private async Task <DialogTurnResult> ParseGivenParametersAsync(WaterfallStepContext stepContext, CancellationToken cancellationToken)
{
var luisResult = (LuisResult)stepContext.Options;
var holdingModel = new FundHoldingsModel();
holdingModel.HoldingAttributes = new List <string>();
holdingModel.FundName = new List <string>();
//get the fund names, company, and (optional) holding attributes requested
GetEntityModelResolution(luisResult, holdingModel);
stepContext.Values[FundHoldingModelValue] = holdingModel;
// no company was recognized
if (string.IsNullOrEmpty(holdingModel.Company))
{
await stepContext.Context.SendActivityAsync(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, "Please specify a company to see holding information."));
return(await stepContext.EndDialogAsync(null, cancellationToken));
}
//if no funds were selected, prompt user to select a fund or select all funds.
else if (holdingModel.FundName.Count == 0)
{
var choices = Common.PIFundNames.ToList();
choices.Insert(0, "All funds");
var suggestedActions = SuggestedActionGenerator.GenerateSuggestedActions(choices);
var reply = MessageFactory.Text(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, "Which fund would you like to see holding information for?"));
var retryReply = MessageFactory.Text(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, "Please select a valid choice"));
reply.SuggestedActions = suggestedActions;
retryReply.SuggestedActions = suggestedActions;
return(await stepContext.PromptAsync($"{nameof(FundHoldingsDialog)}.fundName", new PromptOptions {
Prompt = reply,
RetryPrompt = retryReply
}, cancellationToken));
}
return(await stepContext.NextAsync(null, cancellationToken));
}
private async Task <DialogTurnResult> ParseGivenParametersAsync(WaterfallStepContext stepContext, CancellationToken cancellationToken)
{
var luisResult = (LuisResult)stepContext.Options;
var attributionModel = new FundAttributionModel();
//find all entities found by LUIS and save it to the model
GetEntityResolutions(luisResult, attributionModel);
//if the user requested "any fund"
if (attributionModel.FundName == "any fund")
{
attributionModel.FundName = null;
await stepContext.Context.SendActivityAsync(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, "You must select a fund to view top contributors/detractors"));
return(await stepContext.EndDialogAsync(null, cancellationToken));
}
stepContext.Values[FundAttributionModelValue] = attributionModel;
//if no fund name is given, we need to ask the user
if (string.IsNullOrEmpty(attributionModel.FundName))
{
var choices = Common.PIFundNames.ToList();
var suggestedActions = SuggestedActionGenerator.GenerateSuggestedActions(choices);
var placeholder = attributionModel.ContributorsOrDetractors == 0 ? "top contributors" : "top detractors";
var reply = MessageFactory.Text(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, $"Which fund would you like to see {placeholder} for?"));
var retryReply = MessageFactory.Text(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, "Please select a valid choice"));
reply.SuggestedActions = suggestedActions;
retryReply.SuggestedActions = suggestedActions;
return(await stepContext.PromptAsync($"{nameof(FundAttributionDialog)}.fundName", new PromptOptions
{
Prompt = reply,
RetryPrompt = retryReply
}, cancellationToken));
}
return(await stepContext.NextAsync(null, cancellationToken));
}
private async Task <DialogTurnResult> DispatchIraAccountDocumentAsync(WaterfallStepContext stepContext, AccountDocumentModel documentModel, CancellationToken cancellationToken)
{
//if no document was specified for the account, lead the user to the general documents page
if (string.IsNullOrEmpty(documentModel.AccountDocument))
{
var link = ChannelFormattingService.FormatLinkMessageAndSaveToState(stepContext.Context, Common.PIIraDocumentUrl, _botService, cancellationToken);
await stepContext.Context.SendActivityAsync(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, $"You can view all Ira-Related Account documents by clicking {link}. " +
$"You can also ask for a specific document in the same fashion and I can direct you right to it."));
}
//if document was originally specified
else
{
//get the URL and respond.
var link = ChannelFormattingService.FormatLinkMessageAndSaveToState(stepContext.Context, APIService.GetAccountDocumentURL(documentModel), _botService, cancellationToken);
await stepContext.Context.SendActivityAsync(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, $"You can view the IRA {documentModel.AccountDocument} document by clicking {link}"));
}
return(await stepContext.NextAsync(null, cancellationToken));
}
private async Task <DialogTurnResult> DispatchNonIraAccountDocumentAsync(WaterfallStepContext stepContext, AccountDocumentModel documentModel, CancellationToken cancellationToken)
{
var sendGeneralUrl = false;
//if the user requested a Standard acct transfer form.
if (Common.IraOnlyDocumentTypes.Contains(documentModel.AccountDocument))
{
await stepContext.Context.SendActivityAsync(ChannelFormattingService.FormatSimpleMessage(stepContext.Context,
$"Sorry, there is currently not a {documentModel.AccountDocument} document/form for Standard accounts."));
sendGeneralUrl = true;
}
//the user requested a specific document, find the URL and respond.
else if (!string.IsNullOrEmpty(documentModel.AccountDocument))
{
var link = ChannelFormattingService.FormatLinkMessageAndSaveToState(stepContext.Context, APIService.GetAccountDocumentURL(documentModel), _botService, cancellationToken);
await stepContext.Context.SendActivityAsync(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, $"You can view the Standard {documentModel.AccountDocument} " +
$"document by clicking {link}"));
}
else
{
sendGeneralUrl = true;
}
//if the user did not specify a document, or the user requested a standard acct. transfer form, lead them to the general document page.
if (sendGeneralUrl)
{
var link = ChannelFormattingService.FormatLinkMessageAndSaveToState(stepContext.Context, Common.PINonIraDocumentUrl, _botService, cancellationToken);
await stepContext.Context.SendActivityAsync(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, $"You can view all Standard Account related documents by clicking {link}. " +
$"You can also ask for a specific document in the same fashion and I can direct you right to it."));
}
return(await stepContext.NextAsync(null, cancellationToken));
}
private async Task <DialogTurnResult> ParseAllGivenInformationStepAsync(WaterfallStepContext stepContext, CancellationToken cancellationToken)
{
var luisResult = (LuisResult)stepContext.Options;
var documentModel = new AccountDocumentModel
{
//get ira or standard account type
AccountType = GetEntityModelResolution(luisResult, AccountTypeEntity),
//get account document
AccountDocument = GetEntityModelResolution(luisResult, DocumentTypeEntity)
};
documentModel.SetIsIra(); //determines if account is an IRA acct or Standard
//if any account type was specified.
if (documentModel.IsIra.HasValue)
{
stepContext.Values[DocumentModelValue] = documentModel;
//the account requested is an IRA
if (documentModel.IsIra == 1)
{
return(await DispatchIraAccountDocumentAsync(stepContext, documentModel, cancellationToken));
}
//account is standard
return(await DispatchNonIraAccountDocumentAsync(stepContext, documentModel, cancellationToken));
}
else
{
//no account has been supplied
//if the document specified is an IRA transfer form, but the user did not specify IRA
if (Common.IraOnlyDocumentTypes.Contains(documentModel.AccountDocument))
{
documentModel.AccountType = "ira";
stepContext.Values[DocumentModelValue] = documentModel;
return(await DispatchIraAccountDocumentAsync(stepContext, documentModel, cancellationToken));
}
//otherwise, prompt for which account type.
var msg = "Which type of account would you like to see ";
if (string.IsNullOrEmpty(documentModel.AccountDocument))
{
msg += " documents for?";
}
else
{
msg += $" the {documentModel.AccountDocument} application/form for?";
}
msg = ChannelFormattingService.FormatSimpleMessage(stepContext.Context, msg);
stepContext.Values[DocumentModelValue] = documentModel;
return(await stepContext.PromptAsync($"{nameof(AccountDocumentsDialog)}.accountType", new PromptOptions
{
Prompt = MessageFactory.Text(msg),
RetryPrompt = MessageFactory.Text(ChannelFormattingService.FormatSimpleMessage(stepContext.Context, "Please select a valid account type")),
Choices = ChoiceFactory.ToChoices(AccountTypeChoices)
}, cancellationToken));
}
}