Initial commit: avc-phone-ai codebase + CLAUDE.md

odoo_client.py

@@ -0,0 +1,106 @@
+"""Minimal Odoo XML-RPC client for the phone agent.
+
+Creates an appointment *request* in Odoo from a captured call. A request is NOT a
+confirmed booking — staff call the patient back to finalize — so by default we write
+a CRM lead (a clean "to-do" that doesn't occupy a real calendar slot). Set
+ODOO_TARGET=calendar to instead drop a tentative event on the calendar.
+
+Auth + target are all env-driven (see .env.example). Connection is lazy and every
+failure is swallowed by the caller's fallback, so a flaky Odoo never drops a request.
+"""
+
+import os
+import xmlrpc.client
+from datetime import datetime, timedelta
+from html import escape
+
+ODOO_URL = os.environ.get("ODOO_URL", "http://localhost:8069")
+ODOO_DB = os.environ.get("ODOO_DB", "db1")
+ODOO_USER = os.environ.get("ODOO_USER", "")
+ODOO_API_KEY = os.environ.get("ODOO_API_KEY", "")
+ODOO_TARGET = os.environ.get("ODOO_TARGET", "crm").lower()   # "crm" | "calendar"
+# Pipeline placement for crm target. If ODOO_STAGE_ID is set, the request is created as a
+# staged opportunity (shows up in the CRM pipeline as a worklist) instead of a bare lead.
+ODOO_STAGE_ID = int(os.environ["ODOO_STAGE_ID"]) if os.environ.get("ODOO_STAGE_ID") else None
+ODOO_TEAM_ID = int(os.environ["ODOO_TEAM_ID"]) if os.environ.get("ODOO_TEAM_ID") else None
+ODOO_USER_ID = int(os.environ["ODOO_USER_ID"]) if os.environ.get("ODOO_USER_ID") else None
+
+
+class OdooError(RuntimeError):
+    pass
+
+
+def _connect():
+    if not (ODOO_USER and ODOO_API_KEY):
+        raise OdooError("ODOO_USER / ODOO_API_KEY not set")
+    common = xmlrpc.client.ServerProxy(f"{ODOO_URL}/xmlrpc/2/common")
+    uid = common.authenticate(ODOO_DB, ODOO_USER, ODOO_API_KEY, {})
+    if not uid:
+        raise OdooError("Odoo authentication failed (check db/user/key)")
+    models = xmlrpc.client.ServerProxy(f"{ODOO_URL}/xmlrpc/2/object")
+    return uid, models
+
+
+def _exec(uid, models, model, method, *args, **kw):
+    return models.execute_kw(ODOO_DB, uid, ODOO_API_KEY, model, method, list(args), kw)
+
+
+def _find_or_create_partner(uid, models, name, phone):
+    """Return a res.partner id, matching on phone first, else creating one."""
+    domain = []
+    if phone:
+        domain = ["|", ["phone", "=", phone], ["mobile", "=", phone]]
+    if domain:
+        hit = _exec(uid, models, "res.partner", "search", domain, limit=1)
+        if hit:
+            return hit[0]
+    vals = {"name": name or "Phone caller", "phone": phone or False, "company_type": "person"}
+    return _exec(uid, models, "res.partner", "create", vals)
+
+
+def create_appointment_request(patient_name, callback_number, reason, preferred_time, call_sid=None):
+    """Create the request in Odoo. Returns (model, record_id) or raises OdooError."""
+    uid, models = _connect()
+    summary = f"📞 Phone appt request — {patient_name or 'caller'}"
+    # description is an Odoo HTML field — build with <br/> so it renders in the UI.
+    rows = [
+        ("Name", patient_name),
+        ("Callback", callback_number),
+        ("Reason", reason),
+        ("Preferred time (patient's words)", preferred_time),
+        ("Twilio call SID", call_sid),
+    ]
+    note = "<p><b>Captured by the AVC phone agent</b> (UNCONFIRMED — call patient to finalize).</p><p>" + \
+        "<br/>".join(f"{escape(k)}: {escape(str(v)) if v else '—'}" for k, v in rows) + "</p>"
+
+    if ODOO_TARGET == "calendar":
+        partner_id = _find_or_create_partner(uid, models, patient_name, callback_number)
+        # Tentative 30-min slot tomorrow 9:00 as a visible placeholder; real time set on callback.
+        start = (datetime.utcnow() + timedelta(days=1)).replace(hour=9, minute=0, second=0, microsecond=0)
+        vals = {
+            "name": summary,
+            "start": start.strftime("%Y-%m-%d %H:%M:%S"),
+            "stop": (start + timedelta(minutes=30)).strftime("%Y-%m-%d %H:%M:%S"),
+            "description": note,
+            "partner_ids": [(4, partner_id)],
+        }
+        rec = _exec(uid, models, "calendar.event", "create", vals)
+        return ("calendar.event", rec)
+
+    # CRM target. With a stage configured, create a staged opportunity (lands in the
+    # pipeline as a worklist staff act on); otherwise a plain lead.
+    vals = {
+        "name": summary,
+        "contact_name": patient_name or False,
+        "phone": callback_number or False,
+        "description": note,
+        "type": "opportunity" if ODOO_STAGE_ID else "lead",
+    }
+    if ODOO_STAGE_ID:
+        vals["stage_id"] = ODOO_STAGE_ID
+    if ODOO_TEAM_ID:
+        vals["team_id"] = ODOO_TEAM_ID
+    if ODOO_USER_ID:
+        vals["user_id"] = ODOO_USER_ID
+    rec = _exec(uid, models, "crm.lead", "create", vals)
+    return ("crm.lead", rec)