[C#] feat: AssistantsPlanner support for authenticating Azure OpenA…

…I using managed identity (#1930)

## Linked issues

closes: #minor (issue number)

#1918 C# implementaiton

## Details
* Authentication Azure OpenAI endpoint requests using managed identity
auth.

#### Change details
* Updated `MathBot` and `OrderBot` to authenticate using MI if api keys
are not set.
* Added `projectId` in the `teamsapp.yml` file.

**code snippets**:

**screenshots**:

## Attestation Checklist

- [x] My code follows the style guidelines of this project

- I have checked for/fixed spelling, linting, and other errors
- I have commented my code for clarity
- I have made corresponding changes to the documentation (updating the
doc strings in the code is sufficient)
- My changes generate no new warnings
- I have added tests that validates my changes, and provides sufficient
test coverage. I have tested with:
  - Local testing
  - E2E testing in Teams
- New and existing unit tests pass locally with my changes

### Additional information

> Feel free to add other relevant information below

dotnet/packages/Microsoft.TeamsAI/Microsoft.TeamsAI/AI/Planners/AssistantsPlanner.cs

@@ -1,4 +1,5 @@
 using Azure.AI.OpenAI;
+using Azure.Core;
 using Microsoft.Bot.Builder;
 using Microsoft.Extensions.Logging;
 using Microsoft.Extensions.Logging.Abstractions;
@@ -43,20 +44,30 @@ public class AssistantsPlanner<TState> : IPlanner<TState>
         public AssistantsPlanner(AssistantsPlannerOptions options, ILoggerFactory? loggerFactory = null)
         {
             Verify.ParamNotNull(options);
-            Verify.ParamNotNull(options.ApiKey, "AssistantsPlannerOptions.ApiKey");
             Verify.ParamNotNull(options.AssistantId, "AssistantsPlannerOptions.AssistantId");
 
-            _options = new AssistantsPlannerOptions(options.ApiKey, options.AssistantId)
-            {
-                Organization = options.Organization,
-                PollingInterval = options.PollingInterval ?? DEFAULT_POLLING_INTERVAL
-            };
+            options.PollingInterval = options.PollingInterval ?? DEFAULT_POLLING_INTERVAL;
+
+            _options = options;
             _logger = loggerFactory == null ? NullLogger.Instance : loggerFactory.CreateLogger<AssistantsPlanner<TState>>();
-            _client = _CreateClient(options.ApiKey, options.Endpoint);
+
+            if (options.TokenCredential != null)
+            {
+                Verify.ParamNotNull(options.Endpoint, "AssistantsPlannerOptions.Endpoint");
+                _client = _CreateClient(options.TokenCredential, options.Endpoint!);
+            }
+            else if (options.ApiKey != null)
+            {
+                _client = _CreateClient(options.ApiKey, options.Endpoint);
+            }
+            else
+            {
+                throw new ArgumentException("Either `AssistantsPlannerOptions.ApiKey` or `AssistantsPlannerOptions.TokenCredential` should be set.");
+            }
         }
 
         /// <summary>
-        /// Static helper method for programmatically creating an assistant.
+        /// Static helper method for programatically creating an assistant.
         /// </summary>
         /// <param name="apiKey">OpenAI or Azure OpenAI API key.</param>
         /// <param name="request">Definition of the assistant to create.</param>
@@ -76,6 +87,28 @@ public static async Task<Assistant> CreateAssistantAsync(string apiKey, Assistan
             return await client.CreateAssistantAsync(model, request, cancellationToken);
         }
 
+        /// <summary>
+        /// Static helper method for programatically creating an assistant.
+        /// </summary>
+        /// <param name="tokenCredential">Azure token credential to authenticate requests</param>
+        /// <param name="request">Definition of the assistant to create.</param>
+        /// <param name="model">The underlying LLM model.</param>
+        /// <param name="endpoint">Azure OpenAI API Endpoint.</param>
+        /// <param name="cancellationToken">A cancellation token that can be used by other objects
+        /// or threads to receive notice of cancellation.</param>
+        /// <returns>The created assistant.</returns>
+        public static async Task<Assistant> CreateAssistantAsync(TokenCredential tokenCredential, AssistantCreationOptions request, string model, string endpoint, CancellationToken cancellationToken = default)
+        {
+            Verify.ParamNotNull(tokenCredential);
+            Verify.ParamNotNull(request);
+            Verify.ParamNotNull(model);
+            Verify.ParamNotNull(endpoint);
+
+            AssistantClient client = _CreateClient(tokenCredential, endpoint);
+
+            return await client.CreateAssistantAsync(model, request, cancellationToken);
+        }
+
         /// <inheritdoc/>
         public async Task<Plan> BeginTaskAsync(ITurnContext turnContext, TState turnState, AI<TState> ai, CancellationToken cancellationToken)
         {
@@ -334,6 +367,15 @@ internal static AssistantClient _CreateClient(string apiKey, string? endpoint =
                 return new AssistantClient(apiKey);
             }
         }
+
+        internal static AssistantClient _CreateClient(TokenCredential tokenCredential, string endpoint)
+        {
+            Verify.ParamNotNull(tokenCredential);
+            Verify.ParamNotNull(endpoint);
+
+            AzureOpenAIClient azureOpenAI = new(new Uri(endpoint), tokenCredential);
+            return azureOpenAI.GetAssistantClient();
+        }
     }
 }
 #pragma warning restore OPENAI001

dotnet/packages/Microsoft.TeamsAI/Microsoft.TeamsAI/AI/Planners/AssistantsPlannerOptions.cs

@@ -1,4 +1,5 @@
-using Microsoft.Teams.AI.Utilities;
+using Azure.Core;
+using Microsoft.Teams.AI.Utilities;
 
 // Assistants API is currently in beta and is subject to change.
 #pragma warning disable IDE0130 // Namespace does not match folder structure
@@ -13,13 +14,18 @@ public class AssistantsPlannerOptions
         /// <summary>
         /// OpenAI API key or Azure OpenAI API key.
         /// </summary>
-        public string ApiKey { get; set; }
+        public string? ApiKey { get; set; }
 
         /// <summary>
         /// Optional. Azure OpenAI Endpoint.
         /// </summary>
         public string? Endpoint { get; set; }
 
+        /// <summary>
+        /// Optional. The token credential to use when making requests to Azure OpenAI.
+        /// </summary>
+        public TokenCredential? TokenCredential { get; set; }
+
         /// <summary>
         /// The Assistant ID.
         /// </summary>
@@ -51,5 +57,21 @@ public AssistantsPlannerOptions(string apiKey, string assistantId, string? endpo
             AssistantId = assistantId;
             Endpoint = endpoint;
         }
+
+        /// <summary>
+        /// Create an instance of the AsssistantsPlannerOptions class.
+        /// </summary>
+        /// <param name="tokenCredential">The token credential object. This can be set to DefaultAzureCredential to use managed identity auth.</param>
+        /// <param name="assistantId">The Assistant ID.</param>
+        /// <param name="endpoint">Optional. The Azure OpenAI Endpoint</param>
+        public AssistantsPlannerOptions(TokenCredential tokenCredential, string assistantId, string? endpoint = null)
+        {
+            Verify.ParamNotNull(tokenCredential);
+            Verify.ParamNotNull(assistantId);
+
+            TokenCredential = tokenCredential;
+            AssistantId = assistantId;
+            Endpoint = endpoint;
+        }
     }
 }

dotnet/samples/06.assistants.a.mathBot/MathBot.csproj

@@ -12,6 +12,7 @@
   </ItemGroup>
 
   <ItemGroup>
+    <PackageReference Include="Azure.Identity" Version="1.12.0" />
     <PackageReference Include="Microsoft.Bot.Builder.Integration.AspNet.Core" Version="4.22.7" />
     <PackageReference Include="Microsoft.Teams.AI" Version="1.5.*" />
     <PackageReference Include="Azure.AI.OpenAI.Assistants" Version="1.0.0-beta.3" />

dotnet/samples/06.assistants.a.mathBot/Program.cs

@@ -5,9 +5,11 @@
 using Microsoft.Teams.AI.AI;
 using Microsoft.Teams.AI.AI.Planners.Experimental;
 using Microsoft.Teams.AI.AI.Planners;
-
 using MathBot;
 using OpenAI.Assistants;
+using Azure.Core;
+using Azure.Identity;
+using System.Runtime.CompilerServices;
 
 var builder = WebApplication.CreateBuilder(args);
 
@@ -17,19 +19,29 @@
 
 // Load configuration
 var config = builder.Configuration.Get<ConfigOptions>()!;
-var isAzureCredentialsSet = config.Azure != null && !string.IsNullOrEmpty(config.Azure.OpenAIApiKey) && !string.IsNullOrEmpty(config.Azure.OpenAIEndpoint);
+var isAzureCredentialsSet = config.Azure != null && !string.IsNullOrEmpty(config.Azure.OpenAIEndpoint);
 var isOpenAICredentialsSet = config.OpenAI != null && !string.IsNullOrEmpty(config.OpenAI.ApiKey);
 
-string apiKey = "";
+string? apiKey = null;
+TokenCredential? tokenCredential = null;
 string? endpoint = null;
 string? assistantId = "";
 
 // If both credentials are set then the Azure credentials will be used.
 if (isAzureCredentialsSet)
 {
-    apiKey = config.Azure!.OpenAIApiKey!;
-    endpoint = config.Azure.OpenAIEndpoint;
+    endpoint = config.Azure!.OpenAIEndpoint;
     assistantId = config.Azure.OpenAIAssistantId;
+
+    if (config.Azure!.OpenAIApiKey != string.Empty)
+    {
+    apiKey = config.Azure!.OpenAIApiKey!;
+    }
+    else
+    {
+        // Using managed identity authentication
+        tokenCredential = new DefaultAzureCredential();
+    }
 }
 else if (isOpenAICredentialsSet)
 {
@@ -45,13 +57,24 @@
 // Missing Assistant ID, create new Assistant
 if (string.IsNullOrEmpty(assistantId))
 {
-    Console.WriteLine("No Assistant ID configured, creating new Assistant...");
-    AssistantCreationOptions assistantCreateParams = new()
+    AssistantCreationOptions assistantCreationOptions = new()
     {
         Name = "Math Tutor",
         Instructions = "You are a personal math tutor. Write and run code to answer math questions."
     };
-    assistantCreateParams.Tools.Add(new CodeInterpreterToolDefinition());
+
+    assistantCreationOptions.Tools.Add(new CodeInterpreterToolDefinition());
+
+    string newAssistantId = "";
+    if (apiKey != null)
+    {
+        newAssistantId = AssistantsPlanner<AssistantsState>.CreateAssistantAsync(apiKey, assistantCreationOptions, "gpt-4o-mini", endpoint).Result.Id;
+    }
+    else
+    {
+        // use token credential for authentication
+        newAssistantId = AssistantsPlanner<AssistantsState>.CreateAssistantAsync(tokenCredential!, assistantCreationOptions, "gpt-4o-mini", endpoint!).Result.Id;
+    }
 
     string newAssistantId = AssistantsPlanner<AssistantsState>.CreateAssistantAsync(apiKey, assistantCreateParams, "gpt-4", endpoint).Result.Id;
     Console.WriteLine($"Created a new assistant with an ID of: {newAssistantId}");
@@ -77,7 +100,20 @@
 builder.Services.AddSingleton<BotAdapter>(sp => sp.GetService<TeamsAdapter>()!);
 
 builder.Services.AddSingleton<IStorage, MemoryStorage>();
-builder.Services.AddSingleton(_ => new AssistantsPlannerOptions(apiKey, assistantId) { Endpoint = endpoint });
+builder.Services.AddSingleton(_ => {
+    if (apiKey != null)
+    {
+        return new AssistantsPlannerOptions(apiKey, assistantId, endpoint);
+    }
+    else if (tokenCredential != null)
+    {
+        return new AssistantsPlannerOptions(tokenCredential, assistantId, endpoint);
+    }
+    else
+    {
+        throw new ArgumentException("The `apiKey` or `tokenCredential` needs to be set");
+    }
+});
 
 // Create the Application.
 builder.Services.AddTransient<IBot>(sp =>

dotnet/samples/06.assistants.a.mathBot/teamsapp.yml

@@ -95,3 +95,4 @@ deploy:
       # You can replace it with an existing Azure Resource ID or other
       # custom environment variable.
       resourceId: ${{BOT_AZURE_APP_SERVICE_RESOURCE_ID}}
+projectId: 562123aa-6256-4018-bd3f-ca91d1cbd4d9

dotnet/samples/06.assistants.b.orderBot/OrderBot.csproj

@@ -13,6 +13,7 @@
 
   <ItemGroup>
     <PackageReference Include="Azure.AI.OpenAI.Assistants" Version="1.0.0-beta.3" />
+    <PackageReference Include="Azure.Identity" Version="1.12.0" />
     <PackageReference Include="Microsoft.Bot.Builder.Integration.AspNet.Core" Version="4.22.7" />
 	<PackageReference Include="OpenAI" Version="2.0.0-beta.7" />
 	<PackageReference Include="Azure.AI.OpenAI" Version="2.0.0-beta.2" />

dotnet/samples/06.assistants.b.orderBot/Program.cs

@@ -8,6 +8,9 @@
 using OrderBot;
 using OrderBot.Models;
 using OpenAI.Assistants;
+using Azure.Core;
+using Azure.Identity;
+using System.Runtime.CompilerServices;
 
 var builder = WebApplication.CreateBuilder(args);
 
@@ -17,19 +20,28 @@
 
 // Load configuration
 var config = builder.Configuration.Get<ConfigOptions>()!;
-var isAzureCredentialsSet = config.Azure != null && !string.IsNullOrEmpty(config.Azure.OpenAIApiKey) && !string.IsNullOrEmpty(config.Azure.OpenAIEndpoint);
+var isAzureCredentialsSet = config.Azure != null && !string.IsNullOrEmpty(config.Azure.OpenAIEndpoint);
 var isOpenAICredentialsSet = config.OpenAI != null && !string.IsNullOrEmpty(config.OpenAI.ApiKey);
 
-string apiKey = "";
+string? apiKey = null;
+TokenCredential? tokenCredential = null;
 string? endpoint = null;
 string? assistantId = "";
 
 // If both credentials are set then the Azure credentials will be used.
 if (isAzureCredentialsSet)
 {
-    apiKey = config.Azure!.OpenAIApiKey!;
-    endpoint = config.Azure.OpenAIEndpoint;
+    endpoint = config.Azure!.OpenAIEndpoint;
     assistantId = config.Azure.OpenAIAssistantId;
+
+    if (config.Azure!.OpenAIApiKey != string.Empty)
+    {
+        apiKey = config.Azure!.OpenAIApiKey!;
+    } else
+    {
+        // Using managed identity authentication
+        tokenCredential = new DefaultAzureCredential();
+    }
 }
 else if (isOpenAICredentialsSet)
 {
@@ -59,7 +71,16 @@
 
     assistantCreationOptions.Tools.Add(new FunctionToolDefinition("place_order", "Creates or updates a food order.", new BinaryData(OrderParameters.GetSchema())));
 
-    string newAssistantId = AssistantsPlanner<AssistantsState>.CreateAssistantAsync(apiKey, assistantCreationOptions, "gpt-4", endpoint).Result.Id;
+    string newAssistantId = "";
+    if (apiKey != null)
+    {
+        newAssistantId = AssistantsPlanner<AssistantsState>.CreateAssistantAsync(apiKey, assistantCreationOptions, "gpt-4o-mini", endpoint).Result.Id;
+    } 
+    else
+    {
+        // use token credential for authentication
+        newAssistantId = AssistantsPlanner<AssistantsState>.CreateAssistantAsync(tokenCredential!, assistantCreationOptions, "gpt-4o-mini", endpoint!).Result.Id;
+    }
 
     Console.WriteLine($"Created a new assistant with an ID of: {newAssistantId}");
     Console.WriteLine("Copy and save above ID, and set `OpenAI:AssistantId` in appsettings.Development.json.");
@@ -70,8 +91,8 @@
 
 // Prepare Configuration for ConfigurationBotFrameworkAuthentication
 builder.Configuration["MicrosoftAppType"] = "MultiTenant";
-builder.Configuration["MicrosoftAppId"] = config.BOT_ID;
-builder.Configuration["MicrosoftAppPassword"] = config.BOT_PASSWORD;
+builder.Configuration["MicrosoftAppId"] = ""; // config.BOT_ID;
+builder.Configuration["MicrosoftAppPassword"] = ""; // config.BOT_PASSWORD;
 
 // Create the Bot Framework Authentication to be used with the Bot Adapter.
 builder.Services.AddSingleton<BotFrameworkAuthentication, ConfigurationBotFrameworkAuthentication>();
@@ -84,7 +105,18 @@
 builder.Services.AddSingleton<BotAdapter>(sp => sp.GetService<TeamsAdapter>()!);
 
 builder.Services.AddSingleton<IStorage, MemoryStorage>();
-builder.Services.AddSingleton(_ => new AssistantsPlannerOptions(apiKey, assistantId, endpoint));
+builder.Services.AddSingleton(_ => {
+    if (apiKey != null)
+    {
+        return new AssistantsPlannerOptions(apiKey, assistantId, endpoint);
+    } else if (tokenCredential != null)
+    {
+        return new AssistantsPlannerOptions(tokenCredential, assistantId, endpoint);
+    } else
+    {
+        throw new ArgumentException("The `apiKey` or `tokenCredential` needs to be set");
+    }
+});
 
 // Create the Application.
 builder.Services.AddTransient<IBot>(sp =>

dotnet/samples/06.assistants.b.orderBot/teamsapp.yml

@@ -95,3 +95,4 @@ deploy:
       # You can replace it with an existing Azure Resource ID or other
       # custom environment variable.
       resourceId: ${{BOT_AZURE_APP_SERVICE_RESOURCE_ID}}
+projectId: e9c61418-40b8-4559-914f-6267cf343d93