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

practice.py

@@ -0,0 +1,155 @@
+"""Advanced Vision Care practice facts + the phone agent's tools.
+
+Facts sourced from advancedvisioncareflorida.com (8 locations across Broward,
+Miami-Dade, Palm Beach). NOTE: the website does NOT publish office hours, so we do
+NOT assert hours — the agent must offer to have staff confirm them instead of
+inventing them. Fill HOURS in if/when you have them.
+"""
+
+import json
+import os
+import re
+from datetime import datetime, timezone
+
+from loguru import logger
+
+# ─────────────────────────────────────────────────────────────────────────────
+# Real facts from advancedvisioncareflorida.com
+# ─────────────────────────────────────────────────────────────────────────────
+LOCATIONS = [
+    # Broward County
+    {"city": "Hollywood / Fort Lauderdale", "address": "2873 Stirling Rd, Fort Lauderdale, FL 33312", "phone": "(954) 983-4969"},
+    {"city": "Tamarac", "address": "5865 N University Dr, Tamarac, FL 33321", "phone": "(954) 720-2720"},
+    {"city": "Pembroke Pines", "address": "246 S Flamingo Rd, Pembroke Pines, FL 33027", "phone": "(954) 443-1230"},
+    {"city": "Lauderdale Lakes", "address": "3682 W Oakland Park Blvd, Lauderdale Lakes, FL 33311", "phone": "(954) 730-8087"},
+    # Miami-Dade County
+    {"city": "Hialeah", "address": "1770 W 32nd Pl, Hialeah, FL 33012", "phone": "(305) 885-4477"},
+    {"city": "Kendall", "address": "11605 N Kendall Dr, Miami, FL 33176", "phone": "(305) 982-8927"},
+    {"city": "Miami Gardens", "address": "4771 NW 183rd St, Miami Gardens, FL 33055", "phone": "(305) 390-2467"},
+    # Palm Beach County
+    {"city": "Boca Raton", "address": "21673 State Road 7, Boca Raton, FL 33428", "phone": "(561) 470-2310"},
+]
+
+PRACTICE_FACTS = {
+    "name": "Advanced Vision Care",
+    "locations": LOCATIONS,
+    "insurance": [
+        "CarePlus", "Doctors Health", "Florida Blue Medicare", "Optum", "Spectera",
+        "Sunshine Health", "VSP", "WellCare",
+    ],
+    "services": (
+        "routine and medical eye exams, contact lens exams, pediatric eye exams, "
+        "and LASIK consultations"
+    ),
+    # Website does not publish hours — leave None so the agent won't invent them.
+    "hours": None,
+}
+
+REQUESTS_LOG = os.path.join(os.path.dirname(os.path.abspath(__file__)), "appointment_requests.jsonl")
+
+
+# Expand street abbreviations so the TTS speaks "North Kendall Drive", not "N … D-R".
+_ABBREV = {
+    "NW": "Northwest", "NE": "Northeast", "SW": "Southwest", "SE": "Southeast",
+    "N": "North", "S": "South", "E": "East", "W": "West",
+    "Dr": "Drive", "Rd": "Road", "Blvd": "Boulevard", "St": "Street",
+    "Ave": "Avenue", "Pl": "Place", "Ln": "Lane", "Ct": "Court", "Hwy": "Highway",
+    "FL": "Florida",
+}
+
+
+def _spoken_address(addr: str) -> str:
+    """Expand directional + street-type abbreviations for natural speech."""
+    return re.sub(
+        r"\b(" + "|".join(re.escape(k) for k in _ABBREV) + r")\b",
+        lambda m: _ABBREV[m.group(1)],
+        addr,
+    )
+
+
+def practice_summary() -> str:
+    """Compact facts block for the system prompt."""
+    f = PRACTICE_FACTS
+    loc_lines = "\n".join(f"  - {l['city']}: {_spoken_address(l['address'])} — {l['phone']}" for l in f["locations"])
+    hours = f["hours"] or (
+        "NOT published — do not state specific hours; offer to have the office confirm."
+    )
+    return (
+        f"Practice name: {f['name']}\n"
+        f"Locations ({len(f['locations'])} offices across South Florida):\n{loc_lines}\n"
+        f"Insurance accepted (these EXACT plans only): {', '.join(f['insurance'])}.\n"
+        f"Services: {f['services']}\n"
+        f"Hours: {hours}\n"
+    )
+
+
+def _find_location(name: str):
+    """Loose match a caller's city/location text to a known office."""
+    if not name:
+        return None
+    n = name.lower()
+    for l in LOCATIONS:
+        if n in l["city"].lower() or l["city"].lower() in n:
+            return l
+    return None
+
+
+# ─── Tools (used when ENABLE_TOOLS=true and the model supports tool-calling) ──
+
+def persist_appointment(record: dict) -> str:
+    """Write an appointment request to Odoo (a crm.lead) if configured, else to the
+    JSONL fallback so a request is never lost. Returns where it landed. Used by both
+    the post-call extraction and the (optional) in-call tool."""
+    record.setdefault("ts", datetime.now(timezone.utc).isoformat())
+    if os.environ.get("ODOO_USER") and os.environ.get("ODOO_API_KEY"):
+        try:
+            from odoo_client import create_appointment_request
+
+            model, rec_id = create_appointment_request(
+                patient_name=record.get("patient_name"),
+                callback_number=record.get("callback_number"),
+                reason=f"[{record.get('location') or 'location TBD'}] {record.get('reason') or ''}".strip(),
+                preferred_time=record.get("preferred_time"),
+                call_sid=record.get("call_sid"),
+            )
+            logger.info(f"Appointment -> Odoo {model} id={rec_id}: {record.get('patient_name')}")
+            return f"odoo:{model}:{rec_id}"
+        except Exception as e:
+            logger.warning(f"Odoo write failed ({e!r}); falling back to local log")
+            record["odoo_error"] = repr(e)
+
+    with open(REQUESTS_LOG, "a") as fh:
+        fh.write(json.dumps(record) + "\n")
+    logger.info(f"Appointment -> JSONL: {record.get('patient_name')}")
+    return "jsonl"
+
+
+async def record_appointment_request(params):
+    """In-call tool path (only used when ENABLE_TOOLS=true). Wraps persist_appointment."""
+    args = params.arguments or {}
+    persist_appointment({
+        "call_sid": getattr(params, "call_sid", None),
+        "patient_name": args.get("patient_name"),
+        "callback_number": args.get("callback_number"),
+        "location": args.get("location"),
+        "reason": args.get("reason"),
+        "preferred_time": args.get("preferred_time"),
+        "source": "in_call_tool",
+    })
+    await params.result_callback(
+        {"status": "captured", "message": "Got it — our staff will call you back to confirm the time."}
+    )
+
+
+async def get_practice_info(params):
+    """Return practice facts (optionally narrowed to one location) for accurate answers."""
+    args = params.arguments or {}
+    loc = _find_location(args.get("location", ""))
+    result = {
+        "name": PRACTICE_FACTS["name"],
+        "insurance": PRACTICE_FACTS["insurance"],
+        "services": PRACTICE_FACTS["services"],
+        "hours": "not published — offer to have the office confirm",
+    }
+    result["location"] = loc if loc else PRACTICE_FACTS["locations"]
+    await params.result_callback(result)