temporal-ai-agent/tools/fin/move_money.py

import json
import os
from dataclasses import dataclass
from pathlib import Path

from temporalio.exceptions import WorkflowAlreadyStartedError

from shared.config import get_temporal_client

# enums for the java enum
# class ExecutionScenarios(Enum):
#     HAPPY_PATH = 0
#     ADVANCED_VISIBILITY = auto() # 1
#     HUMAN_IN_LOOP = auto()       # 2
#     API_DOWNTIME = auto()        # 3
#     BUG_IN_WORKFLOW = auto()     # 4
#     INVALID_ACCOUNT = auto()     # 5


# these dataclasses are for calling the Temporal Workflow
# Python equivalent of the workflow we're calling's Java WorkflowParameterObj
@dataclass
class MoneyMovementWorkflowParameterObj:
    amount: int  # Using snake_case as per Python conventions
    scenario: str


# this is made to demonstrate functionality but it could just as durably be an API call
# this assumes it's a valid account - use check_account_valid() to verify that first
async def move_money(args: dict) -> dict:
    account_key = args.get("email_address_or_account_ID")
    account_type: str = args.get("accounttype")
    amount = args.get("amount")
    destinationaccount = args.get("destinationaccount")

    file_path = (
        Path(__file__).resolve().parent.parent / "data" / "customer_account_data.json"
    )
    if not file_path.exists():
        return {"error": "Data file not found."}

    with open(file_path, "r") as file:
        data = json.load(file)
    account_list = data["accounts"]

    for account in account_list:
        if account["email"] == account_key or account["account_id"] == account_key:
            amount_str: str = str(amount)
            from_account_combo = account_key + account_type

            transfer_workflow_id = await start_workflow(
                amount_cents=str_dollars_to_cents(amount_str),
                from_account_name=from_account_combo,
                to_account_name=destinationaccount,
            )

            if account_type.casefold() == "checking":
                from_key = "checking_balance"
            elif account_type.casefold() == "savings":
                from_key = "savings_balance"
            else:
                return_msg = "Money order for account types other than checking or savings is not implemented."
                return {"error": return_msg}

            to_key = (
                "savings_balance"
                if destinationaccount.casefold() == "savings"
                else "checking_balance"
            )

            # Update from-account balance
            from_balance = float(str_dollars_to_cents(str(account[from_key])))
            from_balance -= float(str_dollars_to_cents(amount_str))
            account[from_key] = str(from_balance / 100)

            # Update destination-account balance
            to_balance = float(str_dollars_to_cents(str(account[to_key])))
            to_balance += float(str_dollars_to_cents(amount_str))
            account[to_key] = str(to_balance / 100)

            with open(file_path, "w") as file:
                json.dump(data, file, indent=4)

            return {
                "status": "money movement complete",
                "confirmation id": transfer_workflow_id,
                "new_balance": account[from_key],
                "destination_balance": account[to_key],
            }

    return_msg = "Account not found with for " + account_key
    return {"error": return_msg}


# Async function to start workflow
async def start_workflow(
    amount_cents: int, from_account_name: str, to_account_name: str
) -> str:
    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
    else:
        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, scenario="HAPPY_PATH"
        )

        workflow_id = (
            "TRANSFER-ACCT-" + from_account_name + "-TO-" + to_account_name
        )  # business-relevant workflow ID

        try:
            handle = await client.start_workflow(
                "moneyTransferWorkflow",  # Workflow name
                params,  # Workflow parameters
                id=workflow_id,
                task_queue="MoneyTransferJava",  # Task queue name
            )
            return handle.id
        except WorkflowAlreadyStartedError:
            existing_handle = client.get_workflow_handle(workflow_id=workflow_id)
            return existing_handle.id
    else:
        return (
            "TRANSFER-ACCT-" + from_account_name + "-TO-" + to_account_name + "not-real"
        )


# cleans a string dollar amount description to cents value
def str_dollars_to_cents(dollar_str: str) -> int:
    try:
        # Remove '$' and any whitespace
        cleaned_str = dollar_str.replace("$", "").strip()

        # Handle empty string or invalid input
        if not cleaned_str:
            raise ValueError("Empty amount provided")

        # Convert to float and then to cents
        amount = float(cleaned_str)
        if amount < 0:
            raise ValueError("Negative amounts not allowed")

        return int(amount * 100)
    except ValueError as e:
        raise ValueError(f"Invalid dollar amount format: {dollar_str}") from e