ActiveBlue Build
fe47f950e4
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 >
2026-04-12 18:04:32 -04:00
ActiveBlue Build
dab6354d09
feat(finance): add FinanceAgent with full 6-step contract and FinanceTools
...
- FinanceAgent implements _plan/_gather/_reason/_act/_report lifecycle
- Proactive sweep flags 30+ day overdue invoices, auto-sends reminders >60d/>$1k
- PeerBus handler exposes overdue_summary, payment_history, financial_summary
- HIPAA-locked: Ollama only, no cloud LLM routing
- FinanceTools wraps OdooClient with 9 read/write methods on account.move
- finance_system.txt prompt enforces no-write-to-invoices rule
- research/finance_research.md documents Odoo 18 account model details
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-04-12 17:51:49 -04:00
