initial bot working

Author: dakshvar22

actions/setup_recurrent_payment.py

@@ -0,0 +1,93 @@
+from datetime import datetime
+from typing import List, Optional
+
+from rasa.shared.nlu.training_data.message import Message
+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
+
+from rasa.nlu.extractors.duckling_entity_extractor import DucklingEntityExtractor
+from typing import List, Optional
+
+duckling_config = {**DucklingEntityExtractor.get_default_config(),
+                   "url": "https://rasa:[email protected]",
+                   "dimensions": ["time"]}
+duckling = DucklingEntityExtractor(duckling_config)
+
+
+def parse_datetime(text: str) -> Optional[datetime]:
+    msg = Message.build(text)
+    duckling.process([msg])
+    if len(msg.data["entities"]) == 0:
+        return None
+
+    parsed_value = msg.data["entities"][0]["value"]
+    if isinstance(parsed_value, dict):
+        parsed_value = parsed_value["from"]
+
+    return datetime.fromisoformat(parsed_value)
+
+
+class ValidatePaymentStartDate(Action):
+    def name(self) -> str:
+        return "validate_recurrent_payment_start_date"
+
+    def run(
+            self,
+            dispatcher: CollectingDispatcher,
+            tracker: Tracker,
+            domain: DomainDict,
+    ) -> List[EventType]:
+        current_value = tracker.get_slot("recurrent_payment_start_date")
+        if current_value is None:
+            return []
+
+        start_date = parse_datetime(current_value)
+        start_date_timezone = start_date.tzinfo if start_date else None
+        if start_date is None or (start_date and start_date < datetime.now(tz=start_date_timezone)):
+            dispatcher.utter_message(response="utter_invalid_date")
+            return [SlotSet("recurrent_payment_start_date", None)]
+
+        return [SlotSet("recurrent_payment_start_date", start_date.isoformat())]
+
+
+class ValidatePaymentEndDate(Action):
+    def name(self) -> str:
+        return "validate_recurrent_payment_end_date"
+
+    def run(
+            self,
+            dispatcher: CollectingDispatcher,
+            tracker: Tracker,
+            domain: DomainDict,
+    ) -> List[EventType]:
+        current_value = tracker.get_slot("recurrent_payment_end_date")
+        if current_value is None:
+            return []
+
+        end_date = parse_datetime(current_value)
+        if end_date is None:
+            dispatcher.utter_message(response="utter_invalid_date")
+            return [SlotSet("recurrent_payment_end_date", None)]
+
+        start_date = tracker.get_slot("recurrent_payment_start_date")
+        if start_date is not None and end_date < datetime.fromisoformat(start_date):
+            dispatcher.utter_message(response="utter_invalid_date")
+            return [SlotSet("recurrent_payment_end_date", None)]
+
+        return [SlotSet("recurrent_payment_end_date", end_date.isoformat())]
+
+
+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 here
+        return [SlotSet("setup_recurrent_payment_successful", True)]

config.yml

@@ -1,40 +1,51 @@
 version: "3.1"
 language: en
 pipeline:
-  - name: WhitespaceTokenizer
-  - name: RegexFeaturizer
-  - name: LexicalSyntacticFeaturizer
-  - name: CountVectorsFeaturizer
-  - name: CountVectorsFeaturizer
-    analyzer: "char_wb"
-    min_ngram: 1
-    max_ngram: 4
-  - name: DIETClassifier
-    epochs: 100
-  - name: FallbackClassifier
-    threshold: 0.7
-  - name: DucklingEntityExtractor
-    url: http://localhost:8000
-    dimensions:
-    - amount-of-money
-    - time
-    - number
-  - name: SpacyNLP
-    model: "en_core_web_md"
-    case_sensitive: false
-  - name: "SpacyEntityExtractor"
-    # Note: It is not possible to use the SpacyTokenizer + SpacyFeaturizer in
-    #       combination with the WhitespaceTokenizer, and as a result the
-    #       PERSON extraction by Spacy is not very robust.
-    #       Because of this, the nlu training data is annotated as well, and the
-    #       DIETClassifier will also extract PERSON entities .
-    dimensions: ["PERSON"]
-  - name: EntitySynonymMapper
+- name: WhitespaceTokenizer
+- name: RegexFeaturizer
+- name: LexicalSyntacticFeaturizer
+- name: CountVectorsFeaturizer
+- name: CountVectorsFeaturizer
+  analyzer: "char_wb"
+  min_ngram: 1
+  max_ngram: 4
+- name: DIETClassifier
+  epochs: 50
+- name: FallbackClassifier
+  threshold: 0.7
+- name: DucklingEntityExtractor
+  url: http://localhost:8000
+  dimensions:
+  - amount-of-money
+  - time
+  - number
+# - name: SpacyNLP
+#   model: "en_core_web_md"
+#   case_sensitive: false
+# - name: "SpacyEntityExtractor"
+#     # Note: It is not possible to use the SpacyTokenizer + SpacyFeaturizer in
+#     #       combination with the WhitespaceTokenizer, and as a result the
+#     #       PERSON extraction by Spacy is not very robust.
+#     #       Because of this, the nlu training data is annotated as well, and the
+#     #       DIETClassifier will also extract PERSON entities .
+#   dimensions: ["PERSON"]
+- name: EntitySynonymMapper
+- name: LLMCommandGenerator
+  llm:
+    # model_name: gpt-3.5-turbo
+    model_name: gpt-4
+    request_timeout: 7
+
+
 policies:
 - name: AugmentedMemoizationPolicy
 - name: TEDPolicy
-  epochs: 40
+  epochs: 20
 - name: RulePolicy
   core_fallback_threshold: 0.4
   core_fallback_action_name: "action_default_fallback"
-  enable_fallback_prediction: True
+  enable_fallback_prediction: true
+- name: rasa.core.policies.flow_policy.FlowPolicy
+  priority: 7
+
+assistant_id: 20231006-123431-deterministic-pressure

data/flows/dummy.yml

@@ -0,0 +1,5 @@
+flows:
+  dummy_transfer_money:
+    description: Help user make a one time money transfer to someone
+    name: dummy_transfer_money
+    steps: []

data/flows/replace_card.yml

@@ -0,0 +1,14 @@
+flows:
+  replace_card:
+    description: The user needs to replace their card.
+    name: replace_card
+    steps:
+      - collect: confirm_correct_card
+        ask_before_filling: true
+        next:
+          - if: "confirm_correct_card"
+            then:
+              - link: "replace_eligible_card"
+          - else:
+              - action: utter_relevant_card_not_linked
+                next: END

data/flows/replace_eligible_card.yml

@@ -0,0 +1,25 @@
+flows:
+  replace_eligible_card:
+    description: Never predict StartFlow for this flow, users are not able to trigger it themselves.
+    name: replace eligible card
+    steps:
+      - collect: replacement_reason
+        next:
+          - if: replacement_reason == "lost"
+            then:
+              - collect: was_card_used_fraudulently
+                ask_before_filling: true
+                next:
+                  - if: was_card_used_fraudulently
+                    then:
+                      - action: utter_report_fraud
+                        next: END
+                  - else: start_replacement
+          - if: "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

data/flows/setup_recurrent_payment.yml

@@ -0,0 +1,48 @@
+flows:
+  setup_recurrent_payment:
+    name: setup recurrent payment
+    description: This flow let users to set up a recurring payment, which can either be a direct debit or a standing order.
+    steps:
+      - collect: recurrent_payment_type
+        rejections:
+          - if: not ({"direct debit" "standing order"} contains recurrent_payment_type)
+            utter: utter_invalid_recurrent_payment_type
+        description: the type of payment
+      - collect: recurrent_payment_recipient
+        utter: utter_ask_recipient
+        description: the name of a person
+      - collect: recurrent_payment_amount_of_money
+        description: the amount of money without any currency designation
+      - collect: recurrent_payment_frequency
+        description: the frequency of the payment
+        rejections:
+          - if: not ({"monthly" "yearly"} contains recurrent_payment_frequency)
+            utter: utter_invalid_recurrent_payment_frequency
+      - collect: recurrent_payment_start_date
+        description: the start date of the payment
+      - collect: recurrent_payment_end_date
+        description: the end date of the payment
+        rejections:
+          - if: recurrent_payment_end_date < recurrent_payment_start_date
+            utter: utter_invalid_recurrent_payment_end_date
+      - collect: recurrent_payment_confirmation
+        description: accepts True or False
+        ask_before_filling: true
+        next:
+          - if: not recurrent_payment_confirmation
+            then:
+              - action: utter_payment_cancelled
+                next: END
+          - else: "execute_payment"
+      - id: "execute_payment"
+        action: action_execute_recurrent_payment
+        next:
+          - if: setup_recurrent_payment_successful
+            then:
+              - action: utter_payment_complete
+                next: END
+          - else: "payment_failed"
+      - id: "payment_failed"
+        action: utter_payment_failed
+      - action: utter_failed_payment_handover
+      - action: utter_failed_handoff

domain.yml renamed to domain/domain.yml

@@ -0,0 +1,43 @@
+version: "3.1"
+
+slots:
+  confirm_correct_card:
+    type: bool
+    mappings:
+      - type: custom
+  replacement_reason:
+    type: categorical
+    values:
+      - lost
+      - damaged
+    mappings: 
+    - type: custom
+  was_card_used_fraudulently:
+    type: bool
+    mappings:
+      - type: custom
+
+responses:
+  utter_ask_confirm_correct_card:
+    - text: I've found the card with number ****3452 on file. Is this the card you want to replace?
+  utter_relevant_card_not_linked:
+    - text: "Seems like I don't have the card you're asking about on file."
+  utter_ask_replacement_reason:
+    - text: "Why do you need to replace your card?"
+      buttons:
+      - title: "Lost"
+        payload: "lost"
+      - title: "Damaged"
+        payload: "damaged"
+  utter_ask_was_card_used_fraudulently:
+    - text: "Is it possible that someone else has managed to use your card?"
+  utter_will_cancel_and_send_new:
+    - text: "Alright, I'll cancel your card and send you a new one."
+  utter_new_card_has_been_ordered:
+    - text: "Your new card should arrive in 3 to 5 business days in a white envelope."
+  utter_report_fraud:
+    - text: "I am sorry to hear that. Unfortunately, I can't directly handle fraudulently used cards. Please go to FinX.com/disputes, to report the fraud on your account."
+  utter_unknown_replacement_reason_handover:
+    - text: "Let me connect you to an agent, to get the details of what happened to your card."
+  utter_failed_handoff:
+    - text: "I am sorry, I was not able to connect you to an agent. I have created a support ticket for you. Someone will reach out to you shortly."