An online banking application as an exercise in using tools with LLMs.
This commit is contained in:
Gregory Lafrance
397
community-contributions/week2/online-banking.ipynb
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397
community-contributions/week2/online-banking.ipynb
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{
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"cells": [
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{
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"cell_type": "markdown",
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"id": "71293c1d",
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"metadata": {},
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"source": [
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"# Online Banking Assistant\n",
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"\n",
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"This application is the Bank of Transformers online banking application.\n",
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"\n",
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"Using this application users can:\n",
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"\n",
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"- open an account\n",
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"- add funds to an account\n",
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"- withdraw funds from an account\n",
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"- check the balance of accounts\n"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 1,
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"id": "989a6bf9",
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"metadata": {},
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"outputs": [],
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"source": [
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"import os\n",
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"import json\n",
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"from dotenv import load_dotenv\n",
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"from openai import OpenAI\n",
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"import gradio as gr"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 3,
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"id": "94e7f3d1",
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"metadata": {},
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"outputs": [
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{
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"name": "stdout",
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"output_type": "stream",
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"text": [
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"OpenAI API Key exists and begins sk-proj-\n"
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]
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}
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],
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"source": [
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"# Initialization\n",
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"\n",
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"load_dotenv(override=True)\n",
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"\n",
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"openai_api_key = os.getenv('OPENAI_API_KEY')\n",
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"if openai_api_key:\n",
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" print(f\"OpenAI API Key exists and begins {openai_api_key[:8]}\")\n",
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"else:\n",
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" print(\"OpenAI API Key not set\")\n",
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" \n",
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"MODEL = \"gpt-4.1-mini\"\n",
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"openai = OpenAI()"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 64,
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"id": "d53e4dd8",
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"metadata": {},
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"outputs": [],
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"source": [
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"WELCOME = \"\"\"\\\n",
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"**Welcome to the Bank of Transformers Online Banking App**\n",
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"\n",
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"You can do the following:\n",
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"- open an account\n",
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"- deposit funds\n",
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"- withdraw funds\n",
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"- check the balance of your account\n",
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"\n",
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"What would you like to do today?\n",
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"\"\"\"\n",
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"\n",
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"SYS_PROMPT = \"\"\"\\\n",
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"You are a helpful banking assistant for an online banking app. Your job:\n",
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"1) Understand the user's intent (open account, deposit, withdraw funds, check balance).\n",
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"2) If you need to take an action, use the provided tools (functions).\n",
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"3) Be concise, ask only for the minimum needed info next.\n",
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"4) Always reflect current balances when relevant.\n",
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"5) Never invent accounts or balances—rely on tool results only.\n",
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"6) After carrying out every action for the user, list all available options, as user might want to deposit/withdraw more funds \n",
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"\"\"\""
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]
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},
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{
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"cell_type": "code",
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"execution_count": 67,
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"id": "36d5f7cf",
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"metadata": {},
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"outputs": [],
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"source": [
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"open_account_function = {\n",
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" \"name\": \"open_account\",\n",
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" \"description\": \"Open an account for the user. Ask the user to enter their name and email address.\",\n",
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" \"parameters\": {\n",
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" \"type\": \"object\",\n",
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" \"properties\": {\n",
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" \"name\": {\n",
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" \"type\": \"string\",\n",
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" \"description\": \"The name of the user\",\n",
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" },\n",
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" \"email\": {\n",
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" \"type\": \"string\",\n",
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" \"description\": \"The email address of the user\",\n",
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" },\n",
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" },\n",
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" \"required\": [\"name\", \"email\"],\n",
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" \"additionalProperties\": False\n",
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" }\n",
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"}\n",
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"\n",
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"deposit_funds_function = {\n",
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" \"name\": \"deposit_funds\",\n",
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" \"description\": \"Deposit funds into the user account. Ask the user to enter the amount to deposit.\",\n",
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" \"parameters\": {\n",
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" \"type\": \"object\",\n",
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" \"properties\": {\n",
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" \"amount\": {\n",
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" \"type\": \"number\",\n",
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" \"description\": \"The amount to deposit\",\n",
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" },\n",
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" \"balance\": {\n",
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" \"type\": \"number\",\n",
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" \"description\": \"The account balance before the deposit\",\n",
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" }\n",
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" },\n",
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" \"required\": [\"amount\", \"balance\"],\n",
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" \"additionalProperties\": False\n",
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" }\n",
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"}\n",
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"\n",
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"withdraw_funds_function = {\n",
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" \"name\": \"withdraw_funds\",\n",
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" \"description\": \"Withdraw funds from the user account. Ask the user to enter the amount to withdraw.\",\n",
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" \"parameters\": {\n",
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" \"type\": \"object\",\n",
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" \"properties\": {\n",
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" \"amount\": {\n",
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" \"type\": \"number\",\n",
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" \"description\": \"The amount to withdraw\",\n",
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" },\n",
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" \"balance\": {\n",
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" \"type\": \"number\",\n",
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" \"description\": \"The account balance before the withdraw\",\n",
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" }\n",
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" },\n",
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" \"required\": [\"amount\", \"balance\"],\n",
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" \"additionalProperties\": False\n",
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" }\n",
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"}\n",
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"\n",
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"check_balance_function = {\n",
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" \"name\": \"check_balance\",\n",
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" \"description\": \"Get the balance of the user account and display it to the user.\",\n",
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" \"parameters\": {\n",
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" \"type\": \"object\",\n",
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" \"properties\": {\n",
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" \"balance\": {\n",
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" \"type\": \"number\",\n",
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" \"description\": \"The account balance\",\n",
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" }\n",
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" },\n",
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" \"required\": [\"balance\"],\n",
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" \"additionalProperties\": False\n",
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" } \n",
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"}"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 68,
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"id": "e35f7074",
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"metadata": {},
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"outputs": [],
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"source": [
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"tools = [\n",
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" {\"type\": \"function\", \"function\": open_account_function}, \n",
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" {\"type\": \"function\", \"function\": deposit_funds_function},\n",
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" {\"type\": \"function\", \"function\": withdraw_funds_function},\n",
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" {\"type\": \"function\", \"function\": check_balance_function}\n",
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"]"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 70,
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"id": "12cb2f44",
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"metadata": {},
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"outputs": [],
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"source": [
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"def open_account(name, email):\n",
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" return {\"message\": f\"Account opened for {name} with email {email}\"}\n",
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"\n",
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"def deposit_funds(amount, balance):\n",
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" new_balance = float(balance) + float(amount)\n",
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" return {\n",
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" \"message\": f\"Deposited ${amount:.2f} into your account. Balance: ${new_balance:.2f}\",\n",
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" \"balance\": new_balance\n",
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" }\n",
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"\n",
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"def withdraw_funds(amount, balance):\n",
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" new_balance = float(balance) - float(amount)\n",
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" return {\n",
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" \"message\": f\"Withdrew ${amount:.2f} from your account. Balance: ${new_balance:.2f}\",\n",
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" \"balance\": new_balance\n",
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" }\n",
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"\n",
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"def check_balance(balance):\n",
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" bal = float(balance)\n",
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" return {\"message\": f\"Your account balance is: ${bal:.2f}\", \"balance\": bal}"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 71,
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"id": "c05ada4e",
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"metadata": {},
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"outputs": [],
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"source": [
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"# We have to write that function handle_tool_call:\n",
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"\n",
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"def handle_tool_call(assistant_msg, balance):\n",
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" tool_messages = []\n",
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" new_balance = balance\n",
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"\n",
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" for tc in getattr(assistant_msg, \"tool_calls\", []) or []:\n",
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" args = json.loads(tc.function.arguments or \"{}\")\n",
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" name = tc.function.name\n",
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"\n",
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" if name == \"open_account\":\n",
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" result = open_account(args.get(\"name\"), args.get(\"email\"))\n",
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" tool_messages.append({\n",
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" \"role\": \"tool\",\n",
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" \"tool_call_id\": tc.id,\n",
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" \"content\": json.dumps(result) # MUST be string\n",
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" })\n",
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"\n",
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" elif name == \"deposit_funds\":\n",
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" result = deposit_funds(args[\"amount\"], new_balance)\n",
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" new_balance = result[\"balance\"]\n",
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" tool_messages.append({\n",
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" \"role\": \"tool\",\n",
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" \"tool_call_id\": tc.id,\n",
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" \"content\": json.dumps(result)\n",
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" })\n",
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"\n",
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" elif name == \"withdraw_funds\":\n",
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" result = withdraw_funds(args[\"amount\"], new_balance)\n",
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" new_balance = result[\"balance\"]\n",
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" tool_messages.append({\n",
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" \"role\": \"tool\",\n",
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" \"tool_call_id\": tc.id,\n",
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" \"content\": json.dumps(result)\n",
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" })\n",
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"\n",
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" elif name == \"check_balance\":\n",
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" result = check_balance(new_balance)\n",
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" tool_messages.append({\n",
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" \"role\": \"tool\",\n",
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" \"tool_call_id\": tc.id,\n",
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" \"content\": json.dumps(result)\n",
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" })\n",
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"\n",
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" return tool_messages, new_balance\n"
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]
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},
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{
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"cell_type": "code",
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"execution_count": 72,
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"id": "7200d772",
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"metadata": {},
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"outputs": [
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{
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"name": "stdout",
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"output_type": "stream",
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"text": [
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"* Running on local URL: http://127.0.0.1:7879\n",
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"* To create a public link, set `share=True` in `launch()`.\n"
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]
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},
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{
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"data": {
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"text/html": [
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"<div><iframe src=\"http://127.0.0.1:7879/\" width=\"100%\" height=\"500\" allow=\"autoplay; camera; microphone; clipboard-read; clipboard-write;\" frameborder=\"0\" allowfullscreen></iframe></div>"
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],
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"text/plain": [
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"<IPython.core.display.HTML object>"
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]
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},
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"metadata": {},
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"output_type": "display_data"
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},
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{
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"data": {
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"text/plain": []
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},
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"execution_count": 72,
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"metadata": {},
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"output_type": "execute_result"
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}
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],
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"source": [
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"def chat(message, history, balance):\n",
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" # Build messages from history (which already includes the welcome assistant turn)\n",
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" messages = [{\"role\": \"system\", \"content\": SYS_PROMPT}] + history + [\n",
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" {\"role\": \"user\", \"content\": message}\n",
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" ]\n",
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"\n",
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" resp = openai.chat.completions.create(model=MODEL, messages=messages, tools=tools)\n",
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" assistant_msg = resp.choices[0].message\n",
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"\n",
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" # If the model called tools\n",
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" if getattr(assistant_msg, \"tool_calls\", None):\n",
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" # 1) Append the assistant's tool-call turn as a normal message dict\n",
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" messages.append({\n",
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" \"role\": \"assistant\",\n",
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" \"content\": assistant_msg.content or \"\",\n",
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" \"tool_calls\": [\n",
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" {\n",
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" \"id\": tc.id,\n",
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" \"type\": \"function\",\n",
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" \"function\": {\n",
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" \"name\": tc.function.name,\n",
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" \"arguments\": tc.function.arguments,\n",
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" },\n",
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" } for tc in assistant_msg.tool_calls\n",
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" ],\n",
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" })\n",
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"\n",
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" # 2) Execute tools and extend with tool messages\n",
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" tool_msgs, balance = handle_tool_call(assistant_msg, balance)\n",
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" messages.extend(tool_msgs) # NOT append\n",
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"\n",
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" # 3) Ask the model to finalize using tool results\n",
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" resp2 = openai.chat.completions.create(model=MODEL, messages=messages, tools=tools)\n",
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" return resp2.choices[0].message.content, balance\n",
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"\n",
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" # No tools—just return the assistant text\n",
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" return assistant_msg.content, balance\n",
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"\n",
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"# Pre-seed the Chatbot with the welcome as the first assistant message\n",
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"chatbot = gr.Chatbot(\n",
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" value=[{\"role\": \"assistant\", \"content\": WELCOME}],\n",
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" type=\"messages\",\n",
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" height=420\n",
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")\n",
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"\n",
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"balance_state = gr.State(0.0)\n",
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"\n",
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"gr.ChatInterface(\n",
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" fn=chat,\n",
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" chatbot=chatbot, # <-- inject our pre-seeded Chatbot\n",
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" type=\"messages\",\n",
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" additional_inputs=[balance_state], # read current balance\n",
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" additional_outputs=[balance_state], # write updated balance\n",
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").launch()"
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]
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},
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{
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"cell_type": "code",
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"execution_count": null,
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"id": "98256294",
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"metadata": {},
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"outputs": [],
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"source": []
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}
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],
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"metadata": {
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"kernelspec": {
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"display_name": ".venv",
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"language": "python",
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"name": "python3"
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},
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"language_info": {
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"codemirror_mode": {
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"name": "ipython",
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"version": 3
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},
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"file_extension": ".py",
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"mimetype": "text/x-python",
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"name": "python",
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"nbconvert_exporter": "python",
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"pygments_lexer": "ipython3",
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"version": "3.12.11"
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}
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},
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"nbformat": 4,
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"nbformat_minor": 5
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}
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Reference in New Issue
Block a user