Merge branch 'ecommerce' of https://github.com/joshmsmith/temporal-ai-agent into ecommerce

tools/__init__.py

@@ -16,6 +16,7 @@ from .hr.checkpaybankstatus import checkpaybankstatus
 from .fin.check_account_valid import check_account_valid
 from .fin.get_account_balances import get_account_balance
 from .fin.move_money import move_money
+from .fin.submit_loan_application import submit_loan_application
 
 from .ecommerce.get_order import get_order
 from .ecommerce.track_package import track_package
@@ -57,7 +58,9 @@ def get_handler(tool_name: str):
     if tool_name == "FinCheckAccountBalance":
         return get_account_balance    
     if tool_name == "FinMoveMoneyOrder":
-        return move_money    
+        return move_money
+    if tool_name == "FinCheckAccountSubmitLoanApproval":
+        return submit_loan_application    
     if tool_name == "GetOrder":
         return get_order
     if tool_name == "TrackPackage":

tools/fin/move_money.py

@@ -31,7 +31,6 @@ class MoneyMovementWorkflowParameterObj:
 # this assumes it's a valid account - use check_account_valid() to verify that first
 async def move_money(args: dict) -> dict:
     
-    print("in move_money")
     account_key = args.get("accountkey")
     account_type: str = args.get("accounttype")
     amount = args.get("amount")

tools/fin/submit_loan_application.py

@@ -0,0 +1,103 @@
+from datetime import date, timedelta
+import os
+from pathlib import Path
+import json
+from temporalio.client import (
+    Client,
+    WithStartWorkflowOperation,
+    WorkflowHandle,
+    WorkflowUpdateFailedError,
+)
+from temporalio import common
+from dataclasses import dataclass
+from typing import Optional
+import asyncio
+from temporalio.exceptions import WorkflowAlreadyStartedError
+from shared.config import get_temporal_client
+
+
+# Define data structures to match the Java workflow's expected input/output
+# see https://github.com/temporal-sa/temporal-latency-optimization-scenarios for more details
+@dataclass
+class TransactionRequest:
+    amount: float
+    sourceAccount: str
+    targetAccount: str
+
+@dataclass
+class TxResult:
+    transactionId: str
+    status: str
+
+#demonstrate starting a workflow and early return pattern while the workflow continues
+async def submit_loan_application(args: dict) -> dict:
+    account_key = args.get("accountkey")
+    amount = args.get("amount")
+
+    loan_status: dict = await start_workflow(amount=amount,account_name=account_key)
+
+    if loan_status.get("error") is None:
+        return {'status': loan_status.get("loan_application_status"), 'detailed_status': loan_status.get("application_details"), 'next_step': loan_status.get("advisement"), 'confirmation_id': loan_status.get("transaction_id")}  
+    else:
+        print(loan_status)
+        return loan_status
+    
+
+# Async function to start workflow
+async def start_workflow(amount: str, account_name: str, )-> dict:
+ 
+    # Connect to Temporal 
+    client = await get_temporal_client()
+    start_real_workflow = os.getenv("FIN_START_REAL_WORKFLOW")
+    if start_real_workflow is not None and start_real_workflow.lower() == "false":
+        START_REAL_WORKFLOW = False
+        return {'loan_application_status': "applied", 'application_details': "loan application is submitted and initial validation is complete",'transaction_id': "APPLICATION"+account_name, 'advisement': "You'll receive a confirmation for final approval in three business days", }  
+    else:
+        START_REAL_WORKFLOW = True
+    
+        # Define the workflow ID and task queue
+        workflow_id = "LOAN_APPLICATION-"+account_name+"-"+date.today().strftime('%Y-%m-%d')
+        task_queue = "LatencyOptimizationTEST"
+
+        # Create a TransactionRequest (matching the Java workflow's expected input)
+        tx_request = TransactionRequest(
+            amount=float(amount),
+            targetAccount=account_name,
+            sourceAccount=account_name,
+        )
+
+        start_op = WithStartWorkflowOperation(
+            "TransactionWorkflowLocalBeforeUpdate",
+            tx_request,
+            id=workflow_id,
+            id_conflict_policy=common.WorkflowIDConflictPolicy.USE_EXISTING,
+            task_queue=task_queue,
+        )
+
+        try:
+            print("trying update-with-start")
+            tx_result = TxResult(
+                await client.execute_update_with_start_workflow(
+                    "returnInitResult",
+                    start_workflow_operation=start_op,
+                )
+            )
+        except WorkflowUpdateFailedError:
+            print("aww man got exception WorkflowUpdateFailedError" )
+            tx_result = None
+            return_msg = "Loan could not be processed for " + account_name
+            return {"error": return_msg}
+
+        workflow_handle = await start_op.workflow_handle()
+        print(tx_result)
+
+        print(f"Update result: Transaction ID = {tx_result.transactionId}, Message = {tx_result.status}")
+
+        # Optionally, wait for the workflow to complete and get the final result
+        # final_result = await handle.result()
+        # print(f"Workflow completed with result: {final_result}")
+
+
+        # return {'status': loan_status.get("loan_status"), 'detailed_status': loan_status.get("results"), 'next_step': loan_status.get("advisement"), 'confirmation_id': loan_status.get("workflowID")}  
+        return {'loan_application_status': "applied", 'application_details': "loan application is submitted and initial validation is complete",'transaction_id': tx_result.transactionId, 'advisement': "You'll receive a confirmation for final approval in three business days", }  
+    

tools/goal_registry.py

@@ -305,6 +305,7 @@ goal_fin_check_account_balances = AgentGoal(
 )
 
 # this tool checks account balances, and uses ./data/customer_account_data.json as dummy data
+# it also uses a separate workflow/tool, see ./setup.md for details
 goal_fin_move_money = AgentGoal(
     id = "goal_fin_move_money",
     category_tag="fin",
@@ -322,7 +323,7 @@ goal_fin_move_money = AgentGoal(
     starter_prompt=starter_prompt_generic,
     example_conversation_history="\n ".join(
         [
-            "user: I'd like transfer some money",
+            "user: I'd like to transfer some money",
             "agent: Sure! I can help you out with that. May I have account number and email address?",
             "user: account number is 11235813",
             "user_confirmed_tool_run: <user clicks confirm on FincheckAccountIsValid tool>",
@@ -343,6 +344,34 @@ goal_fin_move_money = AgentGoal(
     ),
 )
 
+# this starts a loan approval process
+# it also uses a separate workflow/tool, see ./setup.md for details #todo
+goal_fin_loan_application = AgentGoal(
+    id = "goal_fin_loan_application",
+    category_tag="fin",
+    agent_name="Easy Loan Apply",
+    agent_friendly_description="Initiate loan application.",   
+    tools=[
+        tool_registry.financial_check_account_is_valid,
+        tool_registry.financial_submit_loan_approval, #todo 
+    ],
+    description="The user wants to apply for a loan at the financial institution. To assist with that goal, help the user gather args for these tools in order: "
+    "1. FinCheckAccountIsValid: validate the user's account is valid"
+    "2. FinCheckAccountSubmitLoanApproval: submit the loan for approval",
+    starter_prompt=starter_prompt_generic,
+    example_conversation_history="\n ".join(
+        [
+            "user: I'd like to apply for a loan",
+            "agent: Sure! I can help you out with that. May I have account number for confirmation?",
+            "user: account number is 11235813",
+            "user_confirmed_tool_run: <user clicks confirm on FincheckAccountIsValid tool>",
+            "tool_result: { 'status': account valid }",
+            "agent: Great! We've validated your account. What will the loan amount be?",
+            "user: I'd like a loan for $500",
+            "user_confirmed_tool_run: <user clicks confirm on FinCheckAccountSubmitLoanApproval tool>",
+            "tool_result: { 'status': submitted, 'detailed_status': loan application is submitted and initial validation is complete, 'confirmation id': 333421, 'next_step': You'll receive a confirmation for final approval in three business days }",
+            "agent: I have submitted your loan application process and the initial validation is successful. Your application ID is 333421. You'll receive a notification for final approval from us in three business days. "
+
 # ----- E-Commerce Goals ---
 #todo: add goal to list all orders for last X amount of time?
 # this tool checks account balances, and uses ./data/customer_account_data.json as dummy data
@@ -430,5 +459,7 @@ goal_list.append(goal_hr_check_pto)
 goal_list.append(goal_hr_check_paycheck_bank_integration_status)
 goal_list.append(goal_fin_check_account_balances)
 goal_list.append(goal_fin_move_money)
+goal_list.append(goal_fin_loan_application)
 goal_list.append(goal_ecomm_list_orders)
-goal_list.append(goal_ecomm_order_status)
+goal_list.append(goal_ecomm_order_status)
+

tools/tool_registry.py

@@ -318,6 +318,22 @@ financial_move_money = ToolDefinition(
     ],
 )
 
+financial_submit_loan_approval = ToolDefinition(
+    name="FinCheckAccountSubmitLoanApproval",
+    description="Submit a loan application. "
+    "Returns the loan status. ",
+    
+    arguments=[
+        ToolArgument(
+            name="accountkey",
+            type="string",
+            description="email address or account ID of user",
+        ),  
+         ToolArgument(
+            name="amount",
+            type="string",
+            description="amount requested for the loan",
+
 # ----- ECommerce Use Case Tools -----
 ecomm_list_orders = ToolDefinition(
     name="ListOrders",