domain.yml

version: "3.1"
session_config:
  session_expiration_time: 0
  carry_over_slots_to_new_session: true
intents:
- check_human
- transfer_money:
    use_entities: []
- inform
- pay_cc:
    use_entities: []
- greet
- goodbye
- affirm
- deny
- thankyou
- ask_transfer_charge
- search_transactions:
    use_entities: []
- check_balance:
    use_entities:
    - credit_card
    - account_type
- check_earnings:
    use_entities: []
- check_recipients
- out_of_scope
- session_start
- restart
- trigger_handoff
- handoff
- human_handoff
- help
- nlu_fallback
entities:
- amount-of-money
- credit_card
- payment_date
- vendor_name
- time
- PERSON
- number
- account_type
- handoff_to
- search_type
slots:
  AA_CONTINUE_FORM:
    type: any
    influence_conversation: false
    mappings:
    - intent: affirm
      type: from_intent
      value: yes
      conditions:
      - active_loop: cc_payment_form
        requested_slot: AA_CONTINUE_FORM
      - active_loop: transfer_money_form
        requested_slot: AA_CONTINUE_FORM
      - active_loop: transaction_search_form
        requested_slot: AA_CONTINUE_FORM
    - intent: deny
      type: from_intent
      value: no
      conditions:
      - active_loop: cc_payment_form
        requested_slot: AA_CONTINUE_FORM
      - active_loop: transfer_money_form
        requested_slot: AA_CONTINUE_FORM
      - active_loop: transaction_search_form
        requested_slot: AA_CONTINUE_FORM
    - intent:
      - inform
      - cc_payment_form
      type: from_text
      conditions:
      - active_loop: cc_payment_form
        requested_slot: AA_CONTINUE_FORM
    - intent:
      - inform
      - transfer_money_form
      type: from_text
      conditions:
      - active_loop: transfer_money_form
        requested_slot: AA_CONTINUE_FORM
    - intent:
      - inform
      - transaction_search_form
      type: from_text
      conditions:
      - active_loop: transaction_search_form
        requested_slot: AA_CONTINUE_FORM
  PERSON:
    type: any
    influence_conversation: false
    mappings:
    - entity: PERSON
      type: from_entity
      conditions:
      - active_loop: transfer_money_form
        requested_slot: PERSON
    - intent:
      - inform
      - transfer_money_form
      type: from_text
      conditions:
      - active_loop: transfer_money_form
        requested_slot: PERSON
    - type: from_entity
      entity: PERSON
  account_type:
    type: any
    influence_conversation: false
    mappings:
    - type: from_entity
      entity: account_type
  amount-of-money:
    type: any
    influence_conversation: false
    mappings:
    - entity: amount-of-money
      not_intent:
      - check_balance
      - check_earnings
      type: from_entity
      conditions:
      - active_loop: cc_payment_form
        requested_slot: amount-of-money
      - active_loop: transfer_money_form
        requested_slot: amount-of-money
    - entity: number
      not_intent:
      - check_balance
      - check_earnings
      type: from_entity
      conditions:
      - active_loop: cc_payment_form
        requested_slot: amount-of-money
      - active_loop: transfer_money_form
        requested_slot: amount-of-money
    - intent:
      - inform
      - cc_payment_form
      type: from_text
      conditions:
      - active_loop: cc_payment_form
        requested_slot: amount-of-money
    - intent:
      - inform
      - transfer_money_form
      type: from_text
      conditions:
      - active_loop: transfer_money_form
        requested_slot: amount-of-money
    - type: from_entity
      entity: amount-of-money
  amount_transferred:
    type: any
    initial_value: 0
    influence_conversation: false
    mappings:
    - type: custom
  credit_card:
    type: any
    influence_conversation: false
    mappings:
    - entity: credit_card
      type: from_entity
      conditions:
      - active_loop: cc_payment_form
        requested_slot: credit_card
    - intent:
      - inform
      - cc_payment_form
      type: from_text
      conditions:
      - active_loop: cc_payment_form
        requested_slot: credit_card
    - type: from_entity
      entity: credit_card
  currency:
    type: any
    influence_conversation: false
    initial_value: $
    mappings:
    - type: custom
  end_time:
    type: any
    influence_conversation: false
    mappings:
    - type: custom
  end_time_formatted:
    type: any
    influence_conversation: false
    mappings:
    - type: custom
  grain:
    type: any
    influence_conversation: false
    mappings:
    - type: custom
  handoff_to:
    type: any
    influence_conversation: false
    mappings:
    - type: from_entity
      entity: handoff_to
  next_form_name:
    type: text
    influence_conversation: true
    mappings:
    - type: custom
  number:
    type: any
    influence_conversation: false
    mappings:
    - type: from_entity
      entity: number
  payment_amount_type:
    type: any
    initial_value: ''
    influence_conversation: false
    mappings:
    - type: custom
  previous_form_name:
    type: text
    influence_conversation: true
    mappings:
    - type: custom
  repeated_validation_failures:
    type: any
    influence_conversation: false
    mappings:
    - type: custom
  requested_slot:
    type: any
    influence_conversation: false
    mappings:
    - type: custom
  search_type:
    type: any
    influence_conversation: false
    mappings:
    - intent: search_transactions
      type: from_trigger_intent
      value: spend
    - intent: check_earnings
      type: from_trigger_intent
      value: deposit
    - type: from_entity
      entity: search_type
      conditions:
      - active_loop: transaction_search_form
    - type: from_entity
      entity: search_type
  start_time:
    type: any
    influence_conversation: false
    mappings:
    - type: custom
  start_time_formatted:
    type: any
    influence_conversation: false
    mappings:
    - type: custom
  time:
    type: any
    influence_conversation: false
    mappings:
    - entity: time
      type: from_entity
      conditions:
      - active_loop: cc_payment_form
        requested_slot: time
      - active_loop: transaction_search_form
        requested_slot: time
    - intent:
      - inform
      - cc_payment_form
      type: from_text
      conditions:
      - active_loop: cc_payment_form
        requested_slot: time
    - intent:
      - inform
      - transaction_search_form
      type: from_text
      conditions:
      - active_loop: transaction_search_form
        requested_slot: time
    - type: from_entity
      entity: time
  time_formatted:
    type: any
    influence_conversation: false
    mappings:
    - type: custom
  vendor_name:
    type: any
    influence_conversation: false
    mappings:
    - type: from_entity
      entity: vendor_name
  zz_confirm_form:
    type: any
    influence_conversation: false
    mappings:
    - intent: affirm
      type: from_intent
      value: yes
      conditions:
      - active_loop: cc_payment_form
        requested_slot: zz_confirm_form
      - active_loop: transfer_money_form
        requested_slot: zz_confirm_form
      - active_loop: transaction_search_form
        requested_slot: zz_confirm_form
    - intent: deny
      type: from_intent
      value: no
      conditions:
      - active_loop: cc_payment_form
        requested_slot: zz_confirm_form
      - active_loop: transfer_money_form
        requested_slot: zz_confirm_form
      - active_loop: transaction_search_form
        requested_slot: zz_confirm_form
    - intent:
      - inform
      - cc_payment_form
      type: from_text
      conditions:
      - active_loop: cc_payment_form
        requested_slot: zz_confirm_form
    - intent:
      - inform
      - transfer_money_form
      type: from_text
      conditions:
      - active_loop: transfer_money_form
        requested_slot: zz_confirm_form
    - intent:
      - inform
      - transaction_search_form
      type: from_text
      conditions:
      - active_loop: transaction_search_form
        requested_slot: zz_confirm_form
responses:
  utter_out_of_scope:
  - text: Sorry, I'm not sure how to respond to that. Type "help" for assistance.
  utter_ask_transfer_money_form_amount-of-money:
  - text: How much money do you want to transfer?
  utter_ask_transfer_money_form_PERSON:
  - text: Who do you want to transfer money to?
  utter_goodbye:
  - text: Bye
  utter_noworries:
  - text: You're welcome :)
  utter_transfer_complete:
  - text: Successfully transferred {currency}{amount-of-money} to {PERSON}.
  utter_transfer_charge:
  - text: You are entitled to six transfers within a statement cycle before being charged. For subsequent transfers you will be charged {currency}10 per transaction.
  utter_ask_cc_payment_form_amount-of-money:
  - text: How much do you want to pay?
  utter_ask_cc_payment_form_credit_card:
  - text: Towards which credit card account do you want to make a payment?
  utter_ask_cc_payment_form_time:
  - text: For which date would you like to schedule the payment?
  utter_ask_transaction_search_form_vendor_name:
  - text: For which vendor do you want to see transactions?  e.g Starbucks, Target, Amazon
  utter_ask_transaction_search_form_time:
  - text: In which timeframe would you like to search for transactions?
  utter_ask_transaction_search_form_search_type:
  - text: Would you like to search incoming or outgoing transactions?
    buttons:
    - title: Incoming (earnings)
      payload: /inform{"search_type":"deposit"}'
    - title: Outgoing (spending)
      payload: /inform{"search_type":"spend"}'
  utter_no_payment_amount:
  - text: Sorry, I don't understand that payment amount.
  utter_no_paymentdate:
  - text: Sorry, that is not a valid payment date.
  utter_no_creditcard:
  - text: Sorry, that is not a valid credit card account to make payments towards.
  utter_no_vendor_name:
  - text: Sorry, that's not a recognized vendor.
  utter_no_transactdate:
  - text: Sorry, that's not a recognized time frame.
  utter_cc_pay_scheduled:
  - text: Payment of {currency}{amount-of-money}{payment_amount_type} towards your {credit_card} account scheduled to be paid at {time_formatted}.
  utter_searching_spend_transactions:
  - text: Searching transactions{vendor_name} between {start_time_formatted} and {end_time_formatted}...
  utter_found_spend_transactions:
  - text: I found {numtransacts} transactions{vendor_name} totalling {currency}{total}.
  utter_searching_deposit_transactions:
  - text: Searching deposits made to your account between {start_time_formatted} and {end_time_formatted}...
  utter_found_deposit_transactions:
  - text: I found {numtransacts} deposits made to your account totalling {currency}{total}
  utter_ask_rephrase:
  - text: I didn't quite understand that. Can you rephrase?
  utter_ok:
  - text: 👍
  utter_ask_continue:
  - text: Would you like to continue?
  utter_default:
  - text: I didn't quite understand that. Could you rephrase?
  utter_ask_cc_payment_form_AA_CONTINUE_FORM:
  - buttons:
    - payload: /affirm
      title: Yes
    - payload: /deny
      title: No, cancel the transaction
    text: Would you like to continue scheduling the credit card payment?
  utter_ask_transfer_money_form_AA_CONTINUE_FORM:
  - buttons:
    - payload: /affirm
      title: Yes
    - payload: /deny
      title: No, cancel the transfer
    text: Would you like to continue scheduling the money transfer?
  utter_ask_transaction_search_form_AA_CONTINUE_FORM:
  - buttons:
    - payload: /affirm
      title: Yes
    - payload: /deny
      title: No, cancel the search
    text: Would you like to continue the transaction search?
  utter_ask_cc_payment_form_zz_confirm_form:
  - buttons:
    - payload: /affirm
      title: Yes
    - payload: /deny
      title: No, cancel the transaction
    text: Would you like to schedule a payment of {currency}{amount-of-money}{payment_amount_type} towards your {credit_card} account for {time_formatted}?
  utter_ask_transfer_money_form_zz_confirm_form:
  - buttons:
    - payload: /affirm
      title: Yes
    - payload: /deny
      title: No, cancel the transaction
    text: Would you like to transfer {currency}{amount-of-money} to {PERSON}?
  utter_cc_pay_cancelled:
  - text: Credit card account payment cancelled.
  utter_transfer_cancelled:
  - text: Transfer cancelled.
  utter_transaction_search_cancelled:
  - text: Transaction search cancelled.
  utter_account_balance:
  - text: Your bank account balance is {currency}{init_account_balance}.
  utter_changed_account_balance:
  - text: Your bank account balance was {currency}{init_account_balance} and is now {currency}{account_balance} after transfers and payments.
  utter_unknown_recipient:
  - text: Sorry, {PERSON} is not in your list of known recipients.
  utter_insufficient_funds:
  - text: Sorry, you don't have enough money to do that!
  utter_insufficient_funds_specific:
  - text: The {payment_amount_type} on your {credit_card} credit card is {amount-of-money}, so you have insufficient funds to pay it off.
  utter_credit_card_balance:
  - text: The current balance for your {credit_card} account is {currency}{credit_card_balance}.
  utter_nothing_due:
  - text: Your don't owe any money on your {credit_card} credit card bill.
  utter_recipients:
  - text: These are your known recpients to whom you can send money:{formatted_recipients}
  utter_greet:
  - text: Hi! I'm your Financial Assistant!
  utter_ask_handoff:
  - text: It looks like you want to be transferred to a human agent.
  utter_handoff:
  - text: Alright, I'll try to transfer you.
  utter_wouldve_handed_off:
  - text: If you were talking to me via chatroom, I would have handed you off to {handoffhost}.
  utter_no_handoff:
  - text: Since you haven't configured a host to hand off to, I can't send you anywhere!
  utter_ask_whatelse:
  - text: What else can I help you with?
  utter_bot:
  - text: I'm a virtual assistant made with Rasa.
  utter_help:
  - text: "I can help you with your financial accounts. \nYou can ask me things like: \n- What's my account balance? \n- Pay off my credit card \n- What did I spend at Target last month? \n- I need to transfer money"
actions:
- action_session_start
- action_restart
- action_show_balance
- action_show_recipients
- action_show_transfer_charge
- action_handoff
- action_handoff_options
- action_pay_cc
- action_transfer_money
- action_transaction_search
- action_ask_transaction_search_form_zz_confirm_form
- action_switch_forms_ask
- action_switch_forms_deny
- action_switch_forms_affirm
- action_switch_back_ask
- validate_cc_payment_form
- validate_transfer_money_form
- validate_transaction_search_form
forms:
  cc_payment_form:
    ignored_intents: []
    required_slots:
    - AA_CONTINUE_FORM
    - credit_card
    - amount-of-money
    - time
    - zz_confirm_form
  transfer_money_form:
    ignored_intents: []
    required_slots:
    - AA_CONTINUE_FORM
    - PERSON
    - amount-of-money
    - zz_confirm_form
  transaction_search_form:
    ignored_intents: []
    required_slots:
    - AA_CONTINUE_FORM
    - search_type
    - time
    - zz_confirm_form