chore: import upstream snapshot with attribution

2026-07-13 13:21:23 +08:00
commit b957a53def
5423 changed files with 863745 additions and 0 deletions
@@ -0,0 +1,215 @@
+// Copyright (c) Microsoft. All rights reserved.
+
+using System.ComponentModel;
+using System.Text.Json;
+using System.Text.Json.Serialization;
+using Microsoft.Extensions.DependencyInjection;
+using Microsoft.SemanticKernel;
+using Microsoft.SemanticKernel.ChatCompletion;
+using Microsoft.SemanticKernel.Connectors.OpenAI;
+using Step02.Models;
+
+namespace Step02.Steps;
+
+/// <summary>
+/// Step that is helps the user fill up a new account form.<br/>
+/// Also provides a welcome message for the user.
+/// </summary>
+public class CompleteNewCustomerFormStep : KernelProcessStep<NewCustomerFormState>
+{
+    public static class ProcessStepFunctions
+    {
+        public const string NewAccountProcessUserInfo = nameof(NewAccountProcessUserInfo);
+        public const string NewAccountWelcome = nameof(NewAccountWelcome);
+    }
+
+    internal NewCustomerFormState? _state;
+
+    internal string _formCompletionSystemPrompt = """
+        The goal is to fill up all the fields needed for a form.
+        The user may provide information to fill up multiple fields of the form in one message.
+        The user needs to fill up a form, all the fields of the form are necessary
+
+        <CURRENT_FORM_STATE>
+        {{current_form_state}}
+        <CURRENT_FORM_STATE>
+
+        GUIDANCE:
+        - If there are missing details, give the user a useful message that will help fill up the remaining fields.
+        - Your goal is to help guide the user to provide the missing details on the current form.
+        - Encourage the user to provide the remainingdetails with examples if necessary.
+        - Fields with value 'Unanswered' need to be answered by the user.
+        - Format phone numbers and user ids correctly if the user does not provide the expected format.
+        - If the user does not make use of parenthesis in the phone number, add them.
+        - For date fields, confirm with the user first if the date format is not clear. Example 02/03 03/02 could be March 2nd or February 3rd.
+        """;
+
+    internal string _welcomeMessage = """
+        Hello there, I can help you out fill out the information needed to open a new account with us.
+        Please provide some personal information like first name and last name to get started.
+        """;
+
+    private readonly JsonSerializerOptions _jsonOptions = new()
+    {
+        DefaultIgnoreCondition = JsonIgnoreCondition.Never
+    };
+
+    public override ValueTask ActivateAsync(KernelProcessStepState<NewCustomerFormState> state)
+    {
+        _state = state.State;
+        return ValueTask.CompletedTask;
+    }
+
+    [KernelFunction(ProcessStepFunctions.NewAccountWelcome)]
+    public async Task NewAccountWelcomeMessageAsync(KernelProcessStepContext context, Kernel _kernel)
+    {
+        _state?.conversation.Add(new ChatMessageContent { Role = AuthorRole.Assistant, Content = _welcomeMessage });
+        await context.EmitEventAsync(new() { Id = AccountOpeningEvents.NewCustomerFormWelcomeMessageComplete, Data = _welcomeMessage });
+    }
+
+    private Kernel CreateNewCustomerFormKernel(Kernel _baseKernel)
+    {
+        // Creating another kernel that only makes use private functions to fill up the new customer form
+        Kernel kernel = new(_baseKernel.Services);
+        kernel.ImportPluginFromFunctions("FillForm", [
+            KernelFunctionFactory.CreateFromMethod(OnUserProvidedFirstName, functionName: nameof(OnUserProvidedFirstName)),
+            KernelFunctionFactory.CreateFromMethod(OnUserProvidedLastName, functionName: nameof(OnUserProvidedLastName)),
+            KernelFunctionFactory.CreateFromMethod(OnUserProvidedDOBDetails, functionName: nameof(OnUserProvidedDOBDetails)),
+            KernelFunctionFactory.CreateFromMethod(OnUserProvidedStateOfResidence, functionName: nameof(OnUserProvidedStateOfResidence)),
+            KernelFunctionFactory.CreateFromMethod(OnUserProvidedPhoneNumber, functionName: nameof(OnUserProvidedPhoneNumber)),
+            KernelFunctionFactory.CreateFromMethod(OnUserProvidedUserId, functionName: nameof(OnUserProvidedUserId)),
+            KernelFunctionFactory.CreateFromMethod(OnUserProvidedEmailAddress, functionName: nameof(OnUserProvidedEmailAddress)),
+        ]);
+
+        return kernel;
+    }
+
+    [KernelFunction(ProcessStepFunctions.NewAccountProcessUserInfo)]
+    public async Task CompleteNewCustomerFormAsync(KernelProcessStepContext context, string userMessage, Kernel _kernel)
+    {
+        // Keeping track of all user interactions
+        _state?.conversation.Add(new ChatMessageContent { Role = AuthorRole.User, Content = userMessage });
+
+        Kernel kernel = CreateNewCustomerFormKernel(_kernel);
+
+        OpenAIPromptExecutionSettings settings = new()
+        {
+            ToolCallBehavior = ToolCallBehavior.AutoInvokeKernelFunctions,
+            Temperature = 0.7,
+            MaxTokens = 2048
+        };
+
+        ChatHistory chatHistory = [];
+        chatHistory.AddSystemMessage(_formCompletionSystemPrompt
+            .Replace("{{current_form_state}}", JsonSerializer.Serialize(_state!.newCustomerForm.CopyWithDefaultValues(), _jsonOptions)));
+        chatHistory.AddRange(_state.conversation);
+        IChatCompletionService chatService = kernel.Services.GetRequiredService<IChatCompletionService>();
+        ChatMessageContent response = await chatService.GetChatMessageContentAsync(chatHistory, settings, kernel).ConfigureAwait(false);
+        var assistantResponse = "";
+
+        if (response != null)
+        {
+            assistantResponse = response.Items[0].ToString();
+            // Keeping track of all assistant interactions
+            _state?.conversation.Add(new ChatMessageContent { Role = AuthorRole.Assistant, Content = assistantResponse });
+        }
+
+        if (_state?.newCustomerForm != null && _state.newCustomerForm.IsFormCompleted())
+        {
+            Console.WriteLine($"[NEW_USER_FORM_COMPLETED]: {JsonSerializer.Serialize(_state?.newCustomerForm)}");
+            // All user information is gathered to proceed to the next step
+            await context.EmitEventAsync(new() { Id = AccountOpeningEvents.NewCustomerFormCompleted, Data = _state?.newCustomerForm, Visibility = KernelProcessEventVisibility.Public });
+            await context.EmitEventAsync(new() { Id = AccountOpeningEvents.CustomerInteractionTranscriptReady, Data = _state?.conversation, Visibility = KernelProcessEventVisibility.Public });
+            return;
+        }
+
+        // emit event: NewCustomerFormNeedsMoreDetails
+        await context.EmitEventAsync(new() { Id = AccountOpeningEvents.NewCustomerFormNeedsMoreDetails, Data = assistantResponse });
+    }
+
+    [Description("User provided details of first name")]
+    private Task OnUserProvidedFirstName(string firstName)
+    {
+        if (!string.IsNullOrEmpty(firstName) && _state != null)
+        {
+            _state.newCustomerForm.UserFirstName = firstName;
+        }
+
+        return Task.CompletedTask;
+    }
+
+    [Description("User provided details of last name")]
+    private Task OnUserProvidedLastName(string lastName)
+    {
+        if (!string.IsNullOrEmpty(lastName) && _state != null)
+        {
+            _state.newCustomerForm.UserLastName = lastName;
+        }
+
+        return Task.CompletedTask;
+    }
+
+    [Description("User provided details of USA State the user lives in, must be in 2-letter Uppercase State Abbreviation format")]
+    private Task OnUserProvidedStateOfResidence(string stateAbbreviation)
+    {
+        if (!string.IsNullOrEmpty(stateAbbreviation) && _state != null)
+        {
+            _state.newCustomerForm.UserState = stateAbbreviation;
+        }
+
+        return Task.CompletedTask;
+    }
+
+    [Description("User provided details of date of birth, must be in the format MM/DD/YYYY")]
+    private Task OnUserProvidedDOBDetails(string date)
+    {
+        if (!string.IsNullOrEmpty(date) && _state != null)
+        {
+            _state.newCustomerForm.UserDateOfBirth = date;
+        }
+
+        return Task.CompletedTask;
+    }
+
+    [Description("User provided details of phone number, must be in the format (\\d{3})-\\d{3}-\\d{4}")]
+    private Task OnUserProvidedPhoneNumber(string phoneNumber)
+    {
+        if (!string.IsNullOrEmpty(phoneNumber) && _state != null)
+        {
+            _state.newCustomerForm.UserPhoneNumber = phoneNumber;
+        }
+
+        return Task.CompletedTask;
+    }
+
+    [Description("User provided details of userId, must be in the format \\d{3}-\\d{3}-\\d{4}")]
+    private Task OnUserProvidedUserId(string userId)
+    {
+        if (!string.IsNullOrEmpty(userId) && _state != null)
+        {
+            _state.newCustomerForm.UserId = userId;
+        }
+
+        return Task.CompletedTask;
+    }
+
+    [Description("User provided email address, must be in the an email valid format")]
+    private Task OnUserProvidedEmailAddress(string emailAddress)
+    {
+        if (!string.IsNullOrEmpty(emailAddress) && _state != null)
+        {
+            _state.newCustomerForm.UserEmail = emailAddress;
+        }
+
+        return Task.CompletedTask;
+    }
+}
+
+/// <summary>
+/// The state object for the <see cref="CompleteNewCustomerFormStep"/>
+/// </summary>
+public class NewCustomerFormState
+{
+    internal NewCustomerForm newCustomerForm { get; set; } = new();
+    internal List<ChatMessageContent> conversation { get; set; } = [];
+}