chore: import upstream snapshot with attribution
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// Copyright (c) Microsoft. All rights reserved.
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using Events;
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using Microsoft.SemanticKernel;
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using SharedSteps;
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using Step02.Models;
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using Step02.Steps;
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namespace Step02;
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/// <summary>
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/// Demonstrate creation of <see cref="KernelProcess"/> and
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/// eliciting its response to five explicit user messages.<br/>
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/// For each test there is a different set of user messages that will cause different steps to be triggered using the same pipeline.<br/>
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/// For visual reference of the process check the <see href="https://github.com/microsoft/semantic-kernel/tree/main/dotnet/samples/GettingStartedWithProcesses/README.md#step02a_accountOpening" >diagram</see>.
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/// </summary>
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public class Step02a_AccountOpening(ITestOutputHelper output) : BaseTest(output, redirectSystemConsoleOutput: true)
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{
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// Target Open AI Services
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protected override bool ForceOpenAI => true;
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private KernelProcess SetupAccountOpeningProcess<TUserInputStep>() where TUserInputStep : ScriptedUserInputStep
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{
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ProcessBuilder process = new("AccountOpeningProcess");
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var newCustomerFormStep = process.AddStepFromType<CompleteNewCustomerFormStep>();
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var userInputStep = process.AddStepFromType<TUserInputStep>();
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var displayAssistantMessageStep = process.AddStepFromType<DisplayAssistantMessageStep>();
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var customerCreditCheckStep = process.AddStepFromType<CreditScoreCheckStep>();
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var fraudDetectionCheckStep = process.AddStepFromType<FraudDetectionStep>();
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var mailServiceStep = process.AddStepFromType<MailServiceStep>();
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var coreSystemRecordCreationStep = process.AddStepFromType<NewAccountStep>();
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var marketingRecordCreationStep = process.AddStepFromType<NewMarketingEntryStep>();
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var crmRecordStep = process.AddStepFromType<CRMRecordCreationStep>();
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var welcomePacketStep = process.AddStepFromType<WelcomePacketStep>();
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process.OnInputEvent(AccountOpeningEvents.StartProcess)
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.SendEventTo(new ProcessFunctionTargetBuilder(newCustomerFormStep, CompleteNewCustomerFormStep.ProcessStepFunctions.NewAccountWelcome));
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// When the welcome message is generated, send message to displayAssistantMessageStep
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newCustomerFormStep
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.OnEvent(AccountOpeningEvents.NewCustomerFormWelcomeMessageComplete)
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.SendEventTo(new ProcessFunctionTargetBuilder(displayAssistantMessageStep, DisplayAssistantMessageStep.ProcessStepFunctions.DisplayAssistantMessage));
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// When the userInput step emits a user input event, send it to the newCustomerForm step
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// Function names are necessary when the step has multiple public functions like CompleteNewCustomerFormStep: NewAccountWelcome and NewAccountProcessUserInfo
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userInputStep
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.OnEvent(CommonEvents.UserInputReceived)
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.SendEventTo(new ProcessFunctionTargetBuilder(newCustomerFormStep, CompleteNewCustomerFormStep.ProcessStepFunctions.NewAccountProcessUserInfo, "userMessage"));
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userInputStep
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.OnEvent(CommonEvents.Exit)
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.StopProcess();
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// When the newCustomerForm step emits needs more details, send message to displayAssistantMessage step
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newCustomerFormStep
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.OnEvent(AccountOpeningEvents.NewCustomerFormNeedsMoreDetails)
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.SendEventTo(new ProcessFunctionTargetBuilder(displayAssistantMessageStep, DisplayAssistantMessageStep.ProcessStepFunctions.DisplayAssistantMessage));
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// After any assistant message is displayed, user input is expected to the next step is the userInputStep
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displayAssistantMessageStep
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.OnEvent(CommonEvents.AssistantResponseGenerated)
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.SendEventTo(new ProcessFunctionTargetBuilder(userInputStep, ScriptedUserInputStep.ProcessStepFunctions.GetUserInput));
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// When the newCustomerForm is completed...
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newCustomerFormStep
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.OnEvent(AccountOpeningEvents.NewCustomerFormCompleted)
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// The information gets passed to the core system record creation step
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.SendEventTo(new ProcessFunctionTargetBuilder(customerCreditCheckStep, functionName: CreditScoreCheckStep.ProcessStepFunctions.DetermineCreditScore, parameterName: "customerDetails"))
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// The information gets passed to the fraud detection step for validation
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.SendEventTo(new ProcessFunctionTargetBuilder(fraudDetectionCheckStep, functionName: FraudDetectionStep.ProcessStepFunctions.FraudDetectionCheck, parameterName: "customerDetails"))
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// The information gets passed to the core system record creation step
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.SendEventTo(new ProcessFunctionTargetBuilder(coreSystemRecordCreationStep, functionName: NewAccountStep.ProcessStepFunctions.CreateNewAccount, parameterName: "customerDetails"));
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// When the newCustomerForm is completed, the user interaction transcript with the user is passed to the core system record creation step
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newCustomerFormStep
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.OnEvent(AccountOpeningEvents.CustomerInteractionTranscriptReady)
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.SendEventTo(new ProcessFunctionTargetBuilder(coreSystemRecordCreationStep, functionName: NewAccountStep.ProcessStepFunctions.CreateNewAccount, parameterName: "interactionTranscript"));
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// When the creditScoreCheck step results in Rejection, the information gets to the mailService step to notify the user about the state of the application and the reasons
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customerCreditCheckStep
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.OnEvent(AccountOpeningEvents.CreditScoreCheckRejected)
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.SendEventTo(new ProcessFunctionTargetBuilder(mailServiceStep, functionName: MailServiceStep.ProcessStepFunctions.SendMailToUserWithDetails, parameterName: "message"));
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// When the creditScoreCheck step results in Approval, the information gets to the fraudDetection step to kickstart this step
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customerCreditCheckStep
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.OnEvent(AccountOpeningEvents.CreditScoreCheckApproved)
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.SendEventTo(new ProcessFunctionTargetBuilder(fraudDetectionCheckStep, functionName: FraudDetectionStep.ProcessStepFunctions.FraudDetectionCheck, parameterName: "previousCheckSucceeded"));
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// When the fraudDetectionCheck step fails, the information gets to the mailService step to notify the user about the state of the application and the reasons
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fraudDetectionCheckStep
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.OnEvent(AccountOpeningEvents.FraudDetectionCheckFailed)
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.SendEventTo(new ProcessFunctionTargetBuilder(mailServiceStep, functionName: MailServiceStep.ProcessStepFunctions.SendMailToUserWithDetails, parameterName: "message"));
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// When the fraudDetectionCheck step passes, the information gets to core system record creation step to kickstart this step
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fraudDetectionCheckStep
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.OnEvent(AccountOpeningEvents.FraudDetectionCheckPassed)
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.SendEventTo(new ProcessFunctionTargetBuilder(coreSystemRecordCreationStep, functionName: NewAccountStep.ProcessStepFunctions.CreateNewAccount, parameterName: "previousCheckSucceeded"));
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// When the coreSystemRecordCreation step successfully creates a new accountId, it will trigger the creation of a new marketing entry through the marketingRecordCreation step
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coreSystemRecordCreationStep
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.OnEvent(AccountOpeningEvents.NewMarketingRecordInfoReady)
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.SendEventTo(new ProcessFunctionTargetBuilder(marketingRecordCreationStep, functionName: NewMarketingEntryStep.ProcessStepFunctions.CreateNewMarketingEntry, parameterName: "userDetails"));
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// When the coreSystemRecordCreation step successfully creates a new accountId, it will trigger the creation of a new CRM entry through the crmRecord step
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coreSystemRecordCreationStep
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.OnEvent(AccountOpeningEvents.CRMRecordInfoReady)
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.SendEventTo(new ProcessFunctionTargetBuilder(crmRecordStep, functionName: CRMRecordCreationStep.ProcessStepFunctions.CreateCRMEntry, parameterName: "userInteractionDetails"));
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// ParameterName is necessary when the step has multiple input arguments like welcomePacketStep.CreateWelcomePacketAsync
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// When the coreSystemRecordCreation step successfully creates a new accountId, it will pass the account information details to the welcomePacket step
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coreSystemRecordCreationStep
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.OnEvent(AccountOpeningEvents.NewAccountDetailsReady)
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.SendEventTo(new ProcessFunctionTargetBuilder(welcomePacketStep, parameterName: "accountDetails"));
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// When the marketingRecordCreation step successfully creates a new marketing entry, it will notify the welcomePacket step it is ready
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marketingRecordCreationStep
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.OnEvent(AccountOpeningEvents.NewMarketingEntryCreated)
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.SendEventTo(new ProcessFunctionTargetBuilder(welcomePacketStep, parameterName: "marketingEntryCreated"));
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// When the crmRecord step successfully creates a new CRM entry, it will notify the welcomePacket step it is ready
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crmRecordStep
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.OnEvent(AccountOpeningEvents.CRMRecordInfoEntryCreated)
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.SendEventTo(new ProcessFunctionTargetBuilder(welcomePacketStep, parameterName: "crmRecordCreated"));
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// After crmRecord and marketing gets created, a welcome packet is created to then send information to the user with the mailService step
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welcomePacketStep
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.OnEvent(AccountOpeningEvents.WelcomePacketCreated)
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.SendEventTo(new ProcessFunctionTargetBuilder(mailServiceStep, functionName: MailServiceStep.ProcessStepFunctions.SendMailToUserWithDetails, parameterName: "message"));
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// All possible paths end up with the user being notified about the account creation decision throw the mailServiceStep completion
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mailServiceStep
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.OnEvent(AccountOpeningEvents.MailServiceSent)
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.StopProcess();
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KernelProcess kernelProcess = process.Build();
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return kernelProcess;
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}
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/// <summary>
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/// This test uses a specific userId and DOB that makes the creditScore and Fraud detection to pass
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/// </summary>
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[Fact]
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public async Task UseAccountOpeningProcessSuccessfulInteractionAsync()
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{
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Kernel kernel = CreateKernelWithChatCompletion();
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KernelProcess kernelProcess = SetupAccountOpeningProcess<UserInputSuccessfulInteractionStep>();
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await using var runningProcess = await kernelProcess.StartAsync(kernel, new KernelProcessEvent() { Id = AccountOpeningEvents.StartProcess, Data = null });
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}
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/// <summary>
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/// This test uses a specific DOB that makes the creditScore to fail
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/// </summary>
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[Fact]
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public async Task UseAccountOpeningProcessFailureDueToCreditScoreFailureAsync()
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{
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Kernel kernel = CreateKernelWithChatCompletion();
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KernelProcess kernelProcess = SetupAccountOpeningProcess<UserInputCreditScoreFailureInteractionStep>();
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await using var runningProcess = await kernelProcess.StartAsync(kernel, new KernelProcessEvent() { Id = AccountOpeningEvents.StartProcess, Data = null });
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}
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/// <summary>
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/// This test uses a specific userId that makes the fraudDetection to fail
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/// </summary>
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[Fact]
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public async Task UseAccountOpeningProcessFailureDueToFraudFailureAsync()
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{
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Kernel kernel = CreateKernelWithChatCompletion();
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KernelProcess kernelProcess = SetupAccountOpeningProcess<UserInputFraudFailureInteractionStep>();
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await using var runningProcess = await kernelProcess.StartAsync(kernel, new KernelProcessEvent() { Id = AccountOpeningEvents.StartProcess, Data = null });
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}
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}
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