Merge branch 'develop'

microsoft · Jan 18, 2024 · 4bc2b94 · 4bc2b94
2 parents 629548d + 631021e
commit 4bc2b94
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diff --git a/README.md b/README.md
@@ -61,6 +61,12 @@ Extract of the data stored during the call:
 - [ ] Call back the user when needed
 - [ ] Simulate a IVR workflow
 
+### User report after the call
+
+A report is available at `https://[your_domain]/call/report/[call_id]`. It shows the conversation history, claim data and reminders.
+
+![User report](./docs/user_report.jpg)
+
 ### High level architecture
 
 ```mermaid

diff --git a/bicep/main.bicep b/bicep/main.bicep
@@ -1,5 +1,5 @@
 param config string
-param imageVersion string = 'feat-bicep-deploy'
+param imageVersion string = 'main'
 param instance string = deployment().name
 param location string = 'westeurope'
 param openaiLocation string = 'swedencentral'

diff --git a/docs/user_report.jpg b/docs/user_report.jpg
diff --git a/helpers/prompts.py b/helpers/prompts.py
@@ -17,6 +17,7 @@ class LLM(str, Enum):
         Assistant:
         - Answers in {CONFIG.workflow.conversation_lang}, even if the customer speaks in English
         - Ask the customer to repeat or rephrase their question if it is not clear
+        - Be proactive in the reminders you create, customer assistance is your priority
         - Cannot talk about any topic other than insurance claims
         - Do not ask the customer more than 2 questions in a row
         - Explain the tools (called actions for the customer) you used
@@ -25,6 +26,7 @@ class LLM(str, Enum):
         - Keep the sentences short and simple
         - Refer customers to emergency services or the police if necessary, but cannot give advice under any circumstances
         - Rephrase the customer's questions as statements and answer them
+        - When the customer says a word and then spells out letters, this means that the word is written in the way the customer spelled it, example 'I live in Paris, P-A-R-I-S', 'My name is John, J-O-H-N'
 
         Assistant requires data from the customer to fill the claim. Latest claim data will be given. Assistant role is not over until all the relevant data is gathered.
 

diff --git a/main.py b/main.py
diff --git a/models/claim.py b/models/claim.py
@@ -27,8 +27,9 @@ class ClaimModel(BaseModel):
     medical_records: Optional[str] = None
     police_report_number: Optional[str] = None
     policy_number: Optional[str] = None
-    policyholder_contact_info: Optional[str] = None
+    policyholder_email: Optional[str] = None
     policyholder_name: Optional[str] = None
+    policyholder_phone: Optional[str] = None
     pre_existing_damage_description: Optional[str] = None
     property_damage_description: Optional[str] = None
     repair_replacement_estimates: Optional[str] = None

diff --git a/models/reminder.py b/models/reminder.py
@@ -1,9 +1,11 @@
 from datetime import datetime
+from typing import Optional
 from pydantic import BaseModel, Field
 
 
 class ReminderModel(BaseModel):
     created_at: datetime = Field(default_factory=datetime.utcnow, frozen=True)
     description: str
     due_date_time: str
+    owner: Optional[str] = None  # Optional for backwards compatibility
     title: str
diff --git a/public_website/report.html b/public_website/report.html
@@ -0,0 +1,121 @@
+<!DOCTYPE html>
+<html>
+  <head>
+    <meta charset="utf-8" />
+    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
+    <script src="https://cdn.tailwindcss.com"></script>
+    <title>Claim report {{ call.claim.id }}</title>
+  </head>
+  <body class="container mx-auto px-4 bg-white text-sm">
+    <div class="grid grid-cols-6 gap-4 m-4">
+      <!-- Top introduction -->
+      <div class="col-span-full px-4 py-8">
+        <h2 class="text-2xl">Hello {{ call.claim.policyholder_name }} 👋🏻</h2>
+        <p>Your claim <span class="font-mono">#{{ call.claim.id }}</span> of the {{ call.claim.created_at.strftime('%d %b %Y') }} is being processed.</p>
+      </div>
+
+      <!-- Claim details -->
+      <div class="col-span-full">
+        <div class="rounded-md ring-1 ring-gray-200">
+          <h2 class="text-lg px-4 pt-4">🔎 Claim details</h2>
+
+          <table class="table-auto w-full">
+            <tbody>
+              <tr class="border-b border-slate-100">
+                <td class="p-4 text-gray-500">We understood</td>
+                <td class="p-4">{{ call.claim.incident_description }}</td>
+              </tr>
+              <tr class="border-b border-slate-100">
+                <td class="p-4 text-gray-500">Incident date</td>
+                <!-- TODO: Try to parse the date and display it in a human readable format -->
+                <td class="p-4">{{ call.claim.incident_date_time }}</td>
+              </tr>
+              <tr class="border-b border-slate-100">
+                <td class="p-4 text-gray-500">Extra details</td>
+                <td class="p-4">{{ call.claim.extra_details }}</td>
+              </tr>
+              <tr class="border-b border-slate-100">
+                <td class="p-4 text-gray-500">Policy number</td>
+                <td class="p-4">{{ call.claim.policy_number }}</td>
+              </tr>
+              <tr class="border-b border-slate-100">
+                <td class="p-4 text-gray-500">Contact info</td>
+                <td class="p-4">{{ call.claim.policyholder_email }}, {{ call.claim.policyholder_phone }}</td>
+              </tr>
+            </tbody>
+          </table>
+        </div>
+      </div>
+
+      <!-- Conversation -->
+      <div class="col-start-1 col-end-5">
+        <div class="p-4 space-y-4 rounded-md ring-1 ring-gray-200">
+          <h2 class="text-lg">💬 Conversation</h2>
+
+          <!-- Agent and customer -->
+          <div class="overflow-hidden space-y-6">
+            {% for message in call.messages | reverse %}
+            {% set name = bot_name if message.persona == 'assistant' else call.claim.policyholder_name %}
+            <div class="flex flex-row">
+              <div class="basis-6 relative self-stretch">
+                <div class="absolute top-0 left-0 w-full h-full -z-10">
+                  <div class="h-screen mx-auto w-0.5 bg-gray-100"></div>
+                </div>
+                <div class="py-1.5 bg-white">
+                  {% if message.persona == 'assistant' %}
+                  <div
+                    class="rounded-full h-2 w-2 mx-auto bg-gray-100 ring-1 ring-gray-300"
+                  ></div>
+                  {% else %}
+                  <div
+                    class="rounded-full h-2 w-2 mx-auto bg-blue-200 ring-1 ring-blue-400"
+                  ></div>
+                  {% endif %}
+                </div>
+              </div>
+              <div class="basis-full space-y-2 px-4 py-0.5">
+                <div class="flex flex-row justify-between content-center text-xs">
+                  <div>
+                    {{ name }}&nbsp;<span class="text-gray-500">commented</span>
+                  </div>
+                  <div class="text-gray-500">
+                    {{ message.created_at.strftime('%d %b %Y') }}
+                  </div>
+                </div>
+                <p class="text-gray-500">{{ message.content }}</p>
+              </div>
+            </div>
+            {% else %}
+            <p class="text-gray-500">No messages yet.</p>
+            {% endfor %}
+          </div>
+
+          <!-- TODO: Add a action for a new phone call -->
+        </div>
+      </div>
+
+      <!-- Reminders -->
+      <div class="col-start-5 col-end-7">
+        <div class="rounded-md ring-1 ring-gray-200 p-4">
+          <h2 class="text-lg pb-4">⏰ Reminders</h2>
+
+          {% if not call.reminders %}
+          <p class="p-4 text-gray-500">No reminders yet.</p>
+          {% else %}
+          <div class="space-y-6">
+            <!-- TODO: Sort reminders by due date -->
+            {% for reminder in call.reminders %}
+            <div>
+              <div class="text-xs">
+                {{ reminder.owner }}&nbsp;<span class="text-gray-500">({{ reminder.due_date_time }})</span>
+              </div>
+              <p class="text-gray-500">{{ reminder.title }}</p>
+            </div>
+            {% endfor %}
+          </div>
+          {% endif %}
+        </div>
+      </div>
+    </div>
+  </body>
+</html>
diff --git a/requirements.txt b/requirements.txt
@@ -4,6 +4,7 @@ azure-communication-sms==1.0.1
 azure-eventgrid==4.16.0
 azure-identity==1.15.0
 fastapi==0.108.0
+jinja2==3.1.3
 openai==1.7.1
 phonenumbers==8.13.27
 pydantic-extra-types==2.4.0