Merge pull request #76 from microsoft/PSL-BUG-7953

fix: Modified the system message to fetch the action items from the previous meeting with the client and upgraded the open AI API Version

Author: Roopan-Microsoft

ClientAdvisor/AzureFunction/function_app.py

@@ -40,7 +40,7 @@ def greeting(self, input: Annotated[str, "the question"]) -> Annotated[str, "The
         client = openai.AzureOpenAI(
             azure_endpoint=endpoint,
             api_key=api_key,
-            api_version="2023-09-01-preview"
+            api_version=api_version
         )
         deployment = os.environ.get("AZURE_OPEN_AI_DEPLOYMENT_MODEL")
         try:
@@ -75,7 +75,7 @@ def get_SQL_Response(
         client = openai.AzureOpenAI(
             azure_endpoint=endpoint,
             api_key=api_key,
-            api_version="2023-09-01-preview"
+            api_version=api_version
         )
         deployment = os.environ.get("AZURE_OPEN_AI_DEPLOYMENT_MODEL")
 
@@ -164,15 +164,15 @@ def get_answers_from_calltranscripts(
         client = openai.AzureOpenAI(
             azure_endpoint= endpoint, #f"{endpoint}/openai/deployments/{deployment}/extensions", 
             api_key=apikey, 
-            api_version="2024-02-01"
+            api_version=api_version
         )
 
         query = question
         system_message = '''You are an assistant who provides wealth advisors with helpful information to prepare for client meetings. 
         You have access to the client’s meeting call transcripts. 
-        If asked, consistently provide the action items from the last or previous client meeting only for past dates.
+        When asked about action items from previous meetings with the client, **ALWAYS provide information only for the most recent dates**.
         If asked, consistently provide the summary of the last meeting with the client only for past dates.
-        If asked to summarize each transcript, provide a summary for all available transcripts and ensure all call transcript's summary should returned.
+        If asked to summarize each transcript, consistently provide a summary with Date and time for all available transcripts and ensure all call transcript's summary should returned with date and time. (i.e "First Call summary Date Time", "Second Call Summary Date Time" and so on.)
         Always return time in "HH:mm" format for the client in response.
         You can use this information to answer questions about the clients'''
 

ClientAdvisor/Deployment/bicep/main.bicep

@@ -109,7 +109,7 @@ module azureFunctions 'deploy_azure_function_script.bicep' = {
     solutionLocation: solutionLocation
     resourceGroupName:resourceGroupName
     azureOpenAIApiKey:azOpenAI.outputs.openAIOutput.openAPIKey
-    azureOpenAIApiVersion:'2023-09-01-preview'
+    azureOpenAIApiVersion:'2024-02-15-preview'
     azureOpenAIEndpoint:azOpenAI.outputs.openAIOutput.openAPIEndpoint
     azureSearchAdminKey:azSearchService.outputs.searchServiceOutput.searchServiceAdminKey
     azureSearchServiceEndpoint:azSearchService.outputs.searchServiceOutput.searchServiceEndpoint
@@ -147,7 +147,7 @@ module keyvaultModule 'deploy_keyvault.bicep' = {
     adlsAccountName:storageAccountModule.outputs.storageAccountOutput.storageAccountName
     adlsAccountKey:storageAccountModule.outputs.storageAccountOutput.key
     azureOpenAIApiKey:azOpenAI.outputs.openAIOutput.openAPIKey
-    azureOpenAIApiVersion:'2023-07-01-preview'
+    azureOpenAIApiVersion:'2024-02-15-preview'
     azureOpenAIEndpoint:azOpenAI.outputs.openAIOutput.openAPIEndpoint
     azureSearchAdminKey:azSearchService.outputs.searchServiceOutput.searchServiceAdminKey
     azureSearchServiceEndpoint:azSearchService.outputs.searchServiceOutput.searchServiceEndpoint

ClientAdvisor/Deployment/bicep/main.json

@@ -5,7 +5,7 @@
     "_generator": {
       "name": "bicep",
       "version": "0.29.47.4906",
-      "templateHash": "13936106300349938200"
+      "templateHash": "13616077515444443649"
     }
   },
   "parameters": {
@@ -1015,7 +1015,7 @@
             "value": "[reference(resourceId('Microsoft.Resources/deployments', 'deploy_azure_open_ai'), '2022-09-01').outputs.openAIOutput.value.openAPIKey]"
           },
           "azureOpenAIApiVersion": {
-            "value": "2023-09-01-preview"
+            "value": "2024-02-15-preview"
           },
           "azureOpenAIEndpoint": {
             "value": "[reference(resourceId('Microsoft.Resources/deployments', 'deploy_azure_open_ai'), '2022-09-01').outputs.openAIOutput.value.openAPIEndpoint]"
@@ -1233,7 +1233,7 @@
             "value": "[reference(resourceId('Microsoft.Resources/deployments', 'deploy_azure_open_ai'), '2022-09-01').outputs.openAIOutput.value.openAPIKey]"
           },
           "azureOpenAIApiVersion": {
-            "value": "2023-07-01-preview"
+            "value": "2024-02-15-preview"
           },
           "azureOpenAIEndpoint": {
             "value": "[reference(resourceId('Microsoft.Resources/deployments', 'deploy_azure_open_ai'), '2022-09-01').outputs.openAIOutput.value.openAPIEndpoint]"