe: default.v1
 language: en
+
+# The assistant project unique identifier
+# This default value must be replaced with a unique assistant name within your deployment
 assistant_id: placeholder_default
 
 pipeline:

rasa/cli/project_templates/finance/credentials.yml

@@ -1,14 +1,11 @@
 # 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:
-socketio:
-  bot_message_evt: bot_uttered
-  session_persistence: true
-  user_message_evt: user_uttered
+#  # you don't need to provide anything here - this channel doesn't
+#  # require any credentials
 
-rasa:
-  url: "http://localhost:5002/api"
 
 #facebook:
 #  verify: "<verify>"
@@ -30,3 +27,7 @@ rasa:
 #  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/data/accounts/check_balance.yml

@@ -3,8 +3,7 @@ flows:
     description: |
       Guides the user through retrieving their account balance by requesting an
       account number or an account name and returning the balance on the selected account
-    name: check an account balance
+    name: check account balance
     steps:
-      - collect: account
-        description: "The account number to check balance for"
-      - action: action_check_balance
+      - action: check_balance
+      - action: utter_current_balance

rasa/cli/project_templates/finance/data/accounts/download_statements.yml

@@ -0,0 +1,26 @@
+flows:
+  download_statements:
+    name: download account statements
+    description: Allow users to download their monthly account statements in PDF or CSV format.
+    steps:
+      - collect: statement_month
+        description: "The specific month the user wants the account statement for."
+        utter: utter_ask_statement_month
+      - collect: statement_year
+        description: "The specific year of the account statement requested by the user."
+        utter: utter_ask_statement_year
+      - collect: statement_format
+        description: "The preferred file format for the statement: PDF or CSV."
+      - collect: confirmation
+        description: "Confirms whether the user wishes to proceed; accepts True or False, yes or no."
+        utter: utter_ask_statement_download_confirmation
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_statement_download_cancelled
+                next: END
+          - else: initiate_download
+      - id: initiate_download
+        action: utter_statement_download_complete
+        next: END

rasa/cli/project_templates/finance/data/bills/bill_pay_reminder.yml

@@ -0,0 +1,25 @@
+flows:
+  bill_pay_reminder:
+    name: set up bill payment reminder
+    description: Help users set up automatic reminders for recurring bill payments.
+    steps:
+      - collect: biller_name
+        description: The name of the company or person the bill is paid to.
+      - collect: bill_due_date
+        description: The date the bill is due.
+      - collect: reminder_frequency
+        description: How often the reminder should be sent (once, monthly, weekly).
+      - id: confirm_reminder
+        collect: confirmation
+        utter: utter_ask_bill_pay_reminder_confirmation
+        description: Asks the user to confirm setting the reminder.
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_bill_pay_reminder_cancelled
+                next: END
+          - else: setup_bill_pay_reminder
+      - id: setup_bill_pay_reminder
+        action: utter_bill_pay_reminder_complete
+        next: END

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

@@ -0,0 +1,35 @@
+flows:
+  activate_card:
+    description: Activates user's card.
+    name: activate card
+    steps:
+      - action: utter_start_activate_card
+
+      - id: get_bank_card_number
+        collect: bank_card_number
+        description: The number of the card user wants to activate
+        ask_before_filling: true
+
+      - action: check_that_card_exists
+        next:
+          - if: not slots.return_value
+            then:
+              - action: utter_bank_card_not_found
+                next: get_bank_card_number
+          - else: activation_confirmation
+
+      - id: activation_confirmation
+        collect: confirmation
+        description: "Confirms the request for a card activation; accepts True or False, yes or no."
+        utter: utter_ask_activate_card_confirmation
+        ask_before_filling: true
+        next:
+          - if: not slots.confirmation
+            then:
+              - action: utter_activate_card_cancelled
+                next: END
+          - else: execute_activation
+
+      - id: execute_activation
+        action: utter_activate_card_successful
+        next: END

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

@@ -1,66 +1,45 @@
 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
+    description: Applies a permanent or temporary block to stolen, lost or compromised banking cards.
+    name: block 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'.
+      - action: utter_start_block_card
+
+      - id: get_bank_card_number
+        collect: bank_card_number
+        description: The number of the card user wants to block
+        ask_before_filling: true
+
+      - action: check_that_card_exists
         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'"
+          - if: not slots.return_value
             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"
+              - action: utter_bank_card_not_found
+                next: get_bank_card_number
+          - else: permanent_or_temporary_block
+
+      - id: permanent_or_temporary_block
+        collect: card_block_type
+        description: Indicates if the user wants a temporary or permanent block on their card.
+
+      - id: confirm_block_card
+        collect: confirmation
+        description: "Confirms the request for card blocking; accepts True or False, yes or no."
+        utter: utter_ask_block_card_confirmation
         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
+          - if: not slots.confirmation
+            then:
+              - action: utter_block_card_cancelled
+                next: END
+          - if: slots.card_block_type is "permanent"
+            then: execute_permanent_block
+          - else: execute_temporary_freeze
+
+      - id: execute_permanent_block
+        action: utter_block_card_successful
+        next: END
+
+      - id: execute_temporary_freeze
+        action: utter_freeze_card_successful
         next: END

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

@@ -0,0 +1,14 @@
+flows:
+  list_cards:
+    name: Show cards along with the account information the cards are linked to.
+    description: show your card list
+    steps:
+      - action: list_cards
+        next:
+          - if: slots.cards_list
+            then:
+              - action: utter_list_cards
+                next: END
+          - else:
+              - action: utter_no_cards
+                next: END

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

@@ -0,0 +1,16 @@
+flows:
+  replace_card:
+    description: Replaces an existing card if it’s lost, stolen, damaged, or compromised (including suspected fraud).
+    name: replace card
+    steps:
+      - collect: confirm_correct_card
+        description: "Confirms whether the displayed card is the correct one to replace; accepts True or False, yes or no."
+        ask_before_filling: true
+        next:
+          - if: slots.confirm_correct_card
+            then:
+              - call: replace_eligible_card
+                next: END
+          - else:
+              - action: utter_relevant_card_not_linked
+                next: END

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