"""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,
insurance=None, 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
so it renders in the UI.
rows = [
("Name", patient_name),
("Callback", callback_number),
("Reason", reason),
("Insurance (log only — staff to verify coverage)", insurance),
("Preferred time (patient's words)", preferred_time),
("Twilio call SID", call_sid),
]
note = "
Captured by the AVC phone agent (UNCONFIRMED — call patient to finalize).
" + \
"
".join(f"{escape(k)}: {escape(str(v)) if v else '—'}" for k, v in rows) + "