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Merge main changes into development

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This commit is contained in:
Joshua Smith
2025-04-21 09:56:58 -04:00
parent 2a1624f621 326a5a5beb
commit b4d57cfad6
11 changed files with 247 additions and 36 deletions
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2
prompts/agent_prompt_generators.py
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@@ -187,7 +187,7 @@ def generate_pick_new_goal_guidance()-> str:
str: A prompt string prompting the LLM to when to go to pick-new-goal
"""
if is_multi_goal_mode():
return 'Next should only be "pick-new-goal" if all tools have been run (use the system prompt to figure that out) or the user explicitly requested to pick a new goal.'
return 'Next should only be "pick-new-goal" if all tools have been run for the current goal (use the system prompt to figure that out) and the last successful tool was not ListAgents, or the user explicitly requested to pick a new goal.'
else:
return 'Next should never be "pick-new-goal".'

3
setup.md
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@@ -210,6 +210,9 @@ FIN_START_REAL_WORKFLOW=FALSE #set this to true to start a real workflow
#### Goals: HR/PTO
Make sure you have the mock users you want in (such as yourself) in [the PTO mock data file](./tools/data/employee_pto_data.json).
#### Goals: Ecommerce
Make sure you have the mock orders you want in (such as those with real tracking numbers) in [the mock orders file](./tools/data/customer_order_data.json).
## Customizing the Agent Further
- `tool_registry.py` contains the mapping of tool names to tool definitions (so the AI understands how to use them)

6
todo.md
View File

@@ -12,9 +12,9 @@
[ ] for demo simulate failure - add utilities/simulated failures from pipeline demo <br />
[ ] ecommerce goals <br />
- [ ] add to docs <br />
- [ ] decide about api key names with Laine <br />
[x] ecommerce goals <br />
- [x] add to docs <br />
- [x] decide about api key names with Laine <br />
[ ] LLM failure->autoswitch: <br />
- detect failure in the activity using failurecount <br />

10
tools/data/customer_order_data.json
View File

@@ -23,7 +23,7 @@
"status": "shipped",
"order_date": "2025-04-01",
"last_order_update": "2025-04-01",
"tracking_id": "1Z111111"
"tracking_id": "UPS67890"
},
{
"id": "200",
@@ -32,7 +32,7 @@
"status": "shipped",
"order_date": "2025-04-03",
"last_update": "2025-04-06",
"tracking_id": "991111"
"tracking_id": "USPS12345"
},
{
"id": "300",
@@ -41,7 +41,7 @@
"status": "shipped",
"order_date": "2025-03-30",
"last_update": "2025-04-06",
"tracking_id": "991111"
"tracking_id": "USPS12345"
},
{
"id": "301",
@@ -58,7 +58,7 @@
"status": "delivered",
"order_date": "2025-04-01",
"last_update": "2025-04-06",
"tracking_id": "1Z11111"
"tracking_id": "UPS67890"
},
{
"id": "400",
@@ -67,7 +67,7 @@
"status": "shipped",
"order_date": "2025-04-03",
"last_update": "2025-04-09",
"tracking_id": "1Z111111"
"tracking_id": "UPS67890"
},
{
"id": "401",

158
tools/data/dummy_tracking_data.json Normal file
View File

@@ -0,0 +1,158 @@
{
"packages": [
{
"TrackingNumber": "USPS12345",
"Delivered": false,
"Carrier": "USPS",
"ServiceType": "USPS Ground Advantage<SUP>&#153;</SUP>",
"PickupDate": "",
"ScheduledDeliveryDate": "April 14, 2025",
"ScheduledDeliveryDateInDateTimeFromat": "2025-04-14T00:00:00",
"StatusCode": "In Transit from Origin Processing",
"Status": "Departed Post Office",
"StatusSummary": "Your item has left our acceptance facility and is in transit to a sorting facility on April 10, 2025 at 7:06 am in IRON RIDGE, WI 53035.",
"Message": "",
"DeliveredDateTime": "",
"DeliveredDateTimeInDateTimeFormat": null,
"SignatureName": "",
"DestinationCity": "CITY",
"DestinationState": "ST",
"DestinationZip": "12345",
"DestinationCountry": null,
"EventDate": "2025-04-10T07:06:00",
"TrackingDetails": [
{
"EventDateTime": "April 10, 2025 7:06 am",
"Event": "Departed Post Office",
"EventAddress": "IRON RIDGE WI 53035",
"State": "WI",
"City": "IRON RIDGE",
"Zip": "53035",
"EventDateTimeInDateTimeFormat": "2025-04-10T07:06:00"
},
{
"EventDateTime": "April 9, 2025 11:29 am",
"Event": "USPS picked up item",
"EventAddress": "IRON RIDGE WI 53035",
"State": "WI",
"City": "IRON RIDGE",
"Zip": "53035",
"EventDateTimeInDateTimeFormat": "2025-04-09T11:29:00"
},
{
"EventDateTime": "April 7, 2025 6:29 am",
"Event": "Shipping Label Created, USPS Awaiting Item",
"EventAddress": "IRON RIDGE WI 53035",
"State": "WI",
"City": "IRON RIDGE",
"Zip": "53035",
"EventDateTimeInDateTimeFormat": "2025-04-07T06:29:00"
}
]
},
{
"TrackingNumber": "UPS67890",
"Delivered": true,
"Carrier": "UPS",
"ServiceType": "UPS Ground Saver®",
"PickupDate": "",
"ScheduledDeliveryDate": "",
"ScheduledDeliveryDateInDateTimeFromat": null,
"StatusCode": "D",
"Status": "DELIVERED",
"StatusSummary": "DELIVERED",
"Message": "",
"DeliveredDateTime": "20250415 154315",
"DeliveredDateTimeInDateTimeFormat": "2025-04-15T15:43:15",
"SignatureName": "",
"DestinationCity": "CHICAGO",
"DestinationState": "IL",
"DestinationZip": "",
"DestinationCountry": "US",
"EventDate": "2025-04-15T15:43:15",
"TrackingDetails": [
{
"EventDateTime": "20250415 154315",
"Event": "DELIVERED ",
"EventAddress": "CHICAGO IL US",
"State": "IL",
"City": "CHICAGO",
"Zip": null,
"EventDateTimeInDateTimeFormat": "2025-04-15T15:43:15"
},
{
"EventDateTime": "20250415 090938",
"Event": "Out For Delivery Today",
"EventAddress": "Chicago IL US",
"State": "IL",
"City": "Chicago",
"Zip": null,
"EventDateTimeInDateTimeFormat": "2025-04-15T09:09:38"
},
{
"EventDateTime": "20250415 074141",
"Event": "Loaded on Delivery Vehicle ",
"EventAddress": "Chicago IL US",
"State": "IL",
"City": "Chicago",
"Zip": null,
"EventDateTimeInDateTimeFormat": "2025-04-15T07:41:41"
},
{
"EventDateTime": "20250415 032200",
"Event": "Arrived at Facility",
"EventAddress": "Chicago IL US",
"State": "IL",
"City": "Chicago",
"Zip": null,
"EventDateTimeInDateTimeFormat": "2025-04-15T03:22:00"
},
{
"EventDateTime": "20250414 223000",
"Event": "Departed from Facility",
"EventAddress": "Hodgkins IL US",
"State": "IL",
"City": "Hodgkins",
"Zip": null,
"EventDateTimeInDateTimeFormat": "2025-04-14T22:30:00"
},
{
"EventDateTime": "20250414 002700",
"Event": "Arrived at Facility",
"EventAddress": "Hodgkins IL US",
"State": "IL",
"City": "Hodgkins",
"Zip": null,
"EventDateTimeInDateTimeFormat": "2025-04-14T00:27:00"
},
{
"EventDateTime": "20250410 211700",
"Event": "Departed from Facility",
"EventAddress": "Las Vegas NV US",
"State": "NV",
"City": "Las Vegas",
"Zip": null,
"EventDateTimeInDateTimeFormat": "2025-04-10T21:17:00"
},
{
"EventDateTime": "20250410 132625",
"Event": "Arrived at Facility",
"EventAddress": "Las Vegas NV US",
"State": "NV",
"City": "Las Vegas",
"Zip": null,
"EventDateTimeInDateTimeFormat": "2025-04-10T13:26:25"
},
{
"EventDateTime": "20250409 100659",
"Event": "Shipper created a label, UPS has not received the package yet. ",
"EventAddress": " US",
"State": null,
"City": null,
"Zip": null,
"EventDateTimeInDateTimeFormat": "2025-04-09T10:06:59"
}
]
}
]
}

4
tools/ecommerce/get_order.py
View File

@@ -18,10 +18,6 @@ def get_order(args: dict) -> dict:
for order in order_list:
if order["id"] == order_id:
return order
# if order["status"] == "shipped":
# return{"status": order["status"], "tracking_id": order["tracking_id"]}
# else:
# return{"status": order["status"]}
return_msg = "Order " + order_id + " not found."
return {"error": return_msg}

42
tools/ecommerce/track_package.py
View File

@@ -2,12 +2,46 @@ import http
import os
import json
def track_package_faked(args: dict) -> dict:
from pathlib import Path
#Send back dummy data in the correct format - to use the real API, 1) change this to be track_package_fake and 2) change the below track_package_real to be track_package
def track_package(args: dict) -> dict:
tracking_id = args.get("tracking_id")
file_path = Path(__file__).resolve().parent.parent / "data" / "dummy_tracking_data.json"
if not file_path.exists():
return {"error": "Data file not found."}
#return_msg = "Account not found with email address " + email + " or account ID: " + account_id
return {"tracking_info": "delivered, probably"}
with open(file_path, "r") as file:
data = json.load(file)
package_list = data["packages"]
for package in package_list:
if package["TrackingNumber"] == tracking_id:
scheduled_delivery_date = package["ScheduledDeliveryDate"]
carrier = package["Carrier"]
status_summary = package["StatusSummary"]
tracking_details = package.get("TrackingDetails", [])
last_tracking_update = ""
if tracking_details and tracking_details is not None and tracking_details[0] is not None:
last_tracking_update = tracking_details[0]["EventDateTimeInDateTimeFormat"]
tracking_link = ""
if carrier == "USPS":
tracking_link = f"https://tools.usps.com/go/TrackConfirmAction?qtc_tLabels1={tracking_id}"
elif carrier == "UPS":
tracking_link = f"https://www.ups.com/track?track=yes&trackNums={tracking_id}"
return {
"scheduled_delivery_date": scheduled_delivery_date,
"carrier": carrier,
"status_summary": status_summary,
"tracking_link": tracking_link,
"last_tracking_update": last_tracking_update
}
return_msg = "Package not found with tracking info " + tracking_id
return {"error": return_msg}
'''Format of response:
{
@@ -61,7 +95,7 @@ def track_package_faked(args: dict) -> dict:
]
}
'''
def track_package(args: dict) -> dict:
def track_package_real(args: dict) -> dict:
tracking_id = args.get("tracking_id")

4
tools/fin/move_money.py
View File

@@ -77,8 +77,6 @@ async def move_money(args: dict) -> dict:
# Async function to start workflow
async def start_workflow(amount_cents: int, from_account_name: str, to_account_name: str)-> str:
# 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
@@ -86,6 +84,8 @@ async def start_workflow(amount_cents: int, from_account_name: str, to_account_n
START_REAL_WORKFLOW = True
if START_REAL_WORKFLOW:
# Connect to Temporal
client = await get_temporal_client()
# Create the parameter object
params = MoneyMovementWorkflowParameterObj(
amount=amount_cents,

4
tools/fin/submit_loan_application.py
View File

@@ -46,14 +46,14 @@ async def submit_loan_application(args: dict) -> dict:
# 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
# Connect to Temporal
client = await get_temporal_client()
# Define the workflow ID and task queue
workflow_id = "LOAN_APPLICATION-"+account_name+"-"+date.today().strftime('%Y-%m-%d')

9
tools/goal_registry.py
View File

@@ -346,7 +346,7 @@ goal_fin_move_money = AgentGoal(
)
# this starts a loan approval process
# it also uses a separate workflow/tool, see ./setup.md for details #todo
# it also uses a separate workflow/tool, see ./setup.md for details
goal_fin_loan_application = AgentGoal(
id = "goal_fin_loan_application",
category_tag="fin",
@@ -354,7 +354,7 @@ goal_fin_loan_application = AgentGoal(
agent_friendly_description="Initiate loan application.",
tools=[
tool_registry.financial_check_account_is_valid,
tool_registry.financial_submit_loan_approval, #todo
tool_registry.financial_submit_loan_approval,
],
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"
@@ -377,7 +377,6 @@ goal_fin_loan_application = AgentGoal(
)
# ----- 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
goal_ecomm_order_status = AgentGoal(
id = "goal_ecomm_order_status",
@@ -395,8 +394,8 @@ goal_ecomm_order_status = AgentGoal(
example_conversation_history="\n ".join(
[
"user: I'd like to know the status of my order",
"agent: Sure! I can help you out with that. May I have your email address or order number?",
"user: email is bob.johnson@emailzzz.com ",
"agent: Sure! I can help you out with that. May I have your order number?",
"user: 102 ",
"user_confirmed_tool_run: <user clicks confirm on GetOrderStatus tool>",
"tool_result: { 'id': '102', 'summary': 'Red Sunglasses', 'email': 'matt.murdock@nelsonmurdock.com', 'status': 'shipped', 'order_date': '2025-04-01', 'last_order_update': '2025-04-06', 'tracking_id': '039813852990618' }",
"agent: Your order 'Red Sunglasses,' placed April 1, 2025, was shipped on April 6, 2025. Would you like to see the tracking inforation?",

39
workflows/agent_goal_workflow.py
View File

@@ -172,12 +172,33 @@ class AgentGoalWorkflow:
# else if the next step is to pick a new goal, set the goal and tool to do it
elif next_step == "pick-new-goal":
workflow.logger.info("All steps completed. Resetting goal.")
self.change_goal("goal_choose_agent_type")
next_step = tool_data["next"] = "confirm"
current_tool = tool_data["tool"] = "ListAgents"
waiting_for_confirm = True
self.confirmed = True
if self.goal.id != "goal_choose_agent_type":
self.add_message("agent", tool_data)
workflow.logger.info("All tools completed and new Agent Goal recommended. Resetting goal.")
self.change_goal("goal_choose_agent_type")
next_step = tool_data["next"] = "confirm"
current_tool = tool_data["tool"] = "ListAgents"
waiting_for_confirm = True
self.tool_data = tool_data
if self.show_tool_args_confirmation:
self.confirmed = False
# if we have all needed arguments (handled above) and not holding for a debugging confirm, proceed:
else:
self.confirmed = True
continue
else:
if not current_tool == "ListAgents":
current_tool = tool_data["tool"] = "ListAgents"
waiting_for_confirm = True
self.tool_data = tool_data
next_step = tool_data["next"] = "confirm"
if self.show_tool_args_confirmation:
self.confirmed = False
# if we have all needed arguments (handled above) and not holding for a debugging confirm, proceed:
else:
self.confirmed = True
# else if the next step is to be done with the conversation such as if the user requests it via asking to "end conversation"
elif next_step == "done":
@@ -348,14 +369,12 @@ class AgentGoalWorkflow:
self.prompt_queue
)
#set new goal if we should
# set new goal if we should
if len(self.tool_results) > 0:
if "ChangeGoal" in self.tool_results[-1].values() and "new_goal" in self.tool_results[-1].keys():
new_goal = self.tool_results[-1].get("new_goal")
workflow.logger.info(f"Booya new goal!: {new_goal}")
self.change_goal(new_goal)
elif "ListAgents" in self.tool_results[-1].values() and self.goal.id != "goal_choose_agent_type":
workflow.logger.info("setting goal to goal_choose_agent_type")
self.change_goal("goal_choose_agent_type")
return waiting_for_confirm
@@ -363,6 +382,8 @@ class AgentGoalWorkflow:
# also don't forget you can look at the workflow itself and do queries if you want
def print_useful_workflow_vars(self, status_or_step:str) -> None:
print(f"***{status_or_step}:***")
if self.goal:
print(f"current goal: {self.goal.id}")
if self.tool_data:
print(f"force confirm? {self.tool_data['force_confirm']}")
print(f"next step: {self.tool_data.get('next')}")