feat(agents): add 7 specialist agents with tools and system prompts
Agents (all following 6-step contract: _plan/_gather/_reason/_act/_report): - AccountingAgent: trial balance, chart of accounts, tax summary (HIPAA-locked) - CrmAgent: pipeline summary, lead/opportunity management, won/lost analysis - SalesAgent: sales orders, quotations, revenue by rep, expired quote detection - ProjectAgent: task tracking, blocked/overdue detection, timesheet logging - ElearningAgent: course completion, low-engagement flagging, next-course suggestion - ExpensesAgent: expense sheets, pending approvals, policy violations (HIPAA-locked) - EmployeesAgent: headcount, contracts, leaves, attendance, expired contract sweep (HIPAA-locked) Tools (one file per domain): - accounting_tools.py, crm_tools.py, sales_tools.py, project_tools.py - elearning_tools.py, expenses_tools.py, employees_tools.py System prompts: each agent has a domain-specific system.txt with rules and output format All agents implement handle_peer_request() and sweep() for proactive monitoring HIPAA-locked agents (accounting, expenses, employees) enforced via LLMRouter Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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139
agent_service/agents/crm_agent.py
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139
agent_service/agents/crm_agent.py
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from __future__ import annotations
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import logging
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from .base_agent import BaseAgent, AgentReport, AgentDirective, SweepReport
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from ..tools.crm_tools import CrmTools
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logger = logging.getLogger(__name__)
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CRM_TOOLS = [
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{'name': 'get_leads', 'description': 'Get CRM leads',
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'parameters': {'stage_id': {'type': 'integer', 'optional': True},
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'user_id': {'type': 'integer', 'optional': True},
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'limit': {'type': 'integer', 'optional': True}}},
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{'name': 'get_opportunities', 'description': 'Get CRM opportunities',
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'parameters': {'stage_id': {'type': 'integer', 'optional': True},
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'user_id': {'type': 'integer', 'optional': True},
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'limit': {'type': 'integer', 'optional': True}}},
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{'name': 'get_pipeline_summary', 'description': 'Get pipeline summary by stage', 'parameters': {}},
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{'name': 'update_lead_stage', 'description': 'Move a lead/opp to a new stage',
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'parameters': {'lead_id': {'type': 'integer'}, 'stage_id': {'type': 'integer'}}},
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{'name': 'assign_lead', 'description': 'Assign lead to a salesperson',
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'parameters': {'lead_id': {'type': 'integer'}, 'user_id': {'type': 'integer'}}},
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{'name': 'log_activity', 'description': 'Log a CRM activity',
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'parameters': {'lead_id': {'type': 'integer'}, 'activity_type': {'type': 'string'},
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'note': {'type': 'string'},
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'date_deadline': {'type': 'string', 'optional': True}}},
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{'name': 'get_won_lost_analysis', 'description': 'Get won/lost opportunity analysis',
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'parameters': {'date_from': {'type': 'string', 'optional': True},
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'date_to': {'type': 'string', 'optional': True}}},
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{'name': 'post_chatter_note', 'description': 'Post a note on a record',
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'parameters': {'model': {'type': 'string'}, 'record_id': {'type': 'integer'},
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'note': {'type': 'string'}}},
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]
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class CrmAgent(BaseAgent):
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name = 'crm_agent'
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domain = 'crm'
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required_odoo_module = 'crm'
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system_prompt_file = 'crm_system.txt'
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tools = CRM_TOOLS
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def __init__(self, odoo, llm, peer_bus=None):
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super().__init__(odoo, llm, peer_bus)
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self._ct = CrmTools(odoo)
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self._gathered_data = {}
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self._actions_taken = []
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self._escalations_list = []
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async def _plan(self, directive: AgentDirective) -> dict:
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intent = (directive.intent or '').lower()
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return {
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'fetch_pipeline': any(k in intent for k in ('pipeline', 'summary', 'overview')),
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'fetch_leads': 'lead' in intent,
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'fetch_opportunities': any(k in intent for k in ('opportunit', 'deal')),
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'fetch_won_lost': any(k in intent for k in ('won', 'lost', 'win rate')),
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'user_id': directive.context.get('user_id'),
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}
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async def _gather(self, ctx: dict) -> dict:
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plan = ctx.get('plan', {})
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data: dict = {}
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if plan.get('fetch_pipeline') or not any([plan.get('fetch_leads'), plan.get('fetch_opportunities')]):
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data['pipeline'] = await self._ct.get_pipeline_summary()
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if plan.get('fetch_leads'):
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data['leads'] = await self._ct.get_leads(user_id=plan.get('user_id'), limit=20)
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if plan.get('fetch_opportunities'):
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data['opportunities'] = await self._ct.get_opportunities(user_id=plan.get('user_id'), limit=20)
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if plan.get('fetch_won_lost'):
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data['won_lost'] = await self._ct.get_won_lost_analysis()
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self._gathered_data = data
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return data
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async def _reason(self, ctx: dict) -> dict:
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data = self._gathered_data
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analysis: dict = {'escalations': [], 'stale_leads': []}
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pipeline = data.get('pipeline', {})
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if pipeline:
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weighted = pipeline.get('weighted_pipeline', 0)
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if weighted < 10000:
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analysis['escalations'].append(f'Low weighted pipeline: {weighted:.2f}')
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self._escalations_list = analysis['escalations']
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return analysis
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async def _act(self, ctx: dict) -> list:
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return []
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async def _report(self, ctx: dict) -> AgentReport:
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data = self._gathered_data
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parts = []
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pipeline = data.get('pipeline', {})
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if pipeline:
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total = pipeline.get('total_opportunities', 0)
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value = pipeline.get('weighted_pipeline', 0)
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parts.append(f'Pipeline: {total} opportunities, weighted value {value:.2f}.')
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won_lost = data.get('won_lost', {})
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if won_lost:
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parts.append(f'Won: {won_lost.get("won_count", 0)}, Lost: {won_lost.get("lost_count", 0)}.')
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if not parts:
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parts.append('CRM review complete.')
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return AgentReport(agent=self.name, summary=chr(10).join(parts),
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data=data, escalations=self._escalations_list, actions_taken=[])
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async def _dispatch_tool(self, name: str, args: dict):
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dispatch = {
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'get_leads': self._ct.get_leads,
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'get_opportunities': self._ct.get_opportunities,
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'get_pipeline_summary': self._ct.get_pipeline_summary,
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'update_lead_stage': self._ct.update_lead_stage,
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'assign_lead': self._ct.assign_lead,
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'log_activity': self._ct.log_activity,
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'get_won_lost_analysis': self._ct.get_won_lost_analysis,
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'post_chatter_note': self._ct.post_chatter_note,
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}
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if name not in dispatch:
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raise ValueError(f'Unknown tool: {name}')
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return await dispatch[name](**args)
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async def handle_peer_request(self, request: dict) -> dict:
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req_type = request.get('type', '')
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try:
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if req_type == 'pipeline_summary':
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return await self._ct.get_pipeline_summary()
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if req_type == 'opportunities':
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return {'opportunities': await self._ct.get_opportunities(user_id=request.get('user_id'))}
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return {'error': f'Unknown type: {req_type}'}
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except Exception as exc:
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return {'error': str(exc)}
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async def sweep(self) -> SweepReport:
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findings = []
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try:
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pipeline = await self._ct.get_pipeline_summary()
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if pipeline.get('weighted_pipeline', 0) < 5000:
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findings.append({'type': 'low_pipeline', 'severity': 'medium',
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'weighted': pipeline.get('weighted_pipeline', 0)})
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except Exception as exc:
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return SweepReport(agent=self.name, findings=[], actions=[], error=str(exc))
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return SweepReport(agent=self.name, findings=findings, actions=[],
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summary=f'CRM sweep: {len(findings)} findings.')
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